• GROUPS
  • COUNTS
  • AUDIT
  • HUMAN

How to analyze customer segments with your AI

Connect Convertlab to your AI client to pull membership data and run targeted audits. Once connected, you can ask your agent to group and count users based on their status.

Ask AI about this page

Short answer

How can I use AI to segment my customers?

Your AI uses Convertlab to pull lists of member groups and individual customer details. You can then ask it to count how many people fall into specific categories for auditing. This breakdown shows you exactly how the data flows.

The audit results

Where your data lands

The AI processes your membership data into these specific outcomes.

GROUPS

Segmented membership lists

The AI pulls all available membership categories. You get a clear view of how your users are organized.

COUNTS

Precise member totals

Your agent calculates exactly how many people belong to each group. This makes auditing your reach simple.

AUDIT

Targeted user lists

The AI identifies specific customers within a group. You can use these lists for direct outreach or verification.

HUMAN

Manual review needed

The AI identifies discrepancies in group counts. You decide if these numbers require manual correction in your dashboard.

The workflow

What your AI does when the request arrives.

The AI moves from broad group identification to specific customer counting.

  1. Identify groups

    The AI looks at your Convertlab account to see all available membership categories.

    list_member_groups

  2. Fetch customer data

    The agent pulls the details for the people inside those groups.

    list_customers

  3. Calculate totals

    Your AI counts the individuals in each segment to give you a final number.

    list_member_groupslist_customers

  4. Verify segments

    The agent cross-references group names with actual customer counts to ensure accuracy.

    list_member_groupslist_customers

Try it

Copy these to start.

Use these lines to trigger the first analysis.

Starting points

These are basic prompts. Swap out the group names or customer types to match your actual data.

Convertlab Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_0TgcVHdkwEArbMTN4GNFgM3UBLXENTvuoVlPQplP/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 — Convertlab capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "convertlab-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_0TgcVHdkwEArbMTN4GNFgM3UBLXENTvuoVlPQplP/mcp"
    }
  }
}
Copy into chat04

  • List all my membership groups in Convertlab.

  • How many customers are currently in the VIP group?

  • Show me a list of all customers in the Gold tier.

  • Count how many members are in the newsletter subscriber group.

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

Start here

Connect Convertlab once, then ask.

Follow the link to connect your account. Your credentials stay encrypted, and you can immediately start chatting with your data.

Connect Convertlab to your AI

FAQ

How this task behaves

  • 01

    Can the AI change my membership levels?

    No. The AI can only read and count your existing data.

  • 02

    Will the AI delete any customers?

    No. This MCP only has permissions to list data, not delete it.

  • 03

    Can I ask for specific customer emails?

    Yes, as long as that information is included in the customer list data.

  • 04

    Does the AI update my Convertlab dashboard?

    No. The AI provides the analysis in your chat interface, not in your Convertlab account.

  • 05

    Can it create new membership groups?

    No. The AI can only see and count the groups that already exist.

  • More questions about Convertlab? See everything the Convertlab Connector can do

Connect Convertlab to Claude, Cursor, ChatGPT & more