• SYNCED
  • VERIFIED
  • PENDING
  • LOGGED

How to update client contact information with your AI

Connect LEAP to your AI client once. After that, you can fix outdated contact details just by asking.

Ask AI about this page

Short answer

How do I update client contact info with my AI?

Tell your AI what changed about a person or organization, and it will update the corresponding card in LEAP. You'll see how the AI identifies the right record and applies the changes below.

The results.

Where your updates land.

The AI handles the data entry, leaving you to just verify the results.

SYNCED

Updated contact cards

The AI modifies the specific person or organization record you identified. Your LEAP database stays current with the new details.

VERIFIED

Accurate contact data

The AI checks the existing information before making changes. You get a database that reflects the most recent client communications.

PENDING

Human review needed

If the AI can't find a matching card, it will tell you. You'll need to provide more details or create a new card manually.

LOGGED

Clean audit trail

Every change is applied directly to the existing record. This prevents the creation of duplicate entries for the same client.

The workflow

What your AI does when the info changes.

The AI acts as a bridge between your conversation and your LEAP database.

  1. Locate the record

    The AI looks up the specific person or organization in your LEAP database to ensure it has the right starting point.

    get_card_details

  2. Compare the data

    It looks at the current card details against the new information you just provided.

    get_card_details

  3. Apply the update

    The AI overwrites the outdated fields with the new contact information you specified.

    update_existing_card

  4. Confirm completion

    The AI tells you exactly which fields were changed so you can be sure the task is done.

    update_existing_card

Try it

Copy these to start.

Use these prompts to trigger updates immediately.

Starting points

Replace the bracketed text with the actual names or details from your LEAP database.

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

  • Update the phone number for [Client Name] in LEAP to [Phone Number].

  • Change the organization address for [Company Name] to [New Address].

  • I have a new email for [Person Name]. Can you update their contact card in LEAP?

  • Update the contact details for [Client Name] using this info: [New Details].

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

Start here

Connect LEAP once, then ask.

Just click the link to connect your LEAP account. Your credentials stay encrypted, and you can start managing your database through your AI client right away.

Connect LEAP to your AI

FAQ

How this task behaves.

  • 01

    Can the AI create a brand new client card?

    No. This specific task is designed to modify existing cards. You must create new cards manually in LEAP.

  • 02

    Will the AI delete any contact information?

    No. The AI only updates the specific fields you tell it to change. It won't wipe out other data on the card.

  • 03

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

    The AI will stop and ask you for more identifying information, like an email or a client ID, to make sure it hits the right record.

  • 04

    Can I update multiple clients at once?

    It is best to update them one by one to ensure accuracy, though you can provide a list for the AI to process sequentially.

  • 05

    Does the AI need my LEAP login every time?

    No. You connect once through Vinkius, and your AI client maintains that secure connection for all future requests.

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

Connect LEAP Legal to Claude, Cursor, ChatGPT & more