• ERRORS
  • PROFILES
  • REVENUE
  • REVIEW

How to audit payment history with your AI

Connect Layup to your AI client once. From there, your agent handles the data retrieval for your audits.

Ask AI about this page

Short answer

How can I audit payment history with my AI?

Your agent uses Layup to pull shopper profiles and transaction logs. It compares these records to find missing or incorrect payments. You'll get a clear list of discrepancies to review.

Audit outcomes.

Where your data lands.

The AI sorts its findings into these specific categories.

ERRORS

Flagged discrepancies

The agent identifies where transaction amounts or dates don't match shopper records. You get a direct list of these mismatches.

PROFILES

Verified shoppers

The AI pulls customer details to ensure every payment is linked to the right person. This confirms account accuracy.

REVENUE

Payment totals

Your agent sums up individual transactions to check against expected totals. It highlights any shortfalls it finds.

REVIEW

Human intervention

The AI flags complex issues that it can't resolve on its own. These cases are handed off to you for a final decision.

The workflow

What your AI does when the data arrives.

The agent automates the tedious parts of data gathering.

  1. Find the shopper

    The agent locates the specific customer record you want to investigate.

    get_customer

  2. Pull transactions

    It retrieves the full list of payments tied to that customer's account.

    list_payments

  3. Scan all accounts

    The agent can look through your entire customer base to find broader payment trends.

    list_customers

  4. Verify details

    The agent checks specific customer information to ensure the payment history is valid.

    get_customer

Try it

Copy these to start.

Paste these directly into your chat to begin.

Starting points

These are opening lines. Replace the names and IDs with your actual shopper data.

Layup Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_rGRHcRd2M0HJbP3jOSqFXNgdJRG5AVQyLKTOzp3e/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 — Layup capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "layup-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_rGRHcRd2M0HJbP3jOSqFXNgdJRG5AVQyLKTOzp3e/mcp"
    }
  }
}
Copy into chat04

  • List all customers in Layup who have no payment history.

  • Get the payment list for customer ID 5502 and check for errors.

  • Find all customers named 'Jordan Miller' and pull their recent transactions.

  • Check the payment history for the customer with email 'sam@example.com'.

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

Start here

Connect Layup once, then ask.

Link your account in one click. Your credentials stay encrypted on our side, and you can start auditing immediately.

Connect Layup to your AI

FAQ

How this task behaves.

  • 01

    Can the AI change or delete my payment records?

    No. The AI only has permission to read and list data. It cannot modify or delete anything in Layup.

  • 02

    Can the AI process a refund?

    No. This MCP is for auditing and data retrieval. It does not have tools to execute financial transactions.

  • 03

    Does the AI see my login credentials?

    No. Your login stays encrypted and is never exposed to the AI client.

  • 04

    Can I use this with Cursor or VS Code?

    Yes. You can use this with any MCP-compatible client, including Cursor and VS Code.

  • 05

    How does the AI find a specific customer?

    You provide a name, email, or ID, and the agent uses its tools to pull that specific profile.

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

Connect Layup to Claude, Cursor, ChatGPT & more