# Outseta MCP > 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. ## Overview - **Category:** industry-titans - **Price:** Free - **Tags:** outseta, saas-api, billing-automation, crm-orchestration, subscription-management, help-desk-api, email-marketing, founder-tools, mcp ## Description **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. ## Tools ### 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. ### get_person Fetches all details for a single contact or lead using their identifier. ### get_user_profile Retrieves the current user's own profile metadata from Outseta. ### list_accounts Lists every company account managed within your CRM. ### list_activities Pulls a feed of recent operational events and changes across the platform. ### list_invoices Gets a list of all billing invoices, allowing you to track payment history. ### list_people Retrieves a comprehensive list of every contact or lead in your database. ### list_plans Lists all available pricing tiers and subscription plans defined in Outseta. ### list_subscriptions Retrieves a list of all active customer subscriptions and their current status. ### list_tickets Gets a list of every open or closed support ticket to review the help desk queue. ## Prompt Examples **Prompt:** ``` List all active people in my Outseta CRM. ``` **Response:** ``` I've retrieved your contacts. You have 50 active people in your CRM. Notable recent profiles include 'John Miller' and 'Sarah Chen'. Which one would you like to see activity for? ``` **Prompt:** ``` Show me all subscribers whose billing failed this month and their plan details. ``` **Response:** ``` 12 subscribers have failed billing this month. 7 are on the Pro plan ($49/mo), 3 on Enterprise ($199/mo), and 2 on Starter ($19/mo). Total at-risk MRR is $1,071. The most common failure reason is expired credit cards (8 cases). 4 subscribers are past their 3rd retry attempt and may need manual outreach. ``` **Prompt:** ``` Create a new trial account for contact sarah@meridian.io on the Pro plan. ``` **Response:** ``` Trial account created successfully for sarah@meridian.io. Plan: Pro (14-day free trial). Account ID: acc_8421. A welcome email with login credentials has been sent. The trial will expire on May 27th, after which the account will convert to a paid subscription at $49/month unless cancelled. ``` ## Capabilities ### Manage contacts and leads Create new people in your CRM using `create_person`, or pull detailed records for specific individuals with `get_person`. ### Handle billing inquiries List all existing invoices (`list_invoices`) and check available subscription plans (`list_plans`) to track your company's revenue health. ### Control support workflows Open new issues immediately with `create_ticket`, or review the status of all open tickets using `list_tickets`. ### Audit company accounts View a list of all companies in your CRM (`list_accounts`) and check specific account details using `get_account`. ### Review operational history See a timeline of recent system actions with `list_activities`, or pull the current user's profile data via `get_user_profile`. ## 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. ## Benefits - Check the full revenue picture instantly. Instead of going to a billing dashboard, just ask your agent to run `list_invoices` or review active plans using `list_subscriptions`. You get the metadata you need without leaving your workflow. - Never forget a lead's history. Use `list_people` and then narrow it down with `get_person` to 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, call `create_ticket` right 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. ## How It Works 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. 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. ## Frequently Asked Questions **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`).