• DATA
  • ACCURACY
  • REVIEW
  • SYNC

How to update professional bios with your AI

Connect Pitchly to your AI client once. After that, you can just tell your agent to rewrite or refresh any consultant profile in your database.

Ask AI about this page

Short answer

How can I update professional bios using my AI?

Your agent locates the correct consultant in Pitchly and replaces their existing bio with your updated version. You get accurate, current profiles through a simple chat command. Here is the breakdown of how it works.

The results of your request.

Where your updates land.

Your agent handles the heavy lifting of finding and editing records.

DATA

Updated profiles

The AI pushes the new text directly into the Pitchly record. Your consultant profiles stay current automatically.

ACCURACY

Verified records

The agent pulls existing data to ensure it's editing the right person. You won't accidentally overwrite the wrong consultant.

REVIEW

Human oversight

The AI presents the new bio for your approval before it touches your live data. You stay in control of the final wording.

SYNC

Clean database

Your Pitchly tables remain the single source of truth. The AI keeps the information in sync with your latest drafts.

The workflow

What your AI does when the request arrives.

The AI acts as a bridge between your chat interface and your Pitchly database.

  1. Find the right table

    The agent first identifies which Pitchly table contains your personnel data.

    list_tables

  2. Locate the consultant

    It searches through the records to find the specific person you want to edit.

    search_records

  3. Draft the new bio

    Your agent rewrites the text based on the new details you provide in chat.

    search_records

  4. Save the changes

    The agent overwrites the old bio field with the new version in Pitchly.

    update_record

Try it

Copy these to start.

Use these prompts to trigger the update process.

Starting points

These are opening lines. Swap out the names and table titles to match your actual Pitchly setup.

Pitchly Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_rIplRR1xUs8sKDHr7mMXoR6zKry1Y6wcnYjA6DbC/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 — Pitchly capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "pitchly-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_rIplRR1xUs8sKDHr7mMXoR6zKry1Y6wcnYjA6DbC/mcp"
    }
  }
}
Copy into chat04

  • Find the consultant named Sarah Jenkins in my Pitchly records and update her bio with her new certification.

  • Search my Pitchly consultant table and rewrite the bio for Marcus Thorne to be more concise.

  • List all consultants in the 'Senior Partners' table and check if their bios need updating based on this new project list.

  • Update the bio for the record with ID 9928 in Pitchly to include his recent award.

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

Start here

Connect Pitchly once, then ask.

Click the link below to link Pitchly to your AI client. Your credentials stay encrypted and secure. Once connected, you can start managing your profiles immediately.

Connect Pitchly to your AI

FAQ

How this task behaves.

  • 01

    Will the AI delete any of my consultant data?

    No. The AI only uses the update tool to modify specific fields you tell it to change. It cannot delete records or entire tables.

  • 02

    Can the AI create brand new consultant profiles?

    No. This specific workflow is designed to find and update existing records. It does not have a tool to create new entries from scratch.

  • 03

    Does the AI change my Pitchly settings?

    No. The AI only interacts with the data within your tables. It cannot access or change your account settings or permissions.

  • 04

    How do I know if the update worked?

    The AI will confirm once the update tool has successfully executed. You can also verify the change by looking at the record in Pitchly.

  • 05

    Can I review the bio before it goes live?

    Yes. You should always ask your AI to show you the drafted bio before you give it the command to update the record.

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

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