Explore ready-to-use prompts you can paste directly into Claude or another AI assistant connected to Turnstile. These prompts use read-only access, meaning they surface information without making changes to your account.
To get set up, see Connect Turnstile to an AI assistant using MCP.
Note: AI-generated responses may not always be complete or accurate. Learn more about AI-generated results in Turnstile.
Tips for best results when using the Turnstile MCP
Name the customer. Prompts that include a specific customer name return faster, more accurate results than asking about invoices or subscriptions in general.
Be specific about what you want to see. "Show me open invoices" is more useful than "show me invoices."
For long lists, ask for all results. By default, some AI tools return the first page of results. If you expect more, add "get all of them" or "don't stop at the first page" to your prompt.
Combine sources. Your AI tool can pull invoice and subscription data together in one response. This can be useful before a call or renewal conversation.
Ask follow-up questions. If the first response is not quite right, describe what is missing and ask your AI tool to refine it.
Results may vary by tool. The prompts below work with any AI tool connected to Turnstile, but how results are formatted and paginated may differ depending on which tool you are using.
Get a customer account snapshot
Before a call, renewal, or escalation, get a combined view of a customer's subscription and outstanding invoices in one prompt.
Account overview
Give me an account overview for [customer name]. Include their subscription status, any open or overdue invoices, and the total amount outstanding.
Pre-call renewal prep
I have a renewal call with [customer name] coming up. Pull their current subscription details and any invoice history from the past six months so I can come prepared.
Combined invoice and subscription summary
Pull the subscription status and full invoice history for [customer name] together in one summary. Note anything that needs attention.
Check a customer's invoices
Look up what is open, paid, or past due for a specific customer.
Open invoices
What invoices does [customer name] have outstanding? List the invoice number, amount, and due date for each one.
Overdue check
What invoices does [customer name] have outstanding? Note which ones are past due.
Invoice history
Show me the full invoice history for [customer name] over the past six months. Include what was sent, what was paid, and whether anything is still open.
Check a customer's subscription
Look up the status and details of a customer's active subscription or contract.
Subscription status
What is the current subscription status for [customer name]? Include the plan, billing period, and any upcoming renewal date.
Quick status check
Is [customer name]'s subscription active? If not, what is the current status?
Find invoices that need attention
The prompts below work across your full account rather than for a specific customer. They are useful before billing runs or team reviews.
Drafts ready to issue
Show me all invoices that are currently in draft and ready to issue.
Overdue invoices
Which invoices are overdue right now? List the customer name, invoice number, amount, and how many days past due each one is.
Invoices pending approval
Are there any invoices waiting for approval before they can go out?
Find customers that need follow-up
Identify customers with payment issues before they become escalations. The prompts below work across your full account.
Customers with outstanding payments
Which customers currently have overdue invoices or unpaid balances? List their names and any open invoices.
At-risk accounts
Show me any customers with a lapsed subscription or an overdue invoice. I want to prioritize follow-up.