• NEW DATA
  • UPDATES
  • LOOKUPS
  • MANUAL

How to manage customer billing profiles with your AI

Connect Quaderno to your AI client once. From then on, you can handle customer contact and billing data through simple chat commands.

Ask AI about this page

Short answer

Can I manage Quaderno billing profiles via chat?

Yes. You can create new contacts, update existing details, or pull specific billing information using your AI. You'll get direct control over your customer data without opening the Quaderno dashboard.

Data outcomes

What your data looks like

Your AI handles the heavy lifting of data entry and lookups.

NEW DATA

Add new customers

The AI uses the available tools to set up new contact records with the right billing details.

UPDATES

Fix contact info

If a customer changes their address or tax ID, just tell your AI to update the record.

LOOKUPS

Find billing details

Ask for specific contact info or a full list of customers to get the data you need instantly.

MANUAL

Human oversight

You decide when to delete a contact or when a complex billing error requires you to log in to the dashboard manually.

The workflow

What your AI does when the request arrives.

Your AI acts as the interface between your chat and the Quaderno API.

  1. Identify the customer

    The AI searches your existing records to find the right person or pulls a full list to narrow things down.

    get_contactlist_contacts

  2. Modify the profile

    Once the contact is identified, the AI applies the changes you requested to their billing profile.

    update_contact

  3. Register new users

    When you have a new customer, the AI builds the profile from scratch in your system.

    create_contact

  4. Clean up records

    If a profile is no longer needed, the AI removes the contact from your Quaderno account.

    delete_contact

Try it

Copy these to start.

Use these prompts to trigger actions in Quaderno.

Starting points

These are examples. Swap out the names and email addresses for your actual customer data.

Quaderno Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_umdssbzcYQjzKr8fYJQjDpa0z0BU19pItHSA2Nqi/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 — Quaderno capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "quaderno-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_umdssbzcYQjzKr8fYJQjDpa0z0BU19pItHSA2Nqi/mcp"
    }
  }
}
Copy into chat04

  • Create a new contact in Quaderno for Alex Rivera with the email alex.r@example.com

  • Get the billing details for the contact with email sarah.jones@provider.net

  • Update the address for the contact named Marcus Thorne to 123 Maple Street

  • List all my contacts in Quaderno so I can see who is currently active

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

Start here

Connect Quaderno once, then ask.

Follow the link to connect your account. Your credentials stay encrypted and secure. Once connected, you can use any MCP-compatible client to manage your billing data.

Connect Quaderno to your AI

FAQ

How this task behaves

  • 01

    Can my AI delete customers automatically?

    No. While the tool exists, you must explicitly tell your AI to delete a contact. It won't perform deletions without your direct command.

  • 02

    Can the AI change my tax settings?

    No. The AI can only manage contact and billing profile information. It cannot modify your global Quaderno account settings or tax configurations.

  • 03

    How does the AI find the right person?

    It uses the contact information you provide, like an email or name, to look up the specific profile in your list.

  • 04

    Does the AI see my credit card numbers?

    No. The AI only interacts with the contact and billing profile data exposed by the tools.

  • 05

    Can I use this with any AI?

    You can use this with any MCP-compatible client like Claude, Cursor, or Windsurf.

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

Connect Quaderno to Claude, Cursor, ChatGPT & more