• TASK CREATION
  • NOTE UPDATES
  • DATA RETRIEVAL
  • HUMAN REVIEW

How to manage CRM tasks and notes with your AI

Connect your agent to Twenty CRM once. From then on, you can manage your follow-up work through chat.

Ask AI about this page

Short answer

Can my AI manage my Twenty CRM tasks and notes?

Yes. Your agent can create, update, and retrieve tasks and notes directly in your CRM. You'll see how it handles your follow-up work below.

CRM outcomes

Where your data lands.

Your agent moves information between your chat and your CRM records.

TASK CREATION

New follow-up tasks

The AI turns your chat decisions into actionable items. It uses create_task to add new entries to your CRM list.

NOTE UPDATES

Fresh meeting notes

After a call, tell your agent to save the details. It uses create_note to log everything instantly.

DATA RETRIEVAL

Quick context lookup

Ask what happened in a previous meeting or what's due next. The AI uses list_tasks and list_notes to find the right info.

HUMAN REVIEW

Manual CRM edits

The AI handles the heavy lifting, but you still own the CRM. You'll need to log in to Twenty CRM for complex data restructuring or bulk imports.

The workflow

What your AI does when a task arrives.

Your agent acts as a bridge between your conversation and your CRM database.

  1. Capture details

    When you finish a meeting, the AI writes down the key points. It uses create_note to save these details to the correct contact.

    create_note

  2. Set reminders

    Tell your agent to remind you to follow up next Tuesday. It uses create_task to add that specific item to your CRM.

    create_task

  3. Update progress

    If a task is finished or the deadline changes, just say so. The AI uses update_task to keep your CRM current.

    update_task

  4. Find information

    If you forget what was discussed, ask for the details. The AI uses get_note or get_task to pull that specific record for you.

    get_noteget_task

Try it

Copy these to start.

Use these prompts to trigger actions in Twenty CRM.

Starting points

These are opening lines. Swap out the bracketed text with your actual contact names or task descriptions.

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 task for the Acme Corp follow-up for next Friday.

  • Add a note to the contact Sarah Jenkins about our meeting today.

  • Show me all my pending tasks for this week.

  • Update the task 'Send proposal' to marked as completed.

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

Start here

Connect Twenty CRM once, then ask.

Click the link to connect your account. Your credentials stay encrypted, and you can start chatting with your CRM immediately.

Connect Twenty CRM to your AI

FAQ

How this task behaves.

  • 01

    Can the AI delete my CRM notes?

    Yes, the AI can use delete_note to remove specific notes if you instruct it to do so.

  • 02

    Can the AI create new CRM users?

    No. This connector is limited to managing tasks and notes; it cannot create or modify user accounts.

  • 03

    Will the AI change my CRM settings?

    No. The AI only interacts with tasks and notes through the provided tools.

  • 04

    Can I see a list of all my notes?

    Yes, you can ask the AI to list your notes, and it will use list_notes to find them.

  • 05

    Does the AI work with other CRMs?

    No, this specific connector only works with Twenty CRM.

  • 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