# ChargeOver MCP MCP > ChargeOver MCP gives you full control over recurring revenue billing, automated collections, and subscription management right from your AI client. It lets you list customer profiles, create new subscriptions, generate invoices on demand, and track every transaction—all without manually logging into a dashboard. ## Overview - **Category:** finance-accounting - **Price:** Free - **Tags:** recurring-invoicing, dunning-management, payment-collection, revenue-recovery, subscription-lifecycle, automated-billing ## Description Managing recurring revenue shouldn't involve cross-referencing six different tabs just to see who paid what last month. This MCP connects your AI agent directly to ChargeOver, giving you command over the entire billing lifecycle. You can programmatically list and manage customer profiles, keep subscription packages updated, and monitor real-time payment status and transaction history. Need an invoice? Ask your agent to generate it instantly. If a payment failed, check the transaction log immediately. Because this capability is hosted on Vinkius, you connect once through any compatible client and get full access to billing intelligence. Your AI acts as a dedicated accounting coordinator, letting you handle complex tasks like updating customer data or creating new statements using simple conversation prompts. ## Tools ### create_billing_customer Adds a completely new customer record to the billing system. ### create_billing_invoice Generates and sends out a new, official invoice for services rendered. ### create_subscription Sets up or modifies the recurring payment plan for an existing customer. ### list_billing_customers Retrieves a list of all current and past customers associated with the account. ### list_billing_invoices Gets a list of billing invoices, including status and due dates. ### list_subscriptions Lists all active and expired recurring billing packages available to customers. ### list_billing_transactions Provides detailed records for every payment, refund, or credit event in the account history. ## Prompt Examples **Prompt:** ``` List all active billing customers in ChargeOver. ``` **Response:** ``` I've retrieved your billing directory. You currently have 150 active customers, including 'Acme Corp' (ID: 1024) and 'Global Logistics'. Which one would you like to check for outstanding invoices? ``` **Prompt:** ``` Show the last 5 payment transactions and their status. ``` **Response:** ``` Accessing transaction logs... Out of the last 5, four were 'Successful' and one is 'Pending' ($250.00 from @user1). Shall I retrieve the detailed metadata for the pending payment? ``` **Prompt:** ``` Create a new subscription for 'Acme Corp' (ID: '1024') titled 'Pro Plan'. ``` **Response:** ``` Subscription created! I've successfully initialized the 'Pro Plan' for Acme Corp. The new billing package ID is 'pkg_789'. The customer will be automatically billed according to your account's default cycle. ``` ## Capabilities ### Create Customer Records Quickly set up new accounts for customers needing services. ### Manage Subscriptions Set up or change the billing plans and recurring packages for specific users. ### Generate Invoices Create new, official billing statements immediately upon request. ### View Customer Directory Retrieve a complete list of all active and past customers in your system. ### Track Payment History Access detailed records of every payment, refund, or credit transaction that has occurred. ## Use Cases ### Client needs an overdue payment reminder. A finance analyst notices a critical invoice is past due. They tell their agent, 'Check the last 5 payments and find outstanding items.' The agent uses `list_billing_transactions` to verify the status and then prompts for follow-up action. ### New client signs up with custom billing. The ops lead needs to onboard a new company. They first run `create_billing_customer` to establish the account, then use `list_subscriptions` to confirm the right plan ID, and finally trigger `create_subscription`. ### Monthly revenue report is due. The founder needs a quick financial health overview. They ask their agent to run `list_billing_transactions` for the last 30 days, which gives them immediate data on successful payments and any recent refunds. ### A customer's plan changed mid-cycle. The billing manager needs to upgrade a user. Instead of logging into the portal, they ask their agent to call `create_subscription` with the new package ID and let it handle the update. ## Benefits - Stop manually reconciling payments. Use `list_billing_transactions` to track every payment status, refund, or credit in real time. - Keep your subscriber data current by using `create_subscription`. You can programmatically adjust billing packages instantly when a customer upgrades or downgrades. - Never miss an invoice deadline. Ask the agent to run `list_billing_invoices` and immediately get status updates on receivables. - Onboard new clients faster by running `create_billing_customer` first, then setting up their plan with `create_subscription`. It’s a two-step process in plain English. - Understand your entire client base instantly. Use `list_billing_customers` to pull detailed account metadata for any reporting need. ## How It Works The bottom line is, you tell your AI what to do—'List all inactive customers'—and it runs the query directly against ChargeOver for you. 1. Subscribe to this MCP on Vinkius. 2. Retrieve your API Key and Secret from ChargeOver (Settings > Developers > REST API). 3. Connect your preferred AI client using those credentials. Your agent can then manage billing tasks via natural language. ## Frequently Asked Questions **How do I list all my clients using the ChargeOver MCP?** You run `list_billing_customers`. This tool pulls a complete directory of every account, giving you their ID and status so you know exactly who's in your system. **Can I create a new billing invoice with the ChargeOver MCP?** Yes, use `create_billing_invoice`. This tool generates an immediate, payable statement for any customer you specify. You don't need to wait for the next cycle. **What if a payment failed? How do I check transactions using ChargeOver MCP?** Run `list_billing_transactions`. This provides a detailed log of payments, showing you exactly when, how much, and why any specific charge or refund was processed. **How do I change a customer's plan using the ChargeOver MCP?** Use `create_subscription`. This tool allows you to update an existing account’s recurring billing package immediately, ensuring your next invoice reflects the correct price. **When using the `list_billing_customers` tool, what kind of detailed metadata can I retrieve for an account?** You get a high-fidelity view beyond just basic contact info. The MCP retrieves detailed account metadata and full payment history in one call. This lets your agent analyze everything from past payments to billing profile details. **If I need an official document, how do the `create_billing_invoice` tools help generate statements?** You can programmatically create new billing statements, not just invoices. This feature is useful for accounts receivable because it lets your agent generate a full statement without needing manual data entry. **When using the `list_billing_transactions` tool, how are credits and refunds reported?** The transaction log tracks all financial movements. It records payment transactions, alongside any associated refunds or credits. This keeps a complete record of your account's true financial status. **How do I see the catalog of available pricing packages using the `list_subscriptions` tool?** Running `list_subscriptions` shows you every recurring billing package configured in ChargeOver. This is how your agent can list and manage all possible subscriber journeys for your business. **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.