• RESOLVED
  • PENDING
  • ESCALATED
  • LOGGED

How to check customer balances with your AI

Connect Layup to your AI client once. After that, your agent handles all the heavy lifting for fund inquiries.

Ask AI about this page

Short answer

How can my AI check a customer's balance?

Your AI uses Layup to pull live payment data and order history. It looks up specific transactions or lists recent activity to tell you exactly how much a customer has left. You get a full breakdown of how it handles these requests below.

Where inquiries land.

The outcomes of a balance check.

The AI categorizes every inquiry into a specific result.

RESOLVED

Instant answers

The AI finds the exact balance or deposit status. You get a direct answer to give the customer right away.

PENDING

Transaction tracking

The AI identifies payments that haven't cleared yet. It tells you the status of recent deposits.

ESCALATED

Human intervention

If a payment is missing or data is inconsistent, the AI flags it. You step in to handle the discrepancy.

LOGGED

Audit trail

Every check is recorded. You can review what the AI looked up and what it told the user.

The workflow

What your AI does when a balance inquiry arrives.

The AI moves through your payment data to find the truth.

  1. Identify the user

    The AI looks up the specific customer or order to find the right account context.

    get_order

  2. Scan recent activity

    It pulls a list of all recent transactions to see the full history of deposits.

    list_payments

  3. Verify specific funds

    The AI drills down into a single transaction to confirm if a specific deposit is complete.

    get_payment

  4. Calculate totals

    It sums up the successful payments to provide the current remaining balance.

    list_paymentsget_payment

Try it

Copy these to start.

Use these prompts to test the connection.

Starting points

These are just ways to start a conversation. Swap the names for your actual customers or order IDs.

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

  • Check the balance for customer account #8829.

  • What is the status of the last deposit for user 'jdoe_99'?

  • List all recent payments for order ID 55021.

  • How much credit does the user in this chat have left?

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

Start here

Connect Layup once, then ask.

Just follow the link to connect. Your credentials stay encrypted and secure on our end. You can find the full technical details on the Connector page.

Connect Layup to your AI

FAQ

How this task behaves.

  • 01

    Can the AI change a customer's balance?

    No. The AI can only read existing payment and order data. It cannot move money or edit balances.

  • 02

    Does the AI delete any payment records?

    No. The tools only allow the AI to retrieve information, not delete or modify it.

  • 03

    How real-time is the balance information?

    The information is real-time because the AI pulls directly from your payment data every time you ask.

  • 04

    What happens if a payment is still processing?

    The AI will report the specific status of that payment as it appears in your system.

  • 05

    Can the AI handle refunds?

    No. The AI is limited to reading order and payment data. You must handle refunds through your main dashboard.

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

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