• PROVISIONED
  • ACTIVE
  • SYNCED
  • PENDING

How to onboard new customers and subscriptions with your AI

Connect ChargeOver to your AI client to turn chat messages into live billing data. You handle the conversation, and your agent handles the setup.

Ask AI about this page

Short answer

How can I use AI to set up new customer billing?

Your agent uses ChargeOver tools to create a billing profile and assign a subscription package based on your instructions. You get a fully configured customer in your billing system without touching a dashboard.

The results of your chat

What happens after you chat

Once you provide the customer details, your agent executes the following actions in ChargeOver.

PROVISIONED

New billing profiles

The agent creates a unique customer record. This profile holds all the contact and billing information needed for future transactions.

ACTIVE

Live subscriptions

Recurring plans are attached to the new profile immediately. The customer is ready to be billed according to the chosen package.

SYNCED

Data consistency

All details from your chat are mapped directly to the ChargeOver fields. Your billing records match your conversation exactly.

PENDING

Human review

The agent can draft the setup for you to check. You decide when the customer is officially live in the system.

The workflow

What your AI does when the request arrives.

The agent translates your natural language into specific API calls to ChargeOver.

  1. Identify the customer

    The agent parses the name and contact info from your chat to prepare the billing record.

    create_billing_customer

  2. Set up the profile

    The agent sends the customer data to ChargeOver to establish the account.

    create_billing_customer

  3. Assign the plan

    The agent links a specific recurring package to the newly created customer.

    create_subscription

  4. Confirm completion

    The agent reports back that the customer is active and ready for billing.

    create_subscription

Try it

Copy these to start.

Use these prompts to trigger the onboarding process.

Starting points

Swap out the bracketed info with your actual customer names and plan types.

ChargeOver Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_nUbNTSHX686gVGbpjJZyoEntPuYSu3lQR9Zm9uxN/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — ChargeOver capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "chargeover-alternative-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_nUbNTSHX686gVGbpjJZyoEntPuYSu3lQR9Zm9uxN/mcp"
    }
  }
}
Copy into chat04

  • Create a new ChargeOver customer for Alex Rivera at alex.r@email.com.

  • Set up a monthly Pro Plan subscription for the customer Sarah Jenkins.

  • Onboard Jane Doe with a yearly subscription using the Enterprise package.

  • Add a new billing profile for Mike Chen and assign him the Basic tier.

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect ChargeOver once, then ask.

Link your account in one click. Your credentials stay encrypted, and you can start managing subscriptions through your preferred AI client immediately.

Connect ChargeOver to your AI

FAQ

How this task behaves

  • 01

    Can the AI delete a customer profile?

    No. The current tools only allow for creating customers and subscriptions.

  • 02

    Does the AI handle credit card processing?

    No. The agent creates the profile and the subscription, but payment method handling happens within your existing ChargeOver setup.

  • 03

    Can I change a subscription plan after it is created?

    No. This specific workflow is designed for initial onboarding and creation.

  • 04

    Will the AI ask me for confirmation?

    It depends on how you prompt it. You can instruct your agent to always ask for permission before executing the creation tools.

  • 05

    Can the AI list all my existing customers?

    No. The available tools are limited to creating new customers and subscriptions.

  • More questions about ChargeOver? The Connector page answers them. See everything the ChargeOver Connector can do

Connect ChargeOver to Claude, Cursor, ChatGPT & more