• SYNCED
  • CLEAN
  • REVIEW
  • READY

How to onboard new vendors and customers with your AI

Connect sevDesk to your AI client once. From then on, you can add new people to your database just by talking.

Ask AI about this page

Short answer

How can I add new clients to sevDesk using AI?

You give your AI the contact details from a message or email, and it handles the entry into sevDesk. This removes the need for manual web form entry. You'll see how the data flows into your database below.

The results.

Where your data lands.

The AI handles the data entry so your database stays current.

SYNCED

New contact records

The AI uses create_contact to build new profiles. Your vendor or customer info goes straight into sevDesk.

CLEAN

No duplicate entries

The AI uses list_contacts to check if a person is already in your system. This keeps your database tidy.

REVIEW

Human verification

You review the details the AI finds. You decide if the information is correct before it's finalized.

READY

Updated database

Your contact list stays up to date without you opening a browser. Everything is ready for your next invoice or task.

The workflow

What your AI does when a new contact arrives.

The AI acts as the bridge between your conversation and your accounting software.

  1. Scan for details

    Your AI reads the text you provided to pull out names, emails, and addresses.

    list_contacts

  2. Check existing users

    The AI looks through your current sevDesk list to see if the contact already exists.

    list_contacts

  3. Register the contact

    The AI sends the gathered information to sevDesk to create the new record.

    create_contact

  4. Confirm the entry

    The AI lets you know the new contact has been successfully added.

    create_contact

Try it

Copy these to start.

Use these prompts to trigger the onboarding process.

Starting points

These are opening lines. Replace the names and emails with the actual details you want to add.

sevDesk API Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_CnCmC0gBtVNFfOY4xNAqo3HCxGT2EdaukT70J31q/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 — sevDesk API capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "sevdesk-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_CnCmC0gBtVNFfOY4xNAqo3HCxGT2EdaukT70J31q/mcp"
    }
  }
}
Copy into chat04

  • Add this new vendor to sevDesk: Acme Corp, contact@acme.com, 123 Industrial Way.

  • Check if 'John Doe' is already in my sevDesk contacts.

  • Register this client from my email: Sarah Jenkins, s.jenkins@email.com.

  • List my current contacts in sevDesk so I can see who is already registered.

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

Start here

Connect sevDesk once, then ask.

Connect your account with one click. Your login stays encrypted on our side. Once you're set up, you can use any of the prompts above.

Connect sevDesk to your AI

FAQ

How this task behaves

  • 01

    Can the AI delete contacts from sevDesk?

    No. The AI can only list and create contacts. It has no permission to delete records.

  • 02

    Can the AI update an existing contact's phone number?

    No. The tools provided only allow for creating new contacts or listing existing ones. It cannot edit current data.

  • 03

    Does the AI need me to log in to sevDesk every time?

    No. You connect once, and the AI handles the rest through the MCP.

  • 04

    Will the AI create a duplicate if I ask twice?

    The AI can use list_contacts to check for existing people, but you should always verify its findings to be sure.

  • 05

    Can the AI send invoices through sevDesk?

    No. This connector is strictly for managing contact information.

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

Connect sevDesk API to Claude, Cursor, ChatGPT & more