• DATA
  • DOCS
  • EDIT
  • HUMAN

How to automate billing and invoices with your AI

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

Ask AI about this page

Short answer

Can I automate my billing with an AI?

Yes. You can use your AI to fetch order details and create invoices directly from your Polar.sh account. This setup turns your chat window into a functional billing dashboard.

The outcomes

What you can do with your AI.

Instead of clicking through dashboards, you just tell your agent what you need.

DATA

Instant order lookups

Your AI pulls specific transaction details or lists recent sales. You get the exact data you need without leaving the chat.

DOCS

On-demand invoices

The AI generates professional invoices based on existing order data. It handles the heavy lifting of document creation.

EDIT

Order management

You can modify order details through conversation. Your AI updates the records in Polar.sh to keep everything accurate.

HUMAN

Final review

The AI prepares the data and the documents, but you decide when an invoice is ready to be sent or an order is finalized.

The workflow

What your AI does when you ask for billing help.

The AI acts as the bridge between your conversation and your Polar.sh account.

  1. Find the data

    The AI scans your account to find the specific transaction or customer you are looking for.

    list_ordersget_order

  2. Create the document

    Once the order is identified, the AI builds a formal invoice using that information.

    generate_invoice

  3. Verify the details

    You can check the specific contents of a generated document to ensure accuracy.

    get_invoice

  4. Fix mistakes

    If a price or quantity is wrong, the AI updates the record to match your instructions.

    update_order

Try it

Copy these to start.

Use these prompts to kick off your first billing task.

Starting points

These are basic commands. Swap out the names and IDs for your actual Polar.sh data.

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-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_2xBSLfjaSzrr0NJNtiRStZJgJCflDAP6Y0smrMfH/mcp"
    }
  }
}
Copy into chat04

  • List my most recent orders from Polar.sh.

  • Get the details for order ID 12345 and generate an invoice for it.

  • Show me the invoice for the last purchase made by customer Acme Corp.

  • Update order 67890 to change the quantity of items to 2.

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

Start here

Connect Polar.sh once, then ask.

Click the link to connect your account. Your credentials stay encrypted, and you can immediately start using these tools in your preferred AI client.

Connect Polar.sh to your AI

FAQ

Common questions

  • 01

    Can the AI delete orders from my account?

    No. There is no tool available to delete orders, so your data remains safe from accidental deletion by the AI.

  • 02

    Does the AI send the invoices to my customers automatically?

    No. The AI can generate the invoice, but you must handle the actual delivery to the customer.

  • 03

    Can I change the customer's email address through the AI?

    No. The current tools allow for updating order details, but they do not include a tool for managing customer profiles.

  • 04

    How does the AI know which order to invoice?

    You tell the AI which order to use, or you ask it to find a specific order first using the available lookup tools.

  • 05

    Can I use this with any AI client?

    Yes, as long as the client supports the Model Context Protocol (MCP).

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

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