Salesbricks MCP. Manage B2B Billing, Subscriptions & Invoices
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Salesbricks manages B2B customer billing operations through your AI client. Use it to list, create, and update customer records, track usage events, manage subscriptions, and audit historical invoices instantly via conversation.
What your AI agents can do
Create customer
Creates a brand new customer profile using just the company name and email address.
Create subscription
Attaches a specific plan to a customer account by providing the Customer ID and plan details.
Delete customer
Deletes an existing customer record from Salesbricks. Note: this action is irreversible.
The agent can list all clients, retrieve a specific customer's profile, or create entirely new B2B accounts.
You can pull full ledgers of generated invoices and check every active or historical subscription tied to the platform.
The server records specific usage events, which feeds accurate data back into the billing system for calculating costs.
You can view a complete list of all monetized products and available plan structures in your catalog.
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Salesbricks MCP Server: 10 Tools for Billing Operations
These ten tools let your agent manage the entire customer lifecycle, allowing you to create accounts, update plans, record usage, and audit billing records.
019d7601create customer
Creates a brand new customer profile using just the company name and email address.
019d7601create subscription
Attaches a specific plan to a customer account by providing the Customer ID and plan details.
019d7601delete customer
Deletes an existing customer record from Salesbricks. Note: this action is irreversible.
019d7601get customer
Retrieves the full profile and billing details for one specific, known customer ID.
019d7601list customers
Returns a list of every single customer account registered in Salesbricks.
019d7601list invoices
Pulls a complete, auditable list of all invoices that have been generated for the platform.
019d7601list products
Lists every monetized product and its associated plan details available in your catalog.
019d7601list subscriptions
Retrieves a list of all active and historical subscription records globally.
019d7601record usage
Feeds accurate billing data by logging usage events against a specific customer ID using defined event details.
019d7601update customer
Modifies an existing customer's name or core account information.
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 Salesbricks, 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
Your AI client uses this server for handling everything related to B2B customer billing in Salesbricks. You don't gotta jump between dashboards or mess with spreadsheets; your agent just talks to it.
Managing Customer Accounts
You need a new client? Just give the system a company name and an email, and it runs create_customer to spin up a brand-new profile. If you already know a customer's ID, get_customer pulls their entire billing history and core account details for you. Need to make changes? You can use update_customer to modify a name or tweak some basic info.
If the relationship is totally dead, delete_customer removes that record from Salesbricks—just know that action's irreversible.
The server also lets you see who’s on the books with list_customers, giving you a roster of every single account registered in the platform.
Tracking Usage and Subscriptions
Billing relies on usage data. Your agent records specific activity using record_usage by logging event details against a particular customer ID, feeding accurate cost metrics right back into the system. You can attach services to accounts with create_subscription, passing in the Customer ID along with the exact plan you want them on.
To check out what's active or ever was, use list_subscriptions which pulls a global list of all subscription records.
Auditing Financial Records and Products
Want to see the money trail? You can pull a complete ledger of every invoice generated using list_invoices. For transparency, you'll get a full rundown of every monetized product available in your catalog by running list_products, which also details what plans are tied to those products. If you need an overview of all the clients on file for auditing purposes, list_customers gives you that comprehensive view.
This setup means your agent handles everything from building out a client profile and tracking usage events to listing every invoice generated or checking the status of any subscription. It keeps the whole billing cycle—from sale to cash—right where it belongs: in conversation.
How Salesbricks MCP Works
- 1 Enable the Salesbricks app suite in your hub.
- 2 Go to the Developer Tools page on Salesbricks, create an API Key, and copy that key.
- 3 Paste the key into the required secure parameters. Then, just ask your agent: "List all active subscriptions for the 'Enterprise' plan."
The bottom line is: You provide the credentials once, and then you control complex billing tasks using simple chat prompts.
Who Is Salesbricks MCP For?
Billing Managers. Sales Operations Engineers. Product Owners running SaaS platforms. If your job involves reconciling usage data against invoices or managing client onboarding, this is for you. It takes the tedious work of jumping between the CRM, billing portal, and dashboard and puts it all into one conversation.
Running reports on unpaid invoices (list_invoices) or checking if a client's subscription status is correct after an upgrade.
Creating new B2B customer records (create_customer) and ensuring the right plan is attached to them before they go live.
Auditing which product plans are actually available for sale (list_products) or tracking usage data points from new features.
What Changes When You Connect
- Instantly check client status. Instead of digging through multiple tabs to find a customer's current plan or payment history, use
get_customerdirectly in chat. - Full financial visibility. Need to audit revenue? Running
list_invoicesgives you a clean ledger of every paid bill without opening the finance portal. - Accurate usage billing. By running
record_usage, your agent captures event data and feeds it back into the system, keeping your billing cycle accurate automatically. - Rapid client setup. Forget manual form filling. Your agent handles new accounts using
create_customerwith just a couple of natural language commands. - Track subscriptions easily. The
list_subscriptionstool shows you every active and past plan across all clients globally in one prompt.
Real-World Use Cases
New Client Onboarding
The sales rep finishes a demo and needs to set up the client. Instead of manually logging into Salesbricks, they tell their agent: "Add Acme Corp with billing@acme.com." The agent runs create_customer, giving the new account ID instantly.
Monthly Reconciliation
It’s month-end, and someone needs to know if there are any late payments. They ask the agent: "Show me all invoices marked past due." The agent calls list_invoices and filters the result, solving the reconciliation task in seconds.
Subscription Upgrade
A client needs to move from 'Basic' to 'Enterprise'. Instead of touching three different menus, they ask: "Upgrade Customer ID 500 to the Enterprise plan." The agent runs create_subscription, updating billing immediately.
Usage Audit
The finance team suspects a usage calculation error. They prompt the agent: "Log 1,200 API calls for Customer ID 500." The agent executes record_usage, creating an auditable event that corrects the billing data.
The Tradeoffs
Mixing up customer IDs
Trying to call list_customers and then manually picking a name, forgetting the unique ID required for subsequent calls like get_customer. This breaks the workflow immediately.
→
Always use the specific client ID provided by get_customer or when creating a subscription. Don't rely on names; reference the system-generated IDs.
Ignoring data boundaries
Attempting to modify billing status without first checking if the customer account is active, leading to errors and inconsistent state.
→
Always run get_customer before attempting any update or delete. This verifies the current operational state of the client.
Over-relying on listing tools
Just calling list_subscriptions and reading through hundreds of results manually to find one specific plan.
→ Use filtering in your prompt. Ask: "List subscriptions for Customer ID 123 that are currently 'active' and tied to the 'Premium' product." This narrows the search.
When It Fits, When It Doesn't
You should use Salesbricks if your core business logic relies on tracking money movement—subscriptions, usage, or invoices. If you only need to manage basic user profiles (like names and emails) without billing implications, a simpler contact management tool might be enough. However, if the data needs to connect customer identity (get_customer) with financial actions (list_invoices or create_subscription), this is required. Don't use it just because it handles customers; use it specifically for its ability to execute billing-related tools like record_usage and audit historical records.
Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Salesbricks API. 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
Manual Billing Audits Take Too Much Time
Right now, checking if a client paid requires logging into the CRM for basic details, then opening the billing portal to check subscriptions, and finally jumping to the accounting system just to verify an invoice. It's a painful three-way handoff.
With Salesbricks, you ask your agent: "Show me all unpaid invoices for Enterprise clients." You get the full list in one prompt. The data flows from customer record to active subscription status to outstanding payment, instantly.
Salesbricks MCP Server: Billing & Subscription Ops
Previously, recording usage was a manual process that required exporting logs and updating the billing tool separately. This introduced friction and potential errors into the cycle.
Now, you simply tell your agent to run `record_usage`. It handles the structured data logging and feeds it directly back to the system. The whole thing is automated.
Common Questions About Salesbricks MCP
How do I check a customer's status using get_customer? +
You pass the unique customer ID to get_customer. It returns their full profile, including active subscriptions and payment methods. This gives you everything on one screen.
What is the best way to list all products using list_products? +
Just ask your agent to run list_products. The tool returns a full catalog, showing every plan and its details. This helps you see what's available for sale.
Can I create an account without knowing the product first? (create_customer) +
Yes. You can run create_customer using just the name and email to establish the client record. Then, you use create_subscription later to attach a plan.
Does list_invoices show only paid bills? (list_invoices) +
No. list_invoices pulls all generated invoices. You need to filter the results by status in your prompt—for example, "Show me past due invoices."
What if I update a customer's name? Should I use what? +
Use update_customer. Just provide the existing Customer ID and the new name. It updates only that specific field, keeping all other data intact.
When should I use the `record_usage` tool? Does it affect my billing? +
Yes, recording usage directly feeds Salesbricks accurate billing intelligence. You run this tool to log specific system event details for a customer. This allows you to track consumption and bill based on actual resource utilization.
Can I call `create_subscription` if the customer doesn't exist yet? What are the prerequisites? +
No, you must create the customer first using create_customer. The subscription tool requires a valid Customer ID. Always verify the customer exists via list_customers or get_customer before attempting to subscribe.
What steps should I take before calling `delete_customer`? Is this safe? +
Be careful, as deleting a customer is irreversible. Before running the command, you must retrieve and save all associated data using get_customer, along with their active records from list_subscriptions. This ensures your audit trail remains intact.
Can the AI forcefully complete, cancel, or permanently delete invoices natively in Salesbricks? +
No. The integration ensures strict read and record functionalities largely scoped. Tools exist to list your active ledgers, check subscriptions, and securely create items. Hard deletions of generated financial objects are intrinsically abstracted to preserve data health seamlessly natively.
Does the `create_customer` feature directly start building and processing a payable cart? +
The create_customer tool is explicitly isolated to constructing a metadata profile strictly in the Salesbricks directory to link future purchases manually. To initiate a true subscription pipeline dynamically to them, the specialized create_subscription method is typically handled passing precise product details independently.
What happens when I trigger the `record_usage` event through the AI interface chat organically? +
Invoking record_usage accepts a simple JSON object constructed by the AI modeling your required data shape accurately. Salesbricks smoothly processes this metered data to bill users correctly based exactly efficiently organically natively purely precisely on the event consumed flawlessly in your infrastructure correctly nicely accurately cleanly completely elegantly automatically faithfully successfully.
Use it with your favorite AI tools
Connect this server to Cursor, Claude, VS Code, and more.
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