Usage before a renewal
Dan Fletcher, account manager at Acme Ltd, asked how many API calls BigCo had used this month. Memtro read the usage on BigCo's active subscription and gave the total for the billing period with the daily series beside it.
Orb + Memtro
How much has this customer used, and what have we billed them?
Orb connects Memtro to your usage-based billing. It reads customers with balance and currency, subscriptions with plan, status and billing period, metered usage per billable metric as a total and a daily series, invoices by status and date, and plans with their prices. When asked, and once an administrator has granted the action by name, it can create and edit customers, start, change or cancel subscriptions, which bills or may invoice the customer, issue invoices that may email and charge them, void an invoice permanently, adjust prepaid credits and issue credit notes that give money back.
In Memtro
What you can do with Orb in Memtro
Ask in plain English from chat, your editor, a scheduled job or your own agent. The model picks the right Orb tool, reads what it needs, and answers with the source cited.
What it does
- 01Lists customers with name, email, external id, currency, balance, timezone and payment provider, and finds one by Orb id or your own id
- 02Lists subscriptions with customer, plan, status, start and end dates, trial end and current billing period
- 03Shows metered usage per billable metric as a total and a daily series, over the current billing period by default
- 04Lists invoices by status, customer or date with amount due and totals per currency, and plans with their prices
- 05When asked and granted, creates and edits customers, starts subscriptions, which begins billing, and changes plans, moves trial ends or cancels, which may invoice the customer
- 06When asked and granted, creates, edits and issues invoices, which may email the customer and charge them, voids an invoice permanently, marks one paid, adjusts prepaid credits and issues credit notes that give money back
Acts when asked
When you ask it to
These tools change something in Orb. The model is told to use them only when you ask for exactly that, and an administrator grants each one by name to the teams that may use it; a personal connection acts only after its owner allows it.
- 01Create a billing customer
- 02Edit a customer's name, email, currency, invoicing flags or metadata
- 03Start a subscription to a plan for a customer (starts billing them)
- 04Cancel a subscription now, at term end or on a date (may invoice the customer)
- 05Withdraw a scheduled subscription cancellation
- 06Change a subscription's plan now, at term end or on a date (may invoice the customer)
- 07Withdraw all scheduled plan changes on a subscription
- 08Edit a subscription's memo, net terms, collection and issuance flags, threshold or metadata
- 09Move a subscription's trial end date, or end the trial now
- 10Create a one-off invoice, as a draft unless auto-issue is asked for
- 11Edit an invoice's dates, net terms, auto-collection or metadata
- 12Issue a draft invoice (may email the customer and collect payment)
- 13Void an issued invoice (permanent)
- 14Mark an issued invoice as paid
- 15Add, deduct or re-date a customer's prepaid credits
- 16Issue a credit note against an invoice's line items (gives money back to the customer)
Events
When it happens
Turn events on in the connection's Events tab on the Connections page, then add the address it shows as a webhook in Orb, choosing the same kinds; the tab shows Orb's own steps. Each event can start a job, with the event as its input, and can be remembered where you choose. Orb signs every delivery, and one whose signature does not check out is refused before it is read.
Events and webhooks- 01A customer was created
- 02A customer was edited
- 03A customer's prepaid credits ran out
- 04A customer's credit balance fell below a threshold
- 05A customer's credit balance recovered
- 06A subscription was created
- 07A subscription started
- 08A subscription ended
- 09A subscription was edited
- 10A subscription changed plan
- 11A subscription's cancellation was scheduled
- 12A scheduled cancellation was withdrawn
- 13A subscription's trial ended
- 14Usage crossed an alert threshold
- 15Cost crossed an alert threshold
- 16An invoice was issued
- 17An invoice was paid
- 18An invoice payment failed
- 19An invoice payment is processing
- 20An invoice was marked as paid
- 21An invoice was voided
- 22An invoice failed to issue
- 23A credit note was issued
- 24A plan was created
- 25A test event from Orb
In practice
Ask it like you would a colleague
Once Orb is connected, these are the kinds of things people ask. Plain questions, no syntax. If the answer lives partly in another system you have connected, Memtro looks there too.
Orb + MemtroHow much usage has Acme had this billing period?
Which invoices are still unpaid?
Which subscriptions have a trial ending this month?
What is the current balance on Northwind's account?
Cancel Globex's subscription at the end of its term
A cancellation at term end
Sarah Chen, finance manager at Northwind, asked Memtro to cancel Globex's subscription at the end of its term. Memtro scheduled the cancellation in Orb, so Globex is billed to the end of the term and the subscription does not renew. Nobody at Globex was invoiced early.
Teams
Where it fits
The teams that lean on Orb most, a question each of them asks, and what they connect beside it.
- FinanceAsk the ledger questions in plain EnglishFinance lead, Credit control, Management accountant, Founder or CFO“Which invoices over £5k are more than 30 days overdue?”Used alongside Xero, Stripe, Postgres, HubSpot, QuickBooks Online and 10 more.
- LeadershipOne question across the whole companyFounder, Chief executive, Department head, Board member“What happened with our top ten accounts this week, and is anything at risk?”Used alongside HubSpot, Help Scout, Xero, Stripe, Linear and 6 more.
- OperationsMonitors and digests that run themselvesOperations lead, Analyst, Team manager, Administrator“List my jobs”Used alongside Help Scout, Stripe, Xero, Postgres, ShipEngine and 8 more.
Better together
Works with
A record in Orb is rarely the whole story. Connect the systems that hold the rest and Memtro checks them together, then remembers what it learned so the next question starts further along.
- CRM and salesOrb with HubSpotContacts, companies, deals and tickets, with the rest of the company's memory attached.
- CRM and salesOrb with SalesforceAsk your CRM questions in plain English, down to the SOQL.
- CRM and salesOrb with Twenty CRMObjects, fields and records from the open-source CRM, and records it can create and change when you ask.
- SupportOrb with Help ScoutAI that reads your support conversations and cross-references the customer everywhere else.
- SupportOrb with ZendeskEvery ticket, reply and internal note, ready to be asked about.
- SupportOrb with IntercomCustomer conversations and the people behind them, in your company memory.
- Email, calendar and chatOrb with GmailSearch and read mail so the last thread with a customer is one question away, and send the reply when you ask.
- Email, calendar and chatOrb with SlackSearch messages, read channel history and threads, post when you ask, and answer when mentioned.
- Email, calendar and chatOrb with Google CalendarMeetings in a window, event details, and the next two weeks synced into memory, and events it can create, change or cancel when you ask.
Also in Finance and commerce
Using something else for the same job, or both? Each connector has its own tools; connect as many as you like.
- Xero
- Stripe
- Felloh
- Wise
- Starling Bank
- QuickBooks Online
- Shopify
- WooCommerce
NetSuite- Sage Accounting
Ramp- AWS Cost Explorer
- Dynamics 365 Business Central
- Square
- Brex
FreeAgent- GoCardless
- PayPal
- BigCommerce
- Chargebee
- Companies House
- Dynamics 365 Finance & Operations
- ERPNext
- Exact Online
- Lemon Squeezy
- Odoo
- Paddle
- Zoho Books
Holded- Mercury
Mollie
QuickFile
Recurly- Squarespace Commerce
Airwallex- Invoice Ninja
Maxio- Moneybird
Pennylane
Charity Commission (England and Wales)
Checkout.com
FCA Register- Payhawk
- RevenueCat
Soldo
Spendesk- Firefly III
Lago- Medusa
- Braintree
Recharge- PrestaShop
Katana
Chaser
Unleashed- Ecwid
Printful- SumUp
Quaderno
Donorbox
Avalara AvaTax
Billy
Cin7 Core
Codat
ComplyAdvantage- e-conomic
- Gumroad
inFlow Inventory- Klarna
- Adobe Commerce (Magento)
Metronome- Moss
MRPeasy
Persona
Precoro
Printify
Rydoo
Saleor
Snipcart
Swell- TeamUp
Veeqo
Zuora
VAT Sense
Paystack- Razorpay
- Shopware
Setup
How to connect
Connect withAPI key
- 1
In the Orb app, open Developers → API keys.
- 2
Create a key in live mode, with read access to customers, subscriptions, invoices and plans, and write access only to the areas you want Memtro to act on.
- 3
In Memtro, open Connections → Orb and paste it into API key.
- 4
Ask your first question: how much usage has Acme had this billing period?
Also works from
Chat in the dashboard, the OpenAI-compatible API, scheduled jobs, and any MCP client: Claude Code, OpenCode, Cursor, Claude Desktop. The Orb tools are the same everywhere.
FAQ
Questions
Can Memtro change anything in Orb?+
Only when you ask, and only what it has been granted: create a billing customer; edit a customer's name, email, currency, invoicing flags or metadata; start a subscription to a plan for a customer (starts billing them); cancel a subscription now, at term end or on a date (may invoice the customer); withdraw a scheduled subscription cancellation; change a subscription's plan now, at term end or on a date (may invoice the customer); withdraw all scheduled plan changes on a subscription; edit a subscription's memo, net terms, collection and issuance flags, threshold or metadata; move a subscription's trial end date, or end the trial now; create a one-off invoice, as a draft unless auto-issue is asked for; edit an invoice's dates, net terms, auto-collection or metadata; issue a draft invoice (may email the customer and collect payment); void an issued invoice (permanent); mark an issued invoice as paid; add, deduct or re-date a customer's prepaid credits; issue a credit note against an invoice's line items (gives money back to the customer). Every other tool reads, searches or lists. The Connections page labels the tools that act, an administrator grants each one by name to the teams that may use it, and a personal connection acts only after its owner allows it.
Who can use a Orb connection?+
A personal connection serves only your own requests. A shared connection serves the organisation: everyone, or only the teams an admin chooses. Admins can always add shared connections; other members need the permission.
Does Memtro store my Orb data?+
Credentials are encrypted at rest. Tool results are cached briefly so agent loops do not repeat identical calls, and the facts the model extracts are saved to your organisation's memory with provenance (system, record and link) so they can be checked and superseded.
How do I connect Orb?+
API key. In the Orb app, open Developers → API keys.
Can Orb start a job?+
Yes. Turn events on in the connection's Events tab on the Connections page, then add the address it shows as a webhook in Orb, choosing the same kinds; the tab shows Orb's own steps. A job set to start "When an event arrives" then runs once for each matching event, with the event as its input. The run treats the event as outside data, never as instructions, and anything the run remembers is kept as unverified.
Connect Orb in a few minutes
Seven-day free trial, then one monthly price per organisation. Connectors, jobs and memory are never metered.