Do I need to know how to code?

No. In Claude and ChatGPT you add it from the app's settings, and after that you just write what you want, in English or Spanish.

No. Connecting your assistant is included in your Fidelip plan. The assistant itself is paid to its own provider, if that service's plan requires it.

The business's owner or an admin. A staff account cannot.

Does my assistant see my customers' data?

No. It sees totals and results as a whole, never names, emails, phone numbers or individual answers.

Do I need a Fidelip account first?

You can create it while connecting: Sign in with Fidelip lets you open your account right there, with a 10-day free trial.

What if the assistant gets something wrong?

It shows you sensitive changes first and waits for your confirmation, it cannot delete anything, and everything is in Recent activity. You can fix what it did in the dashboard or by asking it.

AI assistant

Run your loyalty program by asking your AI assistant

Connect Claude, ChatGPT or another assistant to your Fidelip account. Tell it what you want in your own words and it does it in your account: creates the card, adjusts rewards and tiers, builds surveys and automations, or tells you how your business is doing.

Start free for 10 days

Create an 8-stamp card: a free coffee when it's full. Use my brand's orange.

Fidelip · Create a card
Fidelip · Set card design

Done: your 8-stamp card is ready in your orange, with the free coffee as the reward.

Stamps

Name

Sofía R.

100231

8-stamp card
Free coffee · 8 stamps

What you can ask

Cards

Create a 10-stamp card in the green from my logo.

Stamp, points or membership cards: name, number of stamps, colors, stamp icon, logo and banner.

Rewards and rules

Add a free dessert at 5 stamps, one per customer a month.

Rewards with their photo and limits, and how each card earns.

VIP tiers

Make Silver and Gold tiers, with double points on Gold.

The tier ladder with its goals and multipliers.

Gifts and promotions

Double points on Tuesdays from 4 to 7.

Birthday gift, referral bonus and time-based promotions.

Automations

If someone hasn't come back in 30 days, send them a free coffee coupon.

Create, edit, pause and resume automations. Before switching one on, it tells you who it would reach.

Coupons

Create a free coffee coupon valid for 15 days.

Value, validity, max per customer, minimum purchase and locations.

Surveys

Make a satisfaction survey in my colors, but don't switch it on yet.

From a template, as a draft; texts, colors and bonus, and the results as a whole.

Your sign-up page

Change the title of my sign-up page and ask for birthdays.

Texts, benefits, font and the form's fields.

Your numbers

How many new customers did I get this month?

Customers, visits and redemptions, your plan and its usage, your locations and what is left in Getting started.

Works with

Claude
Web, desktop and mobile: Customize → Connectors → Custom connector.
ChatGPT
Add → Custom MCP server, with OAuth.
Claude Code
One command in the terminal.
Codex
One command in the terminal.
Cursor
One entry in mcp.json.
VS Code
With GitHub Copilot, one entry in mcp.json.

See the steps for each assistant

Connect it in 3 steps

Fidelip address

https://fidelip.com/mcp

1
Copy the address
It is the same for every assistant.
2
Add it to your assistant
As a connector or an MCP server, depending on the assistant.
3
Sign in and allow
You log in with your Fidelip account, or create one right there, and choose what it can do. Your assistant never sees your password.

You stay in control

View only, or make changes too: You choose when you connect it and change it whenever you like in Dashboard → AI assistant, without signing in again.
It asks first: Changing the stamps on a card your customers already hold, removing a tier in use, switching on an automation or switching off a location: it shows you and waits for your confirmation.
Everything is logged: Every lookup and every change shows up in Recent activity. You can disconnect it in one click.

What it cannot do

These actions do not exist on the assistant's side, so no error and no odd instruction can trigger them:

Delete cards, customers or anything else.
See your customers' names, emails or phone numbers, or individual survey answers.
Add or redeem points or stamps.
Send messages, notifications or campaigns to your customers.
Change your plan or charge you anything.
Manage your team, two-step verification or connections.

Frequently asked questions

Do I need to know how to code?: No. In Claude and ChatGPT you add it from the app's settings, and after that you just write what you want, in English or Spanish.
Does it cost extra?: No. Connecting your assistant is included in your Fidelip plan. The assistant itself is paid to its own provider, if that service's plan requires it.
Who can connect it?: The business's owner or an admin. A staff account cannot.
Does my assistant see my customers' data?: No. It sees totals and results as a whole, never names, emails, phone numbers or individual answers.
Do I need a Fidelip account first?: You can create it while connecting: Sign in with Fidelip lets you open your account right there, with a 10-day free trial.
What if the assistant gets something wrong?: It shows you sensitive changes first and waits for your confirmation, it cannot delete anything, and everything is in Recent activity. You can fix what it did in the dashboard or by asking it.

Connect it today

Copy the instruction, paste it into your assistant and it walks you through it, the account included if you don't have one yet.

Start free for 10 days

Read the manual