• HIERARCHY
  • ACCESS
  • INVENTORY
  • MANUAL

How to manage telephony account structure with your AI

Connect Marchex to your AI client to audit your organizational setup. Once connected, your agent can pull real-time lists of accounts, users, and phone numbers.

Ask AI about this page

Short answer

How can I check my Marchex account and user setup?

Your AI pulls your account hierarchy, user lists, and phone number details directly from Marchex. You'll get a clear view of who has access and which numbers are active in your setup.

Data outcomes

Where your data lands.

Your AI organizes the information it finds into these specific views.

HIERARCHY

Account mapping

The AI identifies every account in your Marchex organization. You get a clean list of the different account levels you're managing.

ACCESS

User audits

Your agent lists all users across your accounts. This helps you see exactly who is currently set up in the system.

INVENTORY

Phone number lists

The AI pulls a full inventory of your tracking numbers. You can quickly see which numbers are assigned to which accounts.

MANUAL

Human review

The AI flags discrepancies or missing details. You decide if any user permissions or number assignments need to be changed in the Marchex dashboard.

The workflow

What your AI does when the request arrives.

The AI uses specific tools to reach into Marchex and pull the data you asked for.

  1. Map the organization

    The AI scans your entire Marchex setup to find all active accounts.

    list_accounts

  2. Identify users

    It looks through the accounts to find every registered user.

    list_users

  3. Inventory numbers

    The agent gathers a list of all phone numbers being used for tracking.

    list_numbers

  4. Inspect specific numbers

    If you need more detail, the AI pulls the specific configuration for a single number.

    get_number_details

Try it

Copy these to start.

Use these prompts to begin your audit.

Starting points

These are basic starting lines. Swap out the specific account names or number patterns to get exactly what you need.

Marchex Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_y885XTRpPQ9feNSuJ353LdqfvTmQsLw2Lb0yTr8V/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 — Marchex capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "marchex-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_y885XTRpPQ9feNSuJ353LdqfvTmQsLw2Lb0yTr8V/mcp"
    }
  }
}
Copy into chat04

  • List all my Marchex accounts and tell me how many there are.

  • Show me all the users assigned to the 'West Coast Sales' account.

  • Find all the tracking phone numbers associated with my main account.

  • Get the details for the phone number ending in 4421.

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

Start here

Connect Marchex once, then ask.

Just enter your credentials once. Your login stays encrypted, and you can immediately start asking questions about your telephony setup.

Connect Marchex to your AI

FAQ

How this task behaves.

  • 01

    Can my AI change user permissions?

    No. The AI can only list and view existing users and accounts. You must make permission changes manually in Marchex.

  • 02

    Can the AI delete phone numbers?

    No. The AI is limited to reading account and number data. It cannot delete or modify any telephony assets.

  • 03

    Does the AI see my Marchex password?

    No. Your credentials are encrypted and handled securely by Vinkius. Your AI client only uses the connection to fetch data.

  • 04

    Can I ask for a summary of all users?

    Yes. Once connected, you can ask your agent to aggregate user data across all your accounts.

  • 05

    Can the AI create new accounts?

    No. The tools only allow for listing and retrieving existing information.

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

Connect Marchex to Claude, Cursor, ChatGPT & more