• LIST
  • MATCH
  • GAP
  • HUMAN

How to audit subscription enrollment with your AI

Connect MoonClerk to your AI client once. After that, your agent handles the heavy lifting of cross-referencing your customer data and billing status.

Ask AI about this page

Short answer

How can I audit my MoonClerk subscriptions using AI?

Your AI pulls your full customer list and checks the specific billing details for each person. This lets you quickly spot who is on which plan and identify any enrollment errors. You'll get a clear breakdown of your current subscriber status.

Audit outcomes

Where your data lands

What your agent produces after checking your MoonClerk data.

LIST

Complete customer roster

The AI pulls every customer record from MoonClerk. You get a clean list of everyone currently in your system.

MATCH

Plan verification

The agent compares individual customer data against your expected billing plans. It identifies exactly who is enrolled in which tier.

GAP

Enrollment mismatches

The AI flags users who are on the wrong plan or missing expected subscriptions. This highlights where your billing data doesn't match your records.

HUMAN

Manual corrections

The AI identifies the errors, but you must log into MoonClerk to manually adjust plans or fix billing issues. The agent cannot change subscription data.

The workflow

What your AI does when the audit starts.

The AI moves through your MoonClerk account to gather and verify data.

  1. Gathering the roster

    The agent pulls a complete list of all customers registered in your MoonClerk account.

    list_customers
  2. Checking individual status

    The AI looks up the specific details for each person on the list to see their current plan.

    get_customer
  3. Comparing data

    Your agent compares the retrieved billing info against your target enrollment list to find discrepancies.

    get_customer
  4. Reporting errors

    The AI presents a summary of which customers are correctly enrolled and which ones need attention.

    list_customers

Try it

Copy these to start.

Paste these prompts into your AI client to begin the audit.

Starting points

These are opening lines. Swap out the specific plan names or customer names to match your actual MoonClerk setup.

MoonClerk Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_GsfMXeQdo0HzEolaiCjpMVHcziChUY1Lxysm4ngo/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 — MoonClerk capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "moonclerk-alternative-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_GsfMXeQdo0HzEolaiCjpMVHcziChUY1Lxysm4ngo/mcp"
    }
  }
}
Copy into chat04
  • List all my MoonClerk customers and tell me who is on the Pro Plan.

  • Check the enrollment status for customer 'Alex Rivera' in MoonClerk.

  • Find all customers in MoonClerk who are not currently enrolled in a recurring subscription.

  • Compare my list of active users against my MoonClerk customer list to find mismatches.

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

Start here

Connect MoonClerk once, then ask.

Click the link to connect your account. Your credentials stay encrypted, and you can immediately start asking your AI about your billing data.

Connect MoonClerk to your AI

FAQ

Common questions about auditing subscriptions

  • 01

    Can the AI change a customer's subscription plan?

    No. The AI can only read customer data. You have to make any billing changes directly in MoonClerk.

  • 02

    Can the AI delete customers from my account?

    No. This MCP only provides tools to list and get customer information. It cannot delete or modify records.

  • 03

    How does the AI know which plan a customer is on?

    The AI uses the tools to pull the specific customer profile, which contains their current billing and plan details.

  • 04

    Does the AI see my full credit card details?

    No. The AI only accesses the customer and subscription data provided by the MoonClerk API.

  • 05

    Can I use this to find unpaid invoices?

    Yes, if the customer's billing status or plan details in MoonClerk indicate a payment issue, the AI can identify them.

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

Connect MoonClerk to Claude, Cursor, ChatGPT & more