• SYNCED
  • VERIFIED
  • PENDING
  • STABLE

How to update customer contact info with your AI

Connect Formilla to your AI client once. From then on, you can manage your contact database just by talking to your agent.

Ask AI about this page

Short answer

Can I update Formilla contacts using my AI?

Yes. Your AI identifies the right person in your database and applies changes to their record through simple text commands. You'll get updated contact details without opening the Formilla dashboard.

The results

Where your data lands

The AI handles the heavy lifting of finding and editing records.

SYNCED

Updated contact records

The AI modifies specific fields in Formilla. Your contact list stays current with the latest information you provide in chat.

VERIFIED

Accurate contact lookups

The agent pulls existing data to ensure it's editing the correct person. This prevents accidental overwrites of the wrong contact.

PENDING

Human review needed

If the AI can't find a specific person or if the command is vague, it will ask you for more details before making changes.

STABLE

Unchanged data fields

Fields you don't mention in your command remain untouched. The AI only modifies the specific information you target.

The workflow

What your AI does when you ask for a change.

The process moves from identifying the user to applying the new information.

  1. Locate the contact

    The agent searches your Formilla database to find the specific individual you're talking about.

    get_contact

  2. Validate the request

    Your AI checks the existing record against your instructions to make sure the update makes sense.

    get_contact

  3. Apply the update

    The agent writes the new information directly into the existing Formilla record.

    update_contact

  4. Confirm completion

    The AI verifies the change was successful and tells you the record is ready.

    get_contact

Try it

Copy these to start.

Use these prompts to trigger the Formilla tools.

Starting points

These are basic ways to start. Swap out the names and details for your actual Formilla contacts.

Formilla Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_5kIJol9qUEF1Y75V7c0dzIKDkkfRQGB29rqsTsxs/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — Formilla capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "formilla-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_5kIJol9qUEF1Y75V7c0dzIKDkkfRQGB29rqsTsxs/mcp"
    }
  }
}
Copy into chat04

  • Update the email address for John Doe to john.doe@example.com

  • Change Sarah Miller's phone number in Formilla

  • Find the contact for Acme Corp and update their primary contact name

  • Check the current address for Mike Ross and change it to 123 Main St

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect Formilla once, then ask.

You only need to link your account once. Your credentials stay encrypted, and you can immediately start managing contacts through your preferred AI client.

Connect Formilla to your AI

FAQ

How this task behaves

  • 01

    Can the AI delete a contact from Formilla?

    No. The current tools only allow for retrieving and updating existing records.

  • 02

    Will the AI create brand new contacts?

    No. This specific task is designed to modify existing records, not create new ones.

  • 03

    Does the AI see all my Formilla data?

    The AI only accesses the specific contact information required to fulfill your request.

  • 04

    What happens if I give a name that doesn't exist?

    The AI will tell you it can't find that contact and will ask you to clarify or provide more details.

  • 05

    Can I update multiple fields at once?

    Yes. You can tell the AI to change an email and a phone number in a single command.

  • More questions about Formilla? The Connector page answers them. See everything the Formilla Connector can do

Connect Formilla to Claude, Cursor, ChatGPT & more