• NEW
  • UPDATE
  • VIEW
  • HUMAN

How to manage new sales leads with your AI

Connect Giddyup to your AI client once. After that, your agent handles the data entry for every prospect you talk to.

Ask AI about this page

Short answer

How can I use my AI to manage sales leads?

Your AI uses Giddyup to turn chat text into structured CRM records. It creates new entries, updates existing ones, and pulls lead lists on command. You get a populated pipeline without manual typing.

Lead outcomes.

Where your data lands.

The AI handles the heavy lifting of record management.

NEW

Instant lead creation

The AI identifies new prospects in your chat and builds their profiles. You won't need to copy names or emails into a separate system.

UPDATE

Real-time record updates

When a lead's info changes during a conversation, your agent adjusts the existing record. This keeps your contact list accurate automatically.

VIEW

Quick lead lookups

You can ask your agent for specific details about a person. It pulls the latest information from your database immediately.

HUMAN

Manual review needed

The AI handles the data entry, but you decide which leads are actually qualified. You stay in control of the final sales decisions.

The workflow

What your AI does when a lead arrives.

The AI acts as the bridge between your chat and your database.

  1. Capture details

    Your agent extracts names and emails from your chat history to build a new entry.

    create_lead

  2. Modify records

    If you mention a change to a known contact, the AI adjusts their profile to match the new info.

    update_lead

  3. Retrieve info

    You can ask for specific details about a prospect to prep for a call.

    get_lead

  4. Audit the pipeline

    The agent can pull a full list of your current prospects when you need a status update.

    list_leads

Try it

Copy these to start.

Use these prompts to trigger actions in your chat.

Starting points

These are opening lines. Swap the bracketed info with your actual contact or company details.

Giddyup Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_lf2QtyRZDuAEwC2GEdoxCX1ttfZuJveAJMmo8YYv/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 — Giddyup capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "giddyup-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_lf2QtyRZDuAEwC2GEdoxCX1ttfZuJveAJMmo8YYv/mcp"
    }
  }
}
Copy into chat04

  • Create a new lead for Sarah Jenkins from Acme Corp with the email sarah@acme.com.

  • Update the lead for Acme Corp to show they are now interested in the premium tier.

  • Get the contact details for the lead named Marcus Thorne.

  • List all my current leads so I can see who to follow up with today.

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

Start here

Connect Giddyup once, then ask.

Click the link to connect. Your credentials stay encrypted on our side. Once connected, your AI is ready to manage leads.

Connect Giddyup to your AI

FAQ

How this task behaves.

  • 01

    Can the AI delete leads from my list?

    No. The AI can only create, update, get, or list leads. It cannot delete any records.

  • 02

    Does the AI automatically decide which leads are hot?

    No. The AI performs the data entry, but you decide which leads are worth pursuing.

  • 03

    Will it overwrite my existing data?

    Only if you specifically tell the AI to update a lead. It won't change information unless you give it a command.

  • 04

    Can I use this with Claude?

    Yes. You can use Giddyup with any MCP-compatible client like Claude, Cursor, or Windsurf.

  • 05

    Do I need to manually type every lead into my CRM?

    No. Once you connect Giddyup, your AI handles the creation and updating of records through your chat.

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

Connect Giddyup to Claude, Cursor, ChatGPT & more