• SYNC
  • ADD
  • EDIT
  • REVIEW

How to manage xm directory contacts with your AI

Connect Qualtrics to your AI client to keep your audience contact information current.

Ask AI about this page

Short answer

How can I update my Qualtrics contacts with AI?

Your AI can add new people, update existing contact details, or pull your current contact list from Qualtrics. You'll get a clean, updated directory through simple chat commands. This breakdown shows how the tools handle your data.

Contact outcomes

What your directory looks like

These are the results of your contact management tasks.

SYNC

Current contact lists

The AI pulls your existing roster so you can see who is currently in the directory. You get an immediate view of your audience.

ADD

New contact entries

When you provide new person details, the AI adds them to your Qualtrics directory. Your list grows as you chat.

EDIT

Corrected contact info

The AI changes existing details like email addresses or names. Your records stay accurate without manual searching.

REVIEW

Human oversight

The AI shows you the contact data it intends to change. You decide if the information is correct before it saves.

The workflow

What your AI does when a contact update arrives.

The AI handles the data entry and lookup so you don't have to.

  1. Find contacts

    The AI looks through your Qualtrics directory to find specific people by name or email.

    list_directory_contacts

  2. Create entries

    If a person isn't in your list, the AI prepares a new contact record using the info you provide.

    create_contact

  3. Update records

    For existing people, the AI targets their specific record to change details like phone numbers.

    update_contact

  4. Verify changes

    The AI presents the updated contact information for your final check.

    update_contact

Try it

Copy these to start.

Use these prompts to trigger contact actions in Qualtrics.

Starting points

Replace the names and email addresses in these prompts with 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-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_f1jsT22itpL7HB28umjS2KzSKyVcrYwzFzjv5wqU/mcp"
    }
  }
}
Copy into chat04

  • List all the contacts in my Qualtrics directory.

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

  • Update the phone number for Marcus Thorne in my directory.

  • Find the contact for Elena Rodriguez and tell me her current email address.

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

Start here

Connect Qualtrics once, then ask.

Follow the link to authorize the connection. Your credentials stay encrypted, and you can start managing contacts immediately.

Connect Qualtrics to your AI

FAQ

How this task behaves

  • 01

    Can the AI delete contacts from my Qualtrics directory?

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

  • 02

    Does the AI update Qualtrics without me seeing it?

    No. The AI shows you the information it plans to use, and you maintain control over the final execution.

  • 03

    Can I use this to create survey responses?

    No. This toolset is limited to managing directory contacts only.

  • 04

    How does the AI find the right person to update?

    The AI searches your directory using the names or email addresses you provide in your prompt.

  • 05

    Can the AI add multiple contacts at once?

    Yes, you can ask the AI to add several people by providing their details in a single request.

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

Connect Qualtrics to Claude, Cursor, ChatGPT & more