• NEW
  • VIEW
  • DETAIL
  • HUMAN

How to create and manage leads with your AI

Connect TaskForce to your AI client once. From then on, your agent handles the data entry and keeps your prospect list updated.

Ask AI about this page

Short answer

How can I use my AI to handle lead entry?

Your agent uses TaskForce to grab prospect info from your chats and save it as a new lead. It also lets you pull up existing contacts or see your whole list. You get a clean database without manual typing.

Lead outcomes.

Where your data lands.

The AI moves information from your conversations directly into your TaskForce database.

NEW

Instant lead creation

When you find a prospect, your agent saves their details to TaskForce. You don't have to switch tabs to fill out forms.

VIEW

Full pipeline visibility

Ask your agent to show you everyone in your system. It pulls the current list of leads for you to review.

DETAIL

Specific contact info

Your agent can fetch the exact details for a single person. It pulls the specific record from TaskForce when you ask.

HUMAN

Manual outreach

The AI handles the data entry, but you handle the talking. You decide which leads to call or email.

The workflow

What your AI does when a prospect arrives.

The AI acts as a bridge between your chat and your lead management system.

  1. Capture prospects

    Your agent extracts names and contact info from your text and creates a new entry in TaskForce.

    create_taskforce_lead

  2. List all leads

    You can ask for a full overview of your current prospects to see who is in the pipeline.

    list_taskforce_leads

  3. Fetch lead data

    If you need to check a specific person's details, your agent pulls that individual record.

    get_taskforce_lead

  4. Check for duplicates

    The AI can look through your existing leads to see if a person is already in the system.

    list_taskforce_leadsget_taskforce_lead

Try it

Copy these to start.

Paste these into your chat to start managing leads.

Starting points

These are opening lines. Replace the names and companies with your actual prospect info.

TaskForce Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_M3j44bVf9uuavraJNrXuSLXz0LVAy7Tp64gVdSfN/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 — TaskForce capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "taskforce-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_M3j44bVf9uuavraJNrXuSLXz0LVAy7Tp64gVdSfN/mcp"
    }
  }
}
Copy into chat04

  • Create a new lead in TaskForce for Alex Rivera at TechFlow with the email alex@techflow.io.

  • List all the leads currently in TaskForce.

  • Get the details for the lead named Jordan Smith.

  • Check TaskForce to see if there is already a lead for the company SolarSystems.

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

Start here

Connect TaskForce once, then ask.

Click the link to connect. Your login stays encrypted, and you can immediately start using these tools in your preferred AI client.

Connect TaskForce to your AI

FAQ

How this task behaves.

  • 01

    Can the AI delete leads?

    No. The AI can only create, list, and retrieve leads. You must delete records manually in TaskForce.

  • 02

    Can the AI update existing lead info?

    No. The current tools only allow for creating new leads or reading existing ones. It cannot edit records.

  • 03

    Can the AI send emails to my leads?

    No. This MCP is for data entry and retrieval only. It has no tools for sending messages.

  • 04

    Does the AI handle the actual sales calls?

    No. The AI handles the data entry. You are responsible for all communication and outreach.

  • 05

    Can I use this with any AI client?

    Yes, as long as the client is MCP-compatible, like Claude, Cursor, or Windsurf.

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

Connect TaskForce to Claude, Cursor, ChatGPT & more