• AUTOMATION
  • ACCURACY
  • CONTROL
  • SYNC

How to register new billing accounts with your AI

Connect Recurly to your agent to handle customer setup. Once connected, your AI manages the creation and management of billing profiles through your existing workflows.

Ask AI about this page

Short answer

How can I automate new billing account creation?

Your agent uses the Recurly MCP to trigger the creation of new customer profiles as part of your onboarding process. This replaces manual data entry in your billing dashboard. You'll see how the agent handles the setup and verification below.

Billing outcomes

What your agent delivers

The agent handles the heavy lifting of account setup.

AUTOMATION

Instant profile creation

The agent uses the available tools to build new customer records. This ensures your billing data stays in sync with your onboarding flow.

ACCURACY

Verified account lists

Your agent can pull current account data to confirm a profile exists before attempting to add new details.

CONTROL

Human oversight required

The AI handles the technical creation, but you decide when to finalize sensitive billing changes or handle payment failures.

SYNC

Unified customer data

By automating the profile creation, you eliminate the gap between signing up a user and setting up their subscription.

The workflow

What your AI does when a new customer signs up.

The agent takes the customer information and pushes it directly into Recurly.

  1. Check existing records

    The agent looks through your current Recurly database to ensure the customer doesn't already have an active profile.

    list_billing_accounts

  2. Create the profile

    Once the agent confirms the user is new, it sends the customer details to Recurly to establish the account.

    create_billing_account

  3. Verify the setup

    The agent checks the newly created account to confirm the details match what was provided during onboarding.

    list_billing_accounts

  4. Notify the user

    After the account is live, the agent can signal that the billing setup is complete so you can proceed with service delivery.

    create_billing_account

Try it

Copy these to start.

Use these prompts to trigger Recurly actions in your chat interface.

Starting points

These are starting points. Swap out the specific customer names or email addresses with your actual data.

Recurly Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_QybJSH1msVZdr4lKhnp2pDm3CVP8DJUwEKAJXFZB/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 — Recurly capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "recurly-alternative-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_QybJSH1msVZdr4lKhnp2pDm3CVP8DJUwEKAJXFZB/mcp"
    }
  }
}
Copy into chat04

  • Create a new Recurly billing account for the customer with email user@example.com.

  • List all billing accounts in Recurly so I can check for duplicates.

  • Check if there is already a billing account for the client named Acme Corp.

  • Set up a new profile in Recurly using the details from this signup form.

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

Start here

Connect Recurly once, then ask.

Log in to Recurly through the Vinkius interface to link your account. Your credentials stay encrypted, and you can immediately start using these tools in your preferred AI client.

Connect Recurly to your AI

FAQ

How this task behaves

  • 01

    Can the AI delete billing accounts?

    No. The current tools only allow for creating and listing accounts.

  • 02

    Does the AI handle credit card processing?

    No. The agent creates the account profile, but it does not process actual payments.

  • 03

    Can I see a list of all my customers?

    Yes, the agent can pull a list of all existing billing accounts.

  • 04

    Will the AI change my subscription prices?

    No. The agent is limited to account creation and listing; it cannot modify subscription tiers or pricing.

  • 05

    Do I need to manually enter data in Recurly after the AI runs?

    No, once the agent successfully runs the creation tool, the account is live in Recurly.

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

Connect Recurly to Claude, Cursor, ChatGPT & more