• PROFILE
  • PAYMENT
  • LIST
  • HUMAN

How to lookup customer history with your AI

Connect Hyperswitch to your agent to pull real-time payment data and profile details during a chat.

Ask AI about this page

Short answer

How can I check a customer's payment history with my AI?

Your agent uses Hyperswitch tools to find specific customer profiles and pull their individual transaction records. You get a clear view of account details and payment statuses through the following breakdown.

Data outcomes

Where your data lands.

The agent maps your questions to specific payment data points.

PROFILE

Customer details

The agent pulls identity and contact info from the database. You get a clear view of who you are talking to.

PAYMENT

Transaction logs

The agent fetches specific payment records to confirm if a charge succeeded or failed. This provides the exact history for a single transaction.

LIST

Customer directory

The agent scans your customer list to find the right person by name or email. This helps narrow down the right profile before looking at payments.

HUMAN

Manual intervention

If the agent can't find a matching profile or a specific transaction, it flags the issue for you. You handle the edge cases that require manual overrides.

The workflow

What your AI does when a request arrives.

The agent follows a logical path from identifying the person to verifying their money trail.

  1. Identify the customer

    The agent searches your database to find the correct person based on the name or email you provide.

    list_customers

  2. Retrieve profile

    Once the right person is found, the agent pulls their full account details.

    get_customer

  3. Fetch transactions

    The agent looks up specific payment events tied to that customer's account.

    get_payment

  4. Summarize history

    The agent compiles the payment status and profile info into a single response for you.

    get_payment

Try it

Copy these to start.

Use these prompts to trigger the Hyperswitch tools.

Starting points

Swap out the names and email addresses for the actual people you are looking up.

Hyperswitch Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_fpj7tS8GsefUH9b6f08rDfPwfDVpt0GMOH75AHWw/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 — Hyperswitch capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "hyperswitch-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_fpj7tS8GsefUH9b6f08rDfPwfDVpt0GMOH75AHWw/mcp"
    }
  }
}
Copy into chat04

  • Find the customer profile for Alex Rivera.

  • Show me the last three payments for user j.smith@email.com.

  • List all customers in my account to find the one named Sarah Chen.

  • Check the status of the most recent payment for customer ID 98765.

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

Start here

Connect Hyperswitch once, then ask.

Just link your account via the Vinkius dashboard. Your credentials stay encrypted and your agent gets immediate access to your payment data.

Connect Hyperswitch to your AI

FAQ

How this task behaves.

  • 01

    Can my AI refund a customer?

    No. The current tools only allow the agent to read customer and payment data. You must handle refunds through your payment processor.

  • 02

    Can the AI change a customer's email address?

    No. The agent can only retrieve existing profile information. It cannot modify or update customer records.

  • 03

    How does the AI find the right person if I only have an email?

    The agent uses the customer list tool to match the email address to a specific profile.

  • 04

    Can the agent see my full bank account details?

    No. The agent only sees the specific payment and customer data provided by the Hyperswitch API.

  • 05

    What happens if a payment is missing?

    If the agent cannot find a record matching your request, it will tell you that no such payment or customer exists.

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

Connect Hyperswitch to Claude, Cursor, ChatGPT & more