# Outseta MCP for AI Agents AI Agent Connect > Outseta MCP connects your Outseta account to your AI agent so you can manage your SaaS billing, CRM, and support tickets through a single chat interface. It lets you pull customer data, create support tickets, and monitor subscription health without switching tabs between different dashboards. ## Overview - **Category:** industry-titans - **Price:** Free - **Endpoint:** https://edge.vinkius.com/vk_preview_hbHXO4fSl9md2cQkICoSpuZIRg7gxPrbRuO4mrtw/ai-agent-connect - **Tags:** outseta, saas-api, billing-automation, crm-orchestration, subscription-management, help-desk-api, email-marketing, founder-tools, mcp ## Description Managing a SaaS platform usually means jumping between four different tabs just to check why a customer's payment failed or to see if a support ticket was answered. You're constantly context-switching between your CRM, your billing dashboard, and your help desk. This Connector changes that by bringing all those operations into your AI chat interface. Instead of digging through menus, you can just ask your agent to find specific customer profiles, summarize recent account activity, or create a new support ticket on the fly. It acts like a dedicated operations lead that knows your entire backend. You can pull up billing summaries to see which plans are most popular or check the status of active subscriptions to spot potential churn before it happens. Because Vinkius hosts this connection, you get a unified way to handle your customer success and revenue tracking in one place. It's about moving from how do I find this data to tell me what happened with this customer. ## Tools ### get_person Get details of a specific person. This helps you find contact info or history for a specific lead or customer. ### get_user_profile Get the current user profile. Use this to check who is currently logged in or active in the system. ### list_accounts List all company accounts. This provides a bird's eye view of every business currently in your CRM. ### list_activities List recent activities. See what your users are actually doing in real-time. ### list_invoices List all billing invoices. Pull up payment history for any customer without opening the billing tab. ### create_ticket Create a new support ticket in your help desk. This lets you respond to customers faster by generating tickets via chat. ### get_account Get details of a specific company account. Use this to see the history and status of a business client. ### list_people List all people in your CRM. Get a full list of contacts, leads, and customers in one go. ### list_plans List all billing plans. See your current pricing structure and plan details. ### list_subscriptions List all billing subscriptions. Monitor active paid seats and recurring revenue. ### list_tickets List all support tickets. Check the status of your entire help desk queue. ### create_person Create a new person in the CRM. Add new leads or customers to your database using simple commands. ## Prompt Examples **Prompt:** ``` Find the last 3 invoices for the account 'Acme Corp'. ``` **Response:** ``` I've pulled the latest billing records for **Acme Corp**. Here are the most recent invoices: | Date | Amount | Status | | :--- | :--- | :--- | | Oct 12 | $490.00 | Paid | | Sept 12 | $490.00 | Paid | | Aug 12 | $490.00 | Paid | Would you like me to look for any specific payment issues on these? ``` **Prompt:** ``` Create a new support ticket for a user who can't log in. ``` **Response:** ``` I've created a new support ticket for the login issue. * **Ticket ID:** #8821 * **Status:** Open * **Priority:** High * **Summary:** User unable to access account I've also notified the support team to prioritize this. ``` **Prompt:** ``` Who are our top 5 active subscribers on the Pro plan? ``` **Response:** ``` Here are the 5 most recent active subscribers on the **Pro plan**: 1. **Sarah Chen** (sarah.c@meridian.io) 2. **John Miller** (jmiller@techcorp.com) 3. **David Wright** (dwright@startup.io) 4. **Elena Rodriguez** (elena.r@global.net) 5. **Kevin Lee** (klee@designs.co Would you like to see the activity logs for any of these accounts? ``` ## Capabilities ### Create support tickets Generate a new ticket in your help desk instantly from your chat. ### Pull customer profiles Get specific details on people or companies in your CRM. ### Monitor subscription health View active plans and billing status without opening the dashboard. ### Sync CRM data List all people and accounts in your database to keep things current. ### Track account activity See recent actions taken on various accounts in real-time. ### Manage billing invoices Retrieve and view all historical invoices for any customer. ## Use Cases ### Failed Payment Outreach A customer's payment fails. You ask your agent to find the subscriber, check their plan with list_subscriptions, and see their last invoice with list_invoices. ### New Lead Entry You're on a call with a lead. You tell your agent to create_person for the contact so you don't have to type it into a web form. ### Support Triage A customer complains on Twitter. You ask your agent to list_tickets to see if they already have a thread, then create_ticket to start a new one. ### Churn Analysis You want to know why a company left. You use list_activities to see their last actions and get_account to check their history. ## Benefits - Stop tab-switching between your CRM and billing dashboard by accessing all customer data in one chat. - Respond to support tickets faster by using create_ticket to log issues immediately from a conversation. - Monitor your revenue health more closely by pulling all billing invoices and active subscriptions with list_invoices and list_subscriptions. - Keep your customer database clean by using list_people and list_accounts to audit your records. - Identify churn risks early by checking recent user actions with list_activities and get_account. - Onboard new customers faster by using create_person to add leads directly into your CRM during a call. ## How It Works The bottom line is you get a unified command center for your SaaS operations inside your favorite AI chat. 1. Subscribe to the Outseta MCP on Vinkius. 2. Add your Outseta Subdomain, API Key, and Secret Key to the configuration. 3. Start asking your AI client to manage your CRM or billing data. ## Frequently Asked Questions **Can the Outseta MCP help me manage my SaaS billing?** Yes, it lets you view all invoices and active subscriptions through your AI client. You can check payment statuses and plan details using natural language. **Does the Outseta MCP work with my CRM data?** It connects to your Outseta CRM so you can list people and accounts using natural language. This helps you manage your customer database without manual searching. **How do I use the Outseta MCP to handle support tickets?** You can ask your agent to list existing tickets or create new ones on the fly. This keeps your support queue moving without you having to leave your chat window. **Can I use the Outseta MCP to see customer activity?** Yes, it lets you pull recent activities for any account to see how they're using your product. It's a great way to spot engagement trends quickly. **Is the Outseta MCP good for tracking churn?** It helps by letting you view subscription statuses and account history quickly to spot at-risk users. You can identify patterns in billing failures or low activity. **Does the Outseta MCP require a separate billing tool?** No, it works directly with your Outseta account which already handles billing, CRM, and support. It just gives your AI agent the ability to interact with those features. **Can my AI automatically find the details for a specific person by their email?** Yes! Use the `get_person` tool with the Person ID. Your agent will respond with complete metadata for the record, including custom fields, account status, and activity history in seconds. **How do I find my Outseta API Key and Secret?** Log in to your Outseta dashboard, navigate to **Settings** > **Integrations** > **API Keys**, and click 'Add API Key'. You will receive both an API Key and a Secret Key. **What is the subdomain?** The subdomain is the unique prefix of your Outseta URL (e.g., if you log in at `my-startup.outseta.com`, the subdomain is `my-startup`).