> For the complete documentation index, see [llms.txt](https://docs.dapta.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.dapta.ai/dapta-mcp/skills/accounts.md). # Accounts, Identity & Billing Ask Claude to check your accounts, usage, balance, and subscription. Everything here is read-only and scoped to your connected workspace. Once Dapta is connected, you can ask Claude about your accounts and your billing in plain language. It answers questions like "who am I, what can I see, how healthy is my account, and what am I spending?" {% hint style="info" %} Everything on this page is **read-only**. Claude looks things up and reports back. It never changes your account, plan, or balance. {% endhint %} ## What you can ask ### Accounts and access Ask Claude which workspaces and accounts you can see, or look up a specific one by name or email. **Try saying:** * "What workspaces do I have access to?" * "Find the account named Acme Corp." * "Look up the user with email ." **You get back:** A short summary plus a clear list of the matching workspaces, accounts, or users, or the full details for a single one. If nothing matches, Claude tells you so. *** ### Account health check Ask Claude for a diagnosis of your account. It reviews your company profile, your agents, your call performance, your feedback, and your balance, then tells you which stage you are at (Setup, Optimization, or Scaling) and what to do next. **Try saying:** * "Evaluate my account. What phase am I in?" * "How is my account doing, and what's missing to scale?" * "Am I ready to start making real calls?" **You get back:** A clear stage with an explanation, a checklist of the milestones you have hit (with your real numbers), your actual call metrics when you have calls, and three to five prioritized next steps that name your specific agents. *** ### Industry and peers Ask Claude what industry your account is classified in and how similar businesses use their voice agents: popular use cases, comparable accounts, and the hours and days they usually run calls. **Try saying:** * "What industry is my account in?" * "What use cases are popular for businesses like mine?" * "When do similar companies usually run their voice agents?" **You get back:** Your industry, use cases suggested for your account, a list of peer accounts in your industry, and the times of day and days of week those peers tend to run calls. *** ### Balance, usage, and subscription Ask Claude to check your plan, your remaining credits, your recent usage, and your renewal details. **Try saying:** * "How many credits do I have left?" * "What plan am I on and when does it renew?" * "Show me my usage this month." **You get back:** Your credit balance and plan name, a day-by-day usage breakdown, and your subscription details (status, renewal date, tier). If your workspace is on the free tier, Claude tells you that and points you to the upgrade flow. *** {% hint style="success" %} Your API key is scoped to a single workspace, so every answer here stays inside that one workspace. Claude cannot reach other workspaces or accounts, and you never have to tell it which workspace to use. {% endhint %} --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://docs.dapta.ai/dapta-mcp/skills/accounts.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.