ChargeOver MCP. Manage customer payments and billing cycles via chat.
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ChargeOver MCP Server handles recurring billing and subscriptions. Use it to manage customer profiles, create invoices, and track transactions directly from your AI agent.
It automates dunning, payment collection, and keeps your revenue data in one place.
What your AI agents can do
Create billing customer
Creates a new customer record in the billing system.
Create billing invoice
Generates a new invoice for a customer.
Create subscription
Sets up a new recurring billing package for a customer.
Creates a new customer billing profile in ChargeOver using the create_billing_customer tool.
Sets up or updates recurring billing packages for customers with the create_subscription tool.
Creates a new invoice record using the create_billing_invoice tool, acting as a billing statement.
Retrieves a full list of all active billing customers using list_billing_customers.
Lists all invoices created in the system using list_billing_invoices.
Retrieves a full history of all payment transactions, refunds, and credits with list_billing_transactions.
Retrieves all defined subscription packages available for billing using list_subscriptions.
Ask AI about this MCP
Supported MCP Clients
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ChargeOver MCP Server: 7 Tools for Billing & Collection
Manage customer billing profiles, create invoices, and track payment transactions using these seven tools.
019dd0cbcreate billing customer
Creates a new customer record in the billing system.
019dd0cbcreate billing invoice
Generates a new invoice for a customer.
019dd0cbcreate subscription
Sets up a new recurring billing package for a customer.
019dd0cblist billing customers
Retrieves a list of all existing customer billing profiles.
019dd0cblist billing invoices
Lists all invoices created in the system.
019dd0cblist billing transactions
Retrieves a complete history of all payment transactions, refunds, and credits.
019dd0cblist subscriptions
Lists all available subscription packages and packages defined for customers.
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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Make Your AI Do More
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- Works with Claude, ChatGPT, Cursor, and more
- New servers added to the catalog every week
What you can do with this MCP connector
You can use the create_billing_customer tool to set up a new customer billing profile in ChargeOver. You'll use create_subscription to set up or update recurring billing packages for customers. To generate a billing statement, use create_billing_invoice. To see all active billing customers, run list_billing_customers. You can check all invoices made in the system with list_billing_invoices.
For a full history of all payment transactions, refunds, and credits, run list_billing_transactions. To get all defined subscription packages available for billing, use list_subscriptions.
How ChargeOver MCP Works
- 1 Subscribe to this server and grab your API Key (Username) and API Secret (Private Key) from ChargeOver's developer settings.
- 2 Configure your AI client (Claude, Cursor, etc.) with your ChargeOver subdomain and credentials.
- 3 Start issuing commands to your agent. For example, ask it to 'List all customers with overdue invoices' and it handles the rest.
The bottom line is you talk to your agent, and it executes the complex billing API calls in the background.
Who Is ChargeOver MCP For?
The finance team that needs immediate visibility into overdue accounts, or the SaaS founder who needs to manage billing packages without opening a web dashboard. This is for anyone whose job involves moving billing data from a screen full of tabs into a natural conversation.
Uses the agent to quickly check payment statuses, find specific customer IDs, and update billing data using simple language commands.
Monitors recurring revenue trends and creates new subscription packages without ever leaving their primary workspace.
Automates the generation of invoice statements and tracks transaction histories using AI queries instead of manual dashboard clicks.
What Changes When You Connect
- See all customer profiles and payment history instantly. Use
list_billing_customersto get a list of every account, orlist_billing_transactionsto check a specific payment's status. - Automate billing setup. Use
create_subscriptionto set up a new recurring billing package andcreate_billing_customerto onboard the user in a single workflow. - Handle accounts receivable without logging into a dashboard. Use
list_billing_invoicesto see all current invoices, andcreate_billing_invoiceto generate a statement on demand. - Track financial health in real-time.
list_billing_transactionsprovides a full audit trail of every payment, refund, and credit, giving you instant financial oversight. - Know your package options. Run
list_subscriptionsto see every available billing plan, ensuring you use the correct package ID when creating a subscription. - Avoid manual data entry. Your agent manages the whole billing life cycle, running multiple tools like
create_billing_invoiceandlist_billing_customersbased on your natural language request.
Real-World Use Cases
Identifying overdue accounts
A finance specialist needs to know which clients haven't paid their latest bill. They ask their agent to 'Show me all customers who have invoices over 30 days old.' The agent runs list_billing_customers and filters the results against list_billing_invoices, giving the specialist a clean list of accounts needing follow-up.
Setting up a new client package
A SaaS founder signs a new client. They ask the agent to 'Set up a Pro Plan for Acme Corp (ID 1024) and send the first invoice.' The agent executes create_billing_customer, then create_subscription, and finally create_billing_invoice in sequence.
Investigating a payment failure
The ops lead notices a payment failed. They ask the agent to 'Check the transactions for the last week and find the failure reason.' The agent runs list_billing_transactions, immediately showing the failure status and associated metadata for manual follow-up.
Preparing quarterly statements
An operations lead needs to send out billing statements for 50 clients. Instead of manually generating them, they ask the agent to 'Generate statements for the top 50 customers.' The agent iterates through the list and runs create_billing_invoice for each one.
The Tradeoffs
Checking data piece by piece
Manually opening the billing dashboard, running a search for customer IDs, then switching to the invoices tab to see if they have a bill. This involves clicking three different tabs and copy-pasting IDs.
→
Tell your agent to 'Show me all customers with outstanding invoices.' The agent runs list_billing_customers and cross-references that list with list_billing_invoices automatically, giving you one consolidated answer.
Creating subscriptions manually
Going to the subscription management page, finding the right package, and manually entering the customer ID and billing cycle. This is slow and prone to human error.
→
Use the create_subscription tool. Just tell your agent: 'Give Acme Corp a Pro Plan subscription.' The agent handles the package setup and linking to the correct customer.
Trying to reconcile payments in a spreadsheet
Downloading transaction logs into Excel and trying to match refund IDs to original payment dates. It's a nightmare of pivot tables and conditional formatting.
→
Run list_billing_transactions. The agent pulls the full transaction log, showing the original payment, the refund, and the final status all in one response, instantly.
When It Fits, When It Doesn't
Use this server if your primary pain point is managing recurring revenue and subscriptions across multiple systems. You need to trigger financial actions (like creating an invoice or setting a subscription) or get an immediate, comprehensive list of financial data (like running list_billing_transactions).
Don't use this if you only need to view a static, non-billing report (e.g., a simple list of employee names). For that, use a general data retrieval tool. This server is for transactional billing logic only. If you need to calculate complex, usage-based proration, check the ChargeOver documentation, as this server focuses on the defined billing cycles.
Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by ChargeOver. 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 7 capabilities that interface natively with Claude, ChatGPT, Cursor, and any MCP client. No middleware. No custom integration required.
Available Capabilities
Billing shouldn't require navigating five different tabs.
Today, checking a client's payment status means logging into the billing portal. You jump to the customer list, find their ID, then click 'Invoices' to see if they're owed money. If they paid, you have to switch to 'Transactions' just to confirm the payment hit the ledger. It's copy-pasting IDs and clicking through a labyrinth of dashboards.
With the ChargeOver MCP Server, you just talk to your agent. You say, 'Check the billing status for Acme Corp.' The agent executes the necessary calls—`list_billing_customers`, `list_billing_invoices`, and `list_billing_transactions`—and gives you a single, clean summary. No clicks, no jumping tabs. Just the answer.
Create billing records with the ChargeOver MCP Server
Before, setting up a new recurring plan for a client required jumping between the subscription setup screen and the customer profile page. You'd have to remember which package ID to use and manually link the billing cycle to the correct customer record, risking misconfigurations.
Now, you tell your agent to 'Set up the Enterprise Tier for Client X.' The agent handles the entire process: it creates the customer if needed (`create_billing_customer`), initializes the package (`create_subscription`), and drafts the first invoice (`create_billing_invoice`). The whole sequence runs in conversation.
Common Questions About ChargeOver MCP
How do I check if a customer is active using the ChargeOver MCP Server? +
Use list_billing_customers. This tool pulls a directory of all customer profiles. You can then ask your agent to filter that list for specific statuses, like 'Active' or 'Overdue'.
Can I create multiple invoices at once with the ChargeOver MCP Server? +
Yes, you can. If you tell your agent to 'Generate statements for the top 10 clients,' it executes create_billing_invoice for each one, managing the batch process for you.
Does the ChargeOver MCP Server handle refunds? +
Yes, you can track refunds. Use list_billing_transactions. This tool pulls the full transaction history, showing both successful payments and any associated refunds or credits.
Which tool should I use to check available plans? (ChargeOver MCP Server) +
Use list_subscriptions. This tool lists all the defined packages in your system, giving you the necessary package IDs before you run create_subscription.
How do I list all customers using the list_billing_customers tool in the ChargeOver MCP Server? +
The list_billing_customers tool provides a comprehensive directory of all your billing customers. You get detailed metadata, including account IDs and current payment statuses, allowing your agent to identify who needs attention.
What if I need to generate multiple invoices using the create_billing_invoice tool? +
You can call create_billing_invoice multiple times in a single workflow. This lets your agent bulk-create invoices or sequence them based on criteria, like overdue status or plan change.
Can the ChargeOver MCP Server manage different types of subscriptions using the create_subscription tool? +
Yes, the create_subscription tool handles various recurring billing packages. You specify the package details and billing cycle, keeping your customer records accurate and up-to-date.
Does the list_billing_transactions tool show me payment failures or just successful payments? +
The list_billing_transactions tool provides a complete log of all payment transactions. It reports success, pending status, refunds, and failures, giving your agent a full financial picture.
How do I find my ChargeOver API credentials? +
Log in to your account, navigate to Settings > Developers > REST API, and copy your API Key (Username) and API Secret (Private Key).
Can I create a new subscription via AI? +
Yes! Use the create_subscription tool and provide the customer ID and a nickname for the billing package to initialize a new recurring plan.
How do I check a customer's payment history? +
The list_billing_transactions tool retrieves a detailed history of all payments, refunds, and credits associated with your account.
Use it with your favorite AI tools
Connect this server to Cursor, Claude, VS Code, and more.
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