# Chargify MCP for AI Agents MCP

> Chargify lets your AI client take absolute control of SaaS recurring billing and revenue operations. You can manage everything—from creating new customer records and upgrading plans mid-cycle, to freezing or canceling subscriptions completely—all by talking to your agent.

## Overview
- **Category:** money-moves
- **Price:** Free
- **Tags:** saas-revenue, subscription-management, b2b-billing, financial-operations, recurring-revenue, revenue-holds

## Description

Connecting Chargify to your AI agent means you stop staring at massive spreadsheets and complex financial dashboards. This MCP lets you handle all of your SaaS revenue operations conversationally. Need to know if a customer is past due? Just ask. Want to upgrade an entire client base from Basic to Pro? Give the command. It takes the headache out of managing subscriptions, customers, and billing holds.

Whether you're running support or managing finance, this tool gives your agent direct access to the core functions of your platform. You can query B2B accounts, inspect active billing cycles, and even place a temporary freeze on payments if the client needs time—all without leaving your chat window. This level of financial control is what makes Vinkius such a necessary resource for modern operations.

## Tools

### cancel_subscription
Irreversibly cancels a subscription while requiring you to specify the reason for churn.

### create_customer
Creates new B2B customer records using their name and email address.

### get_customer_details
Retrieves all structural properties for a specific SaaS consumer account.

### get_subscription_details
Inspects a subscription's billing cycle, monthly recurring revenue (MRR), and any past-due flags.

### hold_subscription
Temporarily freezes a subscription entirely, preventing the next scheduled bill from processing.

### list_customers
Generates a list of all user email addresses and records within your Chargify site.

### list_catalog_products
Retrieves the full, current product catalog to identify valid handles for plan changes.

### list_subscriptions
Provides a list showing whether all subscriptions are currently active or have been canceled.

### resume_subscription
Removes an absolute hold on a subscription, immediately reactivating the MRR billing cycle.

### update_subscription_product
Changes a customer's current plan or product tier by identifying specific active plans.

## Prompt Examples

**Prompt:** 
```
We need to put a hold on sub 4040 right away because of payment issues.
```

**Response:** 
```
**Subscription Status: CLAMPED**

The subscription associated with that ID is now in a suspended state. No further billing will process until an explicit instruction is given to resume payments. You can check the details anytime using your agent for confirmation.
```

**Prompt:** 
```
List our product tiers so I know what IDs are available for upgrading.
```

**Response:** 
```
Here's the current active catalog:

| Product Name | ID |
| :--- | :--- |
| Basic Plan | 101 |
| Pro Plan | 102 |
| Enterprise | 103 |

Tell me which customer needs which ID, and I'll handle the update.
```

**Prompt:** 
```
Customer sub_999 just left. Can you cancel it and note that 'price increase' was the reason?
```

**Response:** 
```
**Cancellation Confirmed.**
Subscription `sub_999` is now irreversibly canceled. We've logged 'Price Increase' as the official churn reason in your records, which helps the finance team track why clients leave.
```

## Capabilities

### Manage Customer Records
Create new customer accounts and pull detailed records for existing B2B clients.

### Inspect Subscription Status
Pull deep details on any subscription, including billing cycles, monthly recurring revenue (MRR), and if payments are past due.

### Adjust Billing Cycles
Upgrade or downgrade a customer's plan mid-cycle, list available product tiers, or cancel an account completely while documenting the reason for churn.

### Control Payments and Holds
Place an absolute hold on a subscription to prevent billing, and then automatically resume payments when the status changes.

## Use Cases

### A customer calls in asking about their payment history.
Instead of having the support agent copy-paste data from a dashboard, they just ask their AI agent to check the details. The agent uses `get_subscription_details` and immediately tells them if the account is past due or what cycle the MRR falls into.

### The sales team needs to onboard a new corporate client.
They tell their AI agent the client's name and email. The agent uses `create_customer` to provision the account instantly, setting up the B2B record for billing.

### An account was accidentally suspended; payments need restarting.
The manager simply instructs their agent to review the account and resume service. The agent uses `resume_subscription`, bringing the revenue stream back online immediately with a single command.

### Finance needs to audit all active accounts for compliance.
They ask the agent to list every customer record available via `list_customers` and cross-reference those IDs against current billing status using `list_subscriptions`, getting a full, immediate snapshot.

## Benefits

- Stop switching tabs. You can check a customer’s billing status or place a hold on their account using just a chat command, saving minutes every single hour.
- Keep accurate records of client churn. When you cancel an account using the `cancel_subscription` tool, you must document the specific reason for your financial analysts.
- Handle complex upgrades instantly. Need to move a client from Basic to Enterprise? The agent uses `list_catalog_products` and then executes `update_subscription_product` in one go.
- Never miss revenue opportunities. You can use `get_customer_details` to verify account status, which helps sales reps pitch upgrades with perfect data.
- Control billing flow without logging into the main dashboard. Use `hold_subscription` or `resume_subscription` directly through your agent when a client needs a grace period.

## How It Works

The bottom line is you treat your complex financial backend like a conversation, turning data requests and actions into simple chat commands.

1. Subscribe to this MCP and provide your unique Chargify Subdomain and API Key.
2. Connect your agent or AI client through Vinkius. This gives your agent direct, conversational access to all billing tools.
3. Start chatting with your agent. You simply ask for a specific action—like 'check sub 123' or 'cancel account X'—and the agent executes it.

## Frequently Asked Questions

**How does Chargify MCP help with billing if I don't know a customer's ID?**
You don't need IDs. You can ask your agent to look up details using the customer’s email or account name, giving you full access to their subscription status and financial history.

**Can I pause a client’s payments without calling support?**
Yes, you can tell your AI agent to place a hold on the subscription. This immediately freezes all billing cycles until you instruct the agent to resume service later.

**If I upgrade a plan, do I have to remember the product ID?**
No. You can ask your agent to list the available products first, and then simply tell it which customer needs which tier. The system handles matching the correct IDs for you.

**Does Chargify MCP help me find all my active paying customers?**
Absolutely. You can ask your agent to list all current subscribers, and then filter that data down to only those who are actively billed or need immediate attention.

**What if I want to cancel an account but also track why they left?**
The MCP forces you to document the reason for cancellation when using the appropriate tool. This ensures your finance team has a clear, auditable record of churn reasons.