• TIMELINES
  • PROFILES
  • SEGMENTS
  • HUMAN

How to search customer history with your AI

Connect Kustomer to your agent to pull specific event logs and profile data without digging through the dashboard.

Ask AI about this page

Short answer

How can I find specific customer events or segments?

Your agent uses JSON filters to scan Kustomer timelines for specific historical events or segments. You'll get precise data on customer interactions and profile details. This breakdown shows you how to pull those details.

The results you get

What you can pull from Kustomer

The AI turns your natural language questions into filtered queries.

TIMELINES

Event history

The AI scans through customer logs to find specific interactions. You get a clear list of what happened and when.

PROFILES

Customer details

Pull specific profile information to get the full context of a user. This includes any data attached to their account.

SEGMENTS

Filtered groups

Use JSON filters to isolate specific customer segments. This helps you find patterns across groups of users.

HUMAN

Manual updates

The AI only reads and searches data. You still need to manually edit customer records or change account settings in Kustomer.

The workflow

What your AI does when you ask for history.

Your agent translates your request into a structured search.

  1. Identify the user

    The agent looks up the specific person you are asking about to establish context.

    get_customer_profile

  2. Filter the timeline

    The agent applies your specific criteria to the customer's activity log to find relevant events.

    search_kustomer_timeline

  3. Parse the results

    The agent reads through the returned JSON data to find the exact answers you need.

    search_kustomer_timeline

  4. Summarize findings

    The agent presents the history or profile details in plain text for you to read.

    get_customer_profile

Try it

Copy these to start.

Use these prompts to begin searching your Kustomer data.

Starting points

Swap out the bracketed info for the actual customer names or event types you need.

Kustomer Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_5ZquI4QiGGGPjpcpYGKJYPbwgS6O3ypcLWWoOZ88/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 — Kustomer capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "kustomer-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_5ZquI4QiGGGPjpcpYGKJYPbwgS6O3ypcLWWoOZ88/mcp"
    }
  }
}
Copy into chat04

  • Show me the recent interaction history for [Customer Name].

  • Find all customers in the [Segment Name] segment who had a support ticket last week.

  • What is the current profile status for [Email Address]?

  • Search the timeline for [Customer Name] to find when they last updated their shipping address.

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

Start here

Connect Kustomer once, then ask.

Just link your account through the Vinkius dashboard. Your credentials stay encrypted, and you can start querying immediately.

Connect Kustomer to your AI

FAQ

How the Kustomer search behaves

  • 01

    Can the AI delete customer records?

    No. The tools only allow the AI to read profiles and search timelines. It cannot modify or delete any data in Kustomer.

  • 02

    Can I use this to update a customer's email address?

    No. This Connector is for searching and retrieving information. You must make any data changes directly in the Kustomer interface.

  • 03

    How does the AI handle complex filters?

    The agent converts your natural language into JSON filters to pinpoint specific events in the customer timeline.

  • 04

    Do I need to write JSON myself?

    No. You talk to your agent in plain English, and it handles the JSON filtering logic for you.

  • 05

    Can I search for all customers at once?

    The AI can search for specific segments using filters, but it is designed to find specific histories and profiles rather than dumping your entire database.

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

Connect Kustomer to Claude, Cursor, ChatGPT & more