Moonclerk MCP server

Connect Moonclerk to Claude, ChatGPT, Cursor, Claude Code, Codex, Gemini, GitHub Copilot and any other MCP client, for your whole team. Metorial adds security, governance, and tracing, and gives everyone one Magic MCP URL to connect.

What you can do with the Moonclerk MCP server

Ask your agent in plain language. Each of these maps to a real tool on the server.

  • Use the list payments tool in Moonclerk
  • Use the list payment forms tool in Moonclerk
  • Use the get payment tool in Moonclerk
  • Use the list customers tool in Moonclerk
  • Use the get payment form tool in Moonclerk
  • Use the get customer tool in Moonclerk

Supported Tools

list_payments

List Payments

Retrieve payment transactions with optional filters. Filter by form, customer, date range, or status to find specific payments. Returns payment amounts (in cents), payer info, custom fields, and coupon details.

list_forms

List Payment Forms

Retrieve a page of MoonClerk payment forms. Returns each form's title, currency, payment volume, and checkout count. Use this to discover available forms and their IDs for filtering payments or customers.

get_payment

Get Payment

Retrieve a specific payment by its ID. Returns full payment details including amount, status, payer information, payment source, custom fields, and coupon data.

list_customers

List Customers

Retrieve customer/plan subscription data with optional filters. Customers represent recurring payment plans in MoonClerk. Filter by form, checkout date range, next payment date range, or subscription status.

get_form

Get Payment Form

Retrieve a specific MoonClerk payment form by its ID. Returns the form's title, currency, payment volume, and successful checkout count.

get_customer

Get Customer

Retrieve a specific customer/plan by ID. Returns full details including name, email, subscription status, payment source, discount info, custom fields, and a management URL.

Connect Moonclerk to your AI client

Every client uses the same Magic MCP URL, and so does any other MCP client. Add it once and sign in with SSO.

  1. Enable Moonclerk in Metorial. In your Metorial portal, enable the Moonclerk MCP server and sign in with the account that owns the data. Access stays governed by your team policies.
  2. Add a custom connector. Open Customize, then Connectors. Select Add, then Custom, then Web.
  3. Paste your Metorial MCP URL. Name it Metorial, paste your Magic MCP URL (<your-magic-mcp-url>) and continue.
  4. Sign in. Select Add and sign in to load Moonclerk tools.

Run Moonclerk through the Metorial gateway

One governed layer for every app your agents reach, not a separate connector per tool.

  • Give Moonclerk and every other app to your whole team through one MCP gateway, behind your SSO.
  • Scope which teams and agents can use Moonclerk tools with role-based access control, and trace every call.
  • Prefer to run it yourself? Metorial is open source and self-hostable.

More integrations teams use with Moonclerk

Mailchimp

Manage email marketing audiences, campaigns, and automations. Create, send, schedule, and track email campaigns with detailed reporting on opens, clicks, and bounces. Add, update, and organize audience contacts with tags, segments, and interest groups. Set up and manage automation workflows triggered by subscriber activity or events. Connect e-commerce stores to manage customers, products, orders, and carts. Create and manage reusable email templates and landing pages. Upload and organize files for use in campaigns. Send transactional emails via the Mandrill API. Post custom events to trigger targeted automations. Configure webhooks to track subscribe, unsubscribe, profile updates, and email delivery events.

Zoho

Manage Zoho CRM, Bigin, Books, Inventory, Invoice, Desk, Mail, People, and Projects from one connection. Discover organizations and accounts, manage records and financial documents, work with support tickets and email, and organize employee and project data.

Quickbooks

Manage business finances and accounting in QuickBooks Online. Create, send, and track invoices. Manage bills and accounts payable, record bill payments. Create and update customer and vendor records with contact details and hierarchies. Record payments against invoices and credit memos. Create estimates, sales receipts, and journal entries. Track expenses and categorize against the chart of accounts. Manage items, products, services, and inventory levels. Query entities using SQL-like syntax and sync incremental changes via Change Data Capture. Generate financial reports including profit and loss, balance sheet, and cash flow. Process credit card and bank account (ACH) payments via the Payments API. Manage the chart of accounts for tracking income, expenses, assets, and liabilities.

Square

Process payments, manage orders, and handle invoices for online, in-app, and in-person commerce. Create and manage customer profiles, catalog items, inventory counts, and locations. Issue refunds, manage disputes, and track payouts. Create bookings and appointments, manage team members and timecards, handle gift cards and loyalty programs, and manage subscriptions. Save cards on file, generate checkout links, connect and control Square Terminal devices, and manage vendor/supplier information. Extend Square objects with custom attributes. Receive webhook notifications for payments, orders, customers, inventory, invoices, bookings, disputes, team changes, and more.

Freeagent

Manage FreeAgent contacts, invoices, estimates, supplier bills, expenses, projects, tasks, and timeslips. Browse bank accounts and transactions, identify the connected user, download invoice PDFs, and retrieve financial reports.

Gumroad

Manage digital and physical product sales on Gumroad. View and update product metadata, create and manage variant categories and options, and configure discount offer codes. Retrieve and filter sales data by date range for reporting. Manage subscribers and subscription lifecycles for recurring products. Refund sales, revoke or restore buyer access, and track payouts. Verify, enable, disable, and decrement license keys for purchase validation. Draft, schedule, and send audience emails to customers and followers. Read product reviews and access authenticated user profile information.

Technical notes for Moonclerk

Retrieve payment, customer, and form data from MoonClerk's Stripe-based payment processing platform. Read payment transactions filtered by form, date range, customer, or status (successful, refunded, failed). Read customer and subscription (plan) data filtered by form, checkout date, next payment date, or status (active, canceled, expired, past_due, pending, unpaid). List and retrieve payment form configurations. The API is read-only — no creation, modification, or deletion of records is supported.

Frequently asked questions

Common questions about connecting Moonclerk to AI agents with Metorial.

  1. How many tools does the Moonclerk MCP server have?
    The Moonclerk MCP server exposes 6 tools, including List Payments, List Payment Forms, Get Payment. Each one is governed and traced through Metorial.
  2. Moonclerk exposes tools your agents call on demand; it does not publish event triggers yet. Everything still runs through one governed MCP URL.
  3. Any MCP client, including VS Code, Windsurf, Zed, OpenCode and Grok. Each one reaches the Moonclerk MCP server through the same Metorial URL.
  4. Use role-based access control to decide which teams, users, and agents can use Moonclerk and which of its tools they can call.
  5. Yes. Metorial is open source, so you can run the Moonclerk MCP server yourself or use the hosted gateway.

Connect Moonclerk to production AI agents

See how Metorial gives your team governed access to Moonclerk, with tracing and security controls built in.