ConnectMachine Docs.

ConnectMachine is the AI-powered digital business card and contact manager built for people who network with intent, not noise. Create multiple virtual cards, scan paper cards in seconds, and let your private AI agent recall who you met, when, and why it mattered.

New to ConnectMachine? Follow these steps to set up your account and make your first connection.

1. 1Download the app from the App Store or Google Play and sign in with email or phone.
2. 2Create your first card using a template. AI will enrich your details automatically, or you can fill in the details manually.
3. 3Add it to Apple Wallet/Google Wallet (iOS/Android) for one-tap access from your lock screen.
4. 4Share your card via QR code, link, and social media. The other person does not need the app.

Everything about your digital business cards lives in the Cards screen in the ConnectMachine app. Create cards, customize them for different audiences, edit details, set up branding, and share, all from one place.

Your first card is created during onboarding. You can add more cards anytime for different contexts.

1. 1Open the Cards screen in the ConnectMachine app.
2. 2Tap Create Card to start a new card. You can create multiple cards for different contexts.
3. 3Fill in your details: name, title, company, phone, email, website, and social links.
4. 4Choose card theme to match your brand or personal style.
5. 5Preview and save. Your card is ready to share immediately.

One card works for casual use, but most professionals benefit from creating more than one. Each card can show different information to different audiences.

• Share the right context: A investor pitch event card should not expose your personal number.
• Keep branding consistent: Use the same logo, colors, and company name across cards while varying visible fields.
• Update once, sync everywhere: Edit shared details on a card and all past shares reflect the change.

You can add your calendar to your cards to show your availability and schedule meetings with your contacts.

1. 1Open the Cards screen and select the card you want to add calendar to.
2. 2Tap Edit and open the edit screen to add the calendar
3. 3Tap on the Calendar field to enter the public calendar URL.
4. 4Tap on the Save button to save the changes.

Card branding is how your digital business card looks and feels. From the Cards screen, you can customize visuals so your card matches your personal or company identity.

1. 1Open the Cards screen and select the card you want to brand.
2. 2Tap Edit and open the branding or design options for that card.
3. 3Update your profile picture, cover image, logo, or color theme using the options shown in the editor.
4. 4Preview the card to see how branding looks on the live view and same card will look at CM page.
5. 5Save your changes. Updates appear on your card link, QR code, and Wallet pass.

• Profile picture: Use a high-resolution PNG, JPG, or SVG. (1:1 ratio recommended)
• Banner: Choose a wide image that crops well on mobile and desktop. (16:9 ratio recommended)
• Logo: Use a high-resolution PNG, JPG, or SVG without background or transparent background.
• Brand colors: Pick a brand color with enough contrast for buttons and links.
• Consistency: Apply branding at the team level so new members inherit it automatically.

ConnectMachine gives you several ways to share. Pick the method that fits the moment. Recipients can view and save your details without downloading the app.

1. 1Open the card you want to share.
2. 2Tap Share and choose QR, link, social media, email, Apple Wallet, or Google Wallet.
3. 3Confirm the right card is selected if you have multiple cards.
4. 4Let them save. They can add your details to their contacts in one tap.

Keep your card one tap away. Add the ConnectMachine widget to your home screen and share your details instantly no need to open the app.

1. 1From your device's home screen, open the widget screen and add the ConnectMachine widget.
2. 2In the app, open any card and go to the Share Your Card screen.
3. 3Tap Add Card to Home Widget to add the card to your home screen.
4. 4Your card now appears in the widget, ready for quick sharing straight from your home screen.

Keep your card list tidy by archiving cards you don't use often, or remove them entirely when you no longer need them.

Delete Card - Remove a card from your list permanently.

1. 1Open the card and go to the Edit Card screen.
2. 2Tap Delete Card and confirm.

Archive Card - Archive a card from your list temporarily.

1. 1Open the card and go to the Edit Card screen.
2. 2Tap Archive Card. The card moves to your archived list and you can unarchive it anytime.
3. 3To view archived cards, scroll to the bottom of your card list and tap the Archived Cards button. This shows all your archived cards.
4. 4To bring a card back, open it from the archived list and tap Unarchive to move it back to your main list.

Received a paper business card? Point your camera and ConnectMachine's AI reads it for you. Names, titles, phone numbers, and emails are extracted and saved as a clean contact entry.

1. 1Open the scanner from the bottom navigation bar or add contact manually from Contacts screen while clicking on + button.
2. 2Point your camera at the business card and capture the image.
3. 3Review extracted fields and correct anything the AI missed.
4. 4Save to your network. The contact is searchable and ready for notes and follow-up.

Scan someone's LinkedIn QR code and ConnectMachine instantly captures them as a contact complete with their profile link and enriched public details.

1. 1Open the scanner and point your camera at the person's LinkedIn QR code.
2. 2ConnectMachine saves them as a new contact in your network.
3. 3The contact includes a link to their LinkedIn profile tap it to open their profile directly in LinkedIn.
4. 4ConnectMachine automatically enriches the contact with publicly available data, all stored alongside the LinkedIn profile inside the contact.

Use ConnectMachine directly in WhatsApp to add contacts without opening the app. Share a photo of a business card, paper note, or any snap, and AI extracts the details and saves them to your ConnectMachine account.

1. 1Open WhatsApp and start a chat with ConnectMachine on this number +1 (555) 748-0374.
2. 2Share a photo of a business card, paper note, event badge, or any image with contact details.
3. 3Let AI process the image. ConnectMachine reads the content and creates or updates the contact in your app.
4. 4Open the ConnectMachine app to review the new contact in your network.

Bring your existing contacts into ConnectMachine in just a few taps, from wherever they live.

How do I import contacts from my phone, Google, or a file?

Open the ⋮ (triple-dot) menu on the contacts screen and choose Import Contacts. You can import from:

• Phone book, your device's address book
• Google account, your Gmail contacts
• CSV / VCF file, a contacts file you upload

What contact fields get imported?

ConnectMachine imports the exact contents of your contacts. If an imported contact has fields that aren't part of the standard ConnectMachine contact form, those extra fields are kept and shown on the contact and you can edit or delete them.

How do I map CSV columns when importing contacts?

When you import a CSV file, ConnectMachine shows a field-mapping screen so you can match your file's columns to the matching ConnectMachine fields, keeping everything organized correctly.

Met several people at the same place? ConnectMachine helps you keep them together. When you scan more than two contacts in the same location, an event sheet automatically appears so you can group them.

1. 1Scan contacts as usual. After more than two scans in the same location, the event sheet is triggered automatically.
2. 2Add an event (for example, a conference, meetup, or dinner).
3. 3The contacts you scanned are grouped under that event.
4. 4Later, you can quickly find everyone you met at that place by opening the event.

Once contacts are in your network, the contact details screen gives you several ways to stay in touch.

What is NetSend private messaging?

Send text messages to other ConnectMachine users through ConnectMachine NetSend.

1. 1Open a contact's details. If a chat icon appears, that contact is on ConnectMachine and available for NetSend.
2. 2Tap the chat icon and send your message.
3. 3The recipient sees your message on a silent screen. As soon as they read it and exit the chat, the message is automatically deleted.

Share any contact as a vCard (VCF) file.

1. 1Open the contact's details and tap the ⋮ (triple-dot) menu.
2. 2Choose Share Contact. This opens your phone's native share screen.
3. 3Send the vCard through any app or channel available on your device.

Reach out to a contact directly from their details screen.

1. 1Open the contact's details and tap the ⋮ (triple-dot) menu.
2. 2Choose to follow up by text or email. ConnectMachine shows a ready-made template message.
3. 3Edit the template as needed and send. Available only when the contact has a mobile number or email saved.

Ask Concierge inside the contacts

Launch ConnectMachine's AI assistant in one tap, with ready-made templates to get you started fast.

• Schedule Meeting, set up a meeting with a contact
• Intro, draft an introduction
• Share Contact, share a contact's details
• Ask Anything, start an open-ended request

Transcribe Meetings

Capture your meetings as transcribed notes, linked directly to the right contact. Each contact's details screen includes a Transcribe button.

1. 1Open the contact's details and tap Transcribe.
2. 2If no recording is attached yet, ConnectMachine starts a new recording and links it to this contact.
3. 3If a recording is already attached, tapping the button opens it instead.
4. 4Either way, you're taken to the Notes screen, where the recording and its transcript live.

Sometimes a quick voice memo is the easiest way to remember a conversation. While saving a contact, you can attach a voice note to help you recall who they are and what you discussed.

1. 1While saving a contact, tap Add Voice Note.
2. 2Record your note, anything that helps you remember the person or the conversation.
3. 3Save. The voice note is attached to the contact and available whenever you open it.

Find anyone in your network fast, whether you remember their name, their company, or just where you met them.

How do I ask AI or search my contacts?

At the top of the Contacts screen, you'll find the Ask AI or Search bar.

• Tap the bar to see AI-suggested templates. Selecting one takes you to the Ask screen with that template ready to go.
• To search, just type. ConnectMachine searches across every field in your contacts, name, title, company, notes, and more, so you can find anyone by any detail.

How do I sort my contact list?

Tap Sort to order your contact list by:

• Alphabetical, A to Z by name
• Recently Added, newest contacts first
• Recently Modified, most recently updated first

How do I filter contacts by industry or location?

Tap Filter to narrow your list by:

• Industry
• Location

ConnectMachine automatically keeps your list free of duplicates. It checks for duplicate contacts and re-checks every 24 hours, so new duplicates are caught over time.

1. 1When possible duplicates are found, a suggestion appears at the top of your contact list.
2. 2Open it to see the suggested duplicate contacts.
3. 3Merge them, all in one tap, or one by one.
4. 4Ignore them, all at once, or one by one.

Networks let you organize your contacts into separate groups, and each network has its own card. Here's how to view, reorder, and manage them.

How do I open my networks?

Open your networks in either of these ways, both take you to the same place:

• Tap the ‹ Contacts button at the top of the contacts screen, or
• Press and hold a network label.
• Two options appear: Reorder Networks, rearrange your network labels into the order you prefer; Manage Networks, opens the network list, where each network shows how many contacts it holds.

What can I do in the network list?

• Add a new network, tap the Add button.
• Press and hold a network, see Rename, Export Contacts (shown only if that network has contacts), and Delete Network.
• Swipe right on a network, quick access to Export Contacts (if that network has contacts).
• Swipe left on a network, quick access to Delete and Rename.

How do I export contacts from a network?

When you export a network's contacts, all contacts in that network are emailed to the email address on your account.

How do I move a contact to a different network?

• Single contact (swipe), swipe right on a contact and tap Change Network.
• Single contact (from details), open the contact and update its network from inside.
• Bulk update, press and hold a network, select multiple contacts, and update them all in one tap.

Export all contacts from ConnectMachine as a CSV file. The file is sent to the email address registered on your account, so you can open it on your phone, computer, or import it into another app.

1. 1In the bottom menu bar, tap the three dots icon.
2. 2Go to Settings from the menu.
3. 3Tap Export contacts to start the export.
4. 4Check your registered email for the CSV file once the export is ready.

• CSV format: The file includes your contact details in a standard format you can open in spreadsheets or CRM tools.
• Registered email only: ConnectMachine sends the export to the email address linked to your account for security.
• Full network export: All contacts saved in ConnectMachine are included in the file.

Your private AI agent that understands your network. Ask questions in plain language, recall who you met and where, and trigger actions like scheduling or sharing without digging through your contact list manually.

How do I get started with AI Concierge?

Open Ask Concierge and start with a ready-made template or just type your request in plain language:

• Schedule Meeting, set up a meeting with a contact
• Intro, draft an introduction
• Share Contact, share a contact's details
• Ask Anything, start an open-ended request

How does AI Concierge handle meetings and calendar?

Connect your calendar account first. Google Calendar and Outlook are currently supported. Once connected, AI Concierge can:

• Book a meeting
• Show your scheduled meetings
• Update a meeting
• Accept or decline a meeting, and respond to RSVPs

How do I draft introductions with AI Concierge?

Introduce any two people. AI Concierge drafts an intro email that you can edit and send.

How does AI Concierge manage contacts, cards, and networks?

• Create a new contact, and update an existing one
• Create a card or network, and update them
• Share a contact with someone

How do I set reminders with AI Concierge?

• Set a reminder for any date and time, with a specific title.
• On iOS, the reminder is added to the Reminders app; on Android, it's added to Google Calendar.

How do I explore my network with AI Concierge?

• Search for contacts by industry, role, location, skill, notes, and more
• Break down your contacts by industry
• Find people by where you met them, for example, a specific event
• Ask about any contact in plain language

Record your meetings and let ConnectMachine do the writing. When you stop recording, AI Notetaker processes the audio and gives you a clean summary and full transcript, ready to share.

How do I record and process a meeting?

1. 1Start a recording when your meeting begins.
2. 2When you're done, stop the recording.
3. 3AI Notetaker processes the audio and generates a summary and a transcript.

How do I share notes from AI Notetaker?

Once processing is complete, you can:

• Copy the summary or transcript and send it to anyone, or
• Share a link directly to the notes.

How does speaker identification work in AI Notetaker?

• In the transcript, you can select or deselect speakers.
• When you select a speaker who is already in your network, AI Notetaker links them to that contact, keeping your meeting notes connected to the right people.

Admin Branding Controls let team admins apply a consistent look across every member's digital card. Instead of default ConnectMachine styling, cards show your company logo, banner, and brand colors on the card itself and on shared card links.

What can team admins customize?

Branding controls cover the visual identity that appears on cards and shared profile pages.

How do I set up team branding?

Configure branding once from the admin dashboard. Updates roll out to the whole team.

1. 1Open team admin settings in ConnectMachine.
2. 2Go to Branding Controls under your team workspace.
3. 3Upload your company logo and banner or cover image.
4. 4Set brand colors and add company details.
5. 5Save and preview a member card to confirm the look.

What are tips for team branding?

• Logo: Use a high-resolution PNG, JPG, GIF, WEBP, or SVG without background or transparent background.
• Cover image (Banner): Choose a wide image that crops well on mobile and desktop. (16:9 ratio recommended)
• Consistency: Apply branding at the team level so new members inherit it automatically.
• Modification: Team members can customize theme colors, cover image, profile picture and logo on their own cards

Custom Domain Configuration lets you host your public profile and shared card links on a domain you own, such as card.yourcompany.com. Visitors see your brand in the URL bar, not a default ConnectMachine link.

What do I get with a custom domain?

A custom domain keeps your card links professional and fully on-brand.

How do I set up a custom domain?

Most setups complete in minutes once DNS records are added.

1. 1Open domain settings in ConnectMachine.
2. 2Enter your domain, for example card.yourcompany.com.
3. 3Copy the DNS records shown in the setup flow.
4. 4Add the records at your DNS provider or registrar.
5. 5Verify and go live once ConnectMachine confirms the domain and SSL are active.

How do I share my custom domain card?

After setting up your custom domain in ConnectMachine, your card has its own share-ready link. A common mistake is sharing the base domain URL (for example, https://connect.yourdomain.com) on its own. The base URL alone does not include the unique card token, so it won't load any card and will show an "invalid share link" error.

1. 1Open the ConnectMachine app.
2. 2Go to the Share Your Card screen.
3. 3Copy the card link displayed there.
4. 4That's your ready-to-share link.

• Incorrect (base URL only): https://connect.yourdomain.com
• Correct (with card token): https://connect.yourdomain.com/abc123

How do I configure DNS for a custom domain?

ConnectMachine provides the exact record values during setup. Most configurations use a CNAME or A record pointing to our servers.

What are tips for custom domains?

• Subdomains: Use a subdomain like card. or me. if your root domain hosts a website elsewhere.
• Propagation: DNS changes can take up to 48 hours, though many providers update within minutes.
• SSL: Wait for verification to finish before sharing the new URL publicly.
• Team rollout: Once verified, shared card links automatically use your custom domain.

Subscribe to contact events and ConnectMachine sends a JSON POST to your HTTPS endpoint whenever one fires. Deliveries are asynchronous and retried on transient failures.

What webhook events are supported?

Three event types cover the full contact lifecycle.

How do I create a webhook?

1. 1Open webhook settings in ConnectMachine.
2. 2Add your HTTPS endpoint as the destination URL.
3. 3Choose events to subscribe to.
4. 4Save, then send a test event from the in-app tester.
5. 5Check delivery logs for status and timings.

How do I send a test webhook event?

Fire a sample contacts.* delivery from the webhook settings to verify your endpoint accepts the payload and returns 2xx. Your URL must be HTTPS, publicly reachable, and respond within 10 seconds.

How does webhook delivery work?

Every delivery is a JSON POST with the headers below. Transient failures are retried; logs show the result.

1. 1Success — Any 2xx response marks the delivery as delivered.
2. 2Retried — Network errors, timeouts, and 408 / 425 / 429 / 5xx are retried.
3. 3Failed — Most other 3xx / 4xx responses are treated as permanent failures.

• Timeout: 10 seconds.
• Retries: up to 3, 6 minutes apart (4 attempts total).
• Logs: include status, status_code, timings, and a response body capped at 4096 bytes.

What is the webhook payload format?

Created and updated events share an envelope wrapping one or more contact objects. Deleted events carry IDs only.

{
  "event_id": "delivery_id",
  "occurred_at": "2026-05-15T10:30:00Z",
  "source": "contact_import",
  "source_id": "import_id",
  "batch": { "index": 1, "count": 100, "max_size": 100 },
  "data": {
    "event_type": "contacts.created",
    "contacts": []
  }
}

A complete sample contacts.created delivery, with the contact field reference alongside.

{
  "event_id": "delivery_id",
  "occurred_at": "2026-05-15T10:30:00Z",
  "source": "contact_import",
  "source_id": "import_id",
  "batch": { "index": 1, "count": 100, "max_size": 100 },
  "data": {
    "event_type": "contacts.created",
    "contacts": [
      {
        "id": "contact_id",
        "first_name": "John",
        "last_name": "Doe",
        "company": "Example Corp",
        "job_title": "Product Manager",
        "label": "Work",
        "notes": "Met at event",
        "primary_email": "john.doe@example.com",
        "primary_phone": "+15550101010",
        "emails": [{ "label": "Work", "value": "john.doe@example.com" }],
        "phones": [{ "label": "Mobile", "value": "+15550101010" }],
        "websites": [{ "label": "Company", "value": "https://example.com" }],
        "socials": [
          { "linkedin_url": "https://linkedin.com/in/john-doe" },
          { "github_url": "https://github.com/john-doe" }
        ],
        "custom": [{ "label": "CRM Owner", "value": "Sales" }],
        "address": {
          "formatted": "123 Market Street, San Francisco, CA, USA, 94105",
          "raw": {}
        },
        "where_we_met": {
          "formatted": "Moscone Center, San Francisco, CA, USA",
          "raw": {}
        },
        "tags": [{ "name": "Conference", "type": "event" }],
        "notetaker_sessions": [
          {
            "session_id": "session_id",
            "title": "Meeting note",
            "summary_url": "https://...",
            "audio_url": "https://...",
            "created_at": "2026-05-15T10:00:00Z",
            "updated_at": "2026-05-15T10:05:00Z"
          }
        ],
        "created_at": "2026-05-15T10:00:00Z",
        "updated_at": "2026-05-15T10:05:00Z"
      }
    ]
  }
}

Same envelope, but contacts is replaced by contact_ids.

{
  "event_id": "delivery_id",
  "occurred_at": "2026-05-15T10:30:00Z",
  "source": "manual",
  "source_id": "source_id",
  "data": {
    "event_type": "contacts.deleted",
    "contact_ids": ["contact_id"]
  }
}

What are webhook best practices and troubleshooting tips?

• Return 2xx quickly: acknowledge first, queue slow work for the background.
• Be idempotent: events can be redelivered; key off X-ConnectMachine-Delivery-ID.
• Tolerate missing optional fields: not every contact has every field.
• Log event_type and delivery_id for traceability.
• Keep responses small: bodies are truncated to 4096 bytes in logs.

Automate contact workflows in Zapier and send ConnectMachine events to Salesforce, HubSpot, Zoho, Pipedrive, or any other Zapier-supported CRM.

What this guide helps you build

A Zapier automation where ConnectMachine sends contact events to a Zapier webhook, Zapier reads the event payload, and your selected CRM creates, updates, or processes the contact automatically.

Before you start

• A ConnectMachine subscribed account with Webhook Integration available.
• A Zapier account.
• Access to the CRM you want to update, such as Salesforce, HubSpot, Zoho, or Pipedrive.
• A clear decision about which event should trigger the workflow: contact created, contact updated, or contact deleted.

End-to-end flow

1. 1Create a new Zap in Zapier.
2. 2Choose Webhooks by Zapier as the trigger and select Catch Hook.
3. 3Copy the Zapier webhook URL.
4. 4Paste that URL into ConnectMachine under Settings > Webhook Integration.
5. 5Enable the ConnectMachine event or events you want Zapier to receive.
6. 6Trigger a test event from ConnectMachine and confirm Zapier receives it.
7. 7Optionally add a Zapier Filter so the Zap only continues for one event type.
8. 8Choose your CRM action, map fields from the webhook payload, test the action, and publish the Zap.

Step 1: Open Webhook Integration in ConnectMachine

In the ConnectMachine app, open Settings and tap Webhook Integration under Integrations.

Step 2: Create a Webhook Trigger in Zapier

In Zapier, create a new Zap. For the trigger app, choose Webhooks by Zapier. For the trigger event, choose Catch Hook. This gives Zapier a unique URL that can receive events from ConnectMachine.

Step 3: Copy the Zapier Webhook URL

After the Catch Hook trigger is configured, Zapier shows a webhook URL. Copy this URL. Treat it like a private endpoint because anyone with the URL can send data to the Zap.

Step 4: Add the Endpoint URL in ConnectMachine

Paste the Zapier webhook URL into the Endpoint URL field in ConnectMachine. Turn on Webhook Integration, then enable the events you want to send.

• Create Contact sends contacts.created when a contact is added.
• Update Contact sends contacts.updated when a contact changes.
• Delete Contact sends contacts.deleted when a contact is removed.

Step 5: Send a Test Event to Zapier

After the URL is saved and an event is enabled, create, update, or delete a contact in ConnectMachine to generate a webhook event. Return to Zapier and use Test trigger or Find new records. Select the request Zapier found, then continue.

Step 6: Set the Child Key to data

In the Catch Hook configuration, set Pick off a Child Key to data. This tells Zapier to use the main event body, where ConnectMachine sends event_type, contacts, and contact_ids.

Step 7: Filter by Event Type

If the same Zapier hook receives multiple event types, add Filter by Zapier before your CRM action. Configure the filter so Event Type exactly matches the event this Zap should handle.

• For a create workflow, filter Event Type exactly matches contacts.created.
• For an update workflow, filter Event Type exactly matches contacts.updated.
• For a delete workflow, filter Event Type exactly matches contacts.deleted.

Step 8: Choose Your CRM Action

Add the CRM you want to update as the next Zap step. The screenshots use Salesforce as an example, but the same pattern works for any Zapier-supported CRM.

Choose the CRM action that matches your workflow. For example, choose Create Contact for a contacts.created Zap. Connect the CRM account when Zapier asks for authorization.

Step 9: Map ConnectMachine Fields to CRM Fields

In the CRM action setup, use Zapier's field picker to map values from the webhook payload into the CRM fields. For normal create/update events, contact fields appear under Contacts [0].

• Map First Name to Contacts [0] > First Name.
• Map Last Name to Contacts [0] > Last Name.
• Map Email to Contacts [0] > Primary Email, or to Contacts [0] > Emails [0] > Value.
• Map Phone to Contacts [0] > Primary Phone, or to Contacts [0] > Phones [0] > Value.
• Map social URLs directly by key, such as linkedin_url or github_url.

Step 10: Test and Publish

Use Zapier's Test step to send the sample contact to your CRM. Confirm the CRM record is correct, then publish the Zap.

Monitor Delivery in ConnectMachine

ConnectMachine shows recent webhook deliveries with status codes, attempt counts, request payloads, and response bodies. A 200 response means Zapier accepted the event. Failed deliveries should be inspected from the response body and retried after the endpoint issue is fixed.

Payload reference

ConnectMachine sends JSON to the Zapier URL. The event name is inside data.event_type. Create and update events include data.contacts. Delete events include data.contact_ids.

{
  "event_id": "delivery_id",
  "occurred_at": "2026-05-15T10:30:00Z",
  "data": {
    "event_type": "contacts.created",
    "contacts": [
      {
        "id": "uuid-1234",
        "first_name": "John",
        "last_name": "Doe",
        "company": "Acme Corp",
        "primary_email": "jondoe@mail.com",
        "primary_phone": "+14155550123",
        "emails": [{ "label": "Work", "value": "johndoe@example.com" }],
        "phones": [{ "label": "Mobile", "value": "+14155550123" }],
        "socials": [
          { "github_url": "https://github.com/johndoe" },
          { "linkedin_url": "https://linkedin.com/in/johndoe" }
        ],
        "created_at": "2026-05-15T10:00:00Z",
        "updated_at": "2026-05-15T10:05:00Z"
      }
    ]
  }
}

Delete events use this shape:

{
  "event_id": "delivery_id",
  "occurred_at": "2026-05-15T10:30:00Z",
  "data": {
    "event_type": "contacts.deleted",
    "contact_ids": ["contact_id1", "contact_id2"]
  }
}

Recommended Zap patterns

Troubleshooting

• Zapier does not find a test record: make sure the ConnectMachine endpoint URL exactly matches the Zapier hook URL, the integration is turned on, and at least one event is enabled. Then create, update, or delete a contact again.
• Fields are hard to map in Zapier: set the Catch Hook child key to data and retest the trigger.
• The wrong event reaches the CRM action: add a Filter by Zapier step and match event_type exactly.
• Only one imported contact appears in the CRM: import events can contain multiple contacts; use Looping by Zapier or a CRM bulk action if you want every contact processed.
• Zapier receives the event but the CRM action fails: check the CRM action's test result and the ConnectMachine Recent Events response body.
• Social URLs are hard to map: use the platform-specific key, such as linkedin_url, github_url, twitter_url, facebook_url, youtube_url, or instagram_url.

Security and maintenance

• Keep the Zapier webhook URL private.
• Use only HTTPS webhook URLs.
• Disable events in ConnectMachine if a Zap should stop receiving them.
• If you replace the Zapier hook URL, update the Endpoint URL in ConnectMachine.
• Review Recent Events after publishing to confirm production events are reaching Zapier successfully.
• Verify in your integrated CRM or workflow that the data appears correctly.

ConnectMachine runs a remote MCP server, so any tool that speaks the Model Context Protocol can read and update your contacts, events, networks, and digital cards through ordinary conversation. There is nothing to install: your tool connects over HTTPS with your personal key.

What this guide helps you build

A working connection between your AI tool and your ConnectMachine account, so you can ask it to find a contact, add the event where you met someone, or update a digital card without leaving the tool you already work in.

Before you start

• A ConnectMachine account.
• An AI tool that supports remote MCP servers, such as Claude, Claude Code, Cursor, VS Code, Zed, Windsurf, or Cody.
• Your personal MCP key, which you get from the connect page in the next step.

End-to-end flow

1. 1Open the MCP connect page and sign in with your ConnectMachine account email or Google.
2. 2Copy your MCP key.
3. 3Paste the configuration for your tool and replace YOUR_MCP_KEY with your key.
4. 4Restart the tool and confirm ConnectMachine appears in its list of MCP servers.
5. 5Ask your assistant a question about your network to confirm the connection works.

Step 1: Get your MCP key

Your key is a personal bearer token tied to your ConnectMachine account. Open licenses.connectmachine.ai/mcp/auth and sign in with your account email (one-time code) or Google. The page shows your key along with ready-made snippets for popular tools. Keep the key secret: anything holding it can act on your account.

Step 2: Connect Claude

For Claude on the web and desktop, open Settings, then Connectors, choose Add custom connector, and paste the server URL https://mcp.connectmachine.ai/mcp. No file is needed: Claude runs the sign-in flow for you. For Claude Code, create .mcp.json in your project root with the snippet below and restart Claude Code.

{
  "mcpServers": {
    "connectmachine": {
      "type": "http",
      "url": "https://mcp.connectmachine.ai/mcp",
      "headers": { "Authorization": "Bearer YOUR_MCP_KEY" }
    }
  }
}

Step 3: Connect Cursor

Cursor reads MCP servers from ~/.cursor/mcp.json for every project, or from .cursor/mcp.json inside a single project. Add the snippet below, then open Settings and confirm ConnectMachine is listed and enabled.

{
  "mcpServers": {
    "connectmachine": {
      "url": "https://mcp.connectmachine.ai/mcp",
      "headers": { "Authorization": "Bearer YOUR_MCP_KEY" }
    }
  }
}

Step 4: Connect VS Code

VS Code uses a servers object rather than mcpServers, and each entry declares its transport type. Put the snippet below in .vscode/mcp.json, then start the server from the Copilot Chat MCP panel.

{
  "servers": {
    "connectmachine": {
      "type": "http",
      "url": "https://mcp.connectmachine.ai/mcp",
      "headers": { "Authorization": "Bearer YOUR_MCP_KEY" }
    }
  }
}

Step 5: Connect Zed

Zed calls MCP servers context servers and supports remote ones directly in settings.json. With no Authorization header, Zed runs the standard MCP sign-in flow the first time it connects, so the URL alone is enough.

{
  "context_servers": {
    "connectmachine": {
      "url": "https://mcp.connectmachine.ai/mcp"
    }
  }
}

What you can ask

The server publishes 40 focused tools covering contacts, events, networks, digital cards, import and export, and your profile. Your assistant picks the right one for each request, so you never name a tool yourself.

• Find the contacts I met at Web Summit last year.
• List the founders in my network who work in fintech.
• Add a phone number to Priya and tag her with the event where we met.
• Update the job title on my sales digital card.

The full MCP reference, including every tool area and the Premium rules that apply, lives in the MCP server guide.

Build instant, two-way contact workflows without copying webhook URLs. Connect once, choose a trigger or action, map the fields, and publish your Zap.

End-to-end flow

1. 1Choose ConnectMachine in Zapier and sign in once with Google or an email verification code.
2. 2Approve the permissions the consent page lists.
3. 3Pick a trigger (New, Updated, or Deleted Contact) or an action (Create or Update Contact).
4. 4Test the step so Zapier pulls a real sample and you can see the payload fields.
5. 5Map the fields you need, then publish the Zap.

Triggers and actions

The integration contains five visible operations.

• New Contact trigger — runs for contacts.created.
• Updated Contact trigger — runs for contacts.updated.
• Deleted Contact trigger — runs for contacts.deleted and includes the contact snapshot captured before deletion.
• Create Contact action — creates a person or business contact.
• Update Contact action — updates an existing contact selected from a dropdown or mapped as a custom ID.

Connect your account

Choose ConnectMachine in Zapier and click Sign in. Approve access using Google or an email verification code. Only an existing, onboarded ConnectMachine account can connect. Reconnect from Zapier if your authorization is revoked or a refresh-token security check closes the connection.

Create Contact fields

Choose person or business, then map first name, last name, company, job title, notes, an optional network, primary email, primary phone, and website.

• Person contacts require a first name.
• Business contacts require a company.
• Email and website values are validated.
• If Network is omitted, ConnectMachine uses your default network.

Update Contact fields

Contact ID is required. Pick a recent contact from the dropdown or choose Custom to map an ID from a previous Zap step. Map only the fields you want to change.

• Blank or omitted values do not clear data in v1.
• Primary email, phone, and website update the current primary value or create one.
• The selected contact and network must belong to the connected account.

Prevent recursive Zaps

Changes created by ConnectMachine actions emit the normal New Contact or Updated Contact trigger. Their output contains source=zapier and source_id for the connection grant.

Deleted contacts

Deleting one contact, bulk deleting, delete-all, or merging contacts can run the Deleted Contact trigger. Zapier receives one item per deleted contact with deleted_at and its pre-delete fields. The older manual webhook integration remains ID-only for deletion events.

Privacy and permissions

Zapier stores the OAuth credentials for your connection. ConnectMachine stores only access-token identifiers and hashed refresh tokens. The consent page never stores either token in browser storage.

• user:read labels the connection.
• contacts:read powers triggers, samples, and dropdowns.
• contacts:write permits Create Contact and Update Contact.
• webhooks:write lets Zapier manage only its own trigger subscriptions.

Developer reference

OAuth uses authorization code with S256 PKCE and automatic refresh. Native subscriptions use POST /api/v1/zapier/subscriptions and DELETE /api/v1/zapier/subscriptions/:id. Trigger samples use GET /api/v1/zapier/trigger-samples. Actions use POST /api/v1/zapier/contacts and PATCH /api/v1/zapier/contacts/:id.

Troubleshooting

A Premium message means the account no longer has an eligible plan. A permission message means the Zap needs to reconnect and approve the requested scopes. If a trigger stops after Zapier returns 410 Gone, turn the Zap on again so Zapier creates a fresh subscription. For repeated authentication errors, remove the connection in Zapier and reconnect.

Refer ConnectMachine to friends and connections to earn rewards and extend your own subscription time. Share your personal link and track who signs up or subscribes through it.

1. 1In the bottom menu bar, tap the three dots icon.
2. 2Go to Settings from the menu.
3. 3Tap Invite Friends to open your referral options.
4. 4Copy your referral link to share manually, or share directly via social media, messenger, email, and other apps.
5. 5Tap Track Referrals to see how many people signed up using your link and how many purchased a subscription.