• MEMBERSHIPS
  • CREDITS
  • HISTORY
  • HUMAN

How to check client membership status with your AI

Connect Mindbody to your AI client once. From then on, you can pull specific client data through a simple chat interface.

Ask AI about this page

Short answer

How do I check client membership status with my AI?

Your AI uses Mindbody data to find specific clients and pull their membership details or visit history. You'll get direct answers about remaining credits and active plans. Here is how it works.

The outcomes

What you get from your AI

Your AI handles the data retrieval so you can focus on the client.

MEMBERSHIPS

Active plan details

The AI pulls current membership types and status. You'll see exactly what a client is signed up for.

CREDITS

Remaining usage

Get a quick count of how many credits or visits a client has left in their account.

HISTORY

Past visit logs

The AI looks up previous appointments and attendance to help you track client patterns.

HUMAN

Manual updates

The AI can read data but cannot change membership tiers or process payments. You'll handle those in Mindbody.

The workflow

What your AI does when the request arrives.

The AI translates your questions into specific data requests.

  1. Identify the client

    The AI finds the right person in your database using their name or email.

    search_clients
  2. Check active plans

    The AI looks up the specific membership details tied to that client.

    get_client_memberships
  3. Review usage

    The AI checks how many sessions or credits the client has used or has left.

    get_client_history
  4. Deliver the answer

    The AI presents the membership status and history in a plain text summary.

    get_client_memberships

Try it

Copy these to start.

Use these prompts to get immediate results.

Starting points

These are opening lines. Swap the names for your actual clients.

Mindbody Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_AS7pkhg90f1v6qsO6oxo2RE8Om5MXSE5zwTMc60Q/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 — Mindbody capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "mindbody-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_AS7pkhg90f1v6qsO6oxo2RE8Om5MXSE5zwTMc60Q/mcp"
    }
  }
}
Copy into chat04
  • What is the membership status for Sarah Jenkins?

  • How many credits does Mike Ross have left?

  • Show me the recent visit history for Elena Rodriguez.

  • Does David Chen have an active membership?

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

Start here

Connect Mindbody once, then ask.

Click the link to connect your account. Your login stays encrypted on our side, and the full walkthrough lives on the Connector page.

Connect Mindbody to your AI

FAQ

How this task behaves

  • 01

    Can the AI change a client's membership plan?

    No. The AI can only read membership data. You must log in to Mindbody to change plans or billing.

  • 02

    Can I use this to process payments?

    No. This MCP is for retrieving information like visit history and credits. It cannot process transactions.

  • 03

    Does the AI need my Mindbody password?

    No. You connect via a secure link, and your credentials stay encrypted.

  • 04

    Can the AI delete client records?

    No. The available tools only allow for searching and reading data, not deleting or modifying records.

  • 05

    How does the AI find the right client?

    It uses the search tool to match the name or email you provide to the records in your Mindbody account.

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

Connect Mindbody to Claude, Cursor, ChatGPT & more