• CONTACTS
  • HISTORY
  • DIRECTORY
  • HUMAN

How to retrieve client information with your AI

Connect Scoro to your AI client once. After that, you can pull any contact or company record into your conversation without leaving your chat window.

Ask AI about this page

Short answer

How can I get Scoro client data in my chat?

Your AI uses Scoro tools to find specific people or list your entire contact directory. You'll get immediate access to contact details and company history right in your chat interface. Here is how the data moves from Scoro to your agent.

The outcomes

What you get from Scoro

The AI pulls specific data points from your Scoro account to answer your questions.

CONTACTS

Full contact details

The AI pulls names, emails, and phone numbers from Scoro. You get the exact info you need for a meeting without searching through tabs.

HISTORY

Company background

Your agent pulls historical data and company context. This gives you the full picture of a client's relationship with your business.

DIRECTORY

Contact lists

The AI can scan your entire contact list to find specific people or groups. It organizes these names so you can find the right person quickly.

HUMAN

Manual updates

The AI only reads data from Scoro. If you need to change a phone number or add a new client, you still have to do that inside Scoro itself.

The workflow

What your AI does when you ask for client info.

The AI acts as a bridge between your chat window and your Scoro database.

  1. Scan your directory

    If you ask for a specific person or a list of clients, the AI searches your Scoro database to find matches.

    list_contacts

  2. Fetch specific records

    Once the AI identifies the right person, it pulls their full profile and company history.

    get_contact

  3. Summarize details

    The AI takes the raw data from Scoro and presents it in a readable format in your chat.

    get_contact

  4. Verify information

    You can ask the AI to double check specific details against the Scoro records to ensure accuracy.

    get_contact

Try it

Copy these to start.

Use these prompts to trigger the Scoro tools.

Starting points

Replace the names in brackets with the actual names or companies from your Scoro account.

Scoro Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_slazybjJSiB0xrLTt2hfgX4YI5nlzAjqvznXnxXF/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 — Scoro capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "scoro-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_slazybjJSiB0xrLTt2hfgX4YI5nlzAjqvznXnxXF/mcp"
    }
  }
}
Copy into chat04

  • List all my contacts in Scoro.

  • Get the contact details for [Client Name].

  • Show me the company history for [Company Name].

  • Find the email address for [Contact Name] in Scoro.

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

Start here

Connect Scoro once, then ask.

Follow the link to authorize the connection. Your Scoro credentials stay encrypted, and you'll be ready to chat with your data immediately.

Connect Scoro to your AI

FAQ

How this task behaves

  • 01

    Can the AI edit my Scoro contacts?

    No. The AI can only read information from Scoro. You must make any edits or deletions directly in Scoro.

  • 02

    Can I add new clients using the AI?

    No. This MCP is designed for retrieving information. It does not have tools to create or update records in Scoro.

  • 03

    How does the AI find the right contact?

    The AI uses the list and get tools to search your Scoro database for the names or companies you mention.

  • 04

    Does the AI see all my Scoro data?

    The AI only accesses the specific contact information requested through the tools provided in the Scoro MCP.

  • 05

    Can I use this with any AI client?

    Yes, you can use this with any MCP-compatible client like Claude, Cursor, or Windsurf.

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

Connect Scoro to Claude, Cursor, ChatGPT & more