# MoonClerk MCP for AI Agents AI Agent Connect > MoonClerk lets you manage your payment records and customer data through your AI agent. It connects your subscription and one-time payment history directly to tools like Claude or Cursor, so you can ask about customer status, active payment forms, or promotional coupons without digging through a dashboard. ## Overview - **Category:** money-moves - **Price:** Free - **Endpoint:** https://edge.vinkius.com/vk_preview_GsfMXeQdo0HzEolaiCjpMVHcziChUY1Lxysm4ngo/ai-agent-connect - **Tags:** recurring-payments, checkout-pages, subscription-management, payment-records, customer-billing ## Description MoonClerk connects your payment records and customer data to your AI agent. Managing a subscription business usually means jumping between different tabs and dashboards. You have to log into your payment provider, filter through rows of data, and squint at status codes to find out why a specific customer's payment failed. It is a fragmented way to handle your most important data. With this Connector, you just ask your agent. You can get a summary of your daily transaction volume, check if a specific customer is on the right plan, or pull up the public URL for a payment link you need to send to a client right now. It puts your financial data into a conversational format. Instead of manual auditing, you are just asking questions and getting answers. It makes managing the money side of your business feel like a conversation rather than a chore. You can see your coupon landscape to check if your promos are actually active, or get a bird's-eye view of how your customer base is growing this month. It is about getting the facts you need to make decisions without the friction of navigating a complex UI. By connecting this to your workflow via Vinkius, you turn your payment history into a searchable knowledge base for your agent. You can stop hunting for records and start using your data to drive your business forward. ## Tools ### list_forms Get a list of all your active payment forms. This helps you find the right link to share with a customer quickly. ### get_customer Pull specific details for a single customer. Use this to check a user's plan type or account status. ### get_form Fetch the configuration and URL for a specific payment form. It is the quickest way to grab a live link. ### get_payment Get the full details of a single transaction. This is perfect for troubleshooting a specific failed payment. ### list_coupons See all your active promotional coupons in one list. Use it to verify if a discount code is still valid. ### list_customers Get a complete list of every customer in your account. It is the best way to see your total subscriber base. ### list_payments Pull your entire history of one-time and recurring payments. This gives you a full audit trail of your revenue. ## Prompt Examples **Prompt:** ``` How many customers are on the Pro plan? ``` **Response:** ``` | Customer Name | Status | Plan Type | | :--- | :--- | :--- | | John Doe | Active | Pro Plan | | Maria Garcia | Active | Pro Plan | | Alex Chen | Past Due | Pro Plan | I found 3 customers on the Pro plan. Would you like to see the payment history for any of them? ``` **Prompt:** ``` Show me the last 3 payments I received. ``` **Response:** ``` **Recent Transactions:** * **$49.00** - Success (Recurring) * **$150.00** - Success (One-time) * **$49.00** - Success (Recurring) All transactions were successful. Do you need the specific customer IDs for these? ``` **Prompt:** ``` What's the link for the Annual Pass form? ``` **Response:** ``` The public URL for your **Annual Pass** payment form is: https://moonclerk.com/checkout/annual-pass Would you like me to list all other active forms as well? ``` ## Capabilities ### Pull customer subscription details Get specific plan types and account statuses for any customer in your records. ### View full payment transaction history Access a complete list of all one-time and recurring payments. ### Retrieve active payment form URLs Fetch the public links for your active checkout pages instantly. ### Check current promotional coupon status See which discount codes are live and what their current values are. ### Summarize total payment volumes Get a quick overview of your total revenue and transaction counts. ## Use Cases ### Troubleshooting a failed subscription A customer says they were charged but the account is locked. Use get_payment to see the exact status and get_customer to check their plan. ### Onboarding a new client You need to send a payment link. Use list_forms to find the correct link for the Pro Plan and paste it into your email. ### Monthly revenue reporting Ask your agent to summarize all payments from the last 30 days. It uses list_payments to give you a total. ### Checking promo validity A user claims a coupon is not working. Use list_coupons to see if it is active and what the discount amount is. ## Benefits - Stop digging through dashboards to find specific customer plans using get_customer. - Get instant answers on your total transaction volume without manual calculation. - Quickly grab public payment form URLs using list_forms to send to new clients. - Audit your entire payment history in seconds with list_payments. - Verify your promotional strategy by checking all active codes with list_coupons. - Monitor customer growth trends using natural language commands for a better overview. ## How It Works The bottom line is you get instant, natural language access to your MoonClerk payment data without leaving your workspace. 1. Subscribe to the MoonClerk MCP on Vinkius. 2. Enter your MoonClerk API key into the Connector configuration. 3. Ask your agent to check your latest payments or customer lists. ## Frequently Asked Questions **Can the MoonClerk MCP help me see my subscription history?** Yes, it pulls all recurring and one-time transactions from your account. This allows you to see your full history of payments without logging into your dashboard. **How do I use MoonClerk MCP to check customer details?** You can simply ask your agent to look up a specific customer. It will retrieve their plan type, current status, and other relevant metadata for you. **Can I see my active payment links with MoonClerk MCP?** Yes, you can ask your agent to list all your active forms. It will provide the public URLs for every checkout page you have configured. **Is MoonClerk MCP good for tracking my coupons?** It is great for this. You can ask your agent to see all active coupons to verify which ones are live and what their current discount values are. **Can I use MoonClerk MCP to see my daily revenue?** Your agent can summarize your payment volume using natural language. Just ask for a summary of today's payments or a specific date range. **How does MoonClerk MCP help with customer growth?** It allows your agent to retrieve your full customer list, making it easy to get a bird's-eye view of your subscriber base and growth trends. **How do I get my MoonClerk API Key?** Log in to your MoonClerk account, navigate to the **Settings** > **API** section, and generate a new API token. **Is the API read-only?** Yes, currently the MoonClerk API is primarily for retrieving data (customers, payments, forms). For creating records, please use the MoonClerk dashboard. **Can I track recurring payments?** Absolutely. The `list_payments` tool retrieves both one-time and recurring payments, allowing you to monitor your subscription health.