• TAGGING
  • FILTERING
  • AUDITING
  • HUMAN

How to segment contact lists with your AI

Connect SetSmart to your AI client once. From then on, you can manage your entire audience using plain text commands.

Ask AI about this page

Short answer

How can I segment my contacts using AI?

You tell your AI which group of people you want to find and what label to give them. It handles the searching and tagging for you. You'll get a clean, organized list without manual clicking.

Organized audience segments

Targeted contact groups

Your AI turns messy contact lists into actionable segments.

TAGGING

Labeled groups

The AI applies specific tags to people based on your instructions. This keeps your segments updated automatically.

FILTERING

Targeted lists

Ask for everyone with a certain trait. The AI pulls those specific contacts so you can focus on them.

AUDITING

Contact details

The AI looks up individual profiles to ensure the right people get the right tags. You get accurate data every time.

HUMAN

Manual review

You decide which tags are necessary and which people belong in a group. The AI follows your lead, but you hold the final say.

The workflow

What your AI does when you ask to segment contacts.

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

  1. Find your people

    The AI scans your database to find the specific contacts you're looking for.

    list_contacts

  2. Check existing labels

    It looks at your current tag library to see if the group you want already exists.

    list_tags

  3. Verify contact info

    The AI pulls specific details for a person to make sure they fit your criteria.

    get_contact

  4. Apply the segment

    Once the group is identified, the AI attaches the new label to those contacts.

    add_tag_to_contact

Try it

Copy these to start.

Use these prompts to begin segmenting your list immediately.

Starting points

Swap out the bracketed text with your actual contact names or tag names.

SetSmart Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_GHLiQGOvstqWNFOQjJXwK9okpvj5CRWC4AMnCTDX/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 — SetSmart capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "setsmart-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_GHLiQGOvstqWNFOQjJXwK9okpvj5CRWC4AMnCTDX/mcp"
    }
  }
}
Copy into chat04

  • Find all contacts in my list and add the tag 'VIP' to them.

  • List all my current tags so I can see what labels are available.

  • Get the details for contact 'Alex Rivera' and tag them as 'Lead'.

  • Find everyone tagged as 'Customer' and add a 'Follow-up' tag.

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

Start here

Connect SetSmart once, then ask.

Just click the link to connect. Your credentials stay encrypted and private. You can find the full technical breakdown on the Connector page.

Connect SetSmart to your AI

FAQ

How this task behaves

  • 01

    Can the AI delete contacts from my list?

    No. The AI can only list, view, and add tags. It cannot delete any data.

  • 02

    Will the AI change my existing tags?

    No. The AI can add new tags to contacts, but it cannot rename or delete the tags themselves.

  • 03

    How does the AI know which contacts to tag?

    It uses the contact information it retrieves to match your specific request.

  • 04

    Can I use this with Claude?

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

  • 05

    Does the AI decide who is a VIP?

    No. You tell the AI which criteria to use or which specific people to tag.

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

Connect SetSmart to Claude, Cursor, ChatGPT & more