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.

ChargeDesk MCP Server for LlamaIndex 8 tools — connect in under 2 minutes

Name: ChargeDesk
Availability: InStock
Author: Vinkius

docs.llamaindex.ai/en/stable/module_guides/tools/mcp

Built by Vinkius GDPR 8 Tools Framework

LlamaIndex specializes in data-aware AI agents that connect LLMs to structured and unstructured sources. Add ChargeDesk as an MCP tool provider through the Vinkius and your agents can query, analyze, and act on live data alongside your existing indexes.

Get MCP Server for AI Agents

ASK AI ABOUT THIS MCP SERVER

Open in ChatGPT Open in Claude Open in Perplexity

Vinkius supports streamable HTTP and SSE.

python

import asyncio
from llama_index.tools.mcp import BasicMCPClient, McpToolSpec
from llama_index.core.agent.workflow import FunctionAgent
from llama_index.llms.openai import OpenAI

async def main():
    # Your Vinkius token — get it at cloud.vinkius.com
    mcp_client = BasicMCPClient("https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp")
    mcp_tool_spec = McpToolSpec(client=mcp_client)
    tools = await mcp_tool_spec.to_tool_list_async()

    agent = FunctionAgent(
        tools=tools,
        llm=OpenAI(model="gpt-4o"),
        system_prompt=(
            "You are an assistant with access to ChargeDesk. "
            "You have 8 tools available."
        ),
    )

    response = await agent.run(
        "What tools are available in ChargeDesk?"
    )
    print(response)

asyncio.run(main())

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About ChargeDesk MCP Server

Connect your ChargeDesk account to any AI agent and take full control of your billing and payment operations across Stripe, PayPal, Braintree, and more through natural conversation. Streamline customer support and financial management.

LlamaIndex agents combine ChargeDesk tool responses with indexed documents for comprehensive, grounded answers. Connect 8 tools through the Vinkius and query live data alongside vector stores and SQL databases in a single turn — ideal for hybrid search, data enrichment, and analytical workflows.

What you can do

Unified Payment Oversight — List and retrieve details for charges across all connected payment gateways natively
Refund Management — Process full or partial refunds for specific charges securely
Customer Intelligence — Access and monitor customer profiles and their complete billing history flawlessly
Subscription Tracking — List and retrieve details for active and inactive customer subscriptions securely
Gateway Auditing — List all connected gateways and verify their operational status flawlessly
Notification Management — Access and review configured webhooks and account alerts directly within your workspace

The ChargeDesk MCP Server exposes 8 tools through the Vinkius. Connect it to LlamaIndex in under two minutes — no API keys to rotate, no infrastructure to provision, no vendor lock-in. Your configuration, your data, your control.

How to Connect ChargeDesk to LlamaIndex via MCP

Follow these steps to integrate the ChargeDesk MCP Server with LlamaIndex.

Install dependencies

Run pip install llama-index-tools-mcp llama-index-llms-openai

Replace the token

Replace [YOUR_TOKEN_HERE] with your Vinkius token

Run the agent

Save to agent.py and run: python agent.py

Explore tools

The agent discovers 8 tools from ChargeDesk

Why Use LlamaIndex with the ChargeDesk MCP Server

LlamaIndex provides unique advantages when paired with ChargeDesk through the Model Context Protocol.

Data-first architecture: LlamaIndex agents combine ChargeDesk tool responses with indexed documents for comprehensive, grounded answers

Query pipeline framework lets you chain ChargeDesk tool calls with transformations, filters, and re-rankers in a typed pipeline

Multi-source reasoning: agents can query ChargeDesk, a vector store, and a SQL database in a single turn and synthesize results

Observability integrations show exactly what ChargeDesk tools were called, what data was returned, and how it influenced the final answer

ChargeDesk + LlamaIndex Use Cases

Practical scenarios where LlamaIndex combined with the ChargeDesk MCP Server delivers measurable value.

Hybrid search: combine ChargeDesk real-time data with embedded document indexes for answers that are both current and comprehensive

Data enrichment: query ChargeDesk to augment indexed data with live information before generating user-facing responses

Knowledge base agents: build agents that maintain and update knowledge bases by periodically querying ChargeDesk for fresh data

Analytical workflows: chain ChargeDesk queries with LlamaIndex's data connectors to build multi-source analytical reports

ChargeDesk MCP Tools for LlamaIndex (8)

These 8 tools become available when you connect ChargeDesk to LlamaIndex via MCP:

get_charge_details

Get detailed information for a specific charge

get_customer_details

Get detailed information for a specific customer

list_chargedesk_charges

List recent charges from all gateways

list_chargedesk_customers

List all customers in your account

list_chargedesk_subscriptions

List active and inactive subscriptions

list_chargedesk_webhooks

List configured webhooks

list_connected_gateways

List all connected payment gateways

refund_chargedesk_payment

Refund a specific charge

Example Prompts for ChargeDesk in LlamaIndex

Ready-to-use prompts you can give your LlamaIndex agent to start working with ChargeDesk immediately.

"Show me the last 10 charges in ChargeDesk."

"Refund $25.00 for charge ID 'ch_123456'."

"List all my connected payment gateways."

Troubleshooting ChargeDesk MCP Server with LlamaIndex

Common issues when connecting ChargeDesk to LlamaIndex through the Vinkius, and how to resolve them.

BasicMCPClient not found

Install: pip install llama-index-tools-mcp

ChargeDesk + LlamaIndex FAQ

Common questions about integrating ChargeDesk MCP Server with LlamaIndex.

How does LlamaIndex connect to MCP servers?

Use the MCP client adapter to create a connection. LlamaIndex discovers all tools and wraps them as query engine tools compatible with any LlamaIndex agent.

Can I combine MCP tools with vector stores?

Yes. LlamaIndex agents can query ChargeDesk tools and vector store indexes in the same turn, combining real-time and embedded data for grounded responses.