• NEW
  • SYNC
  • VIEW
  • REVIEW

How to add and update prospects with your AI

Connect your AI to OmniEngage once. From then on, your agent handles the data entry and record maintenance for you.

Ask AI about this page

Short answer

How can I add and update prospects using my AI?

Your AI uses OmniEngage tools to create new lead entries or modify current ones based on your research. You get a clean, updated CRM without manual typing. Here is how the data moves.

Data outcomes

Where your lead data lands.

The AI maps your research directly to these outcomes.

NEW

Fresh lead creation

The AI identifies a new contact and builds their profile in OmniEngage. You get a new prospect ready for outreach.

SYNC

Updated contact info

When details change, the AI modifies the existing record. Your CRM stays current without you checking it manually.

VIEW

Detailed prospect lookups

The AI pulls specific data from a profile to answer your questions. You get the context you need to personalize messages.

REVIEW

Human verification

You decide when a lead is ready or if a record needs a manual check. The AI handles the heavy lifting, but you keep the final say.

The workflow

What your AI does when a lead is identified.

The AI acts as your data entry clerk, moving information from your chat into the CRM.

  1. Identify new leads

    Your agent finds a person or company you want to track and prepares their details.

    create_prospect

  2. Check existing records

    Before adding someone, the AI checks if they already exist in your database to prevent duplicates.

    get_prospect_details

  3. Refresh contact data

    If a lead's email or role changes, the AI modifies the specific fields in OmniEngage.

    update_prospect

  4. Verify details

    The AI pulls current information from a profile to ensure the data is accurate before you act.

    get_prospect_details

Try it

Copy these to start.

Use these prompts to trigger the OmniEngage tools.

Starting points

These are basic commands. Swap out the bracketed info with your actual lead details.

OmniEngage Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_2bd1b2J0AbPSwSQqFY8xi4ZmYR8XGE3co8Q40pqx/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 — OmniEngage capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "omniengage-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_2bd1b2J0AbPSwSQqFY8xi4ZmYR8XGE3co8Q40pqx/mcp"
    }
  }
}
Copy into chat04

  • Create a new prospect in OmniEngage for Jane Doe at Acme Corp with the email jane@acme.com.

  • Update the job title for the prospect named John Smith to Senior Manager.

  • Get the details for the prospect with the email sales@techflow.io.

  • I found a new lead, Sarah Jenkins, at Global Logistics. Add her to OmniEngage.

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

Start here

Connect OmniEngage once, then ask.

Just click the link to connect. Your credentials stay encrypted and secure on our end. You can find the full tool list on the Connector page.

Connect OmniEngage to your AI

FAQ

How this task behaves.

  • 01

    Can the AI delete prospects from my CRM?

    No. The AI can only create, update, or view prospect details.

  • 02

    Will the AI create duplicate leads if I ask twice?

    The AI can check for existing details first, but it is up to you to tell it to check before creating a new entry.

  • 03

    Can the AI send emails to these prospects?

    No. This MCP is only for managing prospect data in OmniEngage.

  • 04

    Does the AI change my existing CRM settings?

    No. The AI only interacts with prospect records through the provided tools.

  • 05

    Can I see what the AI is about to do?

    Yes. Your AI client will show you the action it intends to take before it executes the tool.

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

Connect OmniEngage to Claude, Cursor, ChatGPT & more