• UPDATED
  • CREDITED
  • CANCELLED
  • HUMAN

How to manage customer credits and subscriptions with your AI

Connect Orb to your AI client to handle billing changes through chat. You'll move from manual dashboard clicking to simple text commands.

Ask AI about this page

Short answer

How can I manage customer credits and subscriptions with my AI?

You talk to your AI to trigger billing actions like changing a plan or adding credits to an account. The AI uses Orb tools to execute these changes directly in your billing system. You get a clear view of what happened without opening a new tab.

Where every change lands.

The outcomes of your requests

Your AI processes your chat commands and updates your billing data immediately.

UPDATED

Subscription changes

The AI modifies plan tiers or status. Your customer's billing cycle updates automatically.

CREDITED

Manual credit adjustments

The AI adds or removes credits from a specific user. The ledger reflects the new balance instantly.

CANCELLED

Plan terminations

The AI stops recurring billing for a user. You'll see the status change in your dashboard.

HUMAN

Review required

If a request is too vague or lacks specific user IDs, the AI will ask you for more details before acting.

The workflow

What your AI does when a request arrives.

The AI acts as the bridge between your chat interface and your billing engine.

  1. Identify the user

    The AI looks up the specific customer or account you're talking about to ensure the right person is targeted.

    fetch_ledger

  2. Modify the plan

    The AI changes the subscription level or cancels the service based on your command.

    update_subscriptioncancel_subscription

  3. Adjust balances

    The AI records a specific credit or debit to the customer's account.

    create_ledger_entry

  4. Start new service

    The AI sets up a brand new subscription for a user from scratch.

    create_subscription

Try it

Copy these to start.

Use these prompts to trigger actions in Orb.

Starting points

Swap out the bracketed info for your actual customer names or email addresses.

Orb Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_unDeG3HX9RVciDxl8hVOgxFFf5Y0zMGcwIQjJT59/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 — Orb capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "orb-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_unDeG3HX9RVciDxl8hVOgxFFf5Y0zMGcwIQjJT59/mcp"
    }
  }
}
Copy into chat04

  • Add 50 credits to the account for user@example.com

  • Upgrade the subscription for the Acme Corp account to the Pro tier

  • Cancel the monthly subscription for customer ID 98765

  • Check the current credit balance for the account linked to jane.doe@gmail.com

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

Start here

Connect Orb once, then ask.

Link your account with one click. Your credentials stay encrypted, and you can start managing billing through your favorite AI client immediately.

Connect Orb to your AI

FAQ

How this task behaves

  • 01

    Can the AI delete a customer entirely?

    No. The AI can cancel subscriptions or adjust credits, but it cannot delete user records from your system.

  • 02

    Does the AI need a customer ID to work?

    It helps. If you provide an email or a specific ID, the AI can act faster. If you're vague, it will ask you to clarify.

  • 03

    Can the AI change my company's billing settings?

    No. The AI only manages individual customer subscriptions and ledger entries.

  • 04

    Will the AI automatically charge a credit card?

    No. The AI handles the subscription logic and credit adjustments, but it doesn't trigger external payment gateway transactions.

  • 05

    How do I know if a credit was added successfully?

    The AI will confirm the action in the chat once the ledger entry is created.

  • More questions about Orb? See everything the Orb Connector can do

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