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Moonclerk

Moonclerk MCP integration

Answers a billing question from live MoonClerk records - the payment, the subscription, the customer and the discount that applied.

Connect MoonclerkSee all integrations

5actions available

  1. Home/
  2. Integrations/
  3. Moonclerk

What your agent can do with Moonclerk

Every action runs live through MCP. Nothing to build, nothing to maintain.

  • List payments

    Lyro displays all payment records in MoonClerk to answer customer billing questions instantly. Support teams check payment status immediately instead of asking customers for transaction IDs and dates.

See all 5 actions

How businesses use Moonclerk + Lyro

Each card is one request a support team gets, and the Moonclerk actions Lyro runs to close it.

  • receipt_long

    Answer a charge or renewal question from the record

    Lyro finds the customer, filters their payments by date or status to identify the charge in question, and reads the subscription behind it to confirm what renews and when.

    List CustomersList PaymentsList Subscriptions
  • sell

    Confirm which form and discount a customer signed up on

    When a price does not match what the customer expected, Lyro checks the payment form they used and the discounts applied to customer records to explain the amount.

    List Payment FormsList Discounts

How it works

Get started in 3 steps

Connect once, then just ask. There is no workflow builder to learn and nothing to maintain — Lyro reads the Moonclerk actions it has and picks the ones a request needs.

  1. 01

    Connect Moonclerk

    Authorize the Moonclerk account your team already uses — one consent screen, no API keys, no mapping tables. Lyro can only do what you granted that account, and you can disconnect it at any time.

  2. 02

    Tell your agent what you need

    Describe the job the way you would hand it to a teammate. Lyro maps it to the Moonclerk actions that close it and chains as many as the request needs.

  3. 03

    Watch it work

    The agent runs the actions inside the conversation the customer is already in, so nobody copies data between tabs and your team can take over at any point.

    Get started free

Moonclerk · Lyro

What can you do in Moonclerk without me setting anything up?

These, right away:

  • List customers
  • List discounts
  • List payment forms

Great, let's start with the first one.

Ask Lyro anything...

FAQ

Everything else about Moonclerk

Setup, permissions, and the limits of what Lyro can do inside Moonclerk.

  • No. Every action here is a list - customers, payments, subscriptions, payment forms and discounts - so Lyro reads the billing record but does not change it. Cancellations and refunds stay with a human agent working in MoonClerk.

  • List Payments filters by form, customer, date range and status, so Lyro narrows to the specific charge a customer is asking about instead of returning a page of unrelated transactions and guessing which one they meant.

  • That is MoonClerk's own model - its customer list is a list of plans, because a customer record exists in relation to the plan they signed up on through a payment form. Lyro reports it the way MoonClerk stores it rather than inventing a separate customer object.

  • Lyro confirms the facts first - the charge from List Payments, the current subscription from List Subscriptions - then hands the conversation to a human agent with the full history attached, so the person deciding is not starting by asking the customer to repeat themselves.

Every action available in Moonclerk

All 5 actions your agent can call on Moonclerk, straight from the live MCP connection.

  • List customers

    List customers (plans) from MoonClerk.

  • List discounts

    Retrieve a list of all discounts applied to customers.

  • List payment forms

    Retrieve a list of all payment forms.

  • List payments

    List payments.

  • List subscriptions

    List subscriptions.

The tools Moonclerk sits next to

Same connection, same setup. Pick the next one your team already uses.

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    Lexoffice

    Drafts quotations, order confirmations, and delivery notes, checks voucher payment status, maintains contacts and articles, and subscribes to events.

  • Plisioarrow_outward

    Plisio

    Issues crypto checkout invoices, confirms whether one was paid, and prices network fees and commission before funds move.

  • Sevdeskarrow_outward

    Sevdesk

    Says whether an invoice is paid or part-paid, raises and sends new ones, books bank transactions against invoices, and sets up customer records.

  • Zoho booksarrow_outward

    Zoho books

    Checks invoices and recorded payments, re-sends invoice emails and overdue reminders, and applies credit notes while the customer is still in the chat.

Browse every integration
Support agent working at a laptop next to the Lyro mascot

Ready to connect Moonclerk?

Authorize the account and your agent has all 5 actions from the first conversation.

Connect MoonclerkTalk to sales
Connect MoonclerkTalk to sales
Support agent working at a laptop next to the Lyro mascot