• DATA
  • DETAILS
  • ACTION
  • LOGS

How to resolve billing inquiries with your AI

Connect MoonClerk to your AI client once. After that, you can ask questions about payments and subscriptions using natural language.

Ask AI about this page

Short answer

How can my AI help with billing questions?

Your AI uses MoonClerk to pull specific transaction records and customer subscription data. This gives you the exact details needed to handle payment disputes or plan changes. You'll see how the data flows below.

Where every inquiry lands.

Outcomes of a billing query

Depending on what you ask, your AI will provide one of these results.

DATA

Instant transaction lookups

The AI uses MoonClerk to find specific payment statuses. You get the exact date, amount, and status for any given transaction.

DETAILS

Customer plan info

Your agent pulls current subscription details. You'll know exactly what a customer is paying for and when their next billing cycle starts.

ACTION

Human-led resolution

If a refund or plan change is needed, the AI identifies the issue and hands it to you. You remain in control of all financial changes.

LOGS

Audit trail summary

The AI summarizes payment history for a specific user. This helps you spot patterns in failed payments or subscription shifts.

The workflow

What your AI does when a billing question arrives.

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

  1. Identify the customer

    The AI first identifies which user you are asking about to ensure it pulls the right data.

    get_customer

  2. Fetch plan details

    It checks the specific subscription tier and billing frequency for that customer.

    get_customer

  3. Locate transactions

    The AI searches for specific payment events or recent charges associated with the account.

    get_payment

  4. Summarize findings

    The agent compiles the payment status and plan info into a clear answer for you.

    get_paymentget_customer

Try it

Copy these to start.

Use these prompts to test the connection immediately.

Starting points

Replace the names in brackets with your actual customer names or email addresses.

MoonClerk Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_uIK7WcT3Ed9BsfVO5i2Ckn7YMmOnq0TRUndm9YfT/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-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_uIK7WcT3Ed9BsfVO5i2Ckn7YMmOnq0TRUndm9YfT/mcp"
    }
  }
}
Copy into chat04

  • Did the payment for [Customer Name] go through successfully?

  • What is the current subscription plan for [Email Address]?

  • Find the last three transactions for [Customer Name].

  • Check if [Email Address] has any failed payments in their history.

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

Start here

Connect MoonClerk once, then ask.

Follow the link to authorize the connection. Your credentials stay encrypted, and you can start asking questions right away.

Connect MoonClerk to your AI

FAQ

How this task behaves

  • 01

    Can my AI issue refunds?

    No. The AI can only read transaction data. You must log in to MoonClerk to process refunds or manual adjustments.

  • 02

    Can the AI change a customer's subscription plan?

    No. The AI can see what plan a customer is on, but it cannot modify subscription tiers or billing cycles.

  • 03

    Does the AI see my full credit card details?

    No. The AI only accesses the transaction and customer data provided by the MoonClerk tools.

  • 04

    Can I ask about multiple customers at once?

    Yes, as long as you provide the specific identifiers like email addresses for each person.

  • 05

    What happens if a payment is pending?

    The AI will report the status as pending based on the data it retrieves from MoonClerk.

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

Connect MoonClerk to Claude, Cursor, ChatGPT & more