Chargify MCP. Manage every billing cycle and customer state via chat.
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Chargify MCP Server manages your SaaS revenue operations. Connect your billing platform to any AI client to handle subscriptions, customers, and financial holds via chat.
You can query B2B accounts, cancel services with churn reasons, or upgrade client plans—all without touching a spreadsheet or API console.
What your AI agents can do
Cancel subscription
Permanently and irreversibly cancel a subscription and record the specific reason for the cancellation.
Create customer
Create a new B2B customer record using a specific name and email address.
Get customer details
Retrieves detailed account information for a specific B2B customer.
Create new B2B customer records or pull detailed financial data for any existing account.
View active/canceled status, check billing cycle dates, or cancel a subscription while recording the reason.
Browse your product catalog and execute plan upgrades or modifications for a customer's subscription.
Put a freeze on a subscription to stop billing, or resume a paused account when necessary.
Retrieve full lists of all customers or all available product catalog items for reference.
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Chargify MCP Server: 10 Tools for Billing & Customer Ops
Use these tools to manage customer accounts, check billing cycles, suspend services, and upgrade plans, all through your AI client.
019d756dcancel subscription
Permanently and irreversibly cancel a subscription and record the specific reason for the cancellation.
019d756dcreate customer
Create a new B2B customer record using a specific name and email address.
019d756dget customer details
Retrieves detailed account information for a specific B2B customer.
019d756dget subscription details
Checks a subscription's current billing cycle, monthly recurring revenue (MRR), and if it is past due.
019d756dhold subscription
Places a temporary freeze on a subscription, stopping all future billing until you tell the agent to resume it.
019d756dlist catalog products
Retrieves the current list of all available product plans and their IDs.
019d756dlist customers
Lists all B2B customer email addresses registered on the Chargify site.
019d756dlist subscriptions
Retrieves a list of all subscriptions, showing if they are currently active or canceled.
019d756dresume subscription
Lifts a billing hold, allowing the subscription to resume normal billing and MRR calculation.
019d756dupdate subscription product
Changes a customer's current subscription plan or upgrades it to a different product.
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.
- Import from OpenAPI, Swagger, or YAML specs
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Make Your AI Do More
Start with Chargify, 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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- Works with Claude, ChatGPT, Cursor, and more
- New servers added to the catalog every week
What you can do with this MCP connector
Chargify manages your SaaS revenue operations. Connect your billing platform to your AI client to handle subscriptions, customers, and financial holds right through chat. You don't gotta touch spreadsheets or API consoles to manage this stuff.
Manage Customer Profiles
- You can use
create_customerto make a new B2B customer record with a name and email. - To check out an existing account,
get_customer_detailspulls all the deep-dive info you need for a specific B2B customer. - You can also run
list_customersto grab a full list of all B2B emails registered on the Chargify site.
Handle Subscription Status
list_subscriptionsgives you a rundown of every subscription, showing if it's active or canceled.get_subscription_detailschecks a subscription's billing cycle, its monthly recurring revenue (MRR), and if it's past due.- You can permanently cancel a subscription and record the specific reason for the cancellation using
cancel_subscription. - You can also use
update_subscription_productto change a customer's current subscription plan or upgrade it to a different product.
Control Billing Holds
- To freeze a subscription and stop all future billing, you run
hold_subscription. - When the account's ready to go,
resume_subscriptionlifts the billing hold, letting the subscription get back to normal billing and MRR calculation.
List All Users and Plans
- You can see every available product plan and its ID by calling
list_catalog_products. - You can run
list_subscriptionsto get a full list of all current subscriptions.
How Chargify MCP Works
- 1 Subscribe to this server and provide your unique Chargify Subdomain and API Key.
- 2 Connect your preferred AI client (Claude, Cursor, etc.) to the MCP Server.
- 3 Command your billing platform directly using natural language prompts.
The bottom line is, your agent acts as a direct chat interface to your billing system, handling complex revenue tasks without needing direct API calls or UI navigation.
Who Is Chargify MCP For?
This is for support agents, sales teams, and ops engineers who spend too much time jumping between the helpdesk, CRM, and billing console. If you're tired of manually checking subscription status, applying temporary holds, or upgrading accounts via a clunky dashboard, this tool saves you time and prevents errors.
Quickly verify if a user's subscription is suspended or locked, and resume service without leaving the helpdesk interface.
Effortlessly upgrade a client to a new Enterprise tier or modify a plan using a single text command.
Run bulk tasks, like mass cancellations for delinquent accounts, or use the list_catalog_products tool to audit the entire product line.
What Changes When You Connect
- Manage customer data without complex API calls. Use
create_customerorget_customer_detailsto manage B2B profiles directly via conversation. - Stop manual billing checks. Use
get_subscription_detailsto instantly check MRR and past-due status, eliminating spreadsheet cross-referencing. - Control service access instantly. Use
hold_subscriptionto freeze billing on a client who missed a payment, orresume_subscriptionwhen they pay up. - Scale client upgrades. Use
update_subscription_productto change a client's plan mid-cycle, andlist_catalog_productsto ensure you have the correct product ID. - Handle mass terminations. Use
cancel_subscriptionto permanently end a service and record the specific churn reason, which is critical for finance reporting. - Audit accounts easily. Use
list_customersandlist_subscriptionsto pull comprehensive lists of all users and current service states at a glance.
Real-World Use Cases
Client Needs a Grace Period
A customer calls saying they need two weeks off. Instead of manually changing the billing date, you tell your agent: 'Put a hold on sub_123.' The agent uses hold_subscription, instantly stopping billing and letting you manage the restart date.
Upselling a Basic Client
A client on the Basic Plan is ready for Enterprise. You ask your agent to check the catalog and upgrade them. The agent uses list_catalog_products to verify the ID, then executes update_subscription_product to complete the sale.
Cleaning Up Bad Accounts
You spot 50 accounts that haven't paid in 90 days. You prompt the agent to mass-cancel them. The agent runs cancel_subscription for each account, ensuring the internal churn reason is logged for your finance team.
New Client Onboarding
A new lead signs up. You don't manually input their data. You tell the agent to create the profile. The agent runs create_customer with the name and email, building the record in your CRM.
The Tradeoffs
Sequential Dashboard Clicking
Trying to check a client's status by manually clicking from the main dashboard to the subscriptions tab, then to the billing history, and finally finding the product ID. This takes minutes and risks stale data.
→
Tell your agent to fetch the data in sequence. Start by using get_customer_details to verify the account, then call get_subscription_details for the billing cycle, and finally, use hold_subscription if action is needed.
API Scripting the Whole Flow
Writing a Python script that handles all state logic, including error checking, retries, and state transitions. This makes the code huge and brittle.
→
Let the agent handle the state logic. Your prompt defines the goal (e.g., 'Suspend this account and log the reason'), and the agent calls hold_subscription and cancel_subscription for you. You just chat.
Guessing Product IDs
When upgrading a client, manually entering a product ID without checking if it's still valid or if the client is eligible for that tier.
→
First, run list_catalog_products to get the current list of valid product IDs. Then, use update_subscription_product with the correct ID.
When It Fits, When It Doesn't
Use this if your workflow requires managing customer state transitions—specifically, if you need to change a subscription status (Active -> Hold -> Cancelled) or modify product tiers. It's perfect for support agents and sales reps who need quick, accurate data without leaving their primary workspace.
Don't use this if you only need to read a single, static piece of information (e.g., just listing emails). In that case, a simpler listing tool might suffice. However, if you need to check a customer's details and then perform an action (like getting details and then suspending the account), this server is necessary because it handles the entire, multi-step transaction through one chat interface.
Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Chargify. 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 10 capabilities that interface natively with Claude, ChatGPT, Cursor, and any MCP client. No middleware. No custom integration required.
Available Capabilities
The billing dashboard is a labyrinth of tabs and drop-downs.
Today, checking a client's status means jumping through hoops: you check the customer tab for basic info, click into subscriptions to see the active plan, and then maybe open a third tab just to see if they're past due. It’s slow, and you're always worried you'll miss a crucial detail or click the wrong button.
With the Chargify MCP Server, you just ask your agent. You prompt: 'What's the status of sub_456?' and it gives you the full picture—billing cycle, plan, and due status—instantly. You get the data you need, right in your chat.
Chargify MCP Server: Manage billing and customer state.
You no longer have to switch contexts. If you need to check a customer's details using `get_customer_details` and then immediately put a hold on their service using `hold_subscription`, you just tell the agent to do both. The agent manages the sequence.
It collapses complex, multi-step financial operations into a single, conversational action. It's not just data retrieval; it's transactional control.
Common Questions About Chargify MCP
How do I use the `cancel_subscription` tool with Chargify MCP Server? +
You tell the agent to cancel the subscription and provide the reason (e.g., 'Cancel sub_123 for budget cuts'). The agent executes cancel_subscription and logs the reason as the official churn flag, which is critical for your finance records.
Can I upgrade a client using the `update_subscription_product` tool? +
Yes. First, use list_catalog_products to confirm the correct product ID. Then, tell the agent to run update_subscription_product for the client, specifying the new plan ID.
What is the difference between `get_customer_details` and `list_customers`? +
list_customers gives you a simple list of all email addresses on the site. get_customer_details pulls a deep, structured profile for one specific customer, containing all their account properties.
How do I temporarily stop billing using `hold_subscription`? +
You ask the agent to place a hold on the subscription ID. The agent runs hold_subscription, which immediately suspends future billing while keeping the customer account intact for later resumption.
Can I check if an account is past due using `get_subscription_details`? +
Yes. get_subscription_details provides a clear status, including flags that show if the account is currently past due or if the billing cycle is nearing its end.
How do I find out if a customer's account is active or canceled using `list_subscriptions`? +
The list_subscriptions tool returns the exact state string for every subscription. This lets you filter for 'active' or 'canceled' status directly in the JSON output, giving you an immediate overview of your entire customer base.
What is the difference between `create_customer` and `get_customer_details`? +
Use create_customer when you need to provision a brand new B2B account, ensuring you provide the Name and Email strings. get_customer_details pulls existing records, performing structural extraction of properties for an already established SaaS consumer.
How do I handle a customer that needs to be resumed after being put on hold using `resume_subscription`? +
You simply invoke resume_subscription with the subscription ID. This action removes the 'Hold' state and immediately reactivates the MRR engine, ensuring no billing lapse until you stop the process.
How can I pause billing for a client who needs a break? +
Just tell your agent to 'Place a hold on subscription ID 123'. It hits the /holds.json endpoint, clamping the account and completely forbidding the next billing cycle from firing until you choose to resume it.
Can my agent upgrade a customer to a higher pricing tier instantly? +
Absolutely. You can ask for a list of products to find the new Plan ID, then prompt the agent to update the subscription target. The platform handles the mid-cycle prorations automatically while your agent executes the switch.
What happens when I cancel a subscription through the AI? +
When you execute a cancellation, you can include a 'message' documenting the churn logic (e.g., 'Moving to competitor'). The AI executes an irreversible DELETE call stopping the MRR securely and appending your specific reason for analytics.
Use it with your favorite AI tools
Connect this server to Cursor, Claude, VS Code, and more.
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