• LISTING
  • CANCELLING
  • REFUNDING
  • HUMAN

How to manage subscriptions and refunds with your AI

Connect Payfunnels to your AI client to turn chat commands into billing actions. Once connected, your agent handles the heavy lifting of customer account management.

Ask AI about this page

Short answer

How can I use AI to handle my billing and subscriptions?

You tell your AI what needs to happen, and it uses Payfunnels to find the right account and execute the change. It can pull up a list of active users, stop a recurring charge, or send money back to a customer.

Billing outcomes

Where your requests land.

The AI routes your commands to specific billing actions based on what you ask.

LISTING

View active accounts

The AI pulls a list of current subscribers so you can see who is paying. You get a clear view of your customer base without logging into a dashboard.

CANCELLING

Stop recurring billing

When a user wants to leave, your agent shuts down the subscription. This prevents unwanted charges and keeps your churn data accurate.

REFUNDING

Return customer funds

Your AI processes transaction reversals immediately. This settles disputes and handles unhappy customers through a simple chat command.

HUMAN

Review complex disputes

If a refund requires a manual policy check, the AI flags it for you. You stay in control of the final decision for edge cases.

The workflow

What your AI does when a request arrives.

The AI acts as the interface between your chat window and your billing data.

  1. Identify the customer

    The agent looks through your billing records to find the specific user or subscription you are talking about.

    list_subscriptions

  2. Stop a service

    Once the user is identified, the AI terminates the active billing cycle for that specific account.

    cancel_subscription

  3. Reverse a charge

    The agent finds the specific transaction and triggers a reversal of the funds.

    refund_payment

  4. Confirm the action

    The AI verifies the change was successful in Payfunnels and tells you it is done.

    list_subscriptions

Try it

Copy these to start.

Use these prompts to trigger actions in Payfunnels.

Starting points

These are basic templates. You should swap in specific names, email addresses, or transaction IDs from your actual customer list.

Payfunnels Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_DChuJadPjteGPuktv73Y4QykQDzGrHDqrDtfHHxL/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 — Payfunnels capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "payfunnels-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_DChuJadPjteGPuktv73Y4QykQDzGrHDqrDtfHHxL/mcp"
    }
  }
}
Copy into chat04

  • Show me all the active subscriptions in Payfunnels.

  • Cancel the subscription for the user with the email user@example.com.

  • Refund the last payment made by customer ID 98765.

  • List all subscriptions to see who is on the premium plan.

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

Start here

Connect Payfunnels once, then ask.

You only need to link your account once. Your credentials stay encrypted and secure, and you can immediately start managing billing through your preferred AI client.

Connect Payfunnels to your AI

FAQ

How this task behaves.

  • 01

    Can the AI create new subscription plans?

    No. The AI can only manage existing subscriptions, cancel them, or issue refunds.

  • 02

    Does the AI need me to approve every refund?

    The AI executes the refund immediately if you tell it to. You can set your own workflow to review requests before prompting the AI.

  • 03

    Can the AI change a user's credit card info?

    No. The AI does not have tools to modify payment methods or sensitive card data.

  • 04

    How does the AI know which subscription to cancel?

    It uses the information you provide, like an email or a subscription ID, to find the right record.

  • 05

    Can the AI delete a customer's entire account?

    No. The AI can only cancel subscriptions or refund payments.

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

Connect Payfunnels to Claude, Cursor, ChatGPT & more