> ## Documentation Index
> Fetch the complete documentation index at: https://codebeans-cb-notifylyst.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# Monthly spend review

> Four billing tools in one question, ending in a recommendation you can act on.

**Saved prompt:** `monthly_spend_review`

## The prompt

```text You theme={"system"}
Review my Notifylyst billing this cycle. Am I about to run out of anything,
what's driving the spend, and would a different plan fit me better?
```

![Screenshot to add — images/c3a-prompt.png: the spend-review prompt typed into the chat.](https://mintcdn.com/codebeans-cb-notifylyst/9nOO5K-JDyu4jS3x/images/c3a-prompt.png?fit=max\&auto=format\&n=9nOO5K-JDyu4jS3x\&q=85\&s=65d31800add3004a7515ab4555409a1b)

## What the AI does

1. `get_usage_and_quota` — this period's allowance granted, used and remaining per pool, what you
   spent, your shared wallet, and any sends waiting for credit.
2. `get_billing_overview` — current plan, price, subscription status, next billing date and
   included features.
3. `get_billing_history` — past cycles, what was used, and whether any allowance lapsed.
4. `compare_plans` — what other plans cost and include, what your current plan is missing, and the
   cheapest plan that has it.

Then it writes the recommendation.

![Screenshot to add — images/c3b-tool-calls.png: the four billing tool calls in sequence — usage and quota, billing overview, billing history, compare plans.](https://mintcdn.com/codebeans-cb-notifylyst/9nOO5K-JDyu4jS3x/images/c3b-tool-calls.png?fit=max\&auto=format\&n=9nOO5K-JDyu4jS3x\&q=85\&s=8b23e5a5bb78cb758c4f1971eecdbe6a)

## One thing to know about pools

There are three allowance pools: **notification**, **SMS** and **WhatsApp**. Email and web push
**share the notification pool** — so "I've barely sent any emails" and "my notification pool is
nearly empty" are not a contradiction if web push is doing the work.

Beyond the allowances there is **one shared wallet**, in USD — there are no separate SMS or
WhatsApp wallets.

Ask directly if it matters:

```
How much of the notification pool is left, and how much is in the wallet?
```

## Switching plans

> [!NOTE]
>
> The connector recommends; it doesn't switch. To change plan, open the **Plans** page in the app —
> Shopify asks you to approve the change, and there's no fee to switch.

That is also why this example is safe to run on a **Read only** token: all four tools are read
tools.

![Screenshot to add — images/c3c-recommendation.png: the recommendation, comparing the current plan with the cheapest plan that fits and pointing to the Plans page to switch.](https://mintcdn.com/codebeans-cb-notifylyst/9nOO5K-JDyu4jS3x/images/c3c-recommendation.png?fit=max\&auto=format\&n=9nOO5K-JDyu4jS3x\&q=85\&s=74bf6f7917bff967a3bb9ec91a01e59f)

## Good follow-ups

```
Am I on track to run out of any pool before the allowance resets?
```

```
Did any allowance lapse unused in the last few cycles? How much?
```

```
What's the cheapest plan that includes the features I'm missing?
```

## Related

* [All 16 tools](https://codebeans-cb-notifylyst.mintlify.site/mcp/reference/tools.md) — the billing tools and their inputs
* [Weekly recovery briefing](https://codebeans-cb-notifylyst.mintlify.site/mcp/examples/weekly-briefing.md)


This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.