• DATA SYNC
  • NEW ENTRY
  • COURSE TRACKING
  • HUMAN REVIEW

How to update client records with your AI

Connect Phorest to your AI client to manage contact info and treatment progress without manual data entry.

Ask AI about this page

Short answer

How can I update client info and packages in Phorest using AI?

Your AI uses specific tools to find existing clients and modify their contact details or treatment courses. You can also add new clients to the database through natural language commands. This keeps your Phorest records accurate as client details change.

Where every update lands.

The outcomes of your requests

Your AI routes every command to one of these four results in Phorest.

DATA SYNC

Updated contact info

The AI modifies existing client profiles. Your Phorest database stays current with new phone numbers or emails.

NEW ENTRY

New client creation

The AI adds fresh profiles to your system. You get new customers logged in without opening the Phorest dashboard.

COURSE TRACKING

Updated treatment packages

The AI adjusts client courses. You can track which packages are active or completed.

HUMAN REVIEW

Manual verification needed

If a request is too vague or requires complex logic, the AI stops. You decide how to handle these edge cases.

The workflow

What your AI does when a request arrives.

The AI translates your chat commands into direct database actions.

  1. Locate the client

    The AI searches your Phorest database to find the specific person you are talking about.

    list_clients

  2. Modify profile details

    Once found, the AI changes the specific contact fields you mentioned.

    update_client

  3. Add new customers

    If the person isn't in the system, the AI builds a new profile from scratch.

    create_client

  4. Manage treatment courses

    The AI looks up existing packages or updates the status of a client's current course.

    list_client_coursesget_client_courseupdate_client_course

Try it

Copy these to start.

Use these prompts to trigger actions in Phorest.

Starting points

Replace the bracketed text with the actual names or details from your Phorest database.

Phorest Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_PwvLdN1Gv8tvYctcNPFTbI9Hf4ae2bg5wMdTmWmv/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 — Phorest capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "phorest-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_PwvLdN1Gv8tvYctcNPFTbI9Hf4ae2bg5wMdTmWmv/mcp"
    }
  }
}
Copy into chat04

  • Update the phone number for [Client Name] to [New Number].

  • Create a new client profile for [Client Name] with email [Email Address].

  • Check the status of the current treatment course for [Client Name].

  • Update [Client Name]'s treatment package to show it is completed.

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

Start here

Connect Phorest once, then ask.

Link your Phorest account to Vinkius in one step. Your credentials stay encrypted, and you can immediately start managing clients through your preferred AI client.

Connect Phorest to your AI

FAQ

How this task behaves

  • 01

    Can the AI delete client records?

    No. The AI can only create, list, or update records. It cannot delete any data from Phorest.

  • 02

    Will the AI change my appointment calendar?

    No. This specific set of tools is limited to client profiles and treatment courses. It cannot touch your scheduling or calendar.

  • 03

    Does the AI need me to find the client ID first?

    No. You can just use the client's name, and the AI will find the correct record for you.

  • 04

    Can the AI handle complex billing disputes?

    No. The AI only manages contact details and course status. Financial transactions and billing adjustments must be done by you in Phorest.

  • 05

    What happens if the AI finds two clients with the same name?

    The AI will ask you to clarify which specific client you want to update before it makes any changes.

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

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