• COMPANY
  • PERSON
  • OPPORTUNITY
  • HUMAN

How to automate CRM data entry with your AI

Connect Funil de Vendas to your AI client once. After that, you just tell your agent what to record and it handles the typing.

Ask AI about this page

Short answer

How can I stop manually typing leads into my CRM?

You give your AI the details from an email, a chat, or a meeting note, and it uses the Funil de Vendas MCP to create the records for you. This covers everything from new company profiles to specific sales opportunities. You'll see exactly how the data lands in your CRM below.

The results.

Where your data lands.

The AI maps your conversation directly to these CRM objects.

COMPANY

New company profiles

The AI creates an organization record using the details you provide. This keeps your account hierarchy clean.

PERSON

Contact records

Your agent creates individual contact entries. It links them to the right company automatically.

OPPORTUNITY

Sales pipeline entries

The AI sets up new deals in your pipeline. It populates the necessary fields so you can track the sale.

HUMAN

Review and verify

The AI performs the entry, but you decide if the data is correct. You remain in control of the final CRM state.

The workflow

What your AI does when a lead arrives.

The AI acts as your data entry clerk, turning messy text into structured CRM records.

  1. Identify the company

    The AI extracts the organization name and details from your input to build the account.

    create_company

  2. Add the contact

    It creates a person record and attaches them to the company just created.

    create_person

  3. Open the deal

    The agent creates a new sales opportunity to track the potential revenue.

    create_opportunity

  4. Confirm the entry

    The AI tells you exactly what it did so you can verify the new records in Funil de Vendas.

    create_opportunity

Try it

Copy these to start.

Paste these into your chat to trigger the CRM actions.

Starting points

These are basic starting lines. Swap out the bracketed info with your actual lead details.

Funil de Vendas Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_tFBZ41Ok38uSEkkvAnB6LzYlYzI5agKaZpv2SkF1/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 — Funil de Vendas capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "funil-de-vendas-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_tFBZ41Ok38uSEkkvAnB6LzYlYzI5agKaZpv2SkF1/mcp"
    }
  }
}
Copy into chat04

  • Create a new company called [Company Name] in Funil de Vendas.

  • Add [Name] as a contact for [Company Name].

  • Create a new opportunity for [Company Name] worth [Amount].

  • I just met with [Name] from [Company Name]. Register them and create a deal for [Amount].

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

Start here

Connect Funil de Vendas once, then ask.

One click connects the MCP to your client. Your credentials stay encrypted and secure. You can find the full tool list on the main Connector page.

Connect Funil de Vendas to your AI

FAQ

How this task behaves.

  • 01

    Can the AI delete existing contacts?

    No. This MCP only has tools to create new records. It cannot delete or overwrite what is already in your CRM.

  • 02

    Does the AI update old lead info?

    No. The available tools are strictly for creating new companies, people, and opportunities.

  • 03

    Will it create a company if I don't provide a name?

    No. The AI needs specific details to successfully run the creation tools.

  • 04

    Can I use this with Claude?

    Yes, any MCP-compatible client like Claude or Cursor works once you connect the MCP.

  • 05

    Does the AI automatically link the person to the company?

    Yes, when you provide both pieces of information, the AI uses the tools to ensure they are connected.

  • More questions about Funil de Vendas? See everything the Funil de Vendas Connector can do

Connect Funil de Vendas to Claude, Cursor, ChatGPT & more