• PROFILE
  • LOGS
  • STATUS
  • HUMAN

How to update lead contact info with your AI

Connect your AI to kvCORE to manage lead data through chat. You can change contact details and add notes without logging into the dashboard.

Ask AI about this page

Short answer

How can I update lead contact info with my AI?

Tell your AI client which lead you want to change and what the new details are. It will find the right profile and apply the updates directly to your kvCORE account. You'll get updated contact info and activity logs in your CRM immediately.

Data outcomes

Where your updates land.

Your AI handles the data entry so your CRM stays current.

PROFILE

Updated contact details

The AI modifies phone numbers, emails, or names. Your lead profiles stay accurate without manual typing.

LOGS

New activity notes

Every change or conversation you mention gets saved as a note. This keeps your lead history complete.

STATUS

Lead stage changes

Move leads between stages or update their status. Your pipeline stays organized through simple chat commands.

HUMAN

Manual review needed

If the AI can't find a specific lead or a field is missing, it will ask you for clarification. You decide when a major status change happens.

The workflow

What your AI does when you request a change.

The AI moves from finding the right person to applying the specific data you requested.

  1. Find the lead

    The AI searches your database to locate the specific person you are talking about.

    search_kvcore_leads

  2. Pull current data

    It looks up the existing profile to ensure it has the right context before making changes.

    get_lead_details

  3. Apply updates

    The AI overwrites the old contact information with the new details you provided.

    update_lead_info

  4. Log the change

    A record of the update is added to the lead's history for your future reference.

    create_lead_note

Try it

Copy these to start.

Use these prompts to trigger actions in kvCORE.

Starting points

Replace the bracketed names with your actual lead names or phone numbers.

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

  • Update the email for [Lead Name] to [new email address].

  • Find [Lead Name] and change their phone number to [phone number].

  • Add a note to [Lead Name]'s profile saying they are interested in a new listing.

  • Change the status of [Lead Name] to 'Active Client'.

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

Start here

Connect kvCORE once, then ask.

Link your account in one click. Your credentials stay encrypted and secure, and you can start managing leads immediately.

Connect kvCORE to your AI

FAQ

How this task behaves.

  • 01

    Can the AI delete leads from my kvCORE account?

    No. The AI can only update existing information or add notes; it cannot delete leads.

  • 02

    Will the AI change my lead's status automatically?

    Only if you explicitly tell it to. It won't make decisions about lead stages on its own.

  • 03

    Can I update multiple leads at once?

    You can ask for multiple updates, but the AI processes them one lead at a time to ensure accuracy.

  • 04

    Does the AI see all my contact info?

    The AI only accesses the specific lead details required to fulfill your request.

  • 05

    Can the AI send emails to my leads?

    No. This specific connection is for managing profile data and notes, not for sending outbound messages.

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

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