• VALID
  • ERROR
  • MISSING
  • HUMAN

How to audit customer loyalty data with your AI

Connect Leal to your AI client to run deep checks on member accounts. Once connected, your agent handles the data gathering for every audit.

Ask AI about this page

Short answer

How can I audit my loyalty program data using AI?

Your AI pulls specific member profiles and transaction logs to compare balances against actual activity. You'll get a clear view of where account discrepancies exist. This breakdown shows you how to spot and fix those errors.

Audit outcomes

Where discrepancies land.

The AI categorizes its findings based on what it finds in the data.

VALID

Verified accounts

The AI confirms that the current balance matches the sum of all recorded transactions. You get a list of members with perfect records.

ERROR

Balance mismatches

The AI flags accounts where the point total doesn't align with the history. These are the specific profiles that need your attention.

MISSING

Incomplete profiles

The AI identifies members missing critical data or transaction logs. You'll know exactly which profiles are broken.

HUMAN

Manual review needed

The AI hands off accounts where transaction patterns look suspicious or irregular. You decide if these require a manual investigation.

The workflow

What your AI does when the audit starts.

The AI moves through your database to pull the specific data points needed for a comparison.

  1. Identify members

    Your agent pulls the specific user profiles you want to investigate.

    get_member

  2. Check current totals

    The AI looks up the exact point balance currently sitting in the account.

    get_member_balance

  3. Pull history

    The agent gathers every individual transaction tied to that specific member.

    get_member_transactions

  4. Compare and flag

    The AI compares the balance against the transaction sum to find errors.

    get_member_balanceget_member_transactions

Try it

Copy these to start.

Use these prompts to kick off an audit immediately.

Starting points

Replace the bracketed text with your specific member IDs or date ranges.

Leal Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_IUQ9IgkFtPnLdOkLtky5MxTWNMnRw9cE0IhAbwmT/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 — Leal capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "leal-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_IUQ9IgkFtPnLdOkLtky5MxTWNMnRw9cE0IhAbwmT/mcp"
    }
  }
}
Copy into chat04

  • Check the balance for member ID 9928 and compare it to their recent transactions.

  • Find all members in the loyalty program who have a balance over 5000 points.

  • Review the transaction history for user 'jdoe_88' to verify their current point total.

  • List any members whose current balance doesn't match the sum of their transaction history.

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

Start here

Connect Leal once, then ask.

One connection gives your AI access to your loyalty data. Your credentials stay encrypted and secure on our side.

Connect Leal to your AI

FAQ

How the audit behaves

  • 01

    Can the AI change a member's point balance?

    No. The AI can only read and pull data. You must manually update balances in your system.

  • 02

    Can the AI delete transaction records?

    No. This MCP is read-only for all member and transaction data.

  • 03

    How does the AI know if a balance is wrong?

    It calculates the sum of all transactions and compares it to the value from the balance tool.

  • 04

    Do I need to provide the member IDs every time?

    You can ask for specific IDs, or you can ask the AI to find members based on other criteria like point thresholds.

  • 05

    Can the AI pull data for members not in my system?

    No. The AI can only access data through the Leal connection.

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

Connect Leal to Claude, Cursor, ChatGPT & more