• ACTIVE
  • PENDING
  • LOGGED
  • HUMAN

How to create lay-by orders with your AI

Connect Layup to your AI client once. From there, your agent turns chat-based agreements into live installment plans.

Ask AI about this page

Short answer

How can I turn a chat agreement into a lay-by order?

Tell your agent to create a new order using the details from your conversation. The AI uses the Layup MCP to trigger the plan immediately. You'll see the specific steps and prompts below.

Where orders land.

The results of your chat.

Your agent moves data from the conversation into these outcomes.

ACTIVE

Live installment plans

The AI triggers the order creation. You get a real, active plan ready for customer payments.

PENDING

Drafts for review

If the chat details are incomplete, the AI flags the order. You decide when to push it live.

LOGGED

Conversation records

The AI links the order to the chat history. You'll have a clear record of what was agreed upon.

HUMAN

Manual oversight

The AI cannot modify existing plans. You handle any changes to payment schedules yourself.

The workflow

What your AI does when an agreement is reached.

The AI handles the data entry so you don't have to.

  1. Parse agreement

    Your agent reads the chat to pull out the customer name, product, and price.

    create_order

  2. Build the plan

    The AI organizes the installment amounts and dates based on your chat.

    create_order

  3. Execute order

    The AI sends the finalized data to the system to start the plan.

    create_order

  4. Confirm setup

    The AI tells you the order is live and ready for the customer.

    create_order

Try it

Copy these to start.

Use these prompts to get the AI moving.

Starting points

These are opening lines. Replace the bracketed text with your actual customer or product info.

Layup Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_rGRHcRd2M0HJbP3jOSqFXNgdJRG5AVQyLKTOzp3e/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 — Layup capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "layup-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_rGRHcRd2M0HJbP3jOSqFXNgdJRG5AVQyLKTOzp3e/mcp"
    }
  }
}
Copy into chat04

  • Create a lay-by order for [Customer Name] for the [Product Name] we just discussed.

  • Set up an installment plan for [Customer Name] based on this chat.

  • Turn that agreement with [Customer Name] into a new order in Layup.

  • Start a new lay-by order for the [Product Name] using the terms we just agreed on.

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

Start here

Connect Layup once, then ask.

Connect the MCP to your client. Your login stays encrypted on our side, and you can start triggering orders immediately.

Connect Layup to your AI

FAQ

How it behaves

  • 01

    Can the AI cancel an order?

    No. The AI only has the ability to create orders. You must handle cancellations manually.

  • 02

    Can the AI change the payment amounts later?

    No. Once the order is created, the AI cannot modify the installment schedule.

  • 03

    Does the AI handle the actual credit card processing?

    No. The AI only triggers the order in your system. It does not touch payment gateways or bank details.

  • 04

    Will the AI create an order if I don't give it a price?

    No. The AI needs the specific price and installment details from the chat to successfully run the tool.

  • 05

    Can the AI see my other customers?

    No. The AI only accesses the data necessary to fulfill the specific order you ask it to create.

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

Connect Layup to Claude, Cursor, ChatGPT & more