# Outseta MCP > Outseta MCP connects your AI client directly to Outseta’s entire backend. Manage CRM contacts, track subscriptions, create support tickets, and handle billing inquiries—all in one conversation thread. It lets you operate your full SaaS stack without leaving your chat window. ## Overview - **Category:** industry-titans - **Price:** Free - **Tags:** outseta, saas-api, billing-automation, crm-orchestration, subscription-management, help-desk-api, email-marketing, founder-tools, mcp ## Description This MCP gives your agent control over every part of your SaaS business. You can talk to it like a dedicated operations lead, telling your AI client exactly what data you need: which customers are active, who needs support, or if billing failed last month. It pulls information from your CRM records, tracks current subscriptions and plans, and even manages help desk tickets right in the chat. This means no more jumping between Outseta's separate tools for invoicing, marketing, and customer management. By connecting through Vinkius, you get a unified view of your entire business health, allowing you to retrieve everything from basic contact details to complex revenue summaries using natural conversation. ## Tools ### create_person Adds a new contact profile to your CRM using just an email and optional name. ### create_ticket Generates a brand-new support ticket record for customer service follow up. ### get_account Retrieves specific details about a company account using its identifier. ### get_person Gets detailed information on a single person or contact in your CRM. ### get_user_profile Checks and reports the current user's profile metadata within Outseta. ### list_accounts Pulls a list of all company accounts currently managed by Outseta. ### list_activities Shows a chronological feed of recent actions and events across the platform. ### list_invoices Retrieves a list of all billing invoices for financial review. ### list_people Generates a complete list of all contacts and leads in your CRM. ### list_plans Displays the names and details of every available subscription plan. ### list_subscriptions Lists all current billing subscriptions to track revenue status. ### list_tickets Pulls a list summarizing the status and details of open support tickets. ## Prompt Examples **Prompt:** ``` List all active people in my Outseta CRM. ``` **Response:** ``` I've retrieved your contacts. You have 50 active people in your CRM. Notable recent profiles include 'John Miller' and 'Sarah Chen'. Which one would you like to see activity for? ``` **Prompt:** ``` Show me all subscribers whose billing failed this month and their plan details. ``` **Response:** ``` 12 subscribers have failed billing this month. 7 are on the Pro plan ($49/mo), 3 on Enterprise ($199/mo), and 2 on Starter ($19/mo). Total at-risk MRR is $1,071. The most common failure reason is expired credit cards (8 cases). 4 subscribers are past their 3rd retry attempt and may need manual outreach. ``` **Prompt:** ``` Create a new trial account for contact sarah@meridian.io on the Pro plan. ``` **Response:** ``` Trial account created successfully for sarah@meridian.io. Plan: Pro (14-day free trial). Account ID: acc_8421. A welcome email with login credentials has been sent. The trial will expire on May 27th, after which the account will convert to a paid subscription at $49/month unless cancelled. ``` ## Capabilities ### Manage Customer Contacts Create new people or list existing contacts and company accounts in the CRM. ### Check Billing Health List all active subscriptions, view billing invoices, and check which plans are currently running. ### Handle Support Requests Create new support tickets or list historical support records using simple prompts. ### View Business Activity Get a clear overview of recent account activity and the current user profile details. ## Use Cases ### A customer calls with a billing dispute. The Ops Manager asks their agent to check the account's subscription status and then list all invoices for the past quarter. The MCP pulls both the plan details (`list_subscriptions`) and the necessary financial records (`list_invoices`), allowing the manager to speak directly to the customer with accurate data. ### Onboarding a new high-value lead. The founder uses the MCP to create a new contact immediately using `create_person`, then requests their full account details using `get_account`. This ensures that every piece of information is logged and ready for the sales team. ### Reviewing system health after an outage. The Operations Manager tells the agent to list all recent activities (`list_activities`) and pull a summary of who has been active. This helps them quickly pinpoint when certain user profiles were last updated. ### Following up on unresolved support issues. The CS team member asks the agent to list all open tickets (`list_tickets`) and then uses `get_person` to pull details on the affected contact, ensuring they have both the ticket history and the contact profile ready. ## Benefits - Don't lose time switching apps. You can manage the whole user journey—from listing people with `list_people` to checking their billing status using `list_subscriptions`, all within a single chat session. - Improve data accuracy by ensuring your customer database is always current. Use `create_person` and `get_person` to write new contacts or pull specific details without manual data entry. - Cut down on support response time. Instead of navigating the help desk section, you can generate a new ticket instantly with `create_ticket` just by telling your agent what happened. - Keep financial oversight high. You immediately access revenue health by listing all invoices via `list_invoices` or checking which plans are in use using `list_plans`. - Stay informed about platform performance. The MCP lets you see recent system activity through `list_activities`, giving you a quick operational snapshot. ## How It Works The bottom line is that your AI client treats Outseta like a single database, letting you ask complex operational questions without needing to know any API calls or platform navigation. 1. Subscribe to this MCP on Vinkius and provide your Outseta Subdomain, API Key, and Secret Key. 2. Connect your preferred AI client (like Cursor or Claude) to the MCP integration point. 3. Tell your agent what you need—for example, 'List all people in the CRM who haven't logged in this quarter.' The tool executes the request and brings back structured data. ## Frequently Asked Questions **How do I use Outseta MCP to check billing information?** You can list all active subscriptions using `list_subscriptions` or view historical charges with `list_invoices`. Just tell your agent what you're looking for, and it pulls the data directly. **Can Outseta MCP help me find a customer's contact details?** Yes. You can list all people using `list_people` or get specific details on one person with `get_person`. It’s perfect for cross-referencing who owns which account. **What if I need to create a new support ticket?** Just ask the agent to generate a ticket using `create_ticket`. You don't have to navigate the help desk interface; you just describe the problem, and it handles the record creation. **Does Outseta MCP cover billing plans?** It does. You can see all available plan structures by running `list_plans` or monitor currently active ones with `list_subscriptions`.