• AUTOMATION
  • ACCURACY
  • SYNC
  • HUMAN

How to onboard new contacts with your AI

Connect Lexware Office to your AI client once. After that, you can manage your entire contact list through simple chat commands.

Ask AI about this page

Short answer

How can I add contacts to Lexware Office using AI?

You tell your AI the contact details, and it creates the record in Lexware Office for you. You can also ask it to pull up existing customer or vendor information to verify details. This keeps your accounting data in sync without manual entry.

The results.

What your contact data looks like.

The AI handles the data entry and retrieval, leaving you to focus on the conversation.

AUTOMATION

Instant record creation

The AI takes names, addresses, and tax info from your chat and builds the contact in Lexware Office immediately.

ACCURACY

Contact verification

You can check if a vendor or customer already exists in your system to prevent duplicate entries.

SYNC

Real-time updates

Your accounting records stay current as you talk to your agent, ensuring your invoicing stays accurate.

HUMAN

Manual oversight

You decide when a new contact is ready to be added, so the AI never creates junk data without your input.

The workflow

What your AI does when a contact arrives.

The AI acts as a bridge between your conversation and your Lexware Office account.

  1. Identify the contact

    The AI looks through your current Lexware Office database to see if the person or company is already there.

    list_contacts

  2. Gather details

    Your agent extracts the necessary fields like name, email, and address from your message.

    list_contacts

  3. Create the record

    The AI pushes the new information into Lexware Office to set up the new customer or vendor.

    create_contact

  4. Confirm success

    The AI verifies the record was successfully added and tells you it's ready for invoicing.

    create_contact

Try it

Copy these to start.

Use these prompts to trigger the Lexware Office tools.

Starting points

These are basic starting lines. Swap out the bracketed info with your actual contact details.

Lexware Office Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_mYFhAugLgluYKnx9hp8aILLuBsDQbKqL8Ue9DY7b/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 — Lexware Office capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "lexware-office-accounting-invoicing-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_mYFhAugLgluYKnx9hp8aILLuBsDQbKqL8Ue9DY7b/mcp"
    }
  }
}
Copy into chat04

  • Create a new vendor in Lexware Office for Acme Corp at 123 Industrial Way.

  • Check my Lexware Office contacts to see if I have a customer named Sarah Miller.

  • Add a new customer to Lexware Office: TechFlow Solutions, contact@techflow.com.

  • List all my current vendors in Lexware Office so I can see who is active.

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

Start here

Connect Lexware Office once, then ask.

Just follow the link to connect your account. Your login stays encrypted and secure on our end. Once connected, you can use any of the prompts above.

Connect Lexware Office to your AI

FAQ

How the contact onboarding works

  • 01

    Can the AI delete contacts in Lexware Office?

    No. The AI can only create or list contacts. It cannot delete or remove any records from your account.

  • 02

    Does the AI automatically add every person I mention?

    No. The AI only creates a contact when you specifically tell it to add or create one.

  • 03

    Can I update existing contact addresses through the AI?

    No. The current tools only allow for creating new contacts or listing existing ones. You'll need to update existing records in the Lexware Office interface.

  • 04

    How does the AI know if a contact already exists?

    The AI uses the list tool to check your current database before it attempts to create a new entry.

  • 05

    Can the AI create invoices directly?

    No. This specific connection is for managing contact and vendor records only.

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

Connect Lexware Office to Claude, Cursor, ChatGPT & more