• UPDATED
  • LOGGED
  • FOUND
  • REVIEW

How to update contact records with your AI

Connect Platform.ly to your AI client once. After that, you can manage your CRM data through simple chat commands.

Ask AI about this page

Short answer

How can I update contact info using AI?

Your AI finds the right person in Platform.ly using their email address. From there, it can change profile details or add new notes to their history. You get a clean CRM without the manual clicking.

The results of your request.

Where your data lands.

The AI performs specific actions on your Platform.ly records based on your instructions.

UPDATED

Profile changes applied

The AI modifies existing fields like phone numbers or job titles. Your CRM stays current with the latest info.

LOGGED

New notes added

Meeting summaries or follow-up reminders get attached to the contact. This keeps your interaction history organized.

FOUND

Contacts located

The AI identifies the correct record using an email address. This ensures you aren't editing the wrong person.

REVIEW

Human oversight needed

You decide which changes are correct before confirming. The AI won't delete any existing contact records.

The workflow

What your AI does when you ask for a change.

The AI follows a logical path to ensure the right data hits the right person.

  1. Locate the person

    The AI looks up the specific individual in your database using their email address.

    search_contact_by_email

  2. Modify details

    Once the contact is identified, the AI updates the specific profile fields you mentioned.

    update_existing_contact

  3. Record activity

    The AI writes new information or conversation summaries directly to the contact's timeline.

    add_note_to_contact

  4. Confirm accuracy

    You review the proposed changes in your chat interface to make sure everything looks right.

    search_contact_by_email

Try it

Copy these to start.

Use these prompts to trigger actions in Platform.ly.

Starting points

Swap out the bracketed info for your actual contact details.

Platform.ly Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_3P8cmFT68vv6fUeXNYBN6G9eFfW5nDllAoesY6tQ/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 — Platform.ly capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "platformly-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_3P8cmFT68vv6fUeXNYBN6G9eFfW5nDllAoesY6tQ/mcp"
    }
  }
}
Copy into chat04

  • Update the job title for sarah.jones@example.com to Senior Manager.

  • Add a note to the contact with email alex.smith@company.com saying we met at the conference today.

  • Change the phone number for mike.brown@provider.net to 555-0199.

  • Find the contact for jordan.lee@startup.io and add a note that they are interested in the premium plan.

  • Claude
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Start here

Connect Platform.ly once, then ask.

Click the link to link your account. Your credentials stay encrypted and secure, and you can find the full tool list on the Connector page.

Connect Platform.ly to your AI

FAQ

How this task behaves.

  • 01

    Can the AI delete contacts?

    No. The AI can only update existing information or add notes.

  • 02

    How does the AI know which contact to update?

    It uses the email address you provide to find the exact match in your records.

  • 03

    Can I update multiple contacts at once?

    No. You need to specify the contact for each individual update or note.

  • 04

    Will the AI change my contact's name?

    Yes, if you explicitly tell it to update the name field for a specific contact.

  • 05

    Does the AI create new contacts?

    No. This specific setup is for updating or adding notes to people already in your system.

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

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