# MoonClerk MCP for AI Agents AI Agent Connect > MoonClerk lets you manage your recurring revenue and customer billing directly through your AI agent. You can track transactions, check payment statuses, manage subscription plans, and inspect payment forms without switching tabs. It connects your MoonClerk account to your workflow, making it easy to handle customer billing data on demand. ## Overview - **Category:** finance-accounting - **Price:** Free - **Endpoint:** https://edge.vinkius.com/vk_preview_uIK7WcT3Ed9BsfVO5i2Ckn7YMmOnq0TRUndm9YfT/ai-agent-connect - **Tags:** recurring-payments, checkout-pages, subscription-management, payment-records, customer-billing ## Description Imagine you're in the middle of a support call and a customer claims they were charged twice. Usually, you'd have to jump into a separate dashboard, hunt for the transaction ID, and dig through payment logs. With this Connector, you just ask your agent to find it. It pulls the real-time status, amount, and currency of any transaction immediately. It works the same way for checking if a subscription plan is still active or seeing which payment forms are currently live. This isn't just about fetching data; it's about having your entire billing history and customer profile available in the same window where you're already working. By adding this to your setup in the Vinkius catalog, you get a direct line into your MoonClerk account. You can see who's paying you, what they're paying for, and whether those payments actually cleared. It takes the friction out of finance operations by making billing data conversational rather than a manual search task. ## Tools ### list_coupons List all coupons ### list_customers Get a list of all customers in your MoonClerk account. Use this to browse your entire subscriber base. ### list_forms See all payment forms currently in your account. This helps you stay organized with your checkout pages. ### list_payments Get a list of all payments received. Use this to scan your recent transaction history quickly. ### get_customer Fetch specific details for a single customer profile. This helps you see history and current status at a glance. ### get_form Retrieve information about a specific payment form. Use this to see if a form is active and its usage stats. ### get_payment Get the details for one specific payment transaction. It provides the amount, currency, and success status. ## Prompt Examples **Prompt:** ``` Show me the last 5 payments I received. ``` **Response:** ``` I've retrieved your recent payments. Here are the last 5 transactions: | Date | Amount | Status | | :--- | :--- | :--- | | Oct 24 | $50.00 | Succeeded | | Oct 23 | $50.00 | Succeeded | | Oct 22 | $25.00 | Succeeded | | Oct 21 | $25.00 | Succeeded | | Oct 20 | $50.00 | Succeeded | Would you like more details on any of these? ``` **Prompt:** ``` Which plans do I have active right now? ``` **Response:** ``` You have the following recurring plans configured: * **Monthly Membership**: $29/mo * **Annual Pro**: $290/yr * **Starter Kit**: One-time payment Would you like to see the active subscribers for any of these? ``` **Prompt:** ``` Get the details for customer ID cust_9988. ``` **Response:** ``` I've pulled the profile for customer **cust_9988**: * **Name**: Jane Doe * **Email**: jane.doe@example.com * **Plan**: Annual Pro * **Status**: Active * **Last Payment**: $290.00 (Succeeded on Oct 1st) Do you need to see their transaction history as well? ``` ## Capabilities ### Pull transaction statuses Get instant updates on payment success or failure. ### View customer profiles See the full history and details of any subscriber. ### Check subscription plans Look up active recurring payment details. ### Inspect payment forms See which forms are live and how many times they've been used. ### Fetch payment metadata Get the deep data behind specific transaction IDs. ## Use Cases ### Handling a Refund Request A customer asks for a refund; you use get_payment to find the transaction and confirm the amount and status. ### Onboarding a New Subscriber You use list_plans to show a user their options and then list_subscriptions to confirm they've joined. ### Audit for Finance You ask your agent to list_customers to prepare a monthly revenue report with full subscriber details. ### Support Ticket Triage An agent uses get_customer to see if a user's subscription has cleared before troubleshooting their account access. ## Benefits - Stop tab-switching by using list_payments to see your latest transactions directly in your chat or IDE. - Resolve billing disputes faster with get_customer, which pulls full profiles into your current conversation. - Keep your marketing organized by using list_forms to check which payment pages are currently live. - Audit your revenue easily with list_plans to see every recurring payment option you offer. - Verify successful payments instantly with get_payment to confirm a user's transaction status. - Manage your subscriber base with list_subscriptions to see exactly who is currently paying you. ## How It Works The bottom line is you get direct, conversational access to your MoonClerk billing data without leaving your workspace. 1. Subscribe to this Connector on Vinkius. 2. Paste your MoonClerk API Key into your client settings. 3. Ask your agent to list payments or check customer status. ## Frequently Asked Questions **Can I use MoonClerk MCP to see my payment statuses?** Yes, you can ask your agent to pull the real-time status, amount, and currency for any transaction in your account. **How do I check my active subscriptions with MoonClerk?** You can simply ask your agent to list your active subscriptions or look up a specific one to see the plan details. **Can MoonClerk MCP help my support team with billing?** It's a great tool for support teams. Agents can verify customer billing status and subscription info while providing assistance. **Can I see my payment forms using MoonClerk?** Yes, you can list and inspect your payment forms to see which ones are live and how many transactions they've processed. **Does MoonClerk MCP work with Cursor and Claude?** It works with any MCP-compatible client, including Claude, Cursor, and Windsurf. **How do I manage my recurring revenue with MoonClerk?** You can manage your recurring revenue by asking your agent to list your plans, view your customers, or check your payment history. **Is the MoonClerk API read-only?** Yes, as per their official documentation, the MoonClerk API currently only supports retrieving information. Creating or modifying records must be done via their dashboard or forms. **Can I see details about recurring plans?** Yes! Use the `list_plans` tool to see all your payment plans and `get_plan` for detailed information about a specific one. **How do I find a specific subscription's status?** The `list_subscriptions` and `get_subscription` tools allow you to check the current state and recurrence details for any active customer subscription. **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.