# ChargeOver MCP for AI Agents MCP

> ChargeOver connects your AI client directly to your recurring billing platform. Manage subscriptions, track customer payments, and audit transaction history entirely through natural conversation. It lets you list all customers, check invoice statuses, review sales quotes, and monitor every payment detail without ever leaving your chat window.

## Overview
- **Category:** finance-accounting
- **Price:** Free
- **Tags:** recurring-invoicing, accounts-receivable, subscription-billing, automated-payments, customer-billing, financial-reporting

## Description

You can manage the whole lifecycle of your recurring revenue—from initial quote to final payment—using natural language commands. Forget logging into dashboards and clicking through multiple tabs just to find a customer's overdue invoice or check their subscription status. This MCP lets your AI agent handle all that financial heavy lifting for you. You talk to it like you're talking to a colleague; the agent does the cross-platform lookups, pulling accurate details on everything from billing transactions to user profiles. It makes auditing revenue and managing customer accounts something you discuss in plain English, not spreadsheet formulas. Getting this connected via Vinkius means your AI client has immediate access to thousands of financial tools, making ChargeOver just one powerful piece of the puzzle for total operational control.

## Tools

### get_chargeover_account
Retrieves core account and user information for the billing system.

### get_customer_details
Fetches detailed contact and profile information for a single customer.

### get_invoice_details
Retrieves the full financial breakdown and status of one specific invoice.

### list_chargeover_customers
Gets a complete list of every customer currently managed in the system.

### list_chargeover_invoices
Lists all invoices, allowing you to see which ones are paid or overdue.

### list_billing_quotes
Provides a list of sales quotes that have been generated but haven't become active billing records yet.

### list_billing_subscriptions
Lists all current and past customer subscription packages and their details.

### list_billing_transactions
Provides a comprehensive list of every recorded billing transaction and payment attempt.

## Prompt Examples

**Prompt:** 
```
What were the total transactions for 'Acme Corp' this month?
```

**Response:** 
```
**Customer Billing Summary: Acme Corp**

*   **Total Transactions (May):** 4
*   **Successful Payments:** $5,890.00 (3)
*   **Failed Attempts:** $29.99 (1)
*   **Key Dates:** May 1st (Initial payment), May 15th (Subscription renewal). 

We found the full record using `get_customer_details` and cross-referencing payment logs.
```

**Prompt:** 
```
Show me all quotes that are over $5,000.
```

**Response:** 
```
**High-Value Quotes Review**

The following sales quotes exceed the $5,000 threshold:

| Quote ID | Client Name | Date Generated | Amount |
| :---: | :---: | :---: | :---: |
| Q4321 | Global Industries | 2026-06-01 | $8,120.00 |
| Q5590 | Beta Solutions | 2026-05-15 | $6,500.00 |

Please let me know if you want to review the full details for either of these.
```

**Prompt:** 
```
Are there any overdue invoices right now?
```

**Response:** 
```
**🚨 Overdue Invoice Alert 🚨**

I found **2** invoices that are currently past their due date:

*   **Invoice ID:** INV-901 (Client: Widgets Co.) - Due Date: May 30. Amount: $450.
*   **Invoice ID:** INV-882 (Client: TechCorp) - Due Date: June 1. Amount: $1,200.

You should follow up with these two accounts immediately.
```

## Capabilities

### List and retrieve all customer details
Gets a complete roster of every customer profile and their associated contact information.

### Review generated invoice status
Checks the current payment status, due dates, and detailed financial breakdown for any specific invoice.

### Track active or inactive packages
Provides a full list of all customer subscriptions, regardless of whether they are currently paid up or canceled.

### Audit payment history and transactions
Accesses the complete record of billing activity, showing every transaction and payment attempt made to your account.

### Review revenue pipeline quotes
Lists all outstanding sales quotes, letting you manage and track potential future revenue streams.

## Use Cases

### A client asks about their last payment status
Instead of having to look up the account number manually, you ask your agent for 'the details on John Smith's last bill.' The agent uses `get_invoice_details` and reports back immediately whether it was paid, pending, or overdue.

### The team needs to see who is about to renew
You prompt the agent to 'list all subscriptions expiring next month.' It uses `list_billing_subscriptions` and gives you a filtered list of accounts that need sales follow-up.

### Checking if a potential deal is ready to bill
Before confirming a sale, your agent runs `list_billing_quotes`. You can instantly verify the quote details and make sure the pricing matches what was discussed with the client.

### Auditing total revenue for Q3 reporting
You ask the agent to summarize all transactions in a date range. It uses `list_billing_transactions` to gather the data, allowing you to quickly calculate gross revenue without running complex reports.

## Benefits

- Stop jumping between tabs. You can get a full history of billing transactions by using the `list_billing_transactions` tool directly within your chat interface.
- Verify customer accounts instantly. Use `get_customer_details` to pull contact info or check specific account statuses without needing a dashboard login.
- Keep sales and finance aligned. Quickly review potential revenue streams by listing quotes with `list_billing_quotes`, turning conversations into actionable data points.
- Never miss an overdue payment. The agent can use `list_chargeover_invoices` to filter out exactly which invoices need attention this week.
- Get a full picture of your customer base using `list_billing_subscriptions`. You'll know exactly who is on what package and when it expires.

## How It Works

The bottom line is that you talk to your AI client like it's an internal expert, and it handles all the complex data retrieval from ChargeOver automatically.

1. Subscribe to the ChargeOver MCP on Vinkius.
2. Enter your specific Public Key, Private Key, and Subdomain credentials into your AI client.
3. Ask your AI agent a question about billing or customers. The agent uses the configured tools to pull and summarize real-time data.

## Frequently Asked Questions

**How can I use ChargeOver MCP to check customer payment status?**
You simply ask your agent about a specific invoice or client. It checks the real-time data and tells you if the balance is 'Paid', 'Pending', or 'Overdue'. This saves you from having to manually look up account numbers.

**Does ChargeOver MCP help me see my entire billing history?**
Yes. It gives you comprehensive access to all records, including every transaction and payment attempt over time. You can audit your full revenue cycle without leaving the chat window.

**I need to know which subscriptions are about to expire; can ChargeOver MCP help?**
Absolutely. The agent can pull a list of all active and inactive packages, letting you see exactly who is on what plan and when their billing cycle ends.

**How do I find out which sales quotes are ready to be billed?**
You tell the agent to review your quote pipeline. It lists all potential revenue streams, letting you quickly see which deals can move from a 'quote' status into an actual 'invoice' needing payment.

**What kind of accounts and user data can ChargeOver MCP access?**
It pulls core account information for the company, as well as detailed profiles for individual customers. This means you get everything from contact emails to billing IDs in one place.