• NEW
  • UPDATE
  • SYNC
  • REVIEW

How to sync customer contact data with your AI

Connect Heymarket to your AI client once. After that, you can manage your entire contact list using simple chat commands.

Ask AI about this page

Short answer

How do I sync Heymarket contacts with my AI?

You tell your AI agent what to do in plain English, and it executes the changes in Heymarket for you. It handles everything from adding new people to fixing outdated profile info. You get a perfectly organized contact list.

Data outcomes

Where your data lands.

The AI handles the heavy lifting of data entry and updates.

NEW

Fresh contact entries

When you mention a new customer, the AI creates a new profile in Heymarket. You don't have to open the app to add them.

UPDATE

Corrected profile details

If a phone number or email changes, just tell your agent. It updates the existing Heymarket profile immediately.

SYNC

Clean contact lists

The AI keeps your Heymarket database consistent with your conversations. This ensures your team always sees current info.

REVIEW

Human oversight

The AI performs the technical updates, but you stay in control of the conversation. You decide when a contact is ready to be saved.

The workflow

What your AI does when the data arrives.

Your agent acts as the bridge between your chat and your Heymarket account.

  1. Identify the contact

    The agent looks through your existing Heymarket records to see if the person already exists.

    list_contacts

  2. Create new profiles

    If the person isn't in your system, the AI builds a brand new contact record.

    create_contact

  3. Modify existing info

    When details change, the agent overwrites the old data with the new information you provide.

    update_contact_profile

  4. Confirm the change

    The AI verifies the update was successful and tells you the profile is ready.

    list_contacts

Try it

Copy these to start.

Use these prompts to trigger Heymarket actions.

Starting points

Use these as a base. Swap out the bracketed info with the actual names or numbers from your chat.

Heymarket Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_dQrBWdsdzf9wue1XTyAYsauKiMCyQde117avLGgJ/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 — Heymarket capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "heymarket-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_dQrBWdsdzf9wue1XTyAYsauKiMCyQde117avLGgJ/mcp"
    }
  }
}
Copy into chat04

  • Create a new Heymarket contact for Sarah Jenkins with the email sarah@example.com.

  • Update the phone number for Mike Ross in Heymarket to 555-0199.

  • Find the contact for Jessica Pearson and change her job title to Managing Partner.

  • Check my Heymarket contacts to see if we have anyone listed under the name Harvey Specter.

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

Start here

Connect Heymarket once, then ask.

Click the link to authorize the connection. Your credentials stay encrypted and secure, and you can find the full tool list on the main Connector page.

Connect Heymarket to your AI

FAQ

How this task behaves.

  • 01

    Can the AI delete contacts from Heymarket?

    No. The AI can only create or update contact information.

  • 02

    Will the AI change my Heymarket settings?

    No. The AI only interacts with contact profiles, not your account or app settings.

  • 03

    Does the AI need me to find the contact ID first?

    No. You can just use the person's name, and the AI will find them for you.

  • 04

    Can the AI send messages through Heymarket?

    No. This specific connector is only for managing contact profile data.

  • 05

    What happens if the AI finds two people with the same name?

    The AI will ask you to clarify which specific contact you want to update.

  • More questions about Heymarket? See everything the Heymarket Connector can do

Connect Heymarket to Claude, Cursor, ChatGPT & more