Connecting for the first time
Point your AI client at the MCP server
Use your team’s hosted MCP server URL (for example,
https://mcp.yourcompany.com/mcp). Add it to your AI client as a new MCP server.Sign in with your Rolodex account
A browser window opens for you to authenticate. This only happens once per device.
Your credentials are stored securely as short-lived tokens (1-hour access, 30-day refresh). You won’t need to log in again unless the refresh expires.
What you can do
Search across your workspace
Ask your assistant to find anything across your workspace in one shot:- “Find anything related to Acme Corp”
- “Search for Sarah Chen”
- “Look up the note I wrote about the Series B meeting”
Contacts
| What to ask | What happens |
|---|---|
| ”Look up John Smith” | Fetches the contact with emails, phones, tags, companies, and lists |
| ”Create a contact: Jane Doe, jane@example.com” | Creates the contact |
| ”Update Sarah’s title to VP of Engineering” | Updates the field |
| ”Delete the duplicate contact for Bob” | Permanently deletes it |
| ”List all contacts, sorted by most recently updated” | Returns a paginated list |
Companies
| What to ask | What happens |
|---|---|
| ”Look up Acme Corp” | Fetches the company with linked contacts and tags |
| ”Create a company called Initech” | Creates it |
| ”Update Initech’s website to initech.com” | Updates the field |
| ”List all companies” | Returns a paginated list |
Notes
| What to ask | What happens |
|---|---|
| ”Add a note to Sarah Chen: discussed renewal, she’s happy” | Creates a note linked to that contact |
| ”Show me the last 5 notes for John Smith” | Lists notes, newest first |
| ”Delete that note” | Permanently deletes it |
Tasks
| What to ask | What happens |
|---|---|
| ”Create a task: follow up with Acme by Friday” | Creates a task, optionally linked to a contact |
| ”Show me my open tasks” | Lists your pending tasks |
| ”Mark the Acme follow-up task as done” | Completes it |
Lists and tags
Lists and tags are how Rolodex organizes contacts and companies into groups.| What to ask | What happens |
|---|---|
| ”What lists do we have?” | Shows all lists in your workspace |
| ”Add Sarah Chen to the ‘Enterprise Prospects’ list” | Adds her — safe to repeat, won’t duplicate |
| ”What tags exist?” | Shows all tags, optionally filtered by name |
| ”Tag John Smith as ‘investor‘“ | Adds the tag |
Workspace
| What to ask | What happens |
|---|---|
| ”Who am I logged in as?” | Returns your user ID and workspace |
| ”What workspaces do I belong to?” | Lists all workspaces and your role in each |
Tips for getting the most out of it
- Be specific with names. The assistant searches your live data, so “Sarah” might match multiple contacts. Adding a last name or company helps it find the right one.
- Chain requests naturally. You can say “Find Acme Corp and add a note that we spoke today about the contract renewal” in one go.
- Bulk workflows work. You can ask things like “Create tasks to follow up with each contact in the ‘Hot Leads’ list by next Monday” and the assistant will handle the looping.
- Search before creating. If you’re not sure whether a contact exists, ask the assistant to search first to avoid duplicates.
What it can’t do (yet)
- Manage custom field values directly
- Upload files or attachments
- Send emails or create calendar events
- Manage API keys, billing, or workspace settings
Privacy and security
The assistant only has access to the workspace you authenticated with. Every action runs as you, with the same permissions you have in the Rolodex web app.