The Customer Identification server provides your AI agents with a direct link to the single source of truth for customer data within Informatica MDM SaaS. Agents can use it to resolve identities and retrieve master records, which are consolidated profiles created from disparate source systems.
Agents can also retrieve records related to master records and their relationship types. Use this server for any AI workflow that requires a 360-degree view of a customer, so the agent works with the most accurate, deduplicated, and enriched data.
Key capabilities
The Customer Identification server provides the following key capabilities:
•Identity resolution. Finds customer records that match your search criteria.
•Truth-based grounding. Ensures LLM responses about customers are based on verified, mastered data rather than fragmented source records.
•Master record retrieval. Retrieves a master record, which is a unified profile, a single, trusted view of customer data from across the enterprise.
•Relationship retrieval. Retrieves records related to master records and their relationship types by using master record business IDs.
Use cases
Use the Customer Identification server to address the following use cases:
•Search master records. Run free-text or field-scoped searches across Person and Organization master records in Customer 360.
•Retrieve full profiles. View complete, unified profiles of customers by fetching master records by business ID.
•Discover relationships. Retrieve records related to master records and their relationship types by master record business ID for a complete view of each customer.
•Prevent duplicate customer records. Check whether a record already exists in Customer 360 before creating a new record.
•Personalize service. Ground agent responses in accurate master records to improve the quality of customer interactions.
•Verify identities. Validate customer identities against master records during high-value transactions or account updates.
Tools
The following table describes the tools available on this MCP server:
Tool
Description
get_master_record_details
Retrieves the master record based on a business ID.
search_master_record
Searches MDM SaaS to identify the business IDs of master records that best match the provided customer details. The tool returns up to 10,000 master records.
get_related_records
Retrieves relationships and related records of a master record, identified by its business ID. Agents can optionally filter the relationships by relationship type. The tool returns up to 10,000 relationships.
Note:
In AI Agent Engineering, the MCP server tools are called "actions."