• ERROR
  • MISSING
  • VALID
  • HUMAN

How to audit form data records with your AI

Connect Yida to your AI client once. After that, your agent handles the heavy lifting of scanning records and pulling specific details for you.

Ask AI about this page

Short answer

How can I audit my Yida form data using AI?

Your AI uses Yida to grab specific field values and unique instance IDs to check for errors or missing entries. You get a clear view of exactly which records need your attention.

Audit outcomes

Where your findings land.

The AI organizes the data it finds into these categories.

ERROR

Flagged inconsistencies

The AI identifies records where field values don't match your rules. You get a list of specific IDs to fix.

MISSING

Incomplete entries

The agent finds records with empty required fields. It lists the exact instance IDs so you can follow up.

VALID

Clean data sets

The AI confirms which records meet all your criteria. This gives you a verified list of correct entries.

HUMAN

Manual review needed

When data is ambiguous or conflicting, the AI flags it for you. You decide how to handle these edge cases.

The workflow

What your AI does when the data arrives.

The AI moves through your Yida records to find exactly what you're looking for.

  1. Scan for records

    The AI identifies all available entries in your Yida form to establish a baseline for the audit.

    list_data_ids

  2. Pull specific details

    Once it finds a target, the AI pulls the exact field values for that specific record.

    get_record_details

  3. Compare values

    The agent checks the retrieved data against your specific audit rules or logic.

    get_record_details

  4. Report findings

    The AI summarizes the errors or missing data, providing the instance IDs for every issue found.

    list_data_idsget_record_details

Try it

Copy these to start.

Use these prompts to kick off your audit.

Starting points

Replace the bracketed text with your actual Yida form names or field titles.

Yida Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_cFO1nNOboSPO0clMIxVmxmMMqFcWWrHo8zJBSOiX/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 — Yida capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "yida-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_cFO1nNOboSPO0clMIxVmxmMMqFcWWrHo8zJBSOiX/mcp"
    }
  }
}
Copy into chat04

  • List all instance IDs from my [Form Name] Yida table.

  • Check the [Field Name] in my [Form Name] records and tell me which ones are empty.

  • Find all records in [Form Name] where the [Field Name] is greater than 100.

  • Get the details for instance ID [ID Number] in my [Form Name] to check for errors.

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

Start here

Connect Yida once, then ask.

Just click to connect. Your credentials stay encrypted, and you can start auditing immediately in your preferred AI client.

Connect Yida to your AI

FAQ

How this task behaves

  • 01

    Can the AI change or delete my Yida records?

    No. The AI can only read and retrieve data. It cannot modify or delete anything in your Yida account.

  • 02

    Does the AI see all my Yida data?

    The AI only accesses the specific forms and fields you instruct it to look at during your conversation.

  • 03

    Can I use this to create new form entries?

    No. This specific setup is for reading and auditing existing data. It does not have tools to create new records.

  • 04

    How does the AI know which record is which?

    It uses the unique instance IDs provided by Yida to ensure it is looking at the exact record you requested.

  • 05

    Do I need to give the AI my Yida password?

    No. You connect through Vinkius, which manages the connection securely. Your AI client never sees your login credentials.

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

Connect Yida to Claude, Cursor, ChatGPT & more