• CLIENTS
  • LEADS
  • ORDERS
  • HUMAN

How to create work orders and leads with your AI

Connect Orderry to your AI client once. From then on, you just tell your agent what happened and it handles the records.

Ask AI about this page

Short answer

How can I use AI to log repair requests and sales into Orderry?

You tell your AI client about a new customer or a job, and it uses the Orderry MCP to build the records. It handles client setup, lead generation, and work order creation. You'll see exactly where this data lands.

Where your data lands.

The outcomes of your requests.

Your agent maps your conversation directly to these specific areas in Orderry.

CLIENTS

New customer profiles

The AI builds contact records from your text. You get a populated customer list without typing names or numbers manually.

LEADS

Sales opportunities

Potential jobs are logged as leads. This keeps your sales pipeline current as soon as a conversation ends.

ORDERS

Active work orders

Confirmed repairs become formal work orders. Your shop floor gets the job details immediately.

HUMAN

Manual review

The AI creates the draft records. You still need to jump into Orderry to check the details and hit confirm.

The workflow

What your AI does when a request arrives.

The AI acts as your data entry clerk, turning messy text into structured entries.

  1. Identify the person

    The AI pulls names and contact info from your text to build a profile.

    create_client

  2. Log the interest

    If it's just a question about a service, the AI marks it as a sales opportunity.

    create_lead

  3. Start the job

    For confirmed repairs, the AI builds the actual service record.

    create_order

  4. Sync the data

    The AI pushes all these individual pieces into your Orderry account.

    create_clientcreate_leadcreate_order

Try it

Copy these to start.

Use these prompts to trigger the Orderry tools.

Starting points

These are opening lines. Swap the bracketed info with your actual customer details.

Orderry Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_Sw2mYgZ8x3iIeyXUtKaPag5zSpgQUIUwPW4iJnH7/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 — Orderry capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "orderry-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_Sw2mYgZ8x3iIeyXUtKaPag5zSpgQUIUwPW4iJnH7/mcp"
    }
  }
}
Copy into chat04

  • Create a new client in Orderry for John Doe at 555-0199.

  • Log a new lead for a brake repair for a customer named Sarah Miller.

  • Create a work order in Orderry for the oil change requested by Mike.

  • I just talked to a new customer, Jane Smith. Set her up in Orderry and add a lead for a tire rotation.

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

Start here

Connect Orderry once, then ask.

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

Connect Orderry to your AI

FAQ

How the Orderry MCP behaves

  • 01

    Can the AI delete existing orders?

    No. The tools only allow for creating new clients, leads, and orders. It cannot modify or delete anything already in Orderry.

  • 02

    Does the AI automatically start the repair?

    No. The AI creates the work order record, but you still have to manage the actual workflow and status changes inside Orderry.

  • 03

    Can I use this with Claude?

    Yes, as long as you are using a Claude client that supports the Model Context Protocol.

  • 04

    Will it create duplicate clients?

    The AI creates what you ask for. It is best to provide specific details like email or phone to keep your data clean.

  • 05

    Can the AI change my pricing?

    No. The current tools are limited to creating records. They do not have the capability to edit prices or existing order details.

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

Connect Orderry to Claude, Cursor, ChatGPT & more