# Billsby MCP MCP > Billsby lets you manage entire subscription billing workflows directly from your AI client. You can list, retrieve, and create customer profiles, check active subscriptions, audit invoices, and pull product pricing data—all without logging into a dashboard. It brings complex revenue operations right into your conversation. ## Overview - **Category:** ecommerce - **Price:** Free - **Tags:** recurring-billing, saas-billing, subscription-management, customer-retention, invoicing, revenue-management ## Description Managing recurring billing used to mean jumping through hoops: logging into the platform, navigating specific tabs, and copying details just to answer a simple question. This MCP changes that. You can now talk to your AI client and ask it things like, 'What was Jane Smith's last invoice amount?' or 'Does this customer have an active Enterprise plan?' Your agent handles all the API calls in the background. It pulls up current user data, checks subscription status, and even lists available add-ons—all through natural conversation. Need to check historical billing records? You can get that too. Because Vinkius hosts this MCP, your AI client connects once and gets access to everything needed for a full audit trail. ## Tools ### create_customer Adds a brand new customer profile into your billing system. ### get_customer_subscriptions Lists all active and past subscriptions linked to a single customer. ### get_customer Pulls specific details for one identified customer. ### get_subscription Retrieves granular details for one specific subscription plan. ### list_addons Provides a full list of add-ons that can be attached to plans. ### list_customers Lists all customer accounts currently in your billing system. ### list_invoices Shows a summary of the most recent invoices, including payment status. ### list_plans Retrieves an overview of all available subscription pricing plans. ### list_products Lists every product your company offers and their pricing tiers. ### list_subscriptions Provides a comprehensive list of all current subscriptions across the whole account. ## Prompt Examples **Prompt:** ``` List all our active customers. ``` **Response:** ``` I've retrieved your customers. You have 3 recent users: 'John Doe' (ID: c_1), 'Jane Smith' (ID: c_2), and 'Alice Brown' (ID: c_3). ``` **Prompt:** ``` Show subscriptions for customer c_1. ``` **Response:** ``` Customer c_1 has one active subscription: 'Premium Plan' ($49/mo), which started on January 1st. ``` **Prompt:** ``` List all available subscription plans. ``` **Response:** ``` I've retrieved your plans. You have 3 active plans: 'Basic' ($10/mo), 'Pro' ($25/mo), and 'Enterprise' (Custom). ``` ## Capabilities ### Check customer status List or pull specific details about any user in your billing system. ### Audit active subscriptions See exactly what plans, add-ons, and services are currently running for a given customer. ### Review financial history Access past invoices to confirm payment status or total amounts owed. ### Manage user records Create new customer accounts directly through your conversation flow. ### View product catalog Retrieve a list of all products and their current pricing structures. ## Use Cases ### A Support Agent needs to check a user's plan. The customer calls saying they think their rate is wrong. The agent asks the AI client to use `get_customer_subscriptions` for that ID, immediately confirming if they are on the correct tier and when it expires. ### Finance needs a quick revenue snapshot. Before running month-end reports, the finance team asks their agent to execute `list_invoices`. This quickly confirms how many invoices are paid versus overdue without navigating the billing portal. ### Sales wants to check product availability. A sales rep talks to their client and needs pricing info on a new feature. They ask the agent to use `list_products` to get real-time pricing, making the conversation accurate right then. ### Product Manager is planning an upsell. The PM wants to see what extra features they can sell. They prompt their agent using `list_addons`, which instantly provides a catalog of available add-ons and their associated costs. ## Benefits - Stop copying and pasting customer IDs. You use the `get_customer` tool to pull up a user's profile and instantly check their active subscriptions or full billing history. - Run instant audits across your client base. Instead of manually checking dashboards, you ask for a list of invoices and get immediate status updates using `list_invoices`. - Need to onboard someone fast? You can use the agent to create new accounts with `create_customer`, logging the user data without needing admin access to the portal. - Always know your upsell options. The MCP lets you pull product lists and available add-ons, so you're ready when a client asks for more features. - It organizes complex billing logic into simple conversation flow. Your agent handles the complexity of checking multiple plans or listing all subscriptions through `list_subscriptions`. ## How It Works The bottom line is you get real-time, conversational access to data that used to require multiple dashboard logins. 1. Subscribe to this MCP and provide your Billsby API Key along with your Company Domain. 2. Connect your preferred AI client (like Cursor or Claude) to the Vinkius catalog. 3. Ask your agent a billing question—for example, 'List all customers whose invoices are overdue.' — and it executes the calls. ## Frequently Asked Questions **How do I list all customers using the Billsby MCP?** You trigger the `list_customers` tool. This gives you a clean manifest of every account currently in your billing system, which is great for quick audits. **Can I check an invoice's payment status with the Billsby MCP?** Yes, use `list_invoices`. You can ask to see recent invoices and whether or not they have been marked as paid by your client. **Do I need the get_subscription tool for everything?** Not necessarily. While `get_subscription` gives deep details on one plan, you might prefer using `list_subscriptions` if you want a broader overview of every active service. **What if I need to create a new customer account?** Use the `create_customer` tool. This executes the creation process directly, letting your agent handle the API call for you. **If I only know a customer's ID, how do I use the `get_customer` tool to retrieve their specific details?** The `get_customer` tool fetches all core data for one user. You just pass the unique customer identifier when invoking the function. This is fast and lets you verify account information without needing a list view. **How do I use the `list_plans` tool to see every available pricing tier?** Running `list_plans` gives you a complete overview of all defined subscription models. This is useful for checking your product catalog or comparing different service levels before making recommendations. **I need to know about extra features; what does the `list_addons` tool do?** The `list_addons` tool retrieves all available add-ons that can be attached to a core subscription. This lets you check compatibility and pricing for extras your customers might want. **What is the difference between checking one customer's subs using `get_customer_subscriptions` and running `list_subscriptions`?** Using `list_subscriptions` shows an account-wide view of every active billing record. Meanwhile, `get_customer_subscriptions` filters that list down to show only the plans tied to one specific customer. **Can I check which subscription plan a customer is currently on?** Yes! Use the `get_customer_subscriptions` tool with the Customer Unique ID. It will fetch all active and inactive plans for that user. **Does the integration allow me to cancel a subscription?** Currently, the toolset focuses on querying and management functions (listing customers, checking invoices). Canceling or modifying subscription billing dates must be done on the Billsby platform. **Can I list all available subscription plans?** Yes. Use the `list_plans` tool to retrieve all subscription plans configured in your Billsby account, including their pricing and cycles.