• BALANCE
  • HISTORY
  • BUDGET
  • HUMAN

How to audit mailing account credits with your AI

Connect Click2Mail to your AI client to pull real-time postage data and transaction logs. Once connected, you can ask questions about your spending and remaining balance.

Ask AI about this page

Short answer

How can I check my mailing credits and history with AI?

Your AI pulls your current postage balance and scans your transaction history to give you a clear view of your budget. You'll get a breakdown of your spending and remaining funds.

The outcomes.

Where your data lands.

The AI processes your Click2Mail data into these specific results.

BALANCE

Current credit status

The AI fetches your exact postage balance. You'll know exactly how much you have left to spend.

HISTORY

Transaction logs

Your agent reviews past mailing activity. This helps you spot specific charges or patterns in your spending.

BUDGET

Spending analysis

The AI compares your history against your current balance. It identifies where your credits are going.

HUMAN

Manual adjustments

The AI cannot add or move credits. You must log in to Click2Mail directly to handle payments or credit transfers.

The workflow

What your AI does when the data arrives.

The AI uses specific tools to pull your Click2Mail account information.

  1. Fetch balance

    The agent checks your account to see how many credits are currently available for use.

    get_mail_credit_balance

  2. Retrieve history

    The AI pulls a list of your recent mailing transactions to provide context for your spending.

    get_mail_account_history

  3. Analyze trends

    By looking at the transaction logs, the agent identifies which mailings cost the most.

    get_mail_account_history

  4. Report status

    The AI combines the balance and history to answer your specific questions about your budget.

    get_mail_credit_balanceget_mail_account_history

Try it

Copy these to start.

Use these prompts once you have connected Click2Mail.

Starting points

These are basic questions. Swap out the specific details like dates or amounts to match your needs.

Click2Mail Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_3MmkcjlRMPstsAOvKWQ17pa0UymcbMSsQaix5Iw0/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 — Click2Mail capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "click2mail-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_3MmkcjlRMPstsAOvKWQ17pa0UymcbMSsQaix5Iw0/mcp"
    }
  }
}
Copy into chat04

  • What is my current Click2Mail postage balance?

  • Show me my last five mailing transactions from Click2Mail.

  • How much did I spend on mailings in the last month?

  • Based on my recent history, how fast am I using my credits?

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

Start here

Connect Click2Mail once, then ask.

Click the connection link to link your account. Your login details stay encrypted, and you can immediately start asking questions in your preferred AI client.

Connect Click2Mail to your AI

FAQ

How this task behaves.

  • 01

    Can the AI buy more postage credits for me?

    No. The AI can only read your balance and history. You have to handle all payments and credit purchases yourself through Click2Mail.

  • 02

    Can the AI delete a transaction from my history?

    No. The AI has read-only access to your account data. It cannot modify or delete any records.

  • 03

    How often does the AI see my balance updates?

    The AI sees the balance in real time whenever you ask it to check, as it calls the tool directly each time.

  • 04

    Can I use this to schedule a mailing?

    No. This specific task is for auditing and reviewing your account. It does not have tools to create or schedule mailings.

  • 05

    Does the AI know my Click2Mail password?

    No. Your credentials are encrypted and managed by Vinkius. The AI only interacts with the data provided through the tools.

  • More questions about Click2Mail? The Connector page answers them. See everything the Click2Mail Connector can do

Connect Click2Mail to Claude, Cursor, ChatGPT & more