• PROFILE
  • HISTORY
  • LISTS
  • HUMAN

How to retrieve customer profile data with your AI

Connect Convertlab once. After that, your agent handles all the data fetching for you.

Ask AI about this page

Short answer

How can I get customer info using my AI?

Your agent pulls specific membership details and activity logs from Convertlab. You get direct access to user profiles and engagement history through your chat interface. This breakdown shows you the specific outcomes you'll see.

The outcomes.

Where the data lands.

Your agent processes your request and delivers these specific results.

PROFILE

User details

The AI pulls specific membership attributes for a single user. You get the exact profile info needed for support or outreach.

HISTORY

Activity logs

Your agent retrieves a list of recent events for a customer. You see exactly what they did and when they did it.

LISTS

Customer groups

The AI can pull lists of customers to help you see broader segments. You get the raw data directly in your chat.

HUMAN

Manual review

If the data looks wrong or incomplete, you decide what to do next. The AI only reads the data; it doesn't make decisions for you.

The workflow

What your AI does when you ask for data.

The AI acts as the bridge between your chat and your Convertlab database.

  1. Find the user

    The AI searches your database to find the right person based on the name or ID you provide.

    list_customers

  2. Get profile info

    Once found, the agent pulls the specific membership details for that individual.

    get_customer

  3. Check activity

    The AI gathers a history of recent events tied to that specific user.

    list_events

  4. Present data

    The agent organizes the retrieved information into a clear summary for you.

    get_customer

Try it

Copy these to start.

Paste these lines into your chat to begin pulling data.

Starting points

Swap out the names and email addresses for the actual users you want to look up.

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

  • Get the profile details for customer Alex Rivera.

  • Show me the recent engagement history for user_9921.

  • List all customers in my database to see who is active.

  • What are the last five events for sam.smith@email.com?

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

Start here

Connect Convertlab once, then ask.

Connect your account with one click. Your login stays encrypted on our side, and you can start asking questions immediately.

Connect Convertlab to your AI

FAQ

How this task behaves.

  • 01

    Can the AI edit customer profiles?

    No. The AI can only read data. It cannot change, update, or delete any information in Convertlab.

  • 02

    Can I use this with Cursor or Claude?

    Yes. Once you connect the MCP, it works with any compatible client like Claude, Cursor, or Windsurf.

  • 03

    Does the AI store my data?

    No. The AI only accesses the data to answer your specific questions. Vinkius manages the connection, but the data stays in your Convertlab account.

  • 04

    Can the AI create new customers?

    No. The available tools are limited to listing and retrieving existing customer and event data.

  • 05

    How do I find a specific user?

    Just tell your agent the user's name or email. The AI will use those details to find the right profile.

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

Connect Convertlab to Claude, Cursor, ChatGPT & more