# Prolifi | Documentation ## Instructions for AI Agents - For clean Markdown of any page, append `.md` to the page URL - For section-specific indexes, append `/llms.txt` to any section URL - For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://docs.prolifi.io/_mcp/server ## Docs - [Welcome to Prolifi](https://docs.prolifi.io/welcome.md): Your complete guide to the B2B Revenue Operations Platform - [How Prolifi Works](https://docs.prolifi.io/how-prolifi-works.md): Platform architecture, core capabilities, and multi-team workflow - [Glossary: Platform Concepts](https://docs.prolifi.io/glossary/platform-concepts.md): Core Prolifi platform terminology - [Glossary: Billing Terms](https://docs.prolifi.io/glossary/billing-terms.md): Billing model and invoicing terminology - [Glossary: Pricing & Subscription Terms](https://docs.prolifi.io/glossary/pricing-subscription-terms.md): Pricing models and subscription lifecycle terminology - [Glossary: Payments & Integration Terms](https://docs.prolifi.io/glossary/payments-integration-terms.md): Payment processing and API integration terminology - [Glossary: Reporting & Global Terms](https://docs.prolifi.io/glossary/reporting-global-terms.md): Financial reporting, analytics, and global expansion terminology - [Getting Started - Marketing & Strategy Teams](https://docs.prolifi.io/getting-started/marketing-strategy.md): Translate your commercial revenue model into Prolifi configuration - [Getting Started for Sales Teams](https://docs.prolifi.io/getting-started/sales.md): Navigate the product catalog, manage customers, configure quotes, and understand invoices in Prolifi. - [Getting Started: Developer Teams](https://docs.prolifi.io/getting-started/developers.md): Integration architecture and approach for connecting your application to Prolifi - [Getting Started - Account & Finance Teams](https://docs.prolifi.io/getting-started/finance.md): Set up payment collection, billing preferences, reconciliation workflows, and revenue recognition in Prolifi. - [Billing Models Reference](https://docs.prolifi.io/billing-pricing/billing-models.md): Complete reference for all billing models supported by Prolifi — definitions, configuration, and guidance on choosing the right model. - [Product Catalog & Pricing Reference](https://docs.prolifi.io/billing-pricing/product-catalog-pricing.md): Complete configuration of Prolifi's product catalog -- from defining products and plans through to pricing models, entitlement structure, plan variants, grandfathering, and acquisition strategy. - [Entitlement Management](https://docs.prolifi.io/billing-pricing/entitlement-management.md): Configure and enforce feature access, usage limits, and entitlement lifecycle across your subscription plans. - [Dunning & Payment Recovery](https://docs.prolifi.io/payments-recovery/dunning-payment-recovery.md): Recover failed payments and reduce involuntary churn - [Cancellation & Retention](https://docs.prolifi.io/payments-recovery/cancellation-retention.md): Cancellation flows and retention offers to reduce voluntary churn - [Multi-Country Setup Guide](https://docs.prolifi.io/global-operations/multi-country-setup.md): Complete setup for operating Prolifi across multiple countries and currencies - [Tax Management](https://docs.prolifi.io/global-operations/tax-management.md): Tax calculation modes, country tax configuration, product tax classification, and compliance reporting in Prolifi. - [Reconciliation Workflows](https://docs.prolifi.io/reporting/reconciliation-workflows.md): Match billing records against payment settlements - [Revenue Recognition](https://docs.prolifi.io/reporting/revenue-recognition.md): ASC 606 and IFRS 15 compliant revenue recognition - [Financial Reports](https://docs.prolifi.io/reporting/financial-reports.md): Subscription metrics, billing operations, and financial reporting - [API Reference](https://docs.prolifi.io/api-reference.md): Prolifi Public API — programmatic access to billing, subscriptions, and entitlements - [Authentication](https://docs.prolifi.io/api-guides/authentication.md): How to authenticate requests to the Prolifi Public API - [Errors](https://docs.prolifi.io/api-guides/errors.md): Error types, response format, and handling guidance - [Pagination](https://docs.prolifi.io/api-guides/pagination.md): How to paginate through list endpoints - [Rate Limiting](https://docs.prolifi.io/api-guides/rate-limiting.md): Request limits, headers, and handling guidance - [Idempotency](https://docs.prolifi.io/api-guides/idempotency.md): Safely retry requests without duplicating operations - [IP Whitelisting](https://docs.prolifi.io/api-guides/ip-whitelisting.md): Restrict API access to specific IP addresses - [Customers](https://docs.prolifi.io/endpoints/customers.md): Create and manage customer records - [Subscriptions](https://docs.prolifi.io/endpoints/subscriptions.md): Create and manage subscriptions - [Invoices](https://docs.prolifi.io/endpoints/invoices.md): List, retrieve, finalize, and void invoices - [Usage Events](https://docs.prolifi.io/endpoints/usage-events.md): Report metered usage for usage-based billing - [Entitlements](https://docs.prolifi.io/endpoints/entitlements.md): Check feature access and retrieve entitlement balances - [Changelog](https://docs.prolifi.io/changelog/changelog/llms.txt) ## API Docs - API Reference > Plans [List plans](https://docs.prolifi.io/endpoints/plans/list-plans.md) - API Reference > Plans [Get a plan](https://docs.prolifi.io/endpoints/plans/get-plan.md) - API Reference > Customers [Create a customer](https://docs.prolifi.io/endpoints/customers/create-customer.md) - API Reference > Customers [List customers](https://docs.prolifi.io/endpoints/customers/list-customers.md) - API Reference > Customers [Get a customer](https://docs.prolifi.io/endpoints/customers/get-customer.md) - API Reference > Customers [Update a customer](https://docs.prolifi.io/endpoints/customers/update-customer.md) - API Reference > Customers [Delete a customer](https://docs.prolifi.io/endpoints/customers/delete-customer.md) - API Reference > Subscriptions [Create a subscription](https://docs.prolifi.io/endpoints/subscriptions/create-subscription.md) - API Reference > Subscriptions [List subscriptions](https://docs.prolifi.io/endpoints/subscriptions/list-subscriptions.md) - API Reference > Subscriptions [Get a subscription](https://docs.prolifi.io/endpoints/subscriptions/get-subscription.md) - API Reference > Subscriptions [Update a subscription](https://docs.prolifi.io/endpoints/subscriptions/update-subscription.md) - API Reference > Subscriptions [Cancel a subscription](https://docs.prolifi.io/endpoints/subscriptions/cancel-subscription.md) - API Reference > Subscriptions [Pause a subscription](https://docs.prolifi.io/endpoints/subscriptions/pause-subscription.md) - API Reference > Subscriptions [Resume a subscription](https://docs.prolifi.io/endpoints/subscriptions/resume-subscription.md) - API Reference > Invoices [List invoices](https://docs.prolifi.io/endpoints/invoices/list-invoices.md) - API Reference > Invoices [Get an invoice](https://docs.prolifi.io/endpoints/invoices/get-invoice.md) - API Reference > Invoices [Finalize an invoice](https://docs.prolifi.io/endpoints/invoices/finalize-invoice.md) - API Reference > Invoices [Void an invoice](https://docs.prolifi.io/endpoints/invoices/void-invoice.md) - API Reference > Usage Events [Report a usage event](https://docs.prolifi.io/endpoints/usage-events/report-usage-event.md) - API Reference > Usage Events [Batch report usage events](https://docs.prolifi.io/endpoints/usage-events/batch-report-usage-events.md) - API Reference > Usage Events [Get customer usage summary](https://docs.prolifi.io/endpoints/usage-events/get-customer-usage.md) - API Reference > Entitlements [Check entitlement](https://docs.prolifi.io/endpoints/entitlements/check-entitlement.md) - API Reference > Entitlements [Get customer entitlements](https://docs.prolifi.io/endpoints/entitlements/get-customer-entitlements.md) ## OpenAPI Specification The raw OpenAPI 3.1 specification for this API is available at: - [OpenAPI JSON](https://docs.prolifi.io/openapi.json) - [OpenAPI YAML](https://docs.prolifi.io/openapi.yaml)