• NEW DATA
  • GROUPS
  • AUDIT
  • HUMAN

How to manage customer reward groups with your AI

Connect Tango to your AI client to handle customer setup and grouping. You'll manage your reward tiers and funding accounts through chat.

Ask AI about this page

Short answer

How can I use my AI to organize customer reward groups?

You tell your AI to create customers or set up new funding accounts. It then handles the organization of those profiles into the groups you specify. You'll get a structured customer list without manual data entry.

The results.

Where your data lands.

Your AI maps your chat commands to specific actions in Tango.

NEW DATA

New customer profiles

The AI builds individual customer records based on the names and details you provide in chat.

GROUPS

Funding account organization

Your AI places customers into specific groups or accounts to keep your reward tiers organized.

AUDIT

Customer lists

You can pull a full list of everyone in a specific group to check your current membership status.

HUMAN

Manual oversight

You decide which groups are created and which customers belong in them. The AI only acts on your direct orders.

The workflow

What your AI does when you send a command.

The AI translates your natural language into precise database operations.

  1. Find existing users

    The AI checks your current database to see if the customers you mentioned already exist.

    list_customers

  2. Register new customers

    The AI creates a new profile for any individual you describe in your prompt.

    create_customer

  3. Setup accounts

    The AI builds the specific funding accounts or reward groups you need for your tiers.

    create_account

  4. Organize profiles

    The AI links new or existing customers to the accounts you just established.

    create_customercreate_account

Try it

Copy these to start.

Use these prompts to trigger the Tango MCP.

Starting points

Replace the names and account titles with your actual customer data.

Tango Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_v934nKKHt96Oj4ldShgrZ5XYrxy76ILi600Cf69w/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 — Tango capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "tango-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_v934nKKHt96Oj4ldShgrZ5XYrxy76ILi600Cf69w/mcp"
    }
  }
}
Copy into chat04

  • Create a new customer named Alex Rivera.

  • Create a funding account called Gold Tier Rewards.

  • List all customers currently in the system.

  • Add the customer Jordan Smith to the VIP account.

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

Start here

Connect Tango once, then ask.

Click the link to connect the MCP to your client. Your credentials stay encrypted and secure, and you can find the full tool list on the Tango page.

Connect Tango to your AI

FAQ

How this task behaves

  • 01

    Can the AI delete a customer profile?

    No. The current tools only allow for creating and listing customers, not deleting them.

  • 02

    Will the AI automatically assign customers to groups?

    No. The AI only assigns customers to accounts when you explicitly tell it to do so.

  • 03

    Can I see a list of all my funding accounts?

    Yes, you can ask the AI to list customers or create accounts to manage your structure.

  • 04

    Does the AI handle the actual money transfers?

    No. The AI manages the organization and creation of the accounts, but it does not process financial transactions.

  • 05

    Can I edit an existing customer's name?

    No. The available tools are limited to creating new customers and accounts or listing existing ones.

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

Connect Tango to Claude, Cursor, ChatGPT & more