• DEPARTMENTS
  • CLIENTS
  • AUDIT
  • HUMAN

How to organize screening contacts with your AI

Connect InfoVetted to your agent once. From there, you can sort through massive contact lists and group them into logical buckets for easier management.

Ask AI about this page

Short answer

How can I group my screening contacts using AI?

Your agent uses the InfoVetted MCP to pull your current contact list and sort individuals into specific departments or client groups. This keeps your pipeline organized without you having to manually tag every person. You'll see how the grouping and listing process works below.

Where every contact lands.

Organized contact pipelines.

The AI handles the heavy lifting of sorting, leaving you to focus on the actual screening.

DEPARTMENTS

Departmental groups

The AI uses the contact data to create specific groups for different departments. You get a clean, segmented list for each team.

CLIENTS

Client-specific lists

Group contacts by client name or project ID. This makes it easy to see exactly who is in which pipeline.

AUDIT

Group verification

The AI lists your existing groups so you can check for duplicates or overlapping categories. This ensures your organization stays tight.

HUMAN

Manual review

You decide which contacts belong in which group. The AI suggests the organization, but you maintain final control over the contact data.

The workflow

What your AI does when you need to organize contacts.

The agent moves through your raw contact data to build a structured hierarchy.

  1. Fetch contacts

    The agent pulls your entire list of screening contacts to see who needs to be moved.

    list_screening_contacts

  2. Review existing groups

    Before making new groups, the agent checks your current setup to avoid creating redundant categories.

    list_contact_groups

  3. Create new buckets

    The agent builds new department or client groups based on your specific instructions.

    create_contact_group

  4. Verify organization

    The agent runs a final check of the groups and contacts to ensure everything landed where it should.

    list_contact_groupslist_screening_contacts

Try it

Copy these to start.

Use these prompts to kick off the organization process.

Starting points

These are just ideas. Swap out the names of your departments or clients to match your actual data.

InfoVetted Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_UJophLNfplb1Mj4mRFGMKwzL48hunvlNWEYPuyfj/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 — InfoVetted capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "infovetted-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_UJophLNfplb1Mj4mRFGMKwzL48hunvlNWEYPuyfj/mcp"
    }
  }
}
Copy into chat04

  • List all my current screening contacts so we can see who needs grouping.

  • Create a new contact group called 'Engineering Department' for my screening pipeline.

  • Show me all the contact groups I currently have in InfoVetted.

  • Look at my screening contacts and group them into 'Client A' and 'Client B' lists.

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

Start here

Connect InfoVetted once, then ask.

Just click the link to connect. Your credentials stay encrypted, and you can start managing your contacts immediately in your preferred AI client.

Connect InfoVetted to your AI

FAQ

How the organization task behaves.

  • 01

    Can the AI delete contacts from my list?

    No. The current tools only allow for listing and grouping contacts. It cannot delete or remove individuals from your database.

  • 02

    Will the AI change the contact's personal information?

    No. The AI can only organize contacts into groups. It does not have the ability to edit names, emails, or other contact details.

  • 03

    How does the AI know which group to use?

    It uses the instructions you provide in your prompt to match contacts to the correct department or client group.

  • 04

    Can I see a list of all my groups?

    Yes. You can ask the agent to list all existing contact groups at any time.

  • 05

    Does this work with any AI client?

    Yes, it works with any MCP-compatible client like Claude, Cursor, or Windsurf.

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

Connect InfoVetted to Claude, Cursor, ChatGPT & more