• PERSON
  • ORG
  • REVIEW
  • READY

How to create new client contact cards with your AI

Connect LEAP to your AI client once. After that, you just tell your agent who to add to your database.

Ask AI about this page

Short answer

How do I add new contacts to LEAP using AI?

Give your AI the name, contact details, and entity type you want to add. It uses the create_new_card tool to build the record in LEAP immediately. You'll find the new card waiting in your database.

The results.

Where your data lands.

The AI handles the heavy lifting of record creation.

PERSON

Individual cards

The AI builds a contact card for a specific person. You get a clean record in LEAP with the names and details you provided.

ORG

Organization cards

The AI creates a card for a company or entity. This keeps your client list organized by business name.

REVIEW

Human oversight

You check the details to ensure everything is right. The AI won't change existing data without you asking.

READY

Onboarding done

Once the card is created, the contact is live in LEAP. You can start assigning matters to them right away.

The workflow

What your AI does when the info arrives.

Your agent processes the raw details and executes the command in LEAP.

  1. Parse details

    Your AI extracts names, phone numbers, and addresses from your chat or an uploaded document.

    create_new_card

  2. Identify entity type

    The agent determines if the contact is an individual or a business based on your instructions.

    create_new_card

  3. Build the record

    The AI sends the structured data to LEAP to generate the new contact entry.

    create_new_card

  4. Confirm creation

    The agent tells you the card was successfully made and confirms the details used.

    create_new_card

Try it

Copy these to start.

Use these prompts to trigger the creation process.

Starting points

These are just ways to start the conversation. Swap out the names and company details with your actual client info.

LEAP Legal Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_XQkrSIlUfij9DhrvOfsqe3KjRaKWeghEpnhc4Oda/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 — LEAP Legal capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "leap-legal-1-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_XQkrSIlUfij9DhrvOfsqe3KjRaKWeghEpnhc4Oda/mcp"
    }
  }
}
Copy into chat04

  • Create a new person card in LEAP for John Doe at 123 Main St.

  • Add a new organization card to LEAP for Acme Corp.

  • I have a new client, Sarah Jenkins. Can you create her contact card in LEAP?

  • Build a contact card for the law firm Smith & Associates in LEAP.

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

Start here

Connect LEAP once, then ask.

Click the link to connect your account. Your credentials stay encrypted and secure, and you can start using the tools immediately.

Connect LEAP to your AI

FAQ

How this task behaves.

  • 01

    Can the AI edit existing contact cards?

    No. This tool is only for creating new cards. You must ask for other actions separately.

  • 02

    Does the AI delete contacts if I make a mistake?

    No. The AI does not have a tool to delete or remove cards from LEAP.

  • 03

    Can I create both people and companies?

    Yes. You just need to tell the AI whether the contact is a person or an organization.

  • 04

    What happens if I don't provide an address?

    The AI will create the card with the information you did provide. It won't make up fake addresses.

  • 05

    Do I need to open LEAP to do this?

    No. Once you've connected the MCP, you can do everything through your AI client.

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

Connect LEAP Legal to Claude, Cursor, ChatGPT & more