• BALANCE
  • TIERS
  • VOUCHERS
  • HUMAN

How to check customer loyalty status with your AI

Connect Swarm to your AI client once. After that, you can ask about any customer's rewards or standing without leaving your chat.

Ask AI about this page

Short answer

How do I check a customer's loyalty status?

Ask your AI for a customer's current points, tier level, or available vouchers. It pulls this data directly from your loyalty system to give you an immediate answer. You'll see the specific breakdown of their rewards below.

The outcomes

Where the data lands

Your AI handles the lookup and organizes the details.

BALANCE

Point totals

The AI checks current balances and tells you exactly how many points a customer has available to spend.

TIERS

Membership levels

It identifies if a customer is in a specific loyalty tier and what benefits they currently hold.

VOUCHERS

Active discounts

The agent lists all valid discount vouchers currently attached to the customer's account.

HUMAN

Manual overrides

If a customer disputes a balance or needs a tier adjustment, you'll need to handle that through your admin dashboard.

The workflow

What your AI does when the request arrives.

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

  1. Identify the customer

    Your AI looks for the specific customer identity you mentioned in your prompt.

    get_customer_balance

  2. Fetch point totals

    The agent pulls the current reward balance for that specific user.

    get_customer_balance

  3. Check available rewards

    It scans for any active or expiring discount vouchers the customer can use.

    list_customer_vouchers

  4. Summarize status

    The AI combines the balance and voucher data into a single, readable response.

    get_customer_balancelist_customer_vouchers

Try it

Copy these to start.

Use these prompts to get immediate answers from your agent.

Starting points

Swap out the customer names or IDs with the actual ones you are looking up.

Swarm Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_UQfpSkM8M2hLJa9S0rGui9ydqbaZDxgBGlmExA5M/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 — Swarm capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "swarm-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_UQfpSkM8M2hLJa9S0rGui9ydqbaZDxgBGlmExA5M/mcp"
    }
  }
}
Copy into chat04

  • What is the current point balance for customer Alex Rivera?

  • List all active discount vouchers for account ID 99283.

  • Check the loyalty tier and available points for Sarah Jenkins.

  • Does customer Mike Chen have any vouchers available right now?

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

Start here

Connect Swarm once, then ask.

Click the link to connect the MCP to your client. Your credentials stay encrypted, and you can start asking questions immediately.

Connect Swarm to your AI

FAQ

How this task behaves

  • 01

    Can my AI change a customer's point balance?

    No. The AI can only read existing balances; it cannot add or subtract points.

  • 02

    Can the AI issue new discount codes?

    No. The AI only lists vouchers that already exist in your system.

  • 03

    Does this work with any AI client?

    Yes, it works with any MCP-compatible client like Claude, Cursor, or Windsurf.

  • 04

    Can the AI update a customer's loyalty tier?

    No. Tier updates must be performed manually in your loyalty management software.

  • 05

    How does the AI know which customer I mean?

    You provide the name or ID in your prompt, and the AI uses that to query the tools.

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

Connect Swarm to Claude, Cursor, ChatGPT & more