• LOGGING
  • CONTEXT
  • SEARCH
  • REVIEW

How to add member interaction notes with your AI

Connect Orbit to your AI client once. From then on, you can use your agent to log details from meetings or chats straight to member profiles.

Ask AI about this page

Short answer

How do I add member interaction notes with my AI?

Tell your AI to record a specific detail or summary for a member. It finds the right profile and saves the note for you. You'll have a full history of interactions ready for your next check-in.

Where your notes land

The outcomes of your requests

Your AI handles the data entry so you can stay in the conversation.

LOGGING

Instant profile updates

Your AI sends the text you dictate or type directly to the member's record. The note is saved immediately.

CONTEXT

Complete interaction history

You can ask your agent to pull up everything previously recorded. This keeps your context sharp for every meeting.

SEARCH

Quick member lookups

The AI finds the specific person you're talking about. It pulls their current data so you don't have to search manually.

REVIEW

Human oversight needed

You decide which notes are important enough to save. The AI only writes what you tell it to write.

The workflow

What your AI does when you ask to log a note.

The AI acts as your hands inside Orbit, moving information from your chat into the database.

  1. Identify the member

    The AI looks up the specific person you mentioned to ensure the data goes to the right place.

    get_orbit_member

  2. Retrieve existing context

    If you need to see what happened last time, the AI pulls the current list of notes for that person.

    list_orbit_member_notes

  3. Write the note

    The AI takes your summary or observation and creates a new entry on the profile.

    create_orbit_member_note

  4. Confirm the update

    The AI tells you the note was successfully added so you can move on to the next task.

    create_orbit_member_note

Try it

Copy these to start.

Use these prompts to trigger actions in Orbit.

Starting points

Swap out the names and details in these examples to match your actual Orbit members.

Orbit Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_No7lSwvk7tG0zxG0BMJUqJFViXKNUZJqZR0m5dq5/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 — Orbit capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "orbit-alternative-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_No7lSwvk7tG0zxG0BMJUqJFViXKNUZJqZR0m5dq5/mcp"
    }
  }
}
Copy into chat04

  • Add a note to Sarah Jenkins' profile saying she is interested in the upcoming workshop.

  • What are the recent interaction notes for the user Marcus Thorne?

  • Log a note for Elena Rodriguez: mentioned she prefers email over Slack for follow-ups.

  • Check the profile for David Chen and tell me his last three interaction notes.

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Start here

Connect Orbit once, then ask.

Just click the link to connect your account. Your credentials stay encrypted, and you can start using Orbit tools in your favorite AI client immediately.

Connect Orbit to your AI

FAQ

How the Orbit Connector behaves

  • 01

    Can the AI delete old notes?

    No. The AI can only create new notes or list existing ones. You must manage deletions manually in Orbit.

  • 02

    Does the AI change member contact info?

    No. This specific setup only allows for reading member data and adding interaction notes.

  • 03

    Can I use this with Claude?

    Yes, as long as you are using an MCP-compatible client like Claude Desktop.

  • 04

    Will the AI automatically log every chat?

    No. The AI only creates a note when you explicitly ask it to record something.

  • 05

    Can the AI see all my Orbit data?

    The AI can only access the specific member data and notes you request it to look up.

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

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