• ACTIVITY
  • TASKS
  • CAMPAIGNS
  • HUMAN

How to monitor lead activity and tasks with your AI

Connect kvCORE once. After that, you can check on your leads and manage your daily follow-up checklist through chat.

Ask AI about this page

Short answer

How can I track my leads and tasks using AI?

Your AI pulls real-time data from kvCORE to show you which prospects are active and which follow-ups are due. You get a clear view of your pipeline and your to-do list without logging into the dashboard. This breakdown shows you how to manage those workflows.

Where your data lands.

The outcomes of your queries.

The AI organizes your kvCORE information into these specific areas.

ACTIVITY

Track prospect behavior

The AI pulls recent interactions from your leads. You'll see who is browsing or engaging right now.

TASKS

Manage follow-ups

Your daily checklist stays front and center. The AI identifies what needs your attention immediately.

CAMPAIGNS

Review marketing status

Check the progress of your automated outreach. You'll know exactly which campaigns are running.

HUMAN

Decide your next move

The AI identifies high-priority leads. You decide which ones to call or text personally.

The workflow

What your AI does when the data arrives.

The AI acts as a bridge between your kvCORE database and your chat interface.

  1. Identify active prospects

    The AI looks for recent engagement from your contacts to highlight hot leads.

    list_lead_activity

  2. Surface pending work

    It scans your agent dashboard to find tasks that are overdue or due today.

    list_agent_tasks

  3. Audit marketing reach

    The AI checks the status of your active lead nurturing sequences.

    list_marketing_campaigns

  4. Summarize priorities

    It combines activity, tasks, and campaigns into a single briefing for you.

    list_lead_activitylist_agent_tasks

Try it

Copy these to start.

Use these prompts to get moving immediately.

Starting points

These are opening lines. Swap out the names for specific leads or campaigns you want to check.

kvCORE Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_xBqvzQq5cDNqNi29XzAURZC4THITB2nVOlWfnKvE/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 — kvCORE capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "kvcore-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_xBqvzQq5cDNqNi29XzAURZC4THITB2nVOlWfnKvE/mcp"
    }
  }
}
Copy into chat04

  • Show me the recent activity for the Smith lead.

  • What are my most urgent tasks in kvCORE right now?

  • Which marketing campaigns are currently active?

  • List all the leads who have been active in the last 24 hours.

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

Start here

Connect kvCORE once, then ask.

Just follow the link to connect your account. Your credentials stay encrypted and secure, and you can start chatting with your data immediately.

Connect kvCORE to your AI

FAQ

How this task behaves.

  • 01

    Can the AI add new leads to kvCORE?

    No. This MCP is designed to read and list your existing data, not create new records.

  • 02

    Will the AI complete my tasks for me?

    No. The AI can list and identify your tasks, but you must manually complete them in kvCORE.

  • 03

    How often does the AI see new activity?

    The AI sees whatever is currently available in your kvCORE account through the provided tools.

  • 04

    Can I ask about specific marketing campaigns?

    Yes, you can ask the AI to list and describe your active marketing campaigns.

  • 05

    Does the AI change my lead settings?

    No. The AI only reads information; it cannot modify your lead settings or contact details.

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

Connect kvCORE to Claude, Cursor, ChatGPT & more