• REVENUE
  • ACCOUNTS
  • AUDIT
  • HUMAN

How to track billing history with your AI

Connect Getpaid to your AI client once. After that, you can ask questions about your revenue and customer accounts using natural language.

Ask AI about this page

Short answer

How can I track billing history with my AI?

Your AI queries your database to fetch specific lists of payments, invoices, and subscription statuses. You get immediate answers to questions about customer accounts and payment trends.

Where the data goes

What you can do

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

REVENUE

Track payment history

The AI pulls lists of recent payments to show you exactly what has been collected. You can verify transaction amounts and dates instantly.

ACCOUNTS

Check subscription status

Get a clear view of which customers have active or lapsed subscriptions. This helps you monitor churn without manual exports.

AUDIT

Review specific invoices

Ask for details on individual invoices to reconcile accounts. The AI finds the specific billing documents you need.

HUMAN

Handle disputes

The AI provides the data, but you decide how to respond to customer billing disputes or refund requests. It gives you the facts to make that call.

The workflow

What your AI does when the data is requested.

Your AI acts as a bridge between your chat interface and your billing database.

  1. Identify the customer

    The AI looks up specific account information to ensure it is looking at the right billing profile.

    get_customer_details

  2. Pull payment records

    It scans your database for a history of successful and failed transactions.

    list_billing_payments

  3. Locate invoices

    The AI retrieves a list of all issued billing documents for the requested period.

    list_billing_invoices

  4. Verify subscriptions

    It checks the current status of all recurring service plans.

    list_billing_subscriptions

Try it

Copy these to start.

Use these prompts to test the connection.

Starting points

These are basic questions. Swap out the names like 'Acme Corp' or 'January' with your actual customer names or timeframes.

Getpaid Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_NStWBhlWLe3LGjGgcASux6Oxf89Ujmua169DHJzO/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 — Getpaid capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "getpaid-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_NStWBhlWLe3LGjGgcASux6Oxf89Ujmua169DHJzO/mcp"
    }
  }
}
Copy into chat04

  • Show me all active subscriptions for Acme Corp.

  • List all invoices issued in January.

  • What is the payment history for customer ID 5502?

  • Find all failed payments from the last 30 days.

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

Start here

Connect Getpaid once, then ask.

You only need to link your account once. Your credentials stay encrypted, and you can immediately start asking questions in your preferred AI client.

Connect Getpaid to your AI

FAQ

Common questions

  • 01

    Can the AI change my billing settings?

    No. The AI can only read data from your database. It cannot modify subscriptions, change prices, or issue refunds.

  • 02

    Can I ask about specific customer details?

    Yes. The AI can pull specific account information to provide context for your billing queries.

  • 03

    Does the AI delete any of my invoice data?

    No. The AI has read-only access to your billing information. It cannot delete or overwrite any records.

  • 04

    Can it tell me which subscriptions are about to expire?

    Yes. By looking at the subscription list, the AI can identify upcoming expiration dates.

  • 05

    How does it know which customer I am talking about?

    You should provide a name or a customer ID in your prompt so the AI knows which account to query.

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

Connect Getpaid to Claude, Cursor, ChatGPT & more