• DATA
  • STATUS
  • SEARCH
  • HUMAN

How to lookup customer profiles with your AI

Connect Loyverse to your AI client to turn your POS data into a searchable knowledge base. Once linked, you can ask questions about your customers without opening the Loyverse dashboard.

Ask AI about this page

Short answer

How can I find customer info in my POS using AI?

Your AI uses the Loyverse connector to pull registration data and contact details from your POS. You get instant answers on customer status and profiles through your chat interface.

Where every query lands.

Customer data outcomes

The AI processes your request and delivers the specific data points you need.

DATA

Instant profile retrieval

The AI pulls names, contact info, and registration status from Loyverse. You get the exact details you asked for immediately.

STATUS

Customer standing

Check if a customer is active or registered. This helps you understand who is currently in your loyalty program.

SEARCH

Filtered lookups

Ask for specific groups of people. The AI scans the database to find the exact matches for your criteria.

HUMAN

Manual updates needed

The AI only reads existing data. If you need to change a customer's phone number or email, you still need to do that in Loyverse.

The workflow

What your AI does when the request arrives.

The AI acts as a bridge between your chat window and your Loyverse database.

  1. Identify the request

    Your agent parses your question to determine if you are looking for a specific person or a list of customers.

    l_list_customers

  2. Query the POS

    The AI calls the Loyverse tool to fetch the relevant customer records from your database.

    l_list_customers

  3. Filter and extract

    The agent sifts through the returned data to find the specific profile or status you asked about.

    l_list_customers

  4. Deliver the answer

    The AI presents the customer information in plain text within your chat window.

    l_list_customers

Try it

Copy these to start.

Use these prompts to test the connection.

Starting points

These are basic ways to start. Swap out the names and details with your actual customer info.

Loyverse Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_hA6jtb916nyiJTehWdpYYE3IIBGwj6z5EASMAaBt/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 — Loyverse capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "loyverse-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_hA6jtb916nyiJTehWdpYYE3IIBGwj6z5EASMAaBt/mcp"
    }
  }
}
Copy into chat04

  • Who is the customer named Alex Rivera in my Loyverse account?

  • List all registered customers in my POS.

  • What is the status of the customer with email sam.smith@email.com?

  • Find the contact information for my most recent customer.

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

Start here

Connect Loyverse once, then ask.

Follow the link to authorize the connection. Your credentials stay encrypted and secure, and you can start chatting with your data immediately.

Connect Loyverse to your AI

FAQ

How the task behaves

  • 01

    Can the AI edit customer details?

    No. The AI can only read customer data from Loyverse. You must make edits directly in your POS.

  • 02

    Can I delete customers using my AI?

    No. This connector is for looking up information, not for deleting or modifying records.

  • 03

    Does the AI see all my sales data?

    The AI only accesses the customer information provided by the l_list_customers tool.

  • 04

    Can I ask for a list of customers by their phone number?

    Yes, as long as that information is stored in the customer profile within Loyverse.

  • 05

    How does the AI know which customer I am talking about?

    It uses the names, emails, or other identifiers you provide to match against your Loyverse database.

  • More questions about Loyverse? See everything the Loyverse Connector can do

Connect Loyverse to Claude, Cursor, ChatGPT & more