• DATA
  • STATUS
  • AUDIT
  • HUMAN

How to audit billing and invoices with your AI

Connect Recurly to your AI client once. After that, you can query your billing data using natural language.

Ask AI about this page

Short answer

How can I audit my Recurly billing with AI?

Your AI pulls specific invoice records and account details directly from Recurly to spot errors or verify payment history. You get a clear view of account statuses and billing patterns without manual exports. This breakdown shows what you'll get.

Audit outcomes.

Where your data lands.

What you get after your AI processes the Recurly data.

DATA

Clean invoice lists

The AI pulls specific billing records. You get organized lists of invoices for any timeframe you specify.

STATUS

Account health checks

Your agent checks account statuses to see who is active or delinquent. It flags accounts that need attention based on their current standing.

AUDIT

Discrepancy reports

By comparing account details against invoice history, your AI finds mismatches. You receive a summary of where the numbers don't add up.

HUMAN

Manual corrections

The AI identifies the errors, but you must handle the actual billing adjustments. It provides the evidence you need to make changes in Recurly.

The workflow

What your AI does when the request arrives.

The AI acts as a bridge between your chat interface and your Recurly data.

  1. Identify accounts

    The agent starts by finding the relevant customer profiles in your system.

    list_accounts

  2. Check account status

    It looks up specific details for those accounts to confirm their current standing.

    get_account_details

  3. Pull invoice history

    The AI gathers the specific billing documents needed for your audit.

    list_invoices

  4. Summarize findings

    It cross-references the account status with the invoice data to answer your question.

    list_invoicesget_account_details

Try it

Copy these to start.

Paste these directly into your chat to begin.

Starting points

These are starting points. Swap out the bracketed info with your specific customer names or date ranges.

Recurly Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_g0qdRL48L0h7QcG6agZzwEbKWDJDpwwNbcpQHMwB/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-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_g0qdRL48L0h7QcG6agZzwEbKWDJDpwwNbcpQHMwB/mcp"
    }
  }
}
Copy into chat04

  • List all invoices for the customer 'Acme Corp' from last month.

  • Check the status of the account with email 'user@example.com'.

  • Find all accounts that have a 'past_due' status.

  • Show me the most recent invoice for the account 'Global Logistics'.

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

Start here

Connect Recurly once, then ask.

One connection links your AI to your billing data. Your login credentials stay encrypted and secure on our side.

Connect Recurly to your AI

FAQ

How this task behaves.

  • 01

    Can the AI change a customer's subscription plan?

    No. The AI can only read invoice and account data. You must make subscription changes directly in Recurly.

  • 02

    Can the AI delete an invoice if it's wrong?

    No. The AI has no permission to delete or modify any records in Recurly.

  • 03

    Does the AI see my full credit card details?

    No. The AI only accesses the specific account and invoice data provided by the Recurly tools.

  • 04

    Can I ask for a summary of all unpaid invoices?

    Yes. The AI can pull a list of invoices and filter them by status to show you what is unpaid.

  • 05

    How does the AI know which account to look up?

    You tell the AI the account name or email, and it uses that information to find the right profile.

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

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