The Visible MCP server allows you to connect your AI tool of choice to your Visible account. This workflow is designed to:
Read existing contacts in your account
Create new contacts, including custom contact properties
Update details on existing contacts
Step One: Connect your Visible account to your AI tool of choice.
The Visible MCP server is available for AI solutions that allow for MCP connectors and apps; you will need to have admin or editor permissions to connect to the MCP server.
This specific article will walk through using the Visible MCP server with Claude, but below are the resources that walk through the steps to connect Visible to your AI solution of choice:
Step Two: Read your existing contacts.
You can ask your AI tool to surface contacts already in your Visible account. The MCP connection has access to your custom contact properties, so you can filter or sort by any field you track.
Example prompts:
"Show me my contacts at Acme Capital."
"List all contacts tagged as warm introductions."
Step Three: Create new contacts.
Ask your AI tool to add new contacts to your account. You can populate standard fields like name, email, and title, as well as any custom contact properties.
Example prompts:
"Using Visible, create a new contact for Jane Goodall. Her email is jane@acme.vc and her title is Partner. Use the contact property company name to add Acme as her company."
"Add Mark Smith as a contact. Add a note that he's an angel investor I met at the founders dinner."
Step Four: Update existing contacts.
Ask your AI tool to update fields on an existing contact, including custom properties.
Example prompts:
"Update the title on my contact Jane Doe to Managing Partner."
"Set the last meeting date on Mark Smith to today."
Step Five: Navigate to Visible to see the updated contact records.
Go back to Visible to review the contact records created or updated through the MCP connection.
Let us know if you have any questions!