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ChargeDesk MCP. Manage all payments and customer billing from chat.

Claude Claude
ChatGPT ChatGPT
Cursor Cursor
Gemini Gemini
Windsurf Windsurf
VS Code VS Code
JetBrains JetBrains
Vercel Vercel
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Just plug in your AI agents and start using Vinkius.

ChargeDesk. Manage your entire billing system from any AI agent. Track charges, process refunds, and audit customer accounts across all connected gateways (Stripe, PayPal, Braintree, etc.) without opening multiple dashboards.

You get unified oversight of transactions and customer history, all through conversation.

What your AI agents can do

Get charge details

Retrieves full details for a single, specific charge using its ID.

Get customer details

Retrieves full profile and billing information for a specific customer.

List chargedesk charges

Lists recent transaction charges from every connected payment gateway.

+ 5 more capabilities included
Retrieve specific charge data

You get detailed information for one charge ID, pulling data from any connected gateway.

Look up customer records

You access and review detailed profiles and billing histories for any specific customer.

List and summarize all charges

You pull a list of recent charges, aggregating data from every payment gateway.

Process refunds

You initiate a full or partial refund against a specific charge ID.

Audit customer accounts

You list all customers in your account and check their billing status.

Track recurring billing

You list and retrieve details for all active and inactive customer subscriptions.

Manage system connections

You list all connected payment gateways and check their status, or review configured webhooks.

Supported MCP Clients

Claude Claude
ChatGPT ChatGPT
Cursor Cursor
Gemini Gemini
Windsurf Windsurf
VS Code VS Code
JetBrains JetBrains
Vercel Vercel
+ other MCP clients
Free for Subscribers

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AI Agent

ChargeDesk MCP Server: 8 Tools for Billing & Transactions

These tools allow you to query, list, and modify financial data—from individual charges to entire customer account histories—across all connected payment platforms.

get019d756c

get charge details

Retrieves full details for a single, specific charge using its ID.

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get customer details

Retrieves full profile and billing information for a specific customer.

list019d756c

list chargedesk charges

Lists recent transaction charges from every connected payment gateway.

list019d756c

list chargedesk customers

Lists all customer accounts registered in the system.

list019d756c

list chargedesk subscriptions

Lists all current and past customer subscriptions.

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list chargedesk webhooks

Lists all webhooks that are configured for the account.

list019d756c

list connected gateways

Lists every payment gateway connected to the account and their status.

refund019d756c

refund chargedesk payment

Processes a refund for a specific charge ID.

Choose How to Get Started

Build a custom MCP for your own tools, or connect a ready-made integration from our catalog.

Build Your Own

Turn any API into an MCP. Import a spec, define Agent Skills, or deploy with MCPFusion.

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Start building

Make Your AI Do More

Start with ChargeDesk, then connect any of our 4,700+ other servers whenever your AI needs more. One click, no limits.

  • Use this MCP plus 4,700+ others, all in one place
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  • Every connection is secured and compliant automatically
  • Track usage and costs across all your servers
  • Works with Claude, ChatGPT, Cursor, and more
  • New servers added to the catalog every week

What you can do with this MCP connector

You're gonna manage your whole billing system right from your AI agent. This server hooks up your ChargeDesk account, letting you track charges, process refunds, and audit customer accounts across Stripe, PayPal, Braintree, and all the rest, without opening a million dashboards. You get a single view of transactions and customer history, all through talking to your agent.

Retrieving Specific Charge Data: You can get the full details for one specific charge using its ID, pulling that data from any connected gateway.

Customer Records: You can get the full profile and billing info for any customer using get_customer_details, or you can just see a list of all customer accounts registered in the system with list_chargedesk_customers.

Listing and Summarizing Charges: You can pull a list of recent charges from every payment gateway using list_chargedesk_charges.

Processing Refunds: You can process a full or partial refund against a specific charge ID with refund_chargedesk_payment.

Auditing Customer Accounts: You can list all customers in your account using list_chargedesk_customers.

Tracking Recurring Billing: You can list all current and past customer subscriptions using list_chargedesk_subscriptions.

Managing System Connections: You can list every payment gateway connected to the account and check their status with list_connected_gateways, or you can review all configured webhooks with list_chargedesk_webhooks.

How ChargeDesk MCP Works

  1. 1 Subscribe to this server and provide your ChargeDesk Secret Key (found in Account Settings -> API).
  2. 2 Your AI client uses the key to connect and authenticate with ChargeDesk.
  3. 3 You issue a command (e.g., 'List all charges') and the agent executes the required tool call.

The bottom line is: You manage billing operations across multiple payment platforms from a single, unified chat interface.

Who Is ChargeDesk MCP For?

Anyone who handles money or customer accounts needs this. It's for the support agent who can't afford to open 4 different browser tabs to find a charge ID, or the finance manager who needs a quick, auditable view of total refunds across gateways. It’s about centralizing the money view.

Customer Support Agent

Looks up payment history for a customer and processes refunds using natural language.

Finance Manager

Monitors revenue and transaction health without switching between Stripe, PayPal, and internal dashboards.

Billing Administrator

Verifies subscription statuses and customer billing details straight from their chat interface.

What Changes When You Connect

  • You pull up a customer's full billing history and process a refund using the refund_chargedesk_payment tool. You never have to jump between payment provider websites to resolve a billing issue.
  • You get a unified view of all transactions by calling list_chargedesk_charges. This aggregates data from every gateway, letting you quickly audit total spend without opening multiple dashboards.
  • The list_connected_gateways tool checks the operational status of every payment gateway. You know right away if a system is down before a customer calls about a payment failure.
  • You can audit subscriptions and customer data using list_chargedesk_subscriptions and list_chargedesk_customers. This confirms if a customer is on the right plan and if their billing cycle is active.
  • The server lets you manage system connections by listing webhooks via list_chargedesk_webhooks. You can verify that the correct alerts are set up without logging into the API settings.
  • Need to troubleshoot a single transaction? Use get_charge_details to pull every piece of data on one charge, regardless of which gateway processed it.

Real-World Use Cases

01

The agent needs to process a refund.

A customer calls about an overcharged invoice. The agent asks the AI agent to 'Refund $15 for charge ID X'. The agent runs refund_chargedesk_payment, confirming the refund went through and updating the customer record, solving the call in one chat session.

02

The finance team needs a revenue audit.

A manager asks the AI agent, 'Show total charges for Q2 across all gateways.' The agent runs list_chargedesk_charges, pulling data from Stripe, PayPal, and Braintree into a single, readable report, eliminating manual spreadsheet compilation.

03

The billing admin checks a subscription.

A user reports they were charged twice. The admin asks the AI agent to 'Check the billing history for user ID Y.' The agent uses get_customer_details and list_chargedesk_subscriptions to pinpoint the source of the error immediately.

04

The business owner checks system health.

The owner asks the AI agent, 'Are all our payment gateways online?' The agent runs list_connected_gateways, giving a real-time status report on Stripe, PayPal, and Braintree, proving system reliability before launch.

The Tradeoffs

Checking status manually

Opening the Stripe dashboard, then logging into the PayPal portal, then checking the Braintree site to verify connectivity. This takes 15 minutes and relies on multiple logins.

Use list_connected_gateways. This tool checks all active gateways and reports their operational status from a single command, saving time and logins.

Finding a charge ID

Sifting through months of email receipts and internal spreadsheets to locate the exact charge ID needed for a refund.

Ask the agent to list_chargedesk_charges and then use get_charge_details on the specific ID. This pulls the transaction data directly and accurately.

Managing refunds in silos

Processing a refund on Stripe, logging into the gateway's system, and then manually updating the customer record in a separate CRM.

Use refund_chargedesk_payment. This tool initiates the refund and updates the status across all connected systems, keeping your records current in one place.

When It Fits, When It Doesn't

Use this server if your primary pain point is managing transactions and customer billing across multiple payment providers. You need a single source of truth for charges, refunds, and customer history. You should use it if you need to confirm gateway status via list_connected_gateways or run a total transaction audit via list_chargedesk_charges.

Don't use this if you are simply managing user credentials or content—those belong in a dedicated CRM or user management tool. If your only need is to process a payment before it's recorded, you might need a different payment initiation tool. This is for the post-transaction lifecycle.

Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by ChargeDesk. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.

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Works with Claude, ChatGPT, Cursor, and more

The Model Context Protocol standardizes how applications expose capabilities to LLMs. Instead of operating in isolation, your AI gains direct access to external platforms, live data, and real-world actions through secure, standardized connections.

This server provides 8 capabilities that interface natively with Claude, ChatGPT, Cursor, and any MCP client. No middleware. No custom integration required.

Available Capabilities

get_charge_details get_customer_details list_chargedesk_charges list_chargedesk_customers list_chargedesk_subscriptions list_chargedesk_webhooks list_connected_gateways refund_chargedesk_payment

Tracking payments used to be a mess of dashboards and spreadsheets.

Today, tracking a customer's billing cycle means jumping between Stripe's dashboard for credit card data, logging into PayPal for historical payments, and checking Braintree's site for subscription status. If you need to see a full picture of a single charge, you're copying IDs, pasting them into a spreadsheet, and hoping nothing breaks.

With the ChargeDesk MCP Server, you just ask your agent to 'Show me the billing history for customer X.' The agent runs the necessary tools, pulls data from every gateway, and gives you a single, comprehensive answer right in the chat. You stop managing dashboards and start managing revenue.

ChargeDesk MCP Server: Get refunds and audit charges from chat.

You no longer have to manually initiate a refund on Stripe, then log into the gateway's system, and then update the status in your internal CRM. You just tell the agent to refund the charge ID, and it executes the action and updates the record.

The difference is simple: Instead of a multi-step manual process with high risk of human error, you execute complex financial actions with one command. It’s immediate, auditable, and accurate.

Common Questions About ChargeDesk MCP

How do I list all charges in ChargeDesk with the list_chargedesk_charges tool? +

You call the list_chargedesk_charges tool with no parameters. This command retrieves a summary of recent charges, pulling data from every connected gateway into one list.

Can I process a refund using the refund_chargedesk_payment tool? +

Yes, you pass the specific charge ID and the refund amount to refund_chargedesk_payment. The tool handles the payment gateway interaction and updates the status.

What is the best way to check a customer's billing status using get_customer_details? +

Use get_customer_details first. This gives you the primary profile information. If you need the billing history, follow up by calling list_chargedesk_subscriptions.

How do I check which gateways are connected using list_connected_gateways? +

Just run list_connected_gateways. This tool reports the names and current operational status of all integrated payment platforms.

How do I list all active and inactive subscriptions using list_chargedesk_subscriptions? +

The list_chargedesk_subscriptions tool retrieves every subscription record. You get a full view of whether a customer is active, inactive, or on a trial, which is crucial for revenue forecasting.

What is the difference between list_chargedesk_charges and get_charge_details? +

list_chargedesk_charges gives you a bulk list of recent charges across all gateways. Use get_charge_details when you need the deep, granular data for one specific charge ID.

How can I check the operational status of my webhooks using list_chargedesk_webhooks? +

list_chargedesk_webhooks shows all configured webhook endpoints and their current status. This confirms that your payment system is correctly sending notifications to your services.

What kind of data can I get about a customer using get_customer_details? +

get_customer_details provides comprehensive customer profiles, including their billing history, contact information, and associated payment methods. This lets you resolve support tickets quickly.

Can I process a refund through the agent? +

Yes! Use the refund_chargedesk_payment tool with the charge ID. You can also specify an optional amount for a partial refund. The agent will trigger the refund on the original gateway.

How do I see all payments from a specific customer? +

Use the get_customer_details tool with the unique customer ID. Your agent will fetch the profile, which includes a list of all successful and failed charges.

Where do I find my ChargeDesk Secret Key? +

Log in to your ChargeDesk account and go to Account Settings -> API. You can view and copy your Secret Key from there.

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Claude Claude
ChatGPT ChatGPT
Cursor Cursor
Gemini Gemini
Windsurf Windsurf
VS Code VS Code
JetBrains JetBrains
Vercel Vercel
+ other MCP clients

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