Payfunnels MCP. Run complex billing logic in natural conversation.
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Payfunnels MCP Server connects your AI agent directly to your billing system. It lets you handle complex payments, manage recurring subscriptions, create one-time links, and process refunds—all through natural language conversation.
Use it when you need full control over your revenue streams without ever leaving your chat interface.
What your AI agents can do
Cancel subscription
Stops an existing recurring subscription for a user account.
Create one time payment link
Generates a unique payment URL for a single, non-recurring amount and title.
Create recurring payment link
Creates a subscription payment link that automatically bills the client on a schedule.
List all active subscriptions (list_subscriptions), retrieve details on a specific plan (get_subscription_details), or cancel a recurring payment entirely using cancel_subscription.
Generate unique one-time links for immediate payments, create setup fees, and issue refunds against any recorded transaction via the refund_payment tool.
Pull comprehensive lists of all processed transactions (list_payments), service charges (list_service_fees), or initial setup fees (list_setup_fees) to maintain a clear financial overview.
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Supported MCP Clients
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Payfunnels MCP Server: 12 Tools for Billing Control
Use these twelve tools to perform every billing function—from creating payment links to canceling subs and processing refunds—all through your natural language agent.
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 Payfunnels on Vinkius019dd137cancel subscription
Stops an existing recurring subscription for a user account.
019dd137create one time payment link
Generates a unique payment URL for a single, non-recurring amount and title.
019dd137create recurring payment link
Creates a subscription payment link that automatically bills the client on a schedule.
019dd137create setup fee
Generates a new, specific fee link for initial setup charges.
019dd137get current user
Retrieves the profile details of the currently logged-in user in Payfunnels.
019dd137get payment details
Pulls all recorded data for a specific, single payment transaction ID.
019dd137get subscription details
Gets detailed metadata about one specific recurring subscription plan or user account.
019dd137list payments
Returns a list containing details for all payments processed through the system.
019dd137list service fees
Lists records of various service-related charges applied to accounts.
019dd137list setup fees
Retrieves a comprehensive list of all initial setup fees ever created.
019dd137list subscriptions
Returns an overview of every active subscription currently managed by Payfunnels.
019dd137refund payment
Processes and records a refund against a specific payment transaction ID.
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Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Payfunnels. 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 12 capabilities that interface natively with Claude, ChatGPT, Cursor, and any MCP client. No middleware. No custom integration required.
Tracking down a single payment record shouldn't take three dashboard tabs.
Right now, if a client disputes a charge, you have to jump through hoops: log into the billing portal, find the correct customer profile, then navigate to the 'Transaction History' tab. You copy the payment ID, open a second window to check the service fee breakdown, and finally cross-reference that with their current subscription status in a third app. It’s manual, slow, and prone to human error.
With this MCP server, you just ask your agent: 'What's up with payment X?' The system calls `get_payment_details` and `list_service_fees`, pulling the full picture into one response. You get the answer immediately—no app switching required.
Use list_subscriptions to see who is actually paying.
Before, checking if a client was still active meant guessing: Did they cancel? Was their payment delayed? You had to click into the main subscriber dashboard and manually check each account's status flag. It’s tedious work that eats up your day.
Now, ask your agent to run `list_subscriptions`. It gives you a clean list of every active plan and its metadata in one go. Your AI client handles the complexity; you just get the actionable data.
What you can do with this MCP connector
Payfunnels MCP Server: Total Billing Control Through Conversation
Forget logging into a dashboard just to move money or check accounts. This server hooks your AI agent straight into Payfunnels, letting you handle every payment, subscription change, and refund request using nothing but natural language talk. You get full command over your revenue streams without ever leaving your chat interface.
Managing Subscriptions
You can keep tabs on every client's billing status. Use list_subscriptions to grab an overview of all active accounts right now. If you need the nitty-gritty details about a specific plan or user, call get_subscription_details. To cut ties completely, you execute cancel_subscription, which stops any recurring payments for a user account.
Auditing Financial Records
Keeping track of cash flow is critical. You can pull comprehensive records using list_payments to see every single transaction that's gone through the system. For initial charges, you check out list_setup_fees, while service-related costs show up when you use list_service_fees. Want to dig into one specific payment? get_payment_details pulls all the data for a given transaction ID.
You can also retrieve basic information about the person who's logged in right now using get_current_user.
Processing Payments and Refunds
When you need money, there are three ways to get it. For immediate, one-off payments that don’t repeat, you generate a unique URL with create_one_time_payment_link. If you're setting up an account or service requiring an upfront fee, use create_setup_fee to generate the specific link for initial charges. To set up continuous revenue, call create_recurring_payment_link; that builds a subscription payment URL that automatically bills the client on a schedule.
To fix things—or take back money—you run refund_payment. This tool processes and records a refund against any specific transaction ID you give it. It's direct, fast, and gets the record updated immediately.
019dd137-a297-7198-afdd-1b28dcc88a02 
How Payfunnels MCP Works
- 1 First, subscribe to the Payfunnels server and grab your API Key from your dashboard integration settings.
- 2 Next, input that external API key into your preferred AI client (like Claude or Cursor).
- 3 Finally, you tell your agent what you need—for example, 'Refund $50 for transaction ID 123'—and the agent executes the necessary tool call.
The bottom line is: Your AI acts as a dedicated billing coordinator that runs specific API calls when prompted, eliminating manual dashboard steps.
Who Is Payfunnels MCP For?
Service providers and small agencies need this. If you spend more than ten minutes a day jumping between your payment platform, spreadsheet, and chat to check status or run reports—you need this server. It’s for people who manage revenue flow but hate manual admin work.
Needs to quickly verify a client's active subscription status (list_subscriptions) and generate an immediate payment link for a one-time service fee.
Must audit historical billing data, running reports like list_payments or processing mass refunds using refund_payment based on conversation prompts.
Generates custom payment links (create_one_time_payment_link) during a live sales call and tracks the results without leaving their CRM.
What Changes When You Connect
- Auditability: You never have to guess where payment data lives. Use
list_paymentsandget_payment_detailsto pull a full history of any transaction instantly, regardless of when it occurred. - Subscription Control: Manage the entire lifecycle in one chat window. Check status with
list_subscriptions, modify details usingget_subscription_details, or cancel outright withcancel_subscription. - Payment Generation: Need to close a deal fast? Use
create_one_time_payment_linkfor immediate sales, orcreate_recurring_payment_linkif it's an ongoing service. - Refund Management: Process refunds without friction. Give your agent the ID and call
refund_payment. It handles the transaction record update immediately. - Setup Fee Tracking: Separate initial charges from recurring billing. Use
list_setup_feesto keep track of those crucial first-time setup costs.
Real-World Use Cases
The Client Needs a Quick Refund
A client complains about an overcharged service fee. Instead of emailing support and waiting, the agent prompts: 'Refund $75 for transaction ID 42.' The server immediately runs refund_payment, confirms the amount, and updates the ledger.
Quarterly Billing Review
The finance manager needs to prepare Q3 reports. They ask the agent to 'List all payments and all active subscriptions.' The server calls both list_payments and list_subscriptions, giving a single, unified view of current revenue streams.
Onboarding a New Customer
A sales rep needs to charge the new client an initial $200 setup fee plus a monthly subscription. They prompt: 'Create a setup fee for $200 and a recurring link for $99.' The agent executes create_setup_fee then create_recurring_payment_link, completing the process.
Checking Account Health
The support team member needs to know if a client's payment issue is related to their plan or an old transaction. They run 'Get details for subscription X and list payments for user Y.' Using get_subscription_details and list_payments isolates the exact problem source.
The Tradeoffs
Trying to find a payment ID manually
The agent asks: 'What did they pay last month?' The system only responds with vague general data, forcing the user to guess which tool or list is correct.
→
Always start by using list_payments to get an overview of transactions. Then use get_payment_details on the specific ID you need. This narrows down the search immediately.
Handling cancellations in multiple steps
The user thinks: 'Cancel the sub, then refund the last month.' The agent might run these two commands separately without checking dependencies.
→
First, use get_subscription_details to confirm the plan and status. Then, issue cancel_subscription. Finally, if a refund is required, reference the specific payment ID in the refund_payment tool.
Mixing setup fees with subscriptions
A user tries to use one command for both 'Setup Fee' and 'Monthly Plan,' leading to an ambiguous API call that fails.
→
Treat them as separate calls. Use create_setup_fee first, then use create_recurring_payment_link separately. Keep the financial types distinct.
When It Fits, When It Doesn't
Use this server if your billing process involves multiple steps: creating initial charges AND managing ongoing subscriptions AND requiring audit trails (refunds/listings). It's perfect for SaaS and service models where revenue isn't a single transaction. Don't use it if you only need to collect a simple, one-time payment via a basic form submission—a standard link builder is enough. You must use this server when you need the AI agent to act as an administrator: running list_subscriptions to check health, or executing refund_payment because the action requires access control and transactional integrity.
Common Questions About Payfunnels MCP
How do I use the refund_payment tool? +
You tell your agent to run refund_payment and provide the specific transaction ID. The server verifies that ID against its records, then executes the refund command.
What's the difference between create_one_time_payment_link and create_recurring_payment_link? +
Use create_one_time_payment_link for a single payment (e.g., $50 consultation fee). Use create_recurring_payment_link when the client is paying you every month or quarter.
Can I see all my payments with list_payments? +
Yes, calling list_payments gives you a full record of everything processed. It’s your main log for tracking revenue across the platform.
Which tool should I use to check if a client's subscription is active? +
Run get_subscription_details. This provides detailed metadata on one specific plan, which tells you exactly where they stand in their billing cycle.
How do I verify my account identity and scope using the get_current_user tool? +
It immediately pulls your authenticated profile data. You'll see key identifiers like your unique client ID, organization name, and current API rate limit status for context.
What specific payment details can I retrieve about a single charge using get_payment_details? +
You get granular info on one transaction: the exact amount, payment method type (e.g., Credit Card), completion timestamp, and whether it was flagged as a refund or an original payment.
If I need to adjust our pricing structure, how do I manage fee templates using list_setup_fees? +
This tool lists all defined setup fees before they are used. You can review the name and associated amounts for each template, ensuring your agent uses the correct charge when creating new payment links.
When I use get_subscription_details, what information helps me predict renewal dates or identify billing issues? +
The details return the next expected billing date and the status of the last charge. This lets your agent tell you if the account is in good standing or if a payment failure occurred.
Can my AI automatically find the details for a specific payment by its ID? +
Yes! Use the get_payment tool with the Payment ID. Your agent will respond with complete metadata, including amount, status, customer info, and transaction date in seconds.
How do I find my Payfunnels External API Key? +
Log in to your Payfunnels dashboard, navigate to Billing > Integration, find the 'Payfunnels API Key' section, and click 'Generate' to see your unique secret key.
Can I process a partial refund via the AI? +
The current refund_payment tool processes the full transaction amount. For partial refunds, we recommend using the main Payfunnels dashboard until support is added to the API.
Use it with your favorite AI tools
Connect this server to Cursor, Claude, VS Code, and more.