Formilla MCP for AI. Manage Customer Data and Chats from Your AI Agent
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Connect to your AI in seconds.
Formilla MCP connects your AI agent directly to your live chat data, letting you manage customer records without logging into the Formilla dashboard.
Use it to instantly pull up visitor profiles, update contact details, and review conversation history right from your preferred client.
What your AI can do
Check formilla status
Verifies that your connection to Formilla is active and working correctly.
Delete contact
Removes a specific contact record from the system entirely.
Get contact by email
Looks up and returns all details associated with a specific customer email address.
Find specific contact details by email or list all registered users in your system.
Create new records or update existing user information, including names, phone numbers, and emails.
Retrieve the full text and metadata for past chat interactions between a customer and your support team.
Access lists of all contacts, conversations, or defined user segments within Formilla.
Programmatically delete contact records when they are no longer needed or requested by privacy law.
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Formilla: 12 Tools for Customer Data Management
Use these tools to read, write, search, and maintain every piece of customer data—from individual contacts to entire segments.
Make your AI actually useful.
Add this MCP to Claude, Cursor, or Windsurf and your AI stops guessing. It gets real tools to look things up, take action, and handle the stuff you keep doing by hand.
Start using Formilla on VinkiusCheck Formilla Status
Verifies that your connection to Formilla is active and working correctly.
Delete Contact
Removes a specific contact record from the system entirely.
Get Contact By Email
Looks up and returns all details associated with a specific customer email address.
Get Contact
Retrieves detailed information for a known contact using their unique identifier.
Get Conversation
Pulls the entire transcript of a single chat conversation for review.
List Contacts
Returns a list and summary view of every contact record in your account.
List Conversations
Provides an index of all recorded chat threads, allowing you to see recent activity.
List Segments
Retrieves a list of predefined user groups or marketing segments.
List Visitors
Lists the IP addresses and basic details of people who visited your site.
Search Contacts
Searches across contact fields (like names or attributes) to find relevant user...
Update Contact
Changes specific data points for an existing contact, such as their phone number or...
Upsert Contact
Creates a brand new contact record or updates an existing one using the same command.
Security and governance baked right in.
Pick your AI client below to get set up. Just create a Vinkius account, subscribe, and you're instantly up and running. We handle the entire backend infrastructure, delivering out-of-the-box support for HTTPS Streamable, SSE, and OAuth2—zero messy routing required.
Claude AI
Open Claude Settings
Go to claude.ai, click your profile icon, then navigate to Customize → Connectors.
Add Custom Connector
Click the "+" button and select Add custom connector. Paste your Vinkius endpoint URL:
https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp
Replace [YOUR_TOKEN_HERE] with your token
from cloud.vinkius.com. For OAuth-protected servers, expand
Advanced settings to add credentials.
Start a conversation
Open a new chat. The Formilla integration is available immediately — no restart needed.
Choose How to Get Started
Build a custom MCP for your own tools, or connect a ready-made integration from our catalog.
Build Your Own
Turn any API into an MCP. Import a spec, define Agent Skills, or deploy with MCPFusion.
- Import from OpenAPI, Swagger, or YAML specs
- Create Agent Skills with progressive disclosure
- Deploy to edge with MCPFusion framework
- Built in DLP, auth, and compliance on every call
- Real time usage dashboard and cost metering
- Publish to catalog or keep private
Make Your AI Do More
Start with Formilla, then connect any of our 5,000+ other servers whenever your AI needs more. One click, no limits.
- Use this MCP plus 5,000+ others, all in one place
- Add new capabilities to your AI anytime you want
- Every connection is secured and compliant automatically
- Track usage and costs across all your servers
- Works with Claude, ChatGPT, Cursor, and more
- New servers added to the catalog every week
Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Formilla. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.
VINKIUS INFRASTRUCTURE
Cloud Hosted
Managed infra
V8 Isolated
Sandboxed per request
Zero-Trust Proxy
No stored credentials
DLP Enforced
Policy on every call
GDPR Compliant
EU data residency
Token Compression
~60% cost reduction
Works with Claude, ChatGPT, Cursor, and more
The Model Context Protocol standardizes how applications expose capabilities to LLMs. Instead of operating in isolation, your AI gains direct access to external platforms, live data, and real-world actions through secure, standardized connections.
This connection provides 12 powerful capabilities that interface natively with Claude, ChatGPT, Cursor, and other compatible AI platforms. No middleware. No custom integration required.
Juggling Tabs and Spreadsheets All Day
Right now, dealing with a new customer means opening the chat window, copying their email, switching over to your CRM, searching for them by that email, then maybe going back to Formilla's history page just to get context. You end up jumping between four different tabs and spending half your day copy-pasting data.
With this MCP connected through Vinkius, the process collapses into a single conversation with your agent. The AI finds the user by email, checks their full chat transcript using `get_conversation`, and even pulls up all their segment details—all before you finish typing your question.
Getting Contact Data When You Need It
The biggest time sink is figuring out the current state of a customer. Do they have an updated phone number? Did they change their plan status last week? Checking all those details used to be three separate manual queries.
Now, your agent can handle that in one go. Need to correct a name or add a new attribute? Use `upsert_contact`. The data sync is automatic and happens instantly.
What your AI can actually do with this
This connector lets you take control of your customer data using natural conversation. Instead of manually logging into Formilla's chat dashboard every time a lead comes in, your AI agent acts as the direct data coordinator. It reads out visitor profiles, checks support histories, and updates contact info like names or phone numbers instantly.
If you need to find specific user attributes—say, confirming their plan type—the agent handles that lookup. You can also pull lists of all contacts or even delete records when required for compliance. This level of granular data access means your AI doesn't just chat; it manages the entire customer relationship lifecycle, giving you full control over data management right from within Vinkius.
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Here's how it actually works
The bottom line is, your AI client talks directly to Formilla’s database, giving you immediate access to customer records without ever opening a browser tab.
First, connect your Formilla account to Vinkius and retrieve the necessary API Auth Token from your Formilla dashboard.
Next, give your AI client permission to use this MCP. Your agent can then send natural language requests, like 'Find John Doe's history.'
The system executes the command, pulling live data—like updated phone numbers or segment memberships—and presenting it back to you via your chat interface.
Who is this actually for?
This MCP is for the Operations Manager who spends hours copying data between CRMs and chat dashboards. It's for the Tier 2 Support Specialist who needs to instantly verify a client’s history before responding, and any Marketing Automator tired of manual lead syncing.
Uses the MCP to pull up customer profiles by email or phone number to review past conversations before giving a solution.
Runs automated queries to list segments and upsert new leads into Formilla using natural language prompts.
Executes cleanup tasks, like deleting old contacts or listing all visitors, ensuring the database remains clean and compliant with privacy laws.
What Changes When You Connect
Stop losing time on data entry. The upsert_contact tool lets your agent automatically create or fix user records just by knowing the email address.
Deep dive into customer history instantly. Use get_conversation to retrieve full chat transcripts, giving agents all context needed before replying.
Handle compliance requests easily. When a user asks you to delete their data, simply use delete_contact to remove them programmatically.
Better lead tracking means better sales. You can run searches using search_contacts to find users who match specific criteria or attributes.
Stay on top of your base. Use list_segments and list_visitors together to understand who is engaging with your site versus who is just a contact record.
See it in action
A new lead comes in via chat, but we need their company info.
The agent uses get_contact_by_email to check if the email exists. If it does, it pulls up their history using get_conversation. Then, it runs upsert_contact with the new company name so the sales team has the latest details.
We need to clean out old user data for GDPR compliance.
The Ops Manager asks the agent to list all contacts (list_contacts) and then triggers delete_contact for records older than two years, keeping the database clean.
A marketing campaign needs a list of high-value customers.
The marketer uses list_segments to identify users marked 'Premium' and then runs search_contacts for those users who haven't logged in recently, creating an action list.
We need to update the phone number for a key account.
Instead of manually editing the dashboard, the agent uses update_contact, specifying the user ID and the new number. The change is instantly reflected in all systems.
The honest tradeoffs
Trying to read data without knowing if the contact exists.
The agent tries to update_contact with a user ID that doesn't exist, causing an error and stopping the workflow.
Always check for existence first. Use get_contact_by_email or search_contacts before attempting any update using upsert_contact.
Assuming a list of contacts is complete.
A user only runs list_contacts, which gives them an old snapshot and misses the 10 new leads from yesterday.
If you suspect missing data, try running list_visitors or using search_contacts with specific date ranges to catch all activity.
Manually copying chat details into a CRM.
Support staff spend minutes copy-pasting conversations from Formilla into Jira tickets, wasting time and risking human error.
Let the agent use get_conversation to pull the full transcript directly. This hands off the manual work entirely.
When It Fits, When It Doesn't
Use this MCP if your primary goal is data synchronization and record maintenance within Formilla, especially when triggered by a chat conversation or web visitor. You need programmatic read/write access to contact details, conversations, and segments. Don't use it if you simply want to view analytics dashboards; those require separate integrations. If all you need is basic reporting on site traffic without linking it to a specific user profile, then list_visitors might be enough, but for any action involving names or emails, this MCP is necessary.
Questions you might have
How does the Formilla MCP use get_contact_by_email? +
It fetches all stored details for a user based purely on their email address. This is faster than searching, and it's perfect for quickly confirming if an old lead record still exists.
Can I use list_contacts to see every single person? +
Yes, list_contacts gives you a summary of your entire contact base. If the number is huge and you only want people from last month, run search_contacts instead for better filtering.
What’s the difference between update_contact and upsert_contact? +
update_contact assumes the record exists and changes specific fields. upsert_contact is safer; it will create a new record if one doesn't exist or update it if it does.
How do I check my connection status with the Formilla MCP? +
You use the check_formilla_status tool. It simply verifies your credentials and tells you whether the connection is live or requires a token refresh.
If I need to remove a user record, how does the `delete_contact` tool handle data retention policies? +
The tool immediately and permanently removes the contact record from your Formilla account. This action is final; it ensures compliance by wiping all associated metadata and history for that specific user ID.
What information does `get_conversation` retrieve when I need context on a customer's issue? +
It returns the full chat transcript, including timestamps, the sequence of messages, and which participants were involved. This allows your agent to understand the entire flow of conversation for accurate follow-up.
Beyond email, what filters can I use when running `search_contacts`? +
You can narrow your search using custom attributes, specific behavioral tags, or by defining a date range. This lets you find contacts based on criteria like 'High Value' or 'Last 30 Days'.
When I use `list_segments`, what kind of customer groupings do I get access to? +
It provides a list of predefined segments—groups built around shared traits, such as product plan level or geography. You can use these segment names to refine your understanding of user cohorts.
How do I find my API Auth Token in Formilla? +
Log in to your Formilla dashboard, navigate to Settings > Security, and copy your unique API Auth Token.
Can I use the agent to sync my existing user IDs? +
Yes! The upsert_contact tool accepts a UserId parameter specifically designed to link your internal system identifiers with Formilla records.
Does it support deleting multiple contacts at once? +
The delete_contact tool operates on a single contact ID at a time. To delete multiple records, your agent can iterate through a list of IDs programmatically.
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