• DATA
  • HISTORY
  • LISTS
  • HUMAN

How to retrieve customer profiles and history with your AI

Connect Lucidya to your AI client once. From then on, you can query your CDP data using plain English.

Ask AI about this page

Short answer

How can I get customer profiles and history through my AI?

You ask your AI for specific customer details or a list of users, and it pulls that data from Lucidya. You'll get unified profiles and interaction logs without running manual queries. Here is what you can do.

The results

What you get from your queries

Your AI turns your questions into direct data lookups.

DATA

Unified customer profiles

The AI pulls complete identity data from your CDP. You get a single view of a customer's attributes.

HISTORY

Interaction logs

Your agent retrieves past touchpoints and engagement history. This gives you the full context of a customer's journey.

LISTS

Customer segments

Ask for specific groups of users. The AI identifies which customers meet your criteria.

HUMAN

Manual data updates

The AI only reads data. If you need to change a customer's profile or delete a record, you must do that in Lucidya.

The workflow

What your AI does when you ask for data.

The AI acts as a bridge between your chat interface and your CDP.

  1. Identify the request

    Your agent parses your natural language to determine if you want a specific person or a broad list of users.

    list_cdp_customers

  2. Fetch customer lists

    If you ask for a group of people, the AI scans your CDP to find matching records.

    list_cdp_customers

  3. Pull specific profiles

    When you name a specific individual, the AI pulls their full attribute set and history.

    get_customer_profile

  4. Present the data

    The AI translates the raw CDP data into a readable format in your chat window.

    get_customer_profile

Try it

Copy these to start.

Use these prompts to test the connection.

Starting points

Replace the bracketed text with the specific names or segments you are looking for.

Lucidya Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_BPSEfoyccLuNlXxXWFPftMfYer40OlJMGTjAi8cS/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 — Lucidya capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "lucidya-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_BPSEfoyccLuNlXxXWFPftMfYer40OlJMGTjAi8cS/mcp"
    }
  }
}
Copy into chat04

  • Show me the profile for [Customer Name].

  • List all customers in the [Segment Name] segment.

  • What is the recent interaction history for [Customer Email]?

  • Find all customers who belong to [Specific Group].

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

Start here

Connect Lucidya once, then ask.

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

Connect Lucidya to your AI

FAQ

How the Lucidya connection works

  • 01

    Can the AI edit customer information in Lucidya?

    No. The AI can only retrieve data using the available tools. You must make edits directly in your CDP.

  • 02

    Can I delete customer records through my AI client?

    No. There are no tools provided to delete or remove data from Lucidya.

  • 03

    Does the AI see all my CDP data?

    The AI only sees the data it can access through the specific tools provided in the manifest.

  • 04

    Can I use this with Claude or Cursor?

    Yes. Any MCP-compatible client will work once the connection is active.

  • 05

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

    The AI uses the information you provide in your prompt to call the correct tool and find the matching record.

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

Connect Lucidya to Claude, Cursor, ChatGPT & more