• PROFILE
  • FEEDBACK
  • SCHEDULE
  • HUMAN

How to lookup customer history with your AI

Connect MyTime to your AI client once. From then on, you can pull up any client's profile or review history just by asking.

Ask AI about this page

Short answer

How can I see my customers' past services and reviews?

You ask your AI for a specific name or profile, and it pulls the data directly from MyTime. You'll get a summary of their recent appointments and what they've said about your services. Here is how it works.

The outcomes

What you get from your AI

The AI handles the data retrieval so you can focus on the conversation.

PROFILE

Complete client profiles

The AI finds the specific person you're looking for. You get their contact info and service history instantly.

FEEDBACK

Recent service reviews

It pulls the latest feedback left by customers. This helps you see what they liked or what went wrong.

SCHEDULE

Appointment details

You can check when a client last visited or when their next session is scheduled.

HUMAN

Personalized follow-ups

The AI provides the facts, but you decide how to use that history to talk to the client.

The workflow

What your AI does when you ask for history.

Your agent acts as a bridge between your chat and your MyTime database.

  1. Find the client

    The AI searches your database to identify the correct person based on the name you provide.

    list_customers

  2. Check recent visits

    Once the client is identified, the AI looks up their specific appointment history.

    get_appointment

  3. Read feedback

    The AI scans for any recent reviews or comments left by that customer.

    list_reviews

  4. Summarize findings

    The AI presents a clean summary of the client's profile and recent activity in your chat window.

    list_customerslist_reviews

Try it

Copy these to start.

Use these prompts to get moving immediately.

Starting points

These are just ideas. Swap out the names and service types with your actual client details.

MyTime Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_vSV3Oa9JLhVXch6gmFBZw8yGVr1WcnJaTrlihXby/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 — MyTime capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "mytime-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_vSV3Oa9JLhVXch6gmFBZw8yGVr1WcnJaTrlihXby/mcp"
    }
  }
}
Copy into chat04

  • Show me the profile and recent reviews for Sarah Jenkins.

  • What was the last appointment for the client named Marcus Thorne?

  • List all recent reviews for my service to see what customers are saying.

  • Find the customer history for the client who visited last Tuesday.

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

Start here

Connect MyTime once, then ask.

Just follow the link to connect your account. Your login stays encrypted and secure on our end. You can find the full technical breakdown on the Connector page.

Connect MyTime to your AI

FAQ

How this task behaves

  • 01

    Can the AI change a customer's appointment time?

    No. The AI can only read and retrieve existing data from MyTime.

  • 02

    Can I use this to delete old reviews?

    No. The AI does not have the ability to delete or modify reviews.

  • 03

    Does the AI see my login credentials?

    No. Your credentials are encrypted and handled securely by Vinkius.

  • 04

    Can I search for customers by phone number?

    Yes, as long as that information is available in your customer list.

  • 05

    Will the AI automatically send emails to my clients?

    No. The AI only provides the information you need to send those messages yourself.

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

Connect MyTime to Claude, Cursor, ChatGPT & more