• SYNC
  • QUERY
  • AUDIT
  • REVIEW

How to manage customer accounts with your AI

Connect Togai to your AI client to handle billing data. Once connected, your agent manages the lifecycle of your customer and account records.

Ask AI about this page

Short answer

How can my AI manage Togai customer accounts?

Your agent uses Togai tools to create, update, and fetch details for customers and their specific accounts. This keeps your usage metering and billing data in sync. You'll see how the agent handles these records below.

Data outcomes

Where your data lands.

The AI directs information based on your instructions.

SYNC

Accurate billing records

The AI uses Togai to create or update customer profiles. This ensures your usage data matches your actual client list.

QUERY

Instant account lookups

Your agent pulls specific account details on demand. You get the data you need to answer billing questions immediately.

AUDIT

Clean account lists

The AI can list all customers or accounts to help you spot discrepancies. It keeps your database organized and searchable.

REVIEW

Human oversight required

The AI flags account changes for your review. You decide when sensitive billing updates are finalized.

The workflow

What your AI does when the request arrives.

The agent translates your natural language into specific Togai actions.

  1. Identify the target

    The agent first finds the right person or entity in your system. It searches through your existing records to prevent duplicates.

    list_customerslist_accounts

  2. Create new records

    If the client is new, the agent sets up the necessary hierarchy. It builds the customer profile and the associated account.

    create_customercreate_account

  3. Apply updates

    When details change, the agent modifies the existing entries. This keeps names, IDs, and account settings current.

    update_customerupdate_account

  4. Verify data

    The agent pulls the final state of a record to confirm the change worked. This ensures the data matches your request.

    get_account

Try it

Copy these to start.

Use these prompts to trigger Togai actions in your chat.

Starting points

Replace the bracketed text with your actual client names or account IDs.

Togai Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_fQ0G3Hq7bnfabZ90Y116udh8XVkuPLEp5DIPRXii/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 — Togai capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "togai-usage-metering-pricing-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_fQ0G3Hq7bnfabZ90Y116udh8XVkuPLEp5DIPRXii/mcp"
    }
  }
}
Copy into chat04

  • Create a new customer named [Name] and an account for [Company].

  • Find the account details for [Account ID] and tell me the current status.

  • Update the account name for [Account ID] to [New Name].

  • List all customers in my Togai system so I can see who is active.

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

Start here

Connect Togai once, then ask.

Just link your account through the Vinkius interface. Your credentials stay encrypted, and you can immediately start chatting with your data.

Connect Togai to your AI

FAQ

How this task behaves.

  • 01

    Can my AI delete customer accounts?

    No. The current tools only allow for creating, updating, and retrieving data. Deletions must be handled by you manually.

  • 02

    Will the AI change my billing rates automatically?

    No. The AI can update account details, but it does not have the capability to modify pricing plans or billing logic.

  • 03

    How does the AI know which account to update?

    The AI uses the account or customer identifiers you provide in your prompt to target the correct record.

  • 04

    Can I see a list of all my accounts?

    Yes. You can ask your agent to list all accounts or customers currently in Togai.

  • 05

    Does the AI handle the actual payment processing?

    No. This MCP is for managing the account and customer metadata used for metering and billing, not for processing credit cards.

  • More questions about Togai? See everything the Togai Connector can do

Connect Togai to Claude, Cursor, ChatGPT & more