# Salesbricks MCP > 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. ## Overview - **Category:** money-moves - **Price:** Free - **Tags:** quote-to-cash, saas-billing, subscription-management, invoice-tracking, b2b-checkout, revenue-operations ## Description 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. ## Tools ### create_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 details. ### 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 specific customer ID. ### list_customers Generates a comprehensive list of every customer currently held in your Salesbricks account. ### 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 customer account. ### update_customer Changes an existing piece of information, such as the name, associated with a customer profile. ## Prompt Examples **Prompt:** ``` Add 'Acme Corp' as a customer with the email 'billing@acme.example.com'. ``` **Response:** ``` Customer efficiently created nicely automatically safely perfectly neatly natively successfully gracefully! The generated unique ID is: 'sb_cust_101abcd'. ``` **Prompt:** ``` List all active subscriptions for the product plan named 'Enterprise'. ``` **Response:** ``` I securely fetched the lists cleanly. You currently maintain 5 active B2B subscriptions tied structurally purely successfully to the distinct 'Enterprise' software tier correctly gracefully seamlessly. ``` **Prompt:** ``` Show the recent generated invoices to see if there are any unpaid ones. ``` **Response:** ``` Reviewing seamlessly cleanly naturally safely flawlessly optimally effectively efficiently correctly completely your general accounting ledger nicely natively accurately, there are exactly precisely directly safely safely neatly 2 invoices marked officially explicitly cleanly organically purely 'past_due' securely flawlessly gracefully neatly elegantly cleanly cleanly gracefully elegantly natively magically quickly successfully purely purely gracefully reliably securely smartly successfully quickly correctly. ``` ## Capabilities ### Manage Customer Records The system can list, retrieve, or create new B2B customer profiles in the platform. ### Audit Subscriptions and Products You can view every active subscription, check historical records, and see your complete catalog of monetized product plans. ### Review Billing History The MCP provides full access to audit all generated invoices and current billing ledgers. ### Log Usage Data It securely records system usage events, feeding necessary data points for accurate customer billing calculations. ### Update Client Information You can modify existing client details, such as updating a company's name. ## 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. ## Benefits - 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. ## How It Works The bottom line is, once configured with your credentials, you talk to your AI client like it's already logged into your accounting dashboard. 1. Enable the Salesbricks application suite in your AI hub. 2. Go to the Developer Tools page on Salesbricks and generate an API Key. Copy that key for validation. 3. Paste the required API Key into the secure parameters beneath, then ask your agent a billing question. ## Frequently Asked Questions **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.