• RESOLVED
  • TRIAGE
  • UPGRADE
  • HUMAN

How to verify customer subscription status with your AI

Connect Billsby to your AI client once. From then on, your agent can pull specific billing data to answer customer questions.

Ask AI about this page

Short answer

How can I check a customer's subscription status with AI?

Your AI uses the Billsby MCP to look up customer profiles and their specific subscription details. You'll get the plan type and status without leaving your chat window.

Where the data lands.

The outcomes of a lookup.

The AI handles the data retrieval so you can focus on the customer.

RESOLVED

Instant answers

The AI pulls the subscription status and plan details. You get the facts needed to answer the customer immediately.

TRIAGE

Billing disputes

The agent identifies active or lapsed subscriptions. This helps you decide if a billing issue is valid.

UPGRADE

Sales leads

By seeing current plan limits, your AI identifies customers who are ready for an upgrade.

HUMAN

Manual review

If the subscription data shows a discrepancy the tools can't fix, the AI flags it for you to handle.

The workflow

What your AI does when a query arrives.

The AI moves through your billing data to find the specific details you asked for.

  1. Find the customer

    The AI locates the correct profile in your database using an email or ID.

    get_customer

  2. List subscriptions

    The agent pulls every subscription associated with that specific customer profile.

    get_customer_subscriptions

  3. Check status

    The AI looks at a specific subscription to see if it is active or canceled.

    get_subscription

  4. Summarize data

    The agent presents the plan details and status in a clear summary for you.

    get_subscription

Try it

Copy these to start.

Use these prompts to trigger the Billsby tools.

Starting points

Replace the bracketed text with the actual email or ID from your support ticket.

Billsby Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_UptISq5oMmxDwDx9d6aq6UCbdfptKEVxv7fDxwUr/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 — Billsby capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "billsby-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_UptISq5oMmxDwDx9d6aq6UCbdfptKEVxv7fDxwUr/mcp"
    }
  }
}
Copy into chat04

  • Check the subscription status for customer alex.smith@example.com.

  • What is the current plan for the customer with email jane.doe@provider.net?

  • List all active subscriptions for the customer account associated with user_id_98765.

  • Does the customer with email support-test@company.com have any lapsed subscriptions?

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

Start here

Connect Billsby once, then ask.

Follow the link to authorize the connection. Your credentials stay encrypted, and the full walkthrough lives on the Connector page.

Connect Billsby to your AI

FAQ

How this task behaves.

  • 01

    Can the AI change a customer's subscription plan?

    No. The tools only allow the AI to read subscription and customer data.

  • 02

    Can the AI delete a customer profile?

    No. The AI cannot perform any deletion or destructive actions in Billsby.

  • 03

    How does the AI find the right customer?

    You provide an identifier like an email address, and the AI uses that to look up the profile.

  • 04

    Can I use this with Cursor?

    Yes, as long as you are using an MCP-compatible client like Cursor or Claude Desktop.

  • 05

    Will the AI see my billing passwords?

    No. The connection is managed securely, and the AI only interacts with the specific data tools provided.

  • More questions about Billsby? See everything the Billsby Connector can do

Connect Billsby to Claude, Cursor, ChatGPT & more