Fax Contact Groups with AI

Sort your fax contacts into groups from Claude or ChatGPT with the Fax.Plus MCP connector: list your groups, create one, assign contacts to it, rename it or delete it, in plain words.

Before you start

• Use an active Fax.Plus Basic plan or higher and an existing authorized Fax.Plus MCP connection.
• Use a compatible client with remote MCP support. These steps use Claude web; interface labels may differ in ChatGPT and other clients.
• MCP is unavailable for accounts with Advanced Security Controls, including HIPAA and PHIPA configurations.
• Have your contacts saved first. See managing fax contacts.

For connection help, see the Fax.Plus MCP setup hub and the client connection guide.

How to organize contacts into groups

1. Open a new chat. Use your connected assistant with Fax.Plus available.
2. See your groups. Enter “Show my contact groups.” The tool catalog calls this list-contact-groups (list contact groups). This is read-only.
3. Create a group. Give the group a name. The assistant shows what it will create and asks for your OK (create-contact-group).
4. Assign contacts. Name the contacts and the group. The assistant shows the change and asks for your OK (set-contact-groups: assign contacts to groups).
5. Rename a group. Give the old and the new name (update-contact-group).
6. Delete a group. Name the group. The assistant confirms which one before it deletes (delete-contact-group, marked destructive in the tool catalog).

Listing groups changes nothing. Creating, assigning, renaming and deleting do.

Before you confirm

These are write actions on your real contact groups. Check the group and the contacts the assistant names, and for a deletion check that it names the right group, because a deleted group may not come back. Keep the Fax.Plus contact tools on Needs approval so nothing changes without your OK.

Example prompts

Copy a prompt into your connected assistant and replace the text in brackets.

Understand the result

A group lookup returns your groups and the contacts assigned to each. If the list is empty, no groups match the request. After you create a group or assign contacts, ask the assistant to show the group again to confirm what was saved.

If a tool is unavailable or reports a failure, the action did not run; check the connection and the account before trying again.

Keep contact details out of shared screenshots and summaries.

Related setup and next steps

Explore the MCP setup hub and the official Contacts tool catalog. Related: manage fax contacts.