• CRM
  • STAFF
  • PRICING
  • HUMAN

How to manage client and staff data with your AI

Connect vCita to your AI client to handle CRM updates and look up business details without switching tabs.

Ask AI about this page

Short answer

How can I manage my vCita client and staff data using AI?

Your AI acts as a bridge to your vCita account, allowing you to create new CRM entries and query your staff list or service catalog. You get immediate access to your business data through simple chat commands. This breakdown shows you exactly how to move data between your conversations and your CRM.

Data destinations.

Where your information lands.

The AI maps your requests to specific vCita actions.

CRM

New client records

The AI adds new customers directly to your database. You don't have to manually type details into the vCita dashboard.

STAFF

Role lookups

Ask about your team to see who is available or what their specific roles are. The AI pulls this from your staff list.

PRICING

Service costs

Get instant answers on what you charge for specific services. The AI checks your offered services list to find the right price.

HUMAN

Manual oversight

You remain in control of the final data. The AI handles the retrieval and entry, but you decide when a record is ready or if a price needs adjustment.

The workflow

What your AI does when you ask for data.

The AI translates your natural language into specific vCita commands.

  1. Add new customers

    When you provide contact info, the AI creates a new entry in your CRM.

    create_crm_client

  2. Retrieve client info

    If you need to know more about a specific person, the AI pulls their full profile.

    get_client_details

  3. Check staff availability

    The AI scans your team members to identify roles and names.

    list_staff_members

  4. Verify service pricing

    The AI looks up your catalog to confirm what services you offer and their costs.

    list_offered_services

Try it

Copy these to start.

Use these prompts to trigger the vCita Connector.

Starting points

These are basic starting lines. Swap out the names and service types with your actual vCita data.

vCita Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_AWueuuPHaEMceUIphPSV3XNLtg1bELIrAgkpg9ZA/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 — vCita capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "vcita-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_AWueuuPHaEMceUIphPSV3XNLtg1bELIrAgkpg9ZA/mcp"
    }
  }
}
Copy into chat04

  • Add a new client named Alex Rivera with the email alex.r@example.com to my vCita CRM.

  • Can you show me a list of all my staff members in vCita?

  • What is the price for the 'Deep Tissue Massage' service in my vCita catalog?

  • Get the details for the client 'Jordan Smith' from my CRM.

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

Start here

Connect vCita once, then ask.

Click the link to connect your account. Your credentials stay encrypted, and you can immediately start using these tools in your favorite AI client.

Connect vCita to your AI

FAQ

How the vCita Connector behaves

  • 01

    Can the AI delete clients from my vCita CRM?

    No. The current tools only allow for creating and retrieving client data, not deleting it.

  • 02

    Can I change service prices through the AI?

    No. The AI can list your offered services and their prices, but it cannot modify your pricing settings.

  • 03

    Does the AI see all my staff information?

    The AI can access the staff list to identify roles and names as defined in your vCita account.

  • 04

    Can I use this with any AI client?

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

  • 05

    Will the AI automatically book appointments?

    No. The current capabilities are focused on managing client records, staff lists, and service pricing.

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

Connect vCita to Claude, Cursor, ChatGPT & more