• SEGMENTS
  • SEARCH
  • AUDIT
  • REVIEW

How to filter contact lists with your AI

Connect Sansan once. After that, your agent uses your existing tags to pull exactly the contact segments you need.

Ask AI about this page

Short answer

How can I filter my contact lists with AI?

Your agent reads your Sansan tags to group and find specific people. You get targeted contact lists without manual searching. Here is how the agent handles your data.

The outcomes

Where your data lands

The agent organizes your Sansan information into these specific results.

SEGMENTS

Grouped contact lists

The agent finds everyone carrying a specific tag. You get a clean list of people who fit your criteria.

SEARCH

Individual lookups

The agent pulls specific business card details. You get the exact contact info you asked for.

AUDIT

Tag inventory

The agent lists all tags in your system. This shows you how your contacts are currently categorized.

REVIEW

Human decision

The agent presents the filtered results to you. You decide which contacts to contact or move next.

The workflow

What your AI does when you ask for a list.

The agent follows a logical path to turn a request into a precise contact segment.

  1. Identify categories

    The agent checks your available metadata to see how you've organized your contacts.

    list_tags

  2. Find specific people

    Using the identified tags, the agent pulls the specific person records you requested.

    list_persons

  3. Locate business cards

    If you need physical card data, the agent searches for those specific digital records.

    search_biz_cards

  4. Deliver results

    The agent compiles the names and tags into a list for your chat window.

    list_persons

Try it

Copy these to start.

Use these prompts to trigger the first few actions.

Starting points

These are opening lines. Swap the bracketed text with your actual Sansan tag names or contact names.

Sansan Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_aTHZ4ixbEPq26LqQ4QeE5qTgjpZ6yYtSiiqnlQKf/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 — Sansan capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "sansan-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_aTHZ4ixbEPq26LqQ4QeE5qTgjpZ6yYtSiiqnlQKf/mcp"
    }
  }
}
Copy into chat04

  • Show me all the tags I have in Sansan.

  • Find all contacts tagged with 'VIP Client'.

  • Search for the business card of John Doe.

  • List all people who have the 'Sales Lead' tag.

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

Start here

Connect Sansan once, then ask.

You only need to link your account once. Your login stays encrypted on our side, and the full walkthrough lives on the Connector page.

Connect Sansan to your AI

FAQ

How this task behaves

  • 01

    Can the AI add new tags to my contacts?

    No. The agent can only read and use the tags you have already created.

  • 02

    Will the AI delete any of my business cards?

    No. The agent has no permission to delete or modify your existing contact data.

  • 03

    Can I use this with Claude?

    Yes, as long as you are using an MCP-compatible client like Claude Desktop.

  • 04

    Does the AI see my login password?

    No. Your connection is handled through secure protocols, and your login stays encrypted.

  • 05

    Can the AI create new contact entries?

    No. The current tools only allow the agent to list, search, and retrieve existing data.

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

Connect Sansan to Claude, Cursor, ChatGPT & more