• DATA
  • LOYALTY
  • FINANCE
  • HUMAN

How to lookup guest profiles and loyalty with your AI

Connect Zenoti to your AI client to access client data through natural conversation. You get instant answers without digging through the Zenoti dashboard.

Ask AI about this page

Short answer

How can I check guest details and loyalty points?

Ask your AI for specific guest information or loyalty balances. It pulls the data directly from Zenoti so you can see service history and gift card status in your chat window.

Data outcomes

What you can do with this data

The AI turns your chat prompts into specific data requests.

DATA

Instant guest lookups

The AI finds specific people in your database. You get their profiles and service preferences immediately.

LOYALTY

Check point balances

Ask about loyalty status or point totals. It pulls the exact numbers from the guest's account.

FINANCE

View gift cards

Check on available gift cards. The AI lists what is active and ready to use.

HUMAN

Manual updates needed

The AI only reads data. You still need to log into Zenoti to change guest info or process payments.

The workflow

What your AI does when you ask for guest info.

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

  1. Find the guest

    The AI searches your Zenoti database to locate the right person based on the name or details you provide.

    search_guests

  2. Pull the profile

    Once found, the AI grabs the full profile details for that specific individual.

    get_guest

  3. Check loyalty status

    The AI looks up the specific loyalty points and rewards tied to that guest.

    get_guest_loyalty

  4. List gift cards

    If you ask about credits, the AI pulls a list of available gift cards for the account.

    list_gift_cards

Try it

Copy these to start.

Use these prompts to test the connection.

Starting points

Swap out the names and details in these examples to match the guests you are looking for.

Zenoti Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_93D9fwgbyW8rMobE9tYmMpsgDSczRvnDjYqVjO0s/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 — Zenoti capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "zenoti-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_93D9fwgbyW8rMobE9tYmMpsgDSczRvnDjYqVjO0s/mcp"
    }
  }
}
Copy into chat04

  • Find the profile for guest Jane Doe.

  • How many loyalty points does John Smith have?

  • List the gift cards for Sarah Miller.

  • Search for guests named Michael in my Zenoti account.

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

Start here

Connect Zenoti once, then ask.

Enter your credentials once to link the MCP. Your login stays encrypted and secure on our end.

Connect Zenoti to your AI

FAQ

How this task behaves

  • 01

    Can the AI change a guest's phone number?

    No. This MCP only reads data from Zenoti. You must update guest profiles manually in the Zenoti dashboard.

  • 02

    Can I use this to process a payment?

    No. The tools only allow for searching and retrieving information like loyalty points and gift cards.

  • 03

    Does the AI see all my Zenoti data?

    The AI only accesses the specific data requested through the tools provided in the manifest.

  • 04

    Can the AI delete a gift card?

    No. There are no tools available to delete or modify financial records.

  • 05

    How does the AI find a guest if I don't have their ID?

    You can use the search tool to find them by name or other identifying details.

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

Connect Zenoti to Claude, Cursor, ChatGPT & more