• PROFILE
  • ATTENDANCE
  • CREDITS
  • HUMAN

How to check client membership and credits with your AI

Connect WellnessLiving to your AI client once. After that, you can pull up any member's details or credit balance just by asking.

Ask AI about this page

Short answer

How do I check client membership and credits with my AI?

Ask your AI to find a specific person or search for a client by name. It will pull their profile, attendance, and credit counts directly from WellnessLiving. You'll see the specific data points you need right in the chat.

Where every request lands.

Information outcomes

Your AI pulls specific data points from WellnessLiving based on your questions.

PROFILE

Complete member profiles

The AI uses client data to show you contact info and membership status. You get a clear snapshot of who the client is.

ATTENDANCE

Class history logs

Your agent pulls recent attendance records. This shows you which classes the client has attended lately.

CREDITS

Remaining class credits

Check how many credits a member has left. The AI retrieves the current balance from their account.

HUMAN

Manual updates needed

The AI only reads data. If you need to change a membership or add credits, you still need to log in to WellnessLiving to make those edits.

The workflow

What your AI does when you ask for client info.

The AI moves from finding the right person to pulling their specific account details.

  1. Locate the client

    The AI searches your WellnessLiving database to find the specific person you are asking about.

    search_clients

  2. Retrieve account details

    Once the client is found, the AI pulls their full profile and current status.

    get_client

  3. Check credit balances

    The AI looks into the specific credit counts associated with that member's account.

    get_client

  4. Summarize history

    The agent compiles the attendance and membership data into a readable response for you.

    get_client

Try it

Copy these to start.

Use these prompts to get immediate answers from your AI.

Starting points

Swap out the names and specific details in these prompts to get the exact info you need.

WellnessLiving Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_D6LhGVspn3h5ibR0WiylAYilQfL6uPtpm6AYjetF/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 — WellnessLiving capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "wellnessliving-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_D6LhGVspn3h5ibR0WiylAYilQfL6uPtpm6AYjetF/mcp"
    }
  }
}
Copy into chat04

  • Find the client named Sarah Jenkins and tell me how many credits she has left.

  • Search for clients with the last name Miller and list their membership status.

  • Get the profile for Mike Ross to see his recent attendance history.

  • How many class credits does the client with email alex@example.com have?

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

Start here

Connect WellnessLiving once, then ask.

Click the link below to link your account. Your login stays encrypted and secure, and you'll be ready to chat with your data immediately.

Connect WellnessLiving to your AI

FAQ

Common questions

  • 01

    Can my AI change a client's membership level?

    No. This MCP is for reading data. You must use the WellnessLiving dashboard to modify memberships or credits.

  • 02

    Can I delete a client through the chat?

    No. The AI cannot delete client records or any other data from your account.

  • 03

    How does the AI find the right person if I don't know their ID?

    You can search by name or email, and the AI will use the search tool to find the correct profile.

  • 04

    Does the AI see all my WellnessLiving data?

    The AI only accesses the specific client information requested through the tools provided.

  • 05

    Can I see which classes a client attended last month?

    Yes, once the AI pulls the client's profile, it can show you their attendance history.

  • More questions about WellnessLiving? See everything the WellnessLiving Connector can do

Connect WellnessLiving to Claude, Cursor, ChatGPT & more