• DOCUMENTS
  • AUDITS
  • EDITS
  • HUMAN

How to handle billing and invoices with your AI

Connect Polar.sh to your AI client once. After that, you can manage your entire billing cycle through simple chat commands.

Ask AI about this page

Short answer

How can I manage my billing and invoices with AI?

You can ask your AI to pull up specific orders, create new invoices, or list your entire purchase history. It handles the data retrieval and document generation so you don't have to click through dashboards.

Where your data lands

What you can do with your AI

The AI handles the heavy lifting of data management and document creation.

DOCUMENTS

Instant invoice generation

Your AI creates new invoices based on your instructions. You get the necessary billing documents without manual entry.

AUDITS

Order history reviews

Ask for a list of recent orders or details on a specific purchase. The AI pulls the exact data from your account.

EDITS

Update existing orders

If a customer needs a change, your AI can modify order details. It keeps your records accurate and up to date.

HUMAN

Final approval required

The AI prepares the data and the documents. You remain the one who decides when to send an invoice or finalize a change.

The workflow

What your AI does when you ask for billing help.

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

  1. Fetch data

    The AI looks up your transaction history or specific purchase details to understand the context of your request.

    list_ordersget_order

  2. Create documents

    Once you provide the details, the AI builds the billing document for you.

    generate_invoice

  3. Modify records

    If an order needs a correction, the AI updates the information in your system.

    update_order

  4. Retrieve files

    The AI finds and presents specific invoices you need to view or download.

    get_invoice

Try it

Copy these to start.

Use these prompts to kick off your first billing task.

Starting points

These are basic starting lines. Replace the bracketed text with your actual customer names or order IDs.

Polar.sh Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_2xBSLfjaSzrr0NJNtiRStZJgJCflDAP6Y0smrMfH/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 — Polar.sh capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "polarsh-alternative-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_2xBSLfjaSzrr0NJNtiRStZJgJCflDAP6Y0smrMfH/mcp"
    }
  }
}
Copy into chat04

  • List all orders from the last month for my account.

  • Generate an invoice for [Customer Name] for the amount of [Amount].

  • Get the details for order [Order ID].

  • Update the shipping address for order [Order ID] to [New Address].

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

Start here

Connect Polar.sh once, then ask.

Follow the link to authorize the connection. Your credentials stay encrypted and secure, and you can immediately start chatting with your data.

Connect Polar.sh to your AI

FAQ

Common questions

  • 01

    Can the AI delete my orders?

    No. The AI can only list, view, create, or update orders. It does not have the capability to delete any records.

  • 02

    Will the AI send invoices to my customers automatically?

    No. The AI generates the invoice, but you decide when to send it to the customer.

  • 03

    Can I use this with any AI client?

    Yes, as long as the client is MCP-compatible, such as Claude, Cursor, or Windsurf.

  • 04

    Can the AI change my bank account settings?

    No. This Connector is limited to managing orders and invoices.

  • 05

    Do I need to keep the Polar.sh dashboard open?

    No. Once connected, you can perform all these tasks directly within your AI chat interface.

  • More questions about Polar.sh? See everything the Polar.sh Connector can do

Connect Polar.sh to Claude, Cursor, ChatGPT & more