• STATUS
  • DETAILS
  • RECONCILIATION
  • HUMAN

How to track payment history with your AI

Connect MoonClerk to your AI client once. After that, you can pull transaction data through simple chat commands.

Ask AI about this page

Short answer

How can I check my MoonClerk payments using AI?

Your AI uses MoonClerk tools to pull a list of recent transactions or look up a specific payment record. You get the status and details you need without opening a spreadsheet.

The outcomes.

Where your data lands.

The AI turns raw transaction logs into direct answers.

STATUS

Check recent activity

The AI pulls a list of recent payments so you can see who paid and when. You get a clear view of your latest incoming funds.

DETAILS

Get specific records

Ask for the full details of a single transaction. The AI finds the exact record to show you the amount and customer info.

RECONCILIATION

Identify missing funds

Compare your expected revenue against the actual list of successful payments. This helps you spot failed or pending transactions immediately.

HUMAN

Handle refunds

The AI can read the data, but it cannot issue refunds or change payment statuses. You still manage the actual money movement yourself.

The workflow

What your AI does when you ask for payment data.

The AI acts as a bridge between your chat interface and your MoonClerk account.

  1. Scan recent activity

    The AI looks through your recent transaction history to find the most relevant entries.

    list_payments

  2. Locate specific entries

    If you provide a specific ID or name, the AI targets that exact transaction.

    get_payment

  3. Summarize results

    The AI takes the raw data from the tools and presents it in a readable format.

    list_payments

  4. Flag discrepancies

    The AI identifies which payments are still pending or have failed based on the retrieved records.

    get_paymentlist_payments

Try it

Copy these to start.

Use these prompts to begin interacting with your MoonClerk data.

Starting points

These are basic starting lines. Swap out the specific names or dates to match your actual MoonClerk data.

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

  • Show me my 5 most recent MoonClerk payments.

  • Did the payment from 'Alex Rivera' go through successfully?

  • List all payments from last Tuesday that are still pending.

  • Get the details for payment ID 98765 to see the total amount.

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

Start here

Connect MoonClerk once, then ask.

Follow the link to link your account. Your credentials stay encrypted, and you can start asking questions immediately.

Connect MoonClerk to your AI

FAQ

How this task behaves.

  • 01

    Can the AI issue a refund for a customer?

    No. The AI can only read payment data. You must log in to MoonClerk to process any refunds or changes.

  • 02

    Can the AI change a payment status from failed to paid?

    No. The AI only retrieves the current status from MoonClerk. It cannot modify any transaction records.

  • 03

    Does the AI see my full credit card numbers?

    No. The AI only accesses the transaction data provided by the MoonClerk tools, which does not include sensitive card details.

  • 04

    Can I ask for a summary of my monthly revenue?

    Yes. By using the list tool, the AI can look at your recent payments and calculate totals for you.

  • 05

    Can the AI add new payment links?

    No. This Connector is designed for retrieving and viewing payment history, not for creating new products or links.

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

Connect MoonClerk to Claude, Cursor, ChatGPT & more