Outseta Connector for AI agents.
12 live capabilities
Manage your SaaS billing and CRM data through a unified chat interface.
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Why people use Outseta
Outseta SaaS Billing Management
This Connector puts that entire backend into your AI chat. You can ask for a customer's full profile and payment status in one go. You get a clear picture of your business health without ever leaving the conversation.
What Vinkius changes
You get a unified command center for your SaaS operations inside your favorite AI chat.
Use it from Claude, ChatGPT, Cursor or another AI client you already have.
One account · 5,900+ Connectors
- Real-world use case 01
Failed Payment Outreach
A customer's payment fails.
- Real-world use case 02
New Lead Entry
You're on a call with a lead.
- Real-world use case 03
Support Triage
A customer complains on Twitter.
Complete set · 12capabilities
The complete Outseta capability set.
These are the exact actions your AI can choose when you ask it to work with Outseta.
01—04
4 capabilities in this set.
Part of 12 available through Outseta.
- 01 Capability
Get person
Get details of a specific person. This helps you find contact info or history for a specific lead or customer.
- 02 Capability
Get user profile
Get the current user profile. Use this to check who is currently logged in or active in the system.
- 03 Capability
List accounts
List all company accounts. This provides a bird's eye view of every business currently in your CRM.
- 04 Capability
List activities
List recent activities. See what your users are actually doing in real-time.
05—08
4 capabilities in this set.
Part of 12 available through Outseta.
- 05 Capability
List invoices
List all billing invoices. Pull up payment history for any customer without opening the billing tab.
- 06 Capability
Create ticket
Create a new support ticket in your help desk. This lets you respond to customers faster by generating tickets via chat.
- 07 Capability
Get account
Get details of a specific company account. Use this to see the history and status of a business client.
- 08 Capability
List people
List all people in your CRM. Get a full list of contacts, leads, and customers in one go.
09—12
4 capabilities in this set.
Part of 12 available through Outseta.
- 09 Capability
List plans
List all billing plans. See your current pricing structure and plan details.
- 10 Capability
List subscriptions
List all billing subscriptions. Monitor active paid seats and recurring revenue.
- 11 Capability
List tickets
List all support tickets. Check the status of your entire help desk queue.
- 12 Capability
Create person
Create a new person in the CRM. Add new leads or customers to your database using simple commands.
Set up in minutes
One URL. Then ask Outseta to work.
Claude and ChatGPT only need the Connector URL. Copy it once, add it in settings, and use Outseta from the conversation.
Choose your client
Live previewAdvanced clients IDE · CLI
Claude · Web + desktop
Connector URL · ready to paste
Streamable HTTPhttps://edge.vinkius.com/vk_preview_hbHXO4fSl9md2cQkICoSpuZIRg7gxPrbRuO4mrtw/mcp - Step 01
Open Connectors
In Claude Web or Claude Desktop, open Settings and choose Connectors.
- Step 02
Add the URL
Choose Add custom connector, name it Outseta, and paste the URL above.
- Step 03
Turn it on in chat
Select +, open Connectors, and enable Outseta for the conversation.
ChatGPT · Web + desktop
Connector URL · ready to paste
Streamable HTTPhttps://edge.vinkius.com/vk_preview_hbHXO4fSl9md2cQkICoSpuZIRg7gxPrbRuO4mrtw/mcp - Step 01
Open MCP settings
On desktop, open Settings and MCP servers. On web, open your workspace app or connector settings.
- Step 02
Add the URL
Choose Add server with Streamable HTTP, or create a custom MCP app, then paste the Outseta URL.
- Step 03
Save and start
Save the connection and enable Outseta in your conversation. Desktop may ask you to restart once.
Cursor · IDE configuration
Advanced setup
{
"mcpServers": {
"outseta": {
"url": "https://edge.vinkius.com/vk_preview_hbHXO4fSl9md2cQkICoSpuZIRg7gxPrbRuO4mrtw/mcp"
}
}
}- Step 01
Open MCP Settings
Press Cmd+Shift+P (macOS) or Ctrl+Shift+P (Windows/Linux) → search "MCP Settings"
- Step 02
Add the server config
Paste the JSON configuration above into the mcp.json file that opens
- Step 03
Save the file
Cursor will automatically detect the new Connector
- Step 04
Start using Outseta
Open Agent mode in chat and ask: "Using Outseta, help me...". 12 tools available
VS Code Copilot · IDE configuration
Advanced setup
{
"mcpServers": {
"outseta": {
"url": "https://edge.vinkius.com/vk_preview_hbHXO4fSl9md2cQkICoSpuZIRg7gxPrbRuO4mrtw/mcp"
}
}
}- Step 01
Create MCP config
Create a .vscode/mcp.json file in your project root
- Step 02
Add the server config
Paste the JSON configuration above
- Step 03
Enable Agent mode
Open GitHub Copilot Chat and switch to Agent mode using the dropdown
- Step 04
Start using Outseta
Ask Copilot: "Using Outseta, help me...". 12 tools available
Windsurf · IDE configuration
Advanced setup
{
"mcpServers": {
"outseta": {
"url": "https://edge.vinkius.com/vk_preview_hbHXO4fSl9md2cQkICoSpuZIRg7gxPrbRuO4mrtw/mcp"
}
}
}- Step 01
Open MCP Settings
Go to Settings → MCP Configuration or press Cmd+Shift+P and search "MCP"
- Step 02
Add the server
Paste the JSON configuration above into mcp_config.json
- Step 03
Save and reload
Windsurf will detect the new server automatically
- Step 04
Start using Outseta
Open Cascade and ask: "Using Outseta, help me...". 12 tools available
Cline · IDE configuration
Advanced setup
{
"mcpServers": {
"outseta": {
"url": "https://edge.vinkius.com/vk_preview_hbHXO4fSl9md2cQkICoSpuZIRg7gxPrbRuO4mrtw/mcp"
}
}
}- Step 01
Open Cline MCP Settings
Click the Connectors icon in the Cline sidebar panel
- Step 02
Add remote server
Click "Add Connector" and paste the configuration above
- Step 03
Enable the server
Toggle the server switch to ON
- Step 04
Start using Outseta
Ask Cline: "Using Outseta, help me...". 12 tools available
Claude Code · Terminal command
Advanced setup
claude mcp add outseta --transport http "https://edge.vinkius.com/vk_preview_hbHXO4fSl9md2cQkICoSpuZIRg7gxPrbRuO4mrtw/mcp"- Step 01
Install Claude Code
Run npm install -g @anthropic-ai/claude-code if not already installed
- Step 02
Add the Connector
Run the command above in your terminal
- Step 03
Verify the connection
Run claude mcp to list connected servers, or type /mcp inside a session
- Step 04
Start using Outseta
Ask Claude: "Using Outseta, show me...". 12 tools are ready
Where the request belongs
Work Outseta can move forward.
SaaS founders who are tired of manual data entry and customer success managers who need to respond to tickets faster without hunting for account history.
SaaS Founder
Analyzes MRR and churn trends using natural language instead of manual spreadsheets.
Customer Success Manager
Resolves support tickets and checks account statuses quickly during live chats.
Operations Manager
Keeps CRM data in sync and monitors billing metadata to ensure smooth workflows.
Build the capability set
Add more capabilities.
Each Connector adds new actions and data without changing how you work.
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Pylon
Automate B2B support and CRM via Pylon. manage issues, accounts, and knowledge bases with AI.
Customerly
Combine live chat, email marketing, and customer surveys in one platform that helps SaaS companies grow and retain users.
Axonaut
All-in-one ERP and CRM automation. manage invoices, quotes, tasks, and company relationships via AI.
Maxio (SaaS Billing & FinOps)
Manage SaaS billing via Maxio. audit customer contracts, track ARR/MRR metrics, and create invoices.
Bring your own AI
Change the model, client or framework. Keep Outseta connected.
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Claude -
ChatGPT -
Gemini -
Cursor -
VS Code -
Windsurf -
ZCode -
Cline -
Zed -
Continue -
Kiro -
Roo Code -
Zencoder -
Goose -
Void -
Augment Code -
Amp -
Qodo -
Tabnine -
Pieces -
Sourcegraph Cody -
JetBrains -
Warp -
Amazon Q -
Antigravity -
BoltAI -
Raycast -
Jan -
LM Studio -
AnythingLLM -
Open WebUI -
Msty -
Cherry Studio -
LibreChat -
TypingMind -
Chorus -
5ire -
n8n -
LangChain -
LlamaIndex -
CrewAI -
Vercel AI SDK
Before you connect
Questions about Outseta.
The practical details behind the request, access and result.
Can the Outseta MCP help me manage my SaaS billing?
Yes, it lets you view all invoices and active subscriptions through your AI client. You can check payment statuses and plan details using natural language.
Does the Outseta MCP work with my CRM data?
It connects to your Outseta CRM so you can list people and accounts using natural language. This helps you manage your customer database without manual searching.
How do I use the Outseta MCP to handle support tickets?
You can ask your agent to list existing tickets or create new ones on the fly. This keeps your support queue moving without you having to leave your chat window.
Can I use the Outseta MCP to see customer activity?
Yes, it lets you pull recent activities for any account to see how they're using your product. It's a great way to spot engagement trends quickly.
Is the Outseta MCP good for tracking churn?
It helps by letting you view subscription statuses and account history quickly to spot at-risk users. You can identify patterns in billing failures or low activity.
Does the Outseta MCP require a separate billing capability?
No, it works directly with your Outseta account which already handles billing, CRM, and support. It just gives your AI agent the ability to interact with those features.
Can my AI automatically find the details for a specific person by their email?
Yes! Use the get_person capability with the Person ID. Your agent will respond with complete metadata for the record, including custom fields, account status, and activity history in seconds.
How do I find my Outseta API Key and Secret?
Log in to your Outseta dashboard, navigate to Settings > Integrations > API Keys, and click 'Add API Key'. You will receive both an API Key and a Secret Key.
What is the subdomain?
The subdomain is the unique prefix of your Outseta URL (e.g., if you log in at my-startup.outseta.com, the subdomain is my-startup).
One connection away
Give your agent a direct line to Outseta.
Connect Outseta once. Keep it beside 5,900+ managed Connectors when the next task needs more.
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