• PERSON
  • COMPANY
  • CRM
  • HUMAN

How to add new leads and companies with your AI

Connect Twenty CRM to your agent once. After that, you can turn any conversation or text snippet into a structured record in your CRM.

Ask AI about this page

Short answer

How do I add new leads and companies with my AI?

You just tell your agent to create a record based on the info you provide. It uses the connected Twenty CRM tools to build person and company entries immediately. You'll see exactly where the data lands in the breakdown below.

Where your data lands.

The outcomes of your request.

The AI handles the manual data entry so you don't have to type into the CRM interface.

PERSON

New contact records

The AI builds individual profiles using the contact details you provide. You get a clean entry in your CRM with the name and email ready to go.

COMPANY

New organization records

The agent sets up company profiles to keep your account hierarchy organized. This keeps your business data structured without manual setup.

CRM

Live database updates

Records appear in your Twenty CRM instance as soon as the agent finishes. Your contact list stays current without any copy-pasting.

HUMAN

Final review

The AI creates the entries, but you stay in control. You can always check the CRM to verify the details are exactly how you want them.

The workflow

What your AI does when the info arrives.

Your agent acts as the bridge between your chat and your CRM database.

  1. Parse information

    Your agent reads your message to pull out names, emails, and company details.

    create_person

  2. Create person

    The agent uses the specific tool to build a new individual contact record.

    create_person

  3. Create company

    The agent builds an organization record to house the new contact.

    create_company

  4. Confirm entry

    The agent uses the creation tools to ensure both the person and company are live in your CRM.

    create_personcreate_company

Try it

Copy these to start.

Use these prompts to trigger the CRM tools.

Starting points

These are opening lines. Swap out the names and companies for your actual leads.

Twenty Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_kAR93l8VFreZPWYLgHHGHAEDdZBtc0Dk4gJo8Cpz/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 — Twenty capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "twenty-crm-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_kAR93l8VFreZPWYLgHHGHAEDdZBtc0Dk4gJo8Cpz/mcp"
    }
  }
}
Copy into chat04

  • Create a new person in Twenty CRM for John Doe at Acme Corp.

  • Add a new company record for Globex Corporation.

  • I just met Sarah Jenkins from TechFlow. Create a person record for her.

  • Create a company record for Stark Industries and link it to the contact I just mentioned.

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

Start here

Connect Twenty CRM once, then ask.

One click connects your agent to the CRM. Your login stays encrypted on our side, and the full tool list lives on the Connector page.

Connect Twenty CRM to your AI

FAQ

How this task behaves.

  • 01

    Can the AI delete existing contacts?

    No. The AI only has tools to create new records, not to delete or remove them.

  • 02

    Does the AI update existing records?

    No. This specific setup is for creating new person and company entries only.

  • 03

    Can I use this with Claude or Cursor?

    Yes. You can use this with any MCP-compatible client like Claude, Cursor, or Windsurf.

  • 04

    Will the AI create a company if I only give a name?

    Yes, the agent can use the create_company tool with just a name to get the record started.

  • 05

    Does the AI have access to my entire CRM?

    No. The AI only interacts with the specific tools provided to perform the actions you ask for.

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

Connect Twenty to Claude, Cursor, ChatGPT & more