# ChargeOver MCP for AI Agents AI Agent Connect

> ChargeOver lets you manage your subscription billing and recurring invoices using an AI agent. You can create customers, set up subscription packages, and track transaction history without jumping between tabs. It handles the heavy lifting of revenue operations so you can focus on your business.

## Overview
- **Category:** finance-accounting
- **Price:** Free
- **Endpoint:** https://edge.vinkius.com/vk_preview_nUbNTSHX686gVGbpjJZyoEntPuYSu3lQR9Zm9uxN/ai-agent-connect
- **Tags:** recurring-invoicing, dunning-management, payment-collection, revenue-recovery, subscription-lifecycle, automated-billing

## Description

Managing a subscription business usually means living in a sea of tabs. You're constantly switching between your CRM, your billing platform, and your spreadsheet just to see who paid this month or why a specific customer's card was declined. This Connector changes that by letting your AI agent do the clicking for you. Instead of hunting for a specific billing profile or manually drafting another invoice, you just tell your agent what needs to happen. It can pull up high-fidelity account metadata, create new recurring packages on the fly, and keep your accounts receivable organized. Because Vinkius makes it easy to connect these types of tools, you can turn your AI into a dedicated billing coordinator. It's about moving from "how do I find this data" to "show me the data." You get a clear view of your financial health, from real-time transaction tracking to high-level billing summaries, all through a single conversation. It takes the manual entry out of the equation and lets you handle revenue operations at the speed of thought.

## Tools

### create_billing_customer
Adds a new customer to your billing system with all necessary metadata.

### create_billing_invoice
Generates a new invoice for a customer to ensure timely payment.

### create_subscription
Sets up a new recurring billing package for a subscriber.

### list_billing_invoices
Shows a full list of all invoices currently in your system.

### list_subscriptions
Displays every active subscription package you offer.

### list_billing_transactions
Pulls a history of all payments, refunds, and credits.

### list_billing_customers
Retrieves your entire directory of billing profiles.

## Prompt Examples

**Prompt:** 
```
How many active subscriptions do we have right now?
```

**Response:** 
```
I've checked your current records. You have 142 active subscriptions across three different plans. Would you like me to show you the breakdown by plan type?
```

**Prompt:** 
```
Create a new invoice for customer 5502 for $150.
```

**Response:** 
```
Done. I've generated invoice #INV-9928 for customer 5502 in the amount of $150.00. I've also updated the status to **Sent**.
```

**Prompt:** 
```
Show me the last 3 failed payments.
```

**Response:** 
```
Here are the most recent failed transactions:

| Customer | Amount | Reason |
| :--- | :--- | :---|
| Acme Corp | $490.00 | Insufficient Funds |
| TechFlow | $120.00 | Expired Card |
| BlueSky | $80.00 | Declined |

Would you like me to list the contact details for any of these?
```

## Capabilities

### Create new billing customers
Add new customers to your billing system with full metadata via your agent.

### Generate new invoices
Create and send new billing statements to customers instantly.

### Set up subscription packages
Initialize new recurring billing plans for your subscribers.

### List all active invoices
Retrieve a full directory of invoices to monitor your accounts receivable.

### View all current subscriptions
See every active subscription package and subscriber journey in one place.

### Track payment transactions
Monitor payments, refunds, and credits in real-time.

### Retrieve customer records
Access detailed high-fidelity account metadata and payment history.

## Use Cases

### Checking revenue trends
A founder wants to see if the Pro Plan is selling well. They ask the agent to list all subscriptions and summarize the total count.

### Handling a customer upgrade
A customer wants to upgrade their plan. The support lead tells the agent to create a new subscription for that customer ID using the Enterprise package.

### Conducting a monthly audit
The finance lead asks for a list of all transactions from the last 30 days to verify revenue and reconcile accounts.

### Onboarding a new lead
The ops person tells the agent to create a new billing customer and an initial invoice for the first month as soon as the lead signs up.

## Benefits

- Stop manual data entry. Use create_billing_customer and create_subscription to set up new accounts in seconds without clicking through multiple forms.
- Get instant financial visibility. Use list_billing_transactions to see exactly what's coming in and what's pending without opening a separate dashboard.
- Keep accounts receivable clean. Use list_billing_invoices and create_billing_invoice to track what's owed and generate new statements on command.
- Manage subscriber journeys easily. Use list_subscriptions to see your entire product catalog and make updates to billing packages instantly.
- Centralize customer data. Use list_billing_customers to pull high-fidelity account metadata whenever you need to troubleshoot a billing issue.

## How It Works

The bottom line is you get a conversational interface for your entire subscription billing stack.

1. Subscribe to the ChargeOver MCP on Vinkius.
2. Get your API Key and Secret from ChargeOver (Settings > Developers > REST API) and note your subdomain.
3. Connect your credentials to your AI client to start managing billing via chat.

## Frequently Asked Questions

**Can I use the ChargeOver MCP to see my current revenue?**
Yes. You can ask your agent to list all transactions or summarize your billing customers to get a quick look at your recent financial activity.

**How does the ChargeOver MCP help with new signups?**
It lets you create new billing customers and set up their subscription packages immediately through your AI client, making onboarding much faster.

**Can I manage different subscription plans with ChargeOver?**
Absolutely. You can list all your current subscription packages and create new ones for your customers using natural language commands.

**Does the ChargeOver MCP handle invoice generation?**
Yes, it can programmatically generate new billing statements and list all existing invoices so you can stay on top of your accounts receivable.

**Is the ChargeOver MCP good for SaaS companies?**
It's built specifically for that. It handles the recurring billing, dunning, and subscription lifecycle management that SaaS models rely on.

**Can I use the ChargeOver MCP to check for failed payments?**
Yes, your agent can pull your transaction history to identify failed payments, refunds, and credits in real-time.

**How do I find my ChargeOver API credentials?**
Log in to your account, navigate to **Settings** > **Developers** > **REST API**, and copy your API Key (Username) and API Secret (Private Key).

**Can I create a new subscription via AI?**
Yes! Use the `create_subscription` tool and provide the customer ID and a nickname for the billing package to initialize a new recurring plan.

**How do I check a customer's payment history?**
The `list_billing_transactions` tool retrieves a detailed history of all payments, refunds, and credits associated with your account.