• APPROVED
  • LIMITS
  • DENIED
  • HUMAN

How to check customer credit and eligibility with your AI

Connect Kueski Pay to your agent to handle credit checks and limit lookups instantly.

Ask AI about this page

Short answer

Can my AI check customer credit and limits?

Yes. Your agent uses Kueski Pay to verify if a phone number is pre-approved and to pull specific credit limits. You'll get immediate eligibility status and limit data for any customer you query.

The results.

Where the data lands.

Your agent handles the heavy lifting, routing the results to these outcomes.

APPROVED

Instant approval

The agent confirms the phone number is pre-approved. You can move straight to the next step in your sales process.

LIMITS

Credit limit data

The agent pulls the exact credit limit for the customer. This lets you know exactly how much they can spend right now.

DENIED

Eligibility rejection

If the customer isn't eligible, your agent identifies the failure. You'll know immediately that they don't meet the criteria.

HUMAN

Manual review needed

If the agent can't find a match or hits an error, it flags the case for you to handle personally.

The workflow

What your AI does when a request arrives.

The agent acts as the bridge between your chat and Kueski Pay's credit data.

  1. Verify eligibility

    The agent checks if a specific phone number is pre-approved for credit.

    check_eligibility

  2. Fetch credit limits

    Once eligibility is confirmed, the agent pulls the current available credit limit.

    get_customer_limits

  3. Report status

    The agent summarizes the approval status and the limit amount in your chat window.

    check_eligibility

  4. Handle failures

    If the phone number isn't in the system, the agent reports the lack of eligibility.

    check_eligibility

Try it

Copy these to start.

Use these prompts to trigger the Kueski Pay tools.

Starting points

Swap out the phone numbers and names with your actual customer data.

Kueski Pay Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_epn0T4P1m1iTz0ckdyVM38bdYVkK2AANvXLJVA0z/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 — Kueski Pay capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "kueski-pay-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_epn0T4P1m1iTz0ckdyVM38bdYVkK2AANvXLJVA0z/mcp"
    }
  }
}
Copy into chat04

  • Check if the customer with phone number 555-0123 is eligible for Kueski Pay.

  • What is the current credit limit for the customer at 555-9876?

  • Verify eligibility for 555-4433 and tell me their credit limit.

  • Check the Kueski Pay status for phone number 555-2211.

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

Start here

Connect Kueski Pay once, then ask.

Log in once to link your account. Your credentials stay encrypted and secure, and you can start using the tools in any compatible client immediately.

Connect Kueski Pay to your AI

FAQ

How this task behaves.

  • 01

    Can the AI change a customer's credit limit?

    No. The agent can only retrieve existing limits.

  • 02

    Can the AI approve a customer manually?

    No. Approval is determined by Kueski Pay's internal logic; the agent only reports the result of the check.

  • 03

    Do I need to provide the phone number every time?

    Yes. The agent needs a specific phone number to run the eligibility check.

  • 04

    What happens if the phone number isn't recognized?

    The agent will report that the customer is not eligible or that no record was found.

  • 05

    Can the AI delete customer credit records?

    No. There are no tools available to delete or modify customer data.

  • More questions about Kueski Pay? See everything the Kueski Pay Connector can do

Connect Kueski Pay to Claude, Cursor, ChatGPT & more