• CLIENT INFO
  • BILLING
  • SEARCH
  • HUMAN

How to check client membership and billing with your AI

Connect your AI to MINDBODY once. After that, you can ask your agent for specific client details or payment history without opening the dashboard.

Ask AI about this page

Short answer

Can my AI check client membership and billing?

Yes. Your AI pulls specific client profiles, membership statuses, and purchase histories from MINDBODY. You'll get the exact details you need to answer client questions immediately.

The outcomes.

Where your answers land.

The AI processes your request and directs the information to the right place.

CLIENT INFO

Membership status

The AI pulls current membership details and active status. You get a clear picture of what a client is currently subscribed to.

BILLING

Payment history

Your agent looks up recent transactions and purchases. This helps you resolve billing disputes or confirm recent payments.

SEARCH

Client lookups

The AI finds the right person in your database. You can search by name or other identifiers to get the right profile.

HUMAN

Manual updates

The AI only reads data. If you need to change a billing method or cancel a membership, you still handle that in MINDBODY.

The workflow

What your AI does when the request arrives.

Your agent acts as a bridge between your chat interface and your MINDBODY data.

  1. Locate the client

    The AI finds the specific person you are asking about within your MINDBODY database.

    search_clients

  2. Retrieve profile data

    Once the client is found, the AI pulls their full profile and membership details.

    get_client_details

  3. Check transaction history

    The AI looks up what the client has bought and their recent payment activity.

    get_client_purchases

  4. Deliver the answer

    The agent summarizes the membership and billing info into a plain response for you.

    get_client_details

Try it

Copy these to start.

Use these prompts to get information from MINDBODY.

Starting points

Swap out the names and dates for the specific people you need to look up.

MINDBODY Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_Gbkcb5Ctp24pUp8hCN1dUw04xzRyXnbjXN55w1Us/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-health-wellness-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_Gbkcb5Ctp24pUp8hCN1dUw04xzRyXnbjXN55w1Us/mcp"
    }
  }
}
Copy into chat04

  • What is the current membership status for Sarah Jenkins?

  • Show me the recent purchase history for client Mike Ross.

  • Find the client named Elena Rodriguez and tell me her membership details.

  • Did David Chen make any recent purchases in MINDBODY?

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

Start here

Connect MINDBODY once, then ask.

You only need to link your account once. Your credentials stay encrypted and secure on our side while you chat.

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 existing data. You must log in to MINDBODY to make any changes to memberships or billing.

  • 02

    Can I use this to process a refund?

    No. The AI can see purchase history, but it does not have the tools to issue refunds or modify financial transactions.

  • 03

    How does the AI find the right client?

    It uses the search tool to match the names or identifiers you provide to the records in your MINDBODY account.

  • 04

    Does the AI see my MINDBODY login credentials?

    No. Your login information is encrypted and handled securely so your agent can access the data without seeing your password.

  • 05

    Can the AI delete a client profile?

    No. The tools provided are strictly for searching and retrieving information. Deletion is not possible through the AI.

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

Connect MINDBODY to Claude, Cursor, ChatGPT & more