Outseta MCP. Manage Billing, CRM, and Support from one chat interface.
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…and any MCP-compatible client
Just plug in your AI agents and start using Vinkius.
Outseta MCP Server gives your AI agent full control over your entire SaaS operation. You manage CRM records, track billing invoices, create support tickets, and monitor account health—all through natural conversation.
It connects all-in-one services like billing, customer databases, and help desks into one chat interface.
What your AI agents can do
Create person
Adds a new contact record to your CRM, requiring an email address and optionally accepting a name.
Create ticket
Opens a brand new support ticket within the help desk system.
Get account
Retrieves detailed information for one specific company account by its ID.
Create new people in your CRM using create_person, or pull detailed records for specific individuals with get_person.
List all existing invoices (list_invoices) and check available subscription plans (list_plans) to track your company's revenue health.
Open new issues immediately with create_ticket, or review the status of all open tickets using list_tickets.
View a list of all companies in your CRM (list_accounts) and check specific account details using get_account.
See a timeline of recent system actions with list_activities, or pull the current user's profile data via get_user_profile.
Ask AI about this MCP
Supported MCP Clients
OAuth 2.0 Compatible Gemini Waiting for input…
Outseta MCP Server: 12 Tools for Full Ops Management
These tools give your AI agent the power to interact with every core system in Outseta—from billing records to individual customer contacts.
Make your AI actually useful.
Add this MCP to Claude, Cursor, or Windsurf and your AI stops guessing. It gets real tools to look things up, take action, and handle the stuff you keep doing by hand.
Start using Outseta on Vinkius019dd134create person
Adds a new contact record to your CRM, requiring an email address and optionally accepting a name.
019dd134create ticket
Opens a brand new support ticket within the help desk system.
019dd134get account
Retrieves detailed information for one specific company account by its ID.
019dd134get person
Fetches all details for a single contact or lead using their identifier.
019dd134get user profile
Retrieves the current user's own profile metadata from Outseta.
019dd134list accounts
Lists every company account managed within your CRM.
019dd134list activities
Pulls a feed of recent operational events and changes across the platform.
019dd134list invoices
Gets a list of all billing invoices, allowing you to track payment history.
019dd134list people
Retrieves a comprehensive list of every contact or lead in your database.
019dd134list plans
Lists all available pricing tiers and subscription plans defined in Outseta.
019dd134list subscriptions
Retrieves a list of all active customer subscriptions and their current status.
019dd134list tickets
Gets a list of every open or closed support ticket to review the help desk queue.
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
- Create Agent Skills with progressive disclosure
- Deploy to edge with MCPFusion framework
- Built in DLP, auth, and compliance on every call
- Real time usage dashboard and cost metering
- Publish to catalog or keep private
Make Your AI Do More
Start with Outseta, then connect any of our 4,800+ other servers whenever your AI needs more. One click, no limits.
- Use this MCP plus 4,800+ others, all in one place
- Add new capabilities to your AI anytime you want
- 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
Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Outseta. 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.
VINKIUS INFRASTRUCTURE
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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 12 capabilities that interface natively with Claude, ChatGPT, Cursor, and any MCP client. No middleware. No custom integration required.
Managing a customer's full history shouldn't require three different dashboards.
Today, if you need to know everything about one client, you open the CRM dashboard to check their contact info. Then, you switch tabs to the billing portal to see their last invoice and payment status. Next, you jump over to the help desk tool just to confirm they don't have any open tickets.
With this MCP server, you ask your agent: 'What is the full status for Acme Corp?' The system instantly runs `list_accounts` and pulls data from billing (`list_invoices`), contact records (`get_person`), and support logs (`list_tickets`). You get one clean answer.
Outseta MCP Server: Get the full operational picture.
Manual workflows involve copy-pasting IDs, switching between API calls, and cross-referencing dates across multiple systems to build a single truth. It’s slow and prone to human error.
Now, you just talk to your agent. You ask for the data, and it executes all necessary steps—from checking `list_subscriptions` to logging an issue with `create_ticket`—making sure everything stays consistent.
What you can do with this MCP connector
The Outseta MCP Server gives your AI agent full control over everything in your SaaS operation. You can manage customer data, handle billing records, open support tickets, and check account health—all from a natural conversation with your agent. This server connects all-in-one services like billing systems, customer databases, and help desks into one place.
Managing Contacts and Leads:
When you need to work with people, the server lets you pull up detailed records for any single contact or lead using get_person. You can also run list_people to get a full list of every person in your database. If you find a new lead, you'll use create_person, giving it an email address and optionally adding a name straight into the CRM record.
Auditing Company Accounts:
To check on companies, you first run list_accounts to see a list of every company managed in your system. If you know the ID, you can drill down into specific details for one account using get_account. For basic user information, you'll use get_user_profile to pull up the current user's own profile metadata from Outseta.
Handling Billing and Subscriptions:
The server lets you track your company's money flow. You can get a list of every billing invoice using list_invoices, which helps you follow payment history. To check what plans are available, run list_plans to see all the pricing tiers defined in Outseta. You can also pull up a current status report on customer subscriptions by running list_subscriptions, giving you a list of active accounts and their current status.
Controlling Support Workflows:
When someone needs help, your agent handles it fast. You'll open a brand new support ticket immediately using create_ticket. If you need to check the queue, run list_tickets to get every open or closed support ticket and review what's happening in the help desk. When you want to know what happened lately across the platform, you can pull a feed of recent operational events and changes by running list_activities.
The Bottom Line:
You don't have to jump between your CRM, billing dashboard, or help desk just because you wanna answer one question. Your agent handles all this—from finding a person using get_person, checking their account details with get_account, listing all available plans via list_plans, and even opening a ticket for them right away using create_ticket.
Everything's connected in one chat interface.
019dd134-8a4b-7364-9562-a3f879fb7ce2 
How Outseta MCP Works
- 1 Subscribe to this server and provide your Outseta Subdomain, API Key, and Secret Key.
- 2 Your AI client calls a tool (e.g.,
list_people) using natural language prompts. - 3 The agent executes the function against Outseta's backend and returns structured data directly to your chat interface.
The bottom line is you use your AI client to ask for information or take action, and it handles the connection to Outseta's systems automatically.
Who Is Outseta MCP For?
SaaS founders who are tired of managing their business by jumping through five different dashboards. Customer Success Managers needing instant access to billing status when talking to a client. Operations Engineers who need a single place to monitor account health and support ticket queues.
Monitors profitability summaries and checks churn rates by calling list_invoices without leaving the chat.
Creates a new support ticket (create_ticket) or updates contact records using create_person, all based on a conversation with a client.
Reviews the overall health of the platform by calling list_activities and checking multiple subscriptions via list_subscriptions.
What Changes When You Connect
- Check the full revenue picture instantly. Instead of going to a billing dashboard, just ask your agent to run
list_invoicesor review active plans usinglist_subscriptions. You get the metadata you need without leaving your workflow. - Never forget a lead's history. Use
list_peopleand then narrow it down withget_personto see everything about that contact—from their last activity (list_activities) to which accounts they are tied to. - Triage support tickets faster. You don't need the dedicated help desk portal. Ask your agent to check
list_tickets, and if a problem needs logging, callcreate_ticketright away. - Keep your customer records clean. Need to onboard a new contact? Use
create_person. It handles adding the person record into the CRM instantly. - See the big picture of your business growth. By calling
list_accounts, you immediately see which companies are managed, allowing you to quickly identify accounts that haven't been active recently.
Real-World Use Cases
The billing check before a sales call
A CSM needs to know if an account is past due. Instead of logging into the billing portal, they ask their agent: 'What are the invoices for Meridian Inc?' The agent runs list_invoices and gives them the exact payment status in seconds. They can then walk into the call knowing the client's financial history.
Handling a sudden support spike
The Ops Manager notices five tickets piled up overnight. Instead of clicking through the help desk dashboard, they ask their agent to run list_tickets. The agent returns a sorted list showing who needs attention and lets them know which users might need new contacts created using create_person.
Onboarding a new client lead
A founder gets a great referral email. They ask their agent to 'Add John Doe from Acme Corp.' The agent runs create_person, adding the contact and optionally linking them to an account, keeping the CRM current instantly.
Investigating usage discrepancies
The team suspects a plan upgrade didn't register. They ask their agent to 'Show me all subscriptions for Acme Corp.' The agent runs list_subscriptions and provides the precise details, confirming if the billing record matches what they expected.
The Tradeoffs
Jumping between tools
Logging into Stripe to check invoices, then logging into Zendesk for tickets, then opening the CRM just to find a person's email. It takes ten minutes and three browser tabs.
→
Use your AI agent. Ask it: 'Show me all billing issues for Acme Corp.' The agent handles list_invoices (billing) and checks associated open tickets (list_tickets) in one go.
Guessing the data format
Trying to remember if you need to use a 'Customer ID' or an 'Account UUID' when calling the API, leading to failed requests and wasted time.
→
The agent handles the protocol. You just ask: 'Get details for this account.' The tool (get_account) knows exactly what data it needs and returns clean info.
Forgetting who you're talking to
Starting a conversation about billing but forgetting whether you are discussing the company (Account) or the specific person (Contact).
→
Use get_account when talking about organizational financials, and use get_person when discussing individual users. The tools keep these scopes separate.
When It Fits, When It Doesn't
Use this server if your core job involves juggling billing records, customer contact lists, and support tickets—the whole operational picture. You need a single chat window to read metadata from list_invoices, check the status of an open issue via list_tickets, AND update a record with create_person.
Don't use it if your primary function is writing long-form content or purely graphical data visualization (use specialized BI tools for that). If you only need to send mass email campaigns, look for dedicated marketing automation integrations instead. This server excels at structured data retrieval and transactional updates.
Common Questions About Outseta MCP
How do I check my company's billing history using list_invoices? +
You ask your agent to run list_invoices. It retrieves all relevant invoices and gives you the metadata, letting you see payment dates and amounts instantly.
Can I create a support ticket with create_ticket using this server? +
Yes. You prompt your agent to create a new support ticket. The tool handles opening the record in Outseta's help desk system for you.
What is the difference between list_people and list_accounts? +
Use list_people when you want to see a roster of individual contacts or leads. Use list_accounts when you need to see all managed company entities.
How do I check the details for an existing client using get_account? +
You provide your agent with the account ID, and it runs get_account. This returns a full data dump of that specific company's profile and setup details.
How do I check my own user details using get_user_profile? +
It pulls your current account's profile data. This is useful for verifying API access or confirming the identity of the agent making calls. You get details like your name, email, and associated user ID.
How do I see all my currently running paid plans using list_subscriptions? +
This tool lists every active subscription in your system. It provides critical metadata on the plan's status, start date, and next billing cycle details. You can track which accounts are paying month-to-month.
What parameters do I need for create_person when onboarding a new lead? +
You must provide an email address to successfully run this tool. Optionally, you can include the person's name. This action creates a new contact record in your CRM immediately.
Using list_activities, how do I track recent changes across my company accounts? +
The function retrieves a log of all major system actions that occurred recently. You see updates like when an account was modified or when data was created. This gives you a clear operational timeline.
Can my AI automatically find the details for a specific person by their email? +
Yes! Use the get_person tool with the Person ID. Your agent will respond with complete metadata for the record, including custom fields, account status, and activity history in seconds.
How do I find my Outseta API Key and Secret? +
Log in to your Outseta dashboard, navigate to Settings > Integrations > API Keys, and click 'Add API Key'. You will receive both an API Key and a Secret Key.
What is the subdomain? +
The subdomain is the unique prefix of your Outseta URL (e.g., if you log in at my-startup.outseta.com, the subdomain is my-startup).
Use it with your favorite AI tools
Connect this server to Cursor, Claude, VS Code, and more.