# ChargeOver MCP for AI Agents AI Agent Connect

> ChargeOver MCP lets you manage recurring billing and invoicing through your AI agent. Track customer profiles, monitor subscription statuses, and audit transaction histories without switching tabs. It connects your billing data directly to your workspace so you can handle payments and quotes via natural conversation.

## Overview
- **Category:** finance-accounting
- **Price:** Free
- **Endpoint:** https://edge.vinkius.com/vk_preview_yTu8FDhTn1Vj8u4Q5Z1dtjvFVNsA3sima3uwGsiR/ai-agent-connect
- **Tags:** recurring-invoicing, dunning-management, payment-collection, revenue-recovery, subscription-lifecycle, automated-billing

## Description

Managing recurring billing usually feels like a chore of jumping between tabs. You have to open your dashboard, search for a specific customer, click into their subscription, and then hunt for the right invoice to see if they've paid. This Connector changes that by putting your entire revenue pipeline inside your chat interface. You can ask your agent to pull up a specific customer's history or see a list of every active subscription in one go. If a quote is pending, you can check its status without logging into a separate portal. It makes it much easier to spot overdue invoices or verify transaction volumes when the data is right where you're already working. You'll find it's a lot easier to keep your finance operations moving without the manual overhead of constant context switching. This makes it a staple for anyone using the Vinkius catalog to keep their recurring revenue data organized and accessible.

## Tools

### list_billing_transactions
View every billing transaction and payment record. This is your go-to tool for auditing payment history.

### create_billing_customer
Create a new customer

### create_billing_invoice
Create a new invoice

### create_subscription
Create a new subscription

### list_billing_customers
List all customers

### list_billing_invoices
List all invoices

### list_subscriptions
List all subscriptions (packages)

## Prompt Examples

**Prompt:** 
```
Who are my top customers and what are they paying for?
```

**Response:** 
```
### Customer Overview

| Customer | Subscription Plan | Status |
| :--- | :--- | :--- |
| **Acme Corp** | Enterprise | Active |
| **Global Industries** | Pro Plan | Active |
| **TechFlow** | Basic | Past Due |

I found 3 active customers. Would you like me to pull the full details for **Acme Corp**?
```

**Prompt:** 
```
Are there any overdue invoices I should know about?
```

**Response:** 
```
I checked your recent invoices and found **2 overdue items**:

*   **Invoice #4492** - $450.00 (Due: 3 days ago)
*   **Invoice #4501** - $1,200.00 (Due: 10 days ago)

Would you like me to get the customer details for these accounts?
```

**Prompt:** 
```
Give me a summary of our sales quotes from this week.
```

**Response:** 
```
### Weekly Sales Quotes

*   **Quote #992** - $5,000.00 (Pending)
*   **Quote #995** - $1,200.00 (Sent)
*   **Quote #998** - $3,400.00 (Draft)

Total pipeline value for this week is **$9,600.00**.
```

## Capabilities

### Pull specific customer profiles
Get detailed contact information and account data for any customer in your list.

### Check current invoice statuses
See if your customers have paid or if their balances are still outstanding.

### List all active and inactive subscriptions
View every customer package and subscription status across your entire account.

### Audit full transaction histories
Access a complete record of all billing transactions and payment history.

### Review pending sales quotes
See all active sales quotes to manage your current revenue pipeline.

### View core account and user data
Retrieve essential account and user information directly within your workspace.

## Use Cases

### Checking a customer's subscription status
A customer asks if their account is still active. The agent uses list_billing_subscriptions to check their status and replies immediately.

### Verifying a pending sales quote
A salesperson needs to know if a quote was sent to a lead. The agent calls list_billing_quotes to find the most recent document.

### Finding overdue invoices
An accountant needs to find all unpaid invoices for the month. The agent runs list_chargeover_invoices and filters for overdue items.

### Summarizing daily transaction volume
A business owner wants to see today's revenue. The agent uses list_billing_transactions to sum up all successful payments.

## Benefits

- Stop tab-switching by using list_chargeover_invoices to check payment statuses instantly without leaving your workspace.
- Get a clear view of your revenue pipeline by pulling all active quotes with list_billing_quotes to see what's coming in.
- Speed up customer support by retrieving profile data via get_customer_details during a live chat with a client.
- Monitor your subscription health across the board using list_billing_subscriptions to see active and inactive users.
- Simplify audits by pulling full payment histories with list_billing_transactions for any account or timeframe.

## How It Works

The bottom line is you get a direct line to your billing data without leaving your chat window.

1. Subscribe to the Connector on the Vinkius marketplace.
2. Enter your ChargeOver Public Key, Private Key, and Subdomain in the configuration.
3. Start asking your AI client to list customers, check invoices, or audit transactions.

## Frequently Asked Questions

**Can I use ChargeOver MCP to see my subscription list?**
Yes, you can list all active and inactive customer packages directly through your AI client. This helps you monitor your recurring revenue health instantly.

**How does ChargeOver MCP help with accounts receivable?**
It lets you audit transaction histories and check invoice statuses without leaving your workspace. You can quickly identify which customers are behind on payments.

**Can I check specific customer details with ChargeOver MCP?**
You can pull up detailed profiles for any customer to see their contact info and billing history. This is perfect for quick lookups during support calls.

**Is ChargeOver MCP good for sales teams?**
It helps sales ops quickly look up quote details and customer profiles during a deal. It keeps all your sales data accessible in one chat window.

**Can ChargeOver MCP show me my total revenue?**
You can use it to monitor transaction volumes and billing history to see your total revenue. Just ask your agent to summarize your recent transactions.

**How do I connect ChargeOver MCP to my AI agent?**
You just need to subscribe on Vinkius and enter your public key, private key, and subdomain in the setup. From there, your agent is ready to go.

**Can I check the status of a specific invoice?**
Yes! Use the `get_invoice_details` tool with the unique invoice ID. The agent will return the full record, including the current balance and payment status.

**How do I see all active subscriptions?**
Use the `list_billing_subscriptions` tool. Your agent will fetch all customer packages, allowing you to filter for those that are currently in an active state.

**Where do I find my API Public and Private keys?**
Log in to your ChargeOver account and navigate to **Settings > Developer > REST API**. You can generate and copy your keys from that section.

**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.