• NEW DATA
  • UPDATES
  • PRICING
  • HUMAN

How to manage customer contracts with your AI

Connect Metronome to your AI client to handle billing setups and contract updates through chat.

Ask AI about this page

Short answer

How can I manage customer contracts with my AI?

You can tell your AI to create new customers, draft contracts, and adjust rate cards. This gives you direct control over your billing data without leaving your chat interface.

Where your data goes.

Direct outcomes for your billing data.

Your AI handles the technical updates in Metronome based on your instructions.

NEW DATA

Instant profile creation

Your AI sets up new customer profiles immediately. You don't need to click through menus to get them into the system.

UPDATES

Live contract edits

Change terms or update existing agreements through chat. The AI applies your changes to the active contracts.

PRICING

Flexible rate cards

You can build new rate cards or add specific rates. This keeps your pricing structures in sync with your conversations.

HUMAN

Final review required

The AI performs the technical actions, but you must verify the legal accuracy of every contract it modifies.

The workflow

What your AI does when you request a change.

The AI translates your plain English instructions into specific Metronome actions.

  1. Onboard clients

    When you mention a new client, the AI registers them in your system.

    create_customer

  2. Draft agreements

    The AI builds the formal contract structure based on the terms you provide.

    create_contract

  3. Modify terms

    You can change existing contract details without opening the Metronome dashboard.

    edit_contract

  4. Adjust pricing

    The AI manages your pricing logic by setting up rate cards and individual rates.

    create_rate_cardadd_rate

Try it

Copy these to start.

Use these prompts to trigger actions in Metronome.

Starting points

Replace the bracketed names with your actual client or contract details.

Metronome Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_3Vjm57CmtHrNE8DFFTtdfvwTj3HNOfDtXZMVMein/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 — Metronome capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "metronome-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_3Vjm57CmtHrNE8DFFTtdfvwTj3HNOfDtXZMVMein/mcp"
    }
  }
}
Copy into chat04

  • Create a new customer named [Client Name] in Metronome.

  • Create a contract for [Client Name] with the standard terms.

  • Update the contract for [Client Name] to reflect the new pricing.

  • Create a new rate card for [Client Name] and add a rate for [Service Name].

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

Start here

Connect Metronome once, then ask.

Just link your account once. Your credentials stay encrypted, and you can start managing contracts immediately through your preferred AI client.

Connect Metronome to your AI

FAQ

How this task behaves.

  • 01

    Can the AI delete a customer?

    No. The current tools only allow for creating and editing; there is no tool to delete customers or contracts.

  • 02

    Does the AI decide the contract terms?

    No. You must provide the specific terms or rates you want to use. The AI only executes the instructions you give it.

  • 03

    Can I use this to change my pricing?

    Yes. You can use the AI to create rate cards and add new rates to your existing structures.

  • 04

    Will my Metronome login be shared with the AI model?

    No. Vinkius manages your connection securely so your login stays encrypted.

  • 05

    Can the AI create a contract without a customer existing?

    No. You should create the customer first to ensure the contract is attached to the correct entity.

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

Connect Metronome to Claude, Cursor, ChatGPT & more