Bring Recurring Invoicing
to LlamaIndex
Learn how to connect ChargeOver to LlamaIndex and start using 7 AI agent tools in minutes. Fully managed, enterprise secure, and ready to use without writing a single line of code.
What is the ChargeOver MCP Server?
Connect your ChargeOver account to any AI agent and take full control of your recurring revenue and subscription billing workflows through natural conversation.
What you can do
- Billing Profile Orchestration — List and manage customer billing profiles programmatically, retrieving detailed high-fidelity account metadata and payment history
- Subscription Lifecycle Management — Create and update recurring billing packages programmatically to maintain perfectly coordinated subscriber journeys
- Invoice & Statement Architecture — Monitor real-time invoice history and programmatically generate new billing statements to streamline your accounts receivable
- Transaction Intelligence — Track payment transactions, refunds, and credits in real-time to maintain a high-fidelity overview of your financial health
- Operational Monitoring — Access high-level billing summaries and manage account-level metadata directly through your agent for instant financial reporting
How it works
1. Subscribe to this server
2. Retrieve your API Key (Username) and API Secret (Private Key) from ChargeOver (Settings > Developers > REST API)
3. Identify your Subdomain (e.g., 'acme' from acme.chargeover.com)
4. Start managing your recurring revenue from Claude, Cursor, or any MCP client
No more manual entry into billing tables or digging through subscription lists. Your AI acts as your dedicated billing coordinator and revenue analyst.
Who is this for?
- Finance & Billing Teams — instantly retrieve payment statuses and update customer billing data using natural language commands
- SaaS Founders — monitor recurring revenue trends and manage subscription packages without leaving your workspace
- Operations Leads — automate invoice generation and track transaction histories through simple AI queries
Built-in capabilities (7)
Create a new customer
Create a new invoice
Create a new subscription
List all customers
List all invoices
List all transactions
List all subscriptions (packages)
Why LlamaIndex?
LlamaIndex agents combine ChargeOver tool responses with indexed documents for comprehensive, grounded answers. Connect 7 tools through Vinkius and query live data alongside vector stores and SQL databases in a single turn. ideal for hybrid search, data enrichment, and analytical workflows.
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Data-first architecture: LlamaIndex agents combine ChargeOver tool responses with indexed documents for comprehensive, grounded answers
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Query pipeline framework lets you chain ChargeOver tool calls with transformations, filters, and re-rankers in a typed pipeline
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Multi-source reasoning: agents can query ChargeOver, a vector store, and a SQL database in a single turn and synthesize results
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Observability integrations show exactly what ChargeOver tools were called, what data was returned, and how it influenced the final answer
ChargeOver in LlamaIndex
ChargeOver and 3,400+ other MCP servers. One platform. One governance layer.
Teams that connect ChargeOver to LlamaIndex through Vinkius don't need to source, host, or maintain individual MCP servers. Every tool call runs inside a hardened runtime with credential isolation, DLP, and a signed audit chain.
Raw MCP | Vinkius | |
|---|---|---|
| Server catalog | Find and host yourself | 3,400+ managed |
| Infrastructure | Self-hosted | Sandboxed V8 isolates |
| Credential handling | Plaintext in config | Vault + runtime injection |
| Data loss prevention | None | Configurable DLP policies |
| Kill switch | None | Global instant shutdown |
| Financial circuit breakers | None | Per-server limits + alerts |
| Audit trail | None | Ed25519 signed logs |
| SIEM log streaming | None | Splunk, Datadog, Webhook |
| Honeytokens | None | Canary alerts on leak |
| Custom domains | Not applicable | DNS challenge verified |
| GDPR compliance | Manual effort | Automated purge + export |
Why teams choose Vinkius for ChargeOver in LlamaIndex
The ChargeOver MCP Server runs on Vinkius-managed infrastructure inside AWS — a purpose-built runtime with per-request V8 isolates, Ed25519 signed audit chains, and sub-40ms cold starts. All 7 tools execute in hardened sandboxes optimized for native MCP execution.
Your AI agents in LlamaIndex only access the data you authorize, with DLP that blocks sensitive information from ever reaching the model, kill switch for instant shutdown, and up to 60% token savings. Enterprise-grade infrastructure, zero maintenance.
* Every MCP server runs on Vinkius-managed infrastructure inside AWS - a purpose-built runtime with per-request V8 isolates, Ed25519 signed audit chains, and sub-40ms cold starts optimized for native MCP execution. See our infrastructure
How Vinkius secures
ChargeOver for LlamaIndex
Every tool call from LlamaIndex to the ChargeOver MCP Server is protected by DLP redaction, cryptographic audit chains, V8 sandbox isolation, kill switch, and financial circuit breakers.
Frequently asked questions
How do I find my ChargeOver API credentials?
Log in to your account, navigate to Settings > Developers > REST API, and copy your API Key (Username) and API Secret (Private Key).
Can I create a new subscription via AI?
Yes! Use the create_subscription tool and provide the customer ID and a nickname for the billing package to initialize a new recurring plan.
How do I check a customer's payment history?
The list_billing_transactions tool retrieves a detailed history of all payments, refunds, and credits associated with your account.
How does LlamaIndex connect to MCP servers?
Use the MCP client adapter to create a connection. LlamaIndex discovers all tools and wraps them as query engine tools compatible with any LlamaIndex agent.
Can I combine MCP tools with vector stores?
Yes. LlamaIndex agents can query ChargeOver tools and vector store indexes in the same turn, combining real-time and embedded data for grounded responses.
Does LlamaIndex support async MCP calls?
Yes. LlamaIndex's async agent framework supports concurrent MCP tool calls for high-throughput data processing pipelines.
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Install: pip install llama-index-tools-mcp