Salesbricks MCP. Manage B2B Billing, Subscriptions, and Invoices via Chat
Salesbricks connects your agent directly to B2B billing operations, letting you manage customer accounts and revenue cycles through natural chat prompts. Instantly list available product plans, track active subscriptions, log usage events for accurate billing, or pull comprehensive audit reports on generated invoices—all without opening a dashboard. It's the fastest way to make your SaaS products purchasable assets using conversational AI.
Give Claude and any AI agent real-world access
The system can list, retrieve, or create new B2B customer profiles in the platform.
You can view every active subscription, check historical records, and see your complete catalog of monetized product plans.
The MCP provides full access to audit all generated invoices and current billing ledgers.
It securely records system usage events, feeding necessary data points for accurate customer billing calculations.
You can modify existing client details, such as updating a company's name.
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What AI agents can do with Salesbricks: 10 Tools for Billing & Revenue Ops
Use these tools to perform every key function of revenue operations—from creating new customers to auditing complex invoice history—all through natural language commands.
Make your AI actually useful.
Add this MCP to Claude, Cursor, or Windsurf and your AI stops guessing. It gets real tools to look things up, take action, and handle the stuff you keep doing by hand.
Start using Salesbricks MCPCreate Customer
Generates a brand-new B2B customer account using the company name and email address.
Create Subscription
Adds a new subscription for an existing customer by providing their ID and plan...
Delete Customer
Permanently removes a customer account; this action cannot be undone.
Get Customer
Retrieves the full profile, including payment and subscription status, for one...
List Customers
Generates a comprehensive list of every customer currently held in your Salesbricks...
List Invoices
Pulls a complete ledger of all invoices that have been generated by the system.
List Products
Displays every monetized product and service plan available for sale through your platform.
List Subscriptions
Shows a detailed list of all active and historical subscription agreements.
Record Usage
Logs specific system usage events, providing billing intelligence for a particular...
Update Customer
Changes an existing piece of information, such as the name, associated with a...
Security and governance baked right in.
Pick your AI client below to get set up. Just create a Vinkius account, subscribe, and you're instantly up and running. We handle the entire backend infrastructure, delivering out-of-the-box support for HTTPS Streamable, SSE, and OAuth2—zero messy routing required.
Choose How to Get Started
Build a custom MCP for your own tools, or connect a ready-made integration from our catalog.
Build Your Own
Turn any API into an MCP. Import a spec, define Agent Skills, or deploy with MCPFusion.
- Import from OpenAPI, Swagger, or YAML specs
- Create Agent Skills with progressive disclosure
- Deploy to edge with MCPFusion framework
- Built in DLP, auth, and compliance on each call
- Real time usage dashboard and cost metering
- Publish to catalog or keep private
Make Your AI Do More
Start with Salesbricks, then connect any of our 5,200+ other servers whenever your AI needs more. One click, no limits.
- Use this MCP plus 5,200+ others, all in one place
- Add new capabilities to your AI anytime you want
- Connections are secured and governed automatically
- Track usage and costs across all your servers
- Works with Claude, ChatGPT, Cursor, and more
- New servers added to the catalog weekly
Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Salesbricks API. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.
VINKIUS CLOUD
Cloud Hosted
Managed infra
V8 Isolated
Sandboxed per request
Zero-Trust Proxy
No stored credentials
DLP Enforced
Policy on each call
GDPR Compliant
EU data residency
Token Compression
~60% cost reduction
The Pain of Dashboard Switching
Today, answering basic billing questions means navigating at least three separate systems: the CRM for customer contact info, the subscription portal for active plans, and the accounting dashboard for invoices. You spend minutes clicking through tabs, exporting CSVs, and manually cross-referencing dates just to confirm a single fact.
With this MCP connected via Vinkius, you talk directly to your agent. The same task—checking if an account is paid up and what their current plan is—now happens in one prompt. You get the final answer instantly, without any required clicks.
Salesbricks MCP: Billing Operations Made Simple
You eliminate the need to manually pull customer lists (`list_customers`) and then cross-reference those names against the active subscription list (`list_subscriptions`). The agent does it for you.
The process is now a conversation. You tell your agent what data points you need, and it returns them structured and ready to use—not buried in three different reports.
What Salesbricks MCP does for your AI
This MCP lets you manage your entire quote-to-cash cycle directly within your chat interface. You stop navigating separate billing, CRM, and accounting portals just to answer a simple question about a client’s status. Instead, you tell your agent exactly what you need—for example, listing every active subscription or creating a new customer record with a single prompt.
The system handles the complex orchestration, querying usage data, checking product availability, and auditing financial records in real time.
Whether you are onboarding a major client, reviewing monthly revenue, or investigating an invoice discrepancy, you get immediate, accurate results without manual work. Because Vinkius hosts this MCP, your agent accesses all these billing tools from one connection point. You simply ask the question; your agent executes the necessary steps and returns the actionable data you need to move the sale forward.
019d7601-913c-73c6-8395-5351c42b52c0 How to set up Salesbricks MCP
The bottom line is, once configured with your credentials, you talk to your AI client like it's already logged into your accounting dashboard.
Enable the Salesbricks application suite in your AI hub.
Go to the Developer Tools page on Salesbricks and generate an API Key. Copy that key for validation.
Paste the required API Key into the secure parameters beneath, then ask your agent a billing question.
Who uses Salesbricks MCP
This MCP is for Revenue Operations Managers and Finance Analysts who spend too much time jumping between the CRM, billing portal, and internal spreadsheets. If your job involves answering 'What did this customer use last month?' or 'Where are my outstanding invoices?', you need this.
Uses the MCP to audit subscriptions (list_subscriptions), log usage events (record_usage), and ensure billing data matches product plans.
Checks payment status by listing invoices (list_invoices) or retrieving detailed customer profiles using get_customer to resolve disputes.
Creates new accounts (create_customer) for enterprise clients and verifies product offerings (list_products) before a contract is signed.
Benefits of connecting Salesbricks MCP
Stop relying on manual dashboard exports. Instead of running separate reports to check billing status, your agent can use list_invoices or list_subscriptions to pull the exact financial data you need in a single chat response.
Onboarding new accounts is instant. You simply ask your AI client to create a customer using create_customer, skipping the manual form filling and ensuring immediate record accuracy.
Accurately track consumption without logging into multiple systems. Use record_usage to log system events directly from your prompt, feeding real-time data points for billing intelligence.
Need an overview of client relationships? Your agent can run list_customers followed by get_customer to instantly pull up a full global profile on any account.
You always know what you're selling. Use list_products to view the complete catalog and validate pricing structure against existing plans before quoting a new client.
Modify client details quickly. If a company name changes, use update_customer instead of searching through multiple tabs to manually correct records.
Salesbricks MCP use cases
Identifying Outstanding Revenue
The billing analyst needs to know if any accounts are overdue. They ask their agent to run list_invoices. The agent analyzes the ledger and reports back exactly which invoices are past due, saving hours of manual date checking.
Onboarding a New Enterprise Client
The sales specialist needs to add 'Global Corp' as a client. They prompt the agent with instructions to create_customer, and then immediately use create_subscription in the same chat thread to attach their initial plan.
Auditing Usage for Billing Disputes
The operations manager receives a usage dispute. They ask the agent to check the billing records, prompting a call to record_usage. The agent confirms that the necessary event data was logged correctly on the account.
Checking Plan Availability
Before sending a quote, the specialist needs to confirm all available tiers. They ask the agent to run list_products, which instantly displays every monetized plan name and associated features.
Salesbricks MCP tradeoffs
What to watch out for, and the recommended way to handle each one.
Trying to update data manually
Logging into the billing portal, finding the client's profile, clicking 'Edit', typing in the new company name, and hitting save. This is slow and prone to human error.
Simply ask your agent: 'Update Acme Corp's name to Mega Corp.' The agent executes update_customer, making the change instantly through chat.
Asking for a billing list in stages
First, I want customers. Then, can you show me invoices? Then, what are the plans?
Group related actions into one prompt: 'Show all active subscriptions and any invoices past due.' The agent runs list_subscriptions and list_invoices in sequence.
Ignoring irreversible actions
Mistakenly deleting a customer account using outdated knowledge, risking lost data.
Always confirm the intent before asking to delete. If you need to remove an entry, use delete_customer only after verifying the scope of loss.
When to use Salesbricks MCP
Use this MCP if your workflow requires querying or modifying B2B financial data—specifically customer records, subscriptions, usage logs, and invoices. It's built for revenue operations teams who need an AI agent to act as a virtual billing administrator.
Don't use it if you are trying to manage HR payroll, inventory stock levels, or internal employee communications. This tool only handles the quote-to-cash lifecycle of your SaaS products. If you just need to list available product plans (list_products), this is perfect. But if you need to view an external marketing campaign's ad spend, you’ll need a different type of data connector.
Frequently asked questions about Salesbricks MCP
How can I check if a customer account exists using Salesbricks MCP? +
Use the list_customers tool first, which gives you a list of all accounts. If you know the ID, use get_customer to pull up their full profile directly.
Can I log usage events with Salesbricks MCP? +
Yes, you use the record_usage tool. You just need to provide a JSON object detailing the event and which customer it belongs to.
Which tool do I use to see all my pricing options in Salesbricks MCP? +
Run list_products. This tool pulls your complete, current catalog of monetized product plans so you know exactly what can be sold.
What is the difference between listing invoices and subscriptions with Salesbricks MCP? +
list_invoices shows financial records (what was paid/owed), while list_subscriptions tracks the contractual agreements themselves (the plans).
Can I update a customer's details using Salesbricks MCP? +
Yes, use the update_customer tool. This lets you change specific data points like the company name on an existing account.