# Chargebee MCP MCP > Chargebee lets your AI agent manage every aspect of SaaS billing, from creating new customer accounts to handling complex subscription changes. It gives you native control over invoices, payments, and recurring revenue operations without touching a dashboard or spreadsheet. ## Overview - **Category:** money-moves - **Price:** Free - **Tags:** recurring-billing, subscription-management, revenue-operations, invoicing, saas-billing, payment-gateway ## Description You can use this MCP to take total charge of your SaaS revenue cycle by simply talking to your agent. Need to check if a client's account is delinquent? Or maybe you need to pause a subscription right before their renewal date? It handles all that. The system lets you find existing accounts, build new customer profiles, and inspect detailed billing histories for any user or product line. You can also generate secure checkout links on the fly so your sales team never loses momentum. Because this is financial data, security matters. That's why Vinkius uses a human-in-the-loop approval system; you set a budget limit, and the AI agent cannot overspend it, keeping your revenue ops safe. It’s built to handle the full subscription lifecycle—from listing all active plans to canceling them completely or retrieving detailed invoice logs. You get absolute control over your financial data pipeline via any MCP-compatible client. ## Tools ### cancel_subscription Irreversibly vaporize explicit validations extracting rich Churn flags ### create_customer Provision a highly-available JSON Payload generating hard Customer records ### generate_hosted_checkout Dispatch an automated validation check routing explicit Payment UI ### get_customer_details Perform structural extraction of properties driving active Account logic ### get_subscription_details Inspect deep internal arrays mitigating specific Plan Math ### list_catalog_items Retrieve the exact structural matching verifying Product mapping ### list_customers Identify bounded CRM records inside the Headless Chargebee Platform ### list_invoices Enumerate explicitly attached structured rules exporting active Billing ### list_subscriptions Retrieve explicit Cloud logging tracing explicit Recurring limits ### pause_subscription Identify precise active arrays spanning native Pause tracking ## Prompt Examples **Prompt:** ``` Create a new customer profile for John Doe at john@acme.com. ``` **Response:** ``` Customer 'John Doe' (john@acme.com) successfully provisioned into your Chargebee vault! The new Customer ID generated is 'cust_9AxYv23L'. Do you wish to generate a hosted checkout URL for them? ``` **Prompt:** ``` Cancel subscription sub_4001, but wait until the end of the term. ``` **Response:** ``` Executed! Subscription `sub_4001` has received the irreversible boolean 'end_of_term' cancellation switch. Service remains active precisely until the current billing period expires, avoiding prorated refunds. ``` **Prompt:** ``` Review my invoices and point out any recent declines. ``` **Response:** ``` I iterated through your active billing ledger. I found 1 out of the 10 recent limits flagged as 'Payment Declined'. It belongs to customer 'cust_0102'. The gateway declined their card due to insufficient funds. Should I pause their software subscription? ``` ## Capabilities ### Create customer records Adds new B2B accounts and associated details into the billing platform. ### Manage subscription status Pauses, inspects, or irreversibly cancels specific user plans. ### Generate payment links Creates temporary, secure URLs for collecting payments and credit card data. ### View account details Retrieves current financial information, including outstanding balances, for any user. ### List billing records Gathers structured lists of past and pending invoices and payment attempts. ## Use Cases ### Onboarding a new client after sales. A sales rep needs to finalize a deal. They prompt their agent: 'First, `create_customer` for Jane Smith. Then, generate the payment link using `generate_hosted_checkout` so she can pay immediately.' The whole process happens in minutes. ### Investigating failed payments. Support agent sees a user complaint about service interruption. They run `list_invoices`, find the payment declined, and then use `get_subscription_details` to confirm what plan they're actually on. ### Mid-term account suspension. A founder needs to temporarily halt a high-value client due to internal restructuring. They tell the agent: 'Use `pause_subscription` for sub_XYZ and notify me.' The service is paused, but billing continues until manually resumed. ### Auditing old accounts. The finance team needs a snapshot of all current users. They prompt the agent to run `list_customers` followed by `list_subscriptions` to get a full list of who is paying and what they're paying for. ## Benefits - Stop manually checking dashboards. You can use `list_customers` or `get_customer_details` to pull any account's outstanding balance in a single chat command. - Speed up sales cycles by using `generate_hosted_checkout`. Your agent builds the payment link and sends it out instantly while you talk to the client. - Handle billing risks safely. The platform uses a financial circuit breaker, preventing your AI agent from executing any action that exceeds your defined spending budget. - Maintain data integrity across related resources. You can correlate `list_subscriptions` with specific invoices using `list_invoices`, ensuring you know exactly why a payment failed. - Execute complex changes easily. Need to cancel an account but keep service until the end of the term? The MCP handles that logic, so you don't have to worry about prorated refunds. ## How It Works The bottom line is you manage complex financial operations by talking to a single point of connection. 1. Provide your Chargebee Site ID and API Key to the MCP. This authenticates your connection. 2. Ask your agent to perform a specific billing task, like 'Check all invoices for last month' or 'Pause sub_123'. 3. The platform executes the command, returning structured data (like payment status or customer details) directly to your conversation. ## Frequently Asked Questions **How does Chargebee MCP help with new users?** It lets you use the `create_customer` tool to provision a brand new customer profile instantly, making onboarding faster. You can then follow up by generating an immediate checkout link. **Can I pause or cancel subscriptions using Chargebee MCP?** Yes, you can use `pause_subscription` for temporary stops, and `cancel_subscription` if the user needs to leave permanently. The tool manages the billing cycle dates correctly in both cases. **What information is available via list_invoices?** This tool enumerates all structured billing rules for a given time frame, telling you which payments were approved or declined by payment gateways. **Is there a way to check product offerings? (list_catalog_items)** Yes, calling `list_catalog_items` retrieves the exact list of all available product lines and pricing tiers so you know what's on offer. **What if I need to update a customer record?** You first use `get_customer_details` to pull the current data, then follow up with specific instructions for updates. The MCP helps keep your actions documented and traceable. **How does running `generate_hosted_checkout` work for capturing payments?** It generates a temporary, secure URL specifically designed to capture customer card details on the fly. This lets your agent process payment information without needing complex integrations or exposing raw financial data within the chat context. **When should I use `get_subscription_details` instead of just listing plans?** Use this tool when you need deep, specific billing math. It pulls internal plan arrays and detailed metrics, allowing you to calculate things like true MRR or check complex renewal logic that a simple list view won't provide. **How is my API key secured when running `create_customer`?** Your credentials pass through a zero-trust proxy. The system uses them only while the call is in transit, meaning your private keys are never stored on any disk during an operation.