• NEW DATA
  • HISTORY
  • LISTS
  • HUMAN

How to manage customer contacts with your AI

Connect TrueReview to your agent to handle your contact list through natural conversation. You'll stop jumping between tabs to find who a customer is or to add a new lead.

Ask AI about this page

Short answer

How can I manage customer contacts with my AI?

You can ask your agent to create new contact records or pull up specific contact histories instantly. This gives you a direct way to keep your database current without manual data entry. You'll see how the agent handles these requests below.

Database outcomes

Where your data lands.

The agent handles the heavy lifting of data entry and lookup.

NEW DATA

Instant contact creation

When you tell your agent about a new person, it adds them to your database immediately. You don't have to fill out forms manually.

HISTORY

Quick contact lookups

Ask for a specific person's details to see their past interactions. Your agent pulls the history so you have context before you reply.

LISTS

Full database views

You can request a full list of everyone in your system. The agent fetches the names and details for you to review.

HUMAN

Manual review needed

The agent won't delete or change existing contact info on its own. You stay in control of your core database integrity.

The workflow

What your AI does when a contact request arrives.

The agent acts as the bridge between your chat and your database.

  1. Identify the person

    The agent scans your existing records to see if the person you're talking about is already in the system.

    list_contacts

  2. Fetch details

    Once identified, the agent pulls the specific profile and history for that individual.

    get_contact

  3. Add new people

    If the person is new, the agent writes their information directly into your database.

    create_contact

  4. Confirm the update

    The agent reports back once the record is successfully handled so you know the data is safe.

    create_contact

Try it

Copy these to start.

Use these prompts to trigger the TrueReview tools.

Starting points

These are basic commands. Swap out the names and email addresses with your actual customer info.

TrueReview Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_59LvuNty114AInBC2bxQfm0E2RAI1KREZtBJQQ8o/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 — TrueReview capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "truereview-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_59LvuNty114AInBC2bxQfm0E2RAI1KREZtBJQQ8o/mcp"
    }
  }
}
Copy into chat04

  • Create a new contact for Sarah Jenkins with the email sarah.j@example.com

  • Show me the contact history for the customer with email mike@company.com

  • List all the contacts currently in my TrueReview database

  • Get the details for the contact named Alex Rivera

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

Start here

Connect TrueReview once, then ask.

Just link your account once. Your login credentials stay encrypted, and you can start managing contacts immediately in your preferred AI client.

Connect TrueReview to your AI

FAQ

How this task behaves.

  • 01

    Can the AI delete contacts from my database?

    No. The agent can only create and retrieve contact information.

  • 02

    Will the AI change existing contact details?

    No. The current tools only allow for creating new records or getting existing ones.

  • 03

    Do I need to open the TrueReview website to add a person?

    No. Once connected, you can add people entirely through your AI chat.

  • 04

    Can I see a list of all my customers?

    Yes. You can ask your agent to list all contacts in the database.

  • 05

    Does the AI know the history of a specific customer?

    Yes. It can retrieve the specific history for any contact it can find.

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

Connect TrueReview to Claude, Cursor, ChatGPT & more