• NEW DATA
  • DATA LOOKUP
  • AUDIT
  • HUMAN

How to manage customer credit profiles with your AI

Connect Fig Finance to your AI client to handle user registration and data lookups without leaving your chat window.

Ask AI about this page

Short answer

How can I manage customer credit profiles with my AI?

You can register new users and pull specific customer details directly through your AI interface. This allows you to build and audit credit profiles using natural language commands. You'll see how the data flows in the breakdown below.

Data outcomes

Where your data lands.

The AI handles the heavy lifting of data entry and retrieval.

NEW DATA

Instant user registration

The AI creates new customer records in Fig Finance immediately. You get a confirmed profile ready for credit assessment.

DATA LOOKUP

Detailed profile retrieval

Pull specific credit information for any existing user. Your AI fetches the exact data points you ask for.

AUDIT

Full customer lists

Get a complete overview of your user base. The AI pulls the entire list of customers for your review.

HUMAN

Manual credit decisions

The AI provides the data, but you make the final call. You decide which profiles meet your specific credit criteria.

The workflow

What your AI does when you ask for data.

Your AI acts as the bridge between your chat and the Fig Finance database.

  1. Register users

    When you tell your AI to add a new client, it sends the registration details to the system.

    create_customer

  2. Fetch profiles

    You can ask for specific details on a single person to see their current standing.

    get_customer

  3. Scan the database

    If you need to see everyone currently in the system, the AI pulls the full directory.

    list_customers

  4. Verify information

    The AI uses the retrieved data to answer your specific questions about credit status.

    get_customer

Try it

Copy these to start.

Use these prompts to trigger actions in Fig Finance.

Starting points

These are basic commands. Swap out the names and IDs with your actual customer info.

Fig Finance Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_zaNmmw6PtNesuB5XN80XULUVMbSH2YcgaoLulZ8O/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 — Fig Finance capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "fig-finance-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_zaNmmw6PtNesuB5XN80XULUVMbSH2YcgaoLulZ8O/mcp"
    }
  }
}
Copy into chat04

  • Create a new customer profile for Alex Rivera.

  • Get the credit details for customer ID 88291.

  • List all customers currently in the Fig Finance system.

  • Show me the profile for Jordan Smith to check their credit status.

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

Start here

Connect Fig Finance once, then ask.

One connection link is all it takes. Your login credentials stay encrypted and managed by Vinkius. You can find the full setup guide on the Connector page.

Connect Fig Finance to your AI

FAQ

How this task behaves.

  • 01

    Can the AI delete customer profiles?

    No. The AI can only create, list, or retrieve customer data.

  • 02

    Can I change credit scores through the AI?

    No. The AI can retrieve existing data, but it cannot modify or update credit scores.

  • 03

    Does the AI store my login info?

    No. Your credentials are encrypted and managed securely by Vinkius.

  • 04

    Can I use this with Cursor?

    Yes. Any MCP-compatible client like Cursor, Claude, or Windsurf works with this Connector.

  • 05

    How do I find a specific user's data?

    You can ask the AI to get the profile for a specific customer ID or name.

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

Connect Fig Finance to Claude, Cursor, ChatGPT & more