• ADDITION
  • MODIFICATION
  • RETRIEVAL
  • REVIEW

How to manage XM Directory contacts with your AI

Connect your AI client to Qualtrics once. From there, you can handle your contact lists through natural conversation.

Ask AI about this page

Short answer

How can I manage my XM Directory contacts with AI?

You can add new people, change existing contact info, or pull lists from your directory using chat. You'll see how these specific actions work below.

Direct outcomes.

Where your data goes.

Your AI handles the heavy lifting in the directory so you don't have to navigate the Qualtrics interface.

ADDITION

New contact entries

The AI creates new records in your XM Directory based on the details you provide in chat. You get a confirmation once the contact is added.

MODIFICATION

Updated contact info

The AI changes existing details like email addresses or names. You'll see the updated information immediately after the change is made.

RETRIEVAL

Contact list pulls

The AI pulls specific lists or full directory data for you. You get the raw contact information directly in your chat window.

REVIEW

Human oversight

The AI shows you what it found or changed. You stay in control by reviewing the data to ensure everything is correct.

The workflow

What your AI does when you ask for contact updates.

The AI translates your chat commands into direct actions within Qualtrics.

  1. Find contacts

    The AI looks through your existing directory to find the specific people you want to edit or view.

    list_directory_contacts

  2. Create contacts

    When you provide new person details, the AI adds them to your Qualtrics list.

    create_contact

  3. Update contacts

    The AI modifies existing contact information when you tell it to change a specific field.

    update_contact

  4. Verify lists

    The AI pulls the current state of your directory so you can check your work.

    list_directory_contacts

Try it

Copy these to start.

Use these prompts to trigger the Qualtrics tools.

Starting points

These are just examples. Swap out the names and email addresses for your actual Qualtrics data.

Qualtrics Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_f1jsT22itpL7HB28umjS2KzSKyVcrYwzFzjv5wqU/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 — Qualtrics capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "qualtrics-1-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_f1jsT22itpL7HB28umjS2KzSKyVcrYwzFzjv5wqU/mcp"
    }
  }
}
Copy into chat04

  • Show me all the contacts in my XM Directory.

  • Add a new contact named Sarah Jenkins with the email sarah.j@example.com.

  • Update the email for the contact named Marcus Thorne to m.thorne@company.com.

  • List my directory contacts to see who is currently listed.

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

Start here

Connect Qualtrics once, then ask.

One link connects your AI client to Qualtrics. Your login stays encrypted on our side, and you can start managing contacts immediately.

Connect Qualtrics to your AI

FAQ

How this task behaves

  • 01

    Can the AI delete contacts?

    No. The tools only allow you to list, create, or update contacts. You must delete contacts manually in Qualtrics.

  • 02

    Can the AI change my survey questions?

    No. This Connector is only for managing the XM Directory contact lists.

  • 03

    Does the AI create new contact lists?

    No. It can add individual contacts to existing lists, but it cannot create entirely new directory structures.

  • 04

    How do I know if an update worked?

    The AI will tell you once the tool finishes. You can also ask it to list the contact again to confirm the change.

  • 05

    Can I bulk upload a CSV through the AI?

    No. You can ask the AI to add contacts one by one or in small groups through chat, but it doesn't support CSV uploads.

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

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