• PROFILE
  • PREFERENCE
  • SPENDING
  • HUMAN

How to lookup guest history and preferences with your AI

Connect CellarPass to your AI client to turn your guest list into a real-time intelligence tool. You'll get specific details on what people drink and how much they spend without digging through menus or spreadsheets.

Ask AI about this page

Short answer

How can I find guest history and preferences?

Your AI uses the search_guests tool to pull specific profiles, past purchase history, and flavor preferences from CellarPass. This gives you the context you need to make personalized recommendations during service. You'll see the specific data points available for every guest below.

Where the data goes

The outcomes of your search

Every query you run through your AI results in one of these four practical outcomes.

PROFILE

Instant guest summaries

The AI pulls a snapshot of a customer's identity and contact info. You get a quick brief on who is sitting in front of you.

PREFERENCE

Personalized wine pairings

Your agent identifies specific varietals or flavor profiles a guest has enjoyed before. Use this to suggest their next bottle.

SPENDING

Customer value insights

The AI looks up past transaction totals and frequency. This helps you identify your most loyal patrons instantly.

HUMAN

High-touch service decisions

The AI provides the raw data, but you decide how to use it. You handle the actual conversation and the final recommendation.

The workflow

What your AI does when you ask for guest info.

The AI acts as a bridge between your chat interface and your CellarPass database.

  1. Identify the guest

    Your AI searches your database to find the specific person you are asking about.

    search_guests

  2. Extract preferences

    The agent scans the returned profile for notes on favorite grapes or styles.

    search_guests

  3. Analyze spending

    The AI looks at the transaction history attached to that guest profile.

    search_guests

  4. Summarize findings

    Your agent presents a clean, readable summary of the guest's history in your chat window.

    search_guests

Try it

Copy these to start.

Use these prompts to trigger the CellarPass connection.

Starting points

Replace the names in brackets with the actual names or details from your CellarPass account.

CellarPass Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_rjpuETfmn9FmzKBgLuFNNTWHdQWDfyn1DHEIbtCF/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — CellarPass capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "cellarpass-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_rjpuETfmn9FmzKBgLuFNNTWHdQWDfyn1DHEIbtCF/mcp"
    }
  }
}
Copy into chat04

  • Find the guest history for [Guest Name] in CellarPass.

  • What are the favorite wine styles for [Guest Name]?

  • Show me the total spending for [Guest Name] from their past orders.

  • Based on [Guest Name]'s history, what should I recommend they drink tonight?

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect CellarPass once, then ask.

Just link your account through the Vinkius dashboard. Your credentials stay encrypted and you can start asking questions immediately.

Connect CellarPass to your AI

FAQ

How this task behaves

  • 01

    Can the AI change a guest's preferences in CellarPass?

    No. The AI can only read existing data through the search_guests tool. It cannot edit or delete any records in your account.

  • 02

    Does the AI see my full credit card details?

    No. The AI only accesses the specific guest and transaction data provided by the tool. It has no access to sensitive payment processing info.

  • 03

    Can I ask about guests that aren't in my system?

    No. The AI can only retrieve information for guests that already exist in your CellarPass database.

  • 04

    How does the AI know which guest I mean?

    You should provide a name or a unique identifier in your prompt so the AI can target the right profile.

  • 05

    Will this work with any AI client?

    Yes, it works with any MCP-compatible client like Claude, Cursor, or Windsurf once you've connected it via Vinkius.

  • More questions about CellarPass? The Connector page answers them. See everything the CellarPass Connector can do

Connect CellarPass to Claude, Cursor, ChatGPT & more