• MEMBERSHIP
  • BILLING
  • DETAILS
  • HUMAN

How to check member details and invoices with your AI

Connect Cobot to your AI client once. After that, you can pull membership data and billing info through a simple chat interface.

Ask AI about this page

Short answer

Can I check Cobot members and invoices with my AI?

Yes. You can ask your AI to list all memberships, pull specific details for a single member, or find unpaid invoices. This gives you the data you need without opening the Cobot dashboard.

Where every request lands.

Data outcomes

Your AI translates your questions into specific data pulls from Cobot.

MEMBERSHIP

Membership lists

The AI pulls a list of all active or specific membership plans. You get a clean summary of who is on which plan.

BILLING

Unpaid invoice tracking

The AI scans your records to find outstanding payments. You'll see exactly which invoices are overdue.

DETAILS

Individual member profiles

Get deep dives into a specific person's account. The AI pulls their specific plan details and status instantly.

HUMAN

Manual intervention

The AI provides the data, but you still handle the actual collection or plan changes. It identifies the problem so you can fix it.

The workflow

What your AI does when you ask for data.

The AI uses specific Cobot tools to find the exact information you requested.

  1. Scan memberships

    The AI looks through your entire membership roster to find specific plans or groups.

    list_cobot_memberships

  2. Find unpaid bills

    The AI checks your billing history to identify any invoices that haven't been settled.

    list_cobot_invoices

  3. Pull member info

    Once a member is identified, the AI grabs their specific plan details.

    get_membership_details

  4. Summarize findings

    The AI organizes the raw data into a readable format for you to act on.

    list_cobot_membershipslist_cobot_invoices

Try it

Copy these to start.

Use these prompts to begin interacting with your Cobot data.

Starting points

These are basic starting lines. Swap out the names of members or specific plans to get better results.

Cobot Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_nAqity8AVnqMkc1WgnDDYowhktOiXPIAnW4uj6En/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 — Cobot capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "cobot-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_nAqity8AVnqMkc1WgnDDYowhktOiXPIAnW4uj6En/mcp"
    }
  }
}
Copy into chat04

  • List all current memberships in my Cobot account.

  • Show me all unpaid invoices from the last month.

  • What are the membership details for Sarah Jenkins?

  • Which members are currently on the Monthly Pro plan?

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

Start here

Connect Cobot once, then ask.

Follow the link to connect your account. Your credentials stay encrypted and secure. Once connected, you can use any compatible AI client to talk to your Cobot data.

Connect Cobot to your AI

FAQ

How this task behaves

  • 01

    Can the AI change a member's plan?

    No. The AI can only read membership details. You must log in to Cobot to modify plans or billing settings.

  • 02

    Can the AI send invoice reminders?

    No. The AI identifies which invoices are unpaid, but it cannot send emails or messages to members.

  • 03

    Does the AI see my login password?

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

  • 04

    Can I ask for a summary of all members?

    Yes. You can ask for a list of all memberships or specific plan types.

  • 05

    Will the AI delete any invoices?

    No. The tools provided are read-only. The AI cannot delete, edit, or create any records in Cobot.

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

Connect Cobot to Claude, Cursor, ChatGPT & more