• NEW DATA
  • UPDATES
  • CLEANUP
  • REVIEW

How to manage client profiles with your AI

Connect Simple Fatoora once. After that, you can handle all your customer data through a simple chat interface.

Ask AI about this page

Short answer

How can I update my client info using AI?

You tell your AI client to add, change, or delete contact and tax details. It executes these changes directly in Simple Fatoora so your database stays accurate. You get a clean, updated client list immediately.

Data outcomes

Where your data lands.

Your AI acts as the bridge between your chat and your Simple Fatoora account.

NEW DATA

Instant client creation

The AI takes raw contact info from your chat and builds a new profile. You don't have to click through menus to add a person.

UPDATES

Live profile edits

When a client changes their tax ID or address, just tell your AI. It updates the existing record in one go.

CLEANUP

Removing old records

If a client is no longer active, tell your agent to remove them. This keeps your database from getting cluttered with dead leads.

REVIEW

Human oversight needed

The AI handles the data entry, but you should always double-check tax IDs. You remain responsible for the accuracy of the final records.

The workflow

What your AI does when you ask for a change.

The AI translates your natural language instructions into specific database commands.

  1. Identify the client

    The AI looks through your existing records to find the right person or company.

    list_clientsget_client

  2. Add new people

    When you provide new contact details, the AI builds a fresh profile in your system.

    create_client

  3. Modify details

    The AI swaps out old tax numbers or addresses for the new ones you provide.

    update_client

  4. Purge records

    If a profile is no longer needed, the AI removes it from your database.

    delete_client

Try it

Copy these to start.

Use these prompts to kick off your first task.

Starting points

These are just ideas. Swap out the names and tax numbers with your actual client data.

Simple Fatoora Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_3Xi2aw6iksMkmc4PknPNUbWOndJrJa4lOz7QYmk5/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 — Simple Fatoora capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "simple-fatoora-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_3Xi2aw6iksMkmc4PknPNUbWOndJrJa4lOz7QYmk5/mcp"
    }
  }
}
Copy into chat04

  • Add a new client named Acme Corp with the tax ID 123456789.

  • Update the contact email for John Doe to john.doe@email.com.

  • Show me a list of all my current clients.

  • Delete the client profile for the old warehouse account.

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

Start here

Connect Simple Fatoora once, then ask.

Just click the link to connect. Your login credentials stay encrypted and secure on our end. Once connected, you can use these commands in any compatible client.

Connect Simple Fatoora to your AI

FAQ

Common questions

  • 01

    Can the AI delete my entire client list?

    No. The AI only deletes specific clients that you explicitly tell it to remove.

  • 02

    Does the AI handle my actual tax filings?

    No. It only manages the contact and tax information stored in your client profiles.

  • 03

    Can I see a list of all my clients?

    Yes, you can ask your AI to show you your client list at any time.

  • 04

    Will the AI change my account settings?

    No. The AI only has permission to manage client profiles, not your account settings.

  • 05

    Do I need to manually enter tax IDs?

    You provide the tax ID in the chat, and the AI handles the entry into the system for you.

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

Connect Simple Fatoora to Claude, Cursor, ChatGPT & more