Save and manage agent contacts
Agents maintain private lists of names, labels, and phone numbers to organize communication partners efficiently.
How it works
Changes data in your accountsCustomer support
The agent uses MCP tools to create, update, or delete contacts. It ensures phone numbers are in E.164 format and handles duplicates by checking for existing IDs. Before modifying, verify the contact details are accurate. For read-only tasks, it lists or searches contacts without altering data.
Prompt
Paste this into an agent that has the servers below connected. Adjust the names and dates to your own.
Prompt for Save and manage agent contacts
Save a contact named 'Dr. Patel' with label 'dentist' and phone '+12125557890'. Then update the label to 'orthodontist'.MCP servers it needs
Source
The vendor page this playbook is drawn from, and the passage that supports it.
Agents save and look up contacts through the API or MCP.Contacts - AgentLine