# Younium MCP for AI Agents AI Agent Connect

> Younium MCP lets you manage B2B subscriptions and financial metrics directly through your AI agent. It handles the heavy lifting of browsing enterprise SaaS customer bases, retrieving real-time MRR and ARR data, and managing the entire subscription lifecycle—from account provisioning to contract termination. Stop digging through complex ERP dashboards and let your agent handle the billing operations.

## Overview
- **Category:** money-moves
- **Price:** Free
- **Endpoint:** https://edge.vinkius.com/undefined/ai-agent-connect
- **Tags:** saas-billing, recurring-revenue, subscription-management, b2b-finance, contract-management, financial-metrics

## Description

Managing B2B subscriptions usually means jumping between tabs, hunting for specific account IDs, and squinting at complex billing dashboards to find the right revenue numbers. This Connector changes that by bringing your Younium data directly into your conversation. Instead of manual navigation, you can ask your agent to pull real-time MRR or ARR metrics for specific contracts or check the payment status of a batch of invoices. It handles the grunt work of provisioning new billing accounts, listing your product catalog, and terminating subscriptions when a contract ends. You'll find that you can actually get things done faster because the agent knows exactly where to look for tax IDs or historical versions of a plan. It's a much faster way to keep your billing operations organized without the usual friction of a standard ERP interface. By connecting this through the Vinkius catalog, you turn your AI into a billing coordinator that keeps your revenue data accurate and accessible at all times.

## Tools

### create_account
Creates a new customer billing account record using a provided JSON configuration. This automates the onboarding flow.

### create_subscription
Sets up a new subscription for an existing account based on your provided details. Use this to provision new plans.

### get_account
Pulls all the deep details for a specific Younium account, including tax IDs. It's perfect for auditing customer data.

### get_metrics
Retrieves the MRR, ARR, and TCV metrics for a specific subscription. Get your revenue numbers in seconds.

### get_subscription
Fetches details for a specific subscription, including all its historical versions. Use this to see plan changes.

### list_accounts
Shows all customer accounts currently registered in your Younium ERP. Use this to find specific account IDs.

### list_invoices
Lists every invoice generated within your account for easy auditing. Check payment statuses across your whole base.

### list_products
Displays every product and charge plan currently in your billable catalog. Good for checking your pricing inventory.

### list_subscriptions
Shows all the recurring billing subscriptions active in your account. Quickly browse your active billing records.

### cancel_subscription
Terminates a specific subscription version immediately using its ID and effective date. It's the fastest way to handle churn.

## Prompt Examples

**Prompt:** 
```
What's the ARR for the Enterprise license?
```

**Response:** 
```
I've pulled the metrics for the Enterprise license:

*   **MRR:** $5,000.00
*   **ARR:** $60,000.00
*   **TCV:** $180,000.00

This contract is currently active. Would you like to see the invoice history for this account?
```

**Prompt:** 
```
List the last 3 invoices for Acme Corp.
```

**Response:** 
```
I found 3 recent invoices for Acme Corp:

| Invoice ID | Amount | Status |
| :--- | :--- | :--- |
| INV-2026-001 | $1,250.00 | PAID |
| INV-2026-002 | $1,250.00 | POSTED |
| INV-2026-003 | $1,250.00 | DRAFT |

Do you want me to flag the draft for follow-up?
```

**Prompt:** 
```
Create a new billing account for a new client.
```

**Response:** 
```
I've created a new billing account for your client. Here are the details:

*   **Account ID:** acc-99821
*   **Status:** Active
*   **Provisioning:** Complete

Would you like me to set up a subscription plan for this new account now?
```

## Capabilities

### Pull real-time revenue metrics
Get current MRR, ARR, and TCV data for specific customer contracts instantly.

### Provision new billing accounts
Create new customer records with full configurations using simple chat commands.

### Monitor invoice statuses
View a list of all generated invoices and check if they are paid, posted, or drafts.

### Manage subscription lifecycle
Create new billing records or terminate existing subscription versions on demand.

### Find specific account IDs
Quickly locate unique account, subscription, and version IDs for automated workflows.

### Browse product catalogs
See your entire list of billable products and associated charge plans in one view.

## Use Cases

### Revenue Reporting
A finance manager asks for the ARR of a specific contract using `get_metrics` to prepare a board deck without exporting CSVs.

### New Customer Onboarding
A sales rep asks the agent to create a new billing account using `create_account` for a new lead to speed up the closing process.

### Renewal Prep
A success manager checks the current subscription version using `get_subscription` before a client meeting to see previous changes.

### Audit Check
An accountant asks to list all invoices with a 'DRAFT' status using `list_invoices` to follow up on pending payments.

## Benefits

- Stop hunting for IDs: Use `list_accounts` to find specific records instantly instead of clicking through pages.
- Automate account setup: Use `create_account` and `create_subscription` to provision new customers without manual entry.
- Instant revenue visibility: Pull MRR and ARR data with `get_metrics` for real-time reporting.
- Easier invoice auditing: Use `list_invoices` to check payment statuses across your entire customer base.
- Faster churn management: Terminate contracts immediately with `cancel_subscription` to keep your records clean.
- Better product awareness: Use `list_products` to see your entire pricing inventory in one list.

## How It Works

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

1. Subscribe to the Connector and grab your Younium JWT Token.
2. Plug your token into your preferred AI client like Claude or Cursor.
3. Ask your agent to list accounts, pull revenue metrics, or create new subscriptions.

## Frequently Asked Questions

**Can the Younium MCP help me see my revenue metrics?**
Yes, it pulls real-time MRR, ARR, and TCV data for specific contracts so you can see your revenue health instantly.

**How does the Younium MCP handle new customer onboarding?**
It can create new customer billing accounts directly from your conversation, saving you from manual data entry in the ERP.

**Can I use the Younium MCP to cancel subscriptions?**
Yes, you can terminate specific subscription versions immediately using the ID and effective date through your AI agent.

**Does the Younium MCP show invoice statuses?**
It can list all invoices and show you whether they are currently in draft, posted, or paid status.

**Can the Younium MCP find specific account IDs for me?**
Yes, it can list all accounts or specific subscription details to help you find the IDs you need for other workflows.

**Is the Younium MCP good for sales and success teams?**
It's great for those roles because it allows you to quickly verify contract versions and subscription statuses before meetings.

**Can I check the MRR and ARR metrics for a specific customer contract?**
Yes. The `get_contract_metrics` tool allows your AI agent to retrieve real-time Monthly Recurring Revenue (MRR), Annual Recurring Revenue (ARR), and Total Contract Value (TCV) for any specific subscription ID.

**How do I see if a customer's latest invoice has been paid?**
You can use the `list_invoices` tool. Your AI agent will return a list of recent invoices along with their current status, such as 'DRAFT', 'POSTED', or 'PAID', helping you audit financial activity through chat.

**Is it possible to terminate a subscription via conversation?**
Absolutely. Using the `cancel_subscription_version` tool, you can instruct your agent to terminate a specific subscription. You'll need to provide the subscription and version IDs plus the effective cancellation date.