# Zoho Billing Alternative MCP > Zoho Billing Alternative MCP lets your AI agent manage every aspect of recurring revenue, from setting up new products and plans to creating invoices and processing payments. Stop jumping between tabs in your billing portal; handle entire subscription lifecycles—including cancellations, refunds, and coupon applications—all through natural conversation. ## Overview - **Category:** industry-titans - **Price:** Free - **Tags:** recurring-billing, subscription-management, invoicing, revenue-operations, product-catalog ## Description Managing a product catalog or handling monthly invoicing used to mean deep-diving into complex dashboards. Now you can manage the whole financial lifecycle using only plain English commands. Need to update pricing for an existing plan? Want to process a payment against last month's invoice, or maybe pause a subscription mid-cycle? Your agent handles it. This MCP lets you automate everything related to customer accounts and revenue streams—from generating initial quotes to voiding payments. Since billing data is so sensitive, your credentials pass through Vinkius’ zero-trust proxy; they're used only in transit and never stored on a disk. This means you get full automation power without compromising the security of your most critical financial records. You use this MCP by connecting it once from any compatible AI client, which gives your agent access to all the tools needed for robust billing operations. ## Tools ### accept_estimate Marks a previously generated quote or estimate as formally accepted by the customer. ### apply_credit_note_to_invoices Applies specific credit notes to multiple existing invoices simultaneously. ### associate_coupon Links a coupon code directly to an existing subscription record. ### buy_onetime_addon Allows a customer to purchase an extra, one-time feature or service for their current subscription. ### cancel_subscription Stops an active subscription immediately or at a specified date. ### collect_invoice Processes the collection of funds for an invoice using a card or bank details provided during runtime. ### create_addon Creates a new, temporary add-on service that can be added to a customer's account. ### create_contact_person Adds and manages the contact details for individuals associated with an organization or customer. ### create_coupon Generates a new coupon code that can be used to apply discounts across billing records. ### create_credit_note Creates a formal document recording money owed back to the customer, often due to overbilling or returns. ### create_customer Establishes a brand new client profile in the billing system. ### create_estimate Generates a formal, non-binding quote or estimate for potential services before invoicing begins. ### create_hosted_page_subscription Sets up a subscription using a secure checkout page link, ideal for web embedding. ### create_invoice Generates an official bill or invoice document detailing services rendered and amounts due. ### create_item Defines a specific item that can be sold, like 'Premium Support' or 'Data Overages'. ### create_organization Sets up the top-level company profile for managing multiple related customers. ### create_payment Records a payment transaction that has occurred, whether it was collected or manually applied. ### create_plan Defines the recurring billing structure, such as 'Basic Monthly' or 'Enterprise Yearly'. ### create_product Establishes a main product offering that can be sold—like 'Cloud Storage Pro' or 'API Access Tier'. ### create_subscription Activates a recurring service for a customer based on an existing plan. ### decline_estimate Marks a quote or estimate as declined, closing the sales loop officially. ### delete_addon Removes an add-on service that was previously assigned to a customer's account. ### delete_card Deletes saved payment card information from the billing system. ### delete_contact_person Removes a contact person profile that was associated with an organization or customer. ### delete_coupon Permanently removes a coupon code from the system so it cannot be used again. ### delete_credit_note Deletes an existing credit note record, reversing its financial impact. ### delete_customer Removes a customer's entire profile from the billing system. ### delete_estimate Permanently removes a quote or estimate record. ### delete_invoice Deletes an invoice document that was created but never finalized. ### delete_item Removes a specific item definition from the product catalog. ### delete_payment Deletes a payment transaction record, reversing its effect on balances. ### delete_plan Removes an entire billing plan structure from the catalog. ### delete_product Deletes a product offering, making it unavailable for sale. ### delete_subscription Removes an active or past subscription record entirely from the system. ### get_addon Retrieves all details about a specific add-on service by its ID. ### get_card Fetches stored payment card information for a customer or organization. ### get_contact_person Retrieves the details of a specific contact person. ### get_coupon Looks up all information related to a specific coupon code. ### get_credit_note Retrieves the details of an existing credit note, showing its value and applicability. ### get_customer Fetches all current data for a specific customer profile. ### get_customer_by_reference Retrieves a customer's details using an external CRM reference number instead of their ID. ### get_estimate Fetches the full content and status of a specific quote or estimate. ### get_event Retrieves details about a logged event within the billing system, useful for auditing. ### get_hosted_page Gets all data related to a subscription created via a hosted checkout page. ### get_invoice Retrieves the full details of an invoice, including line items and payment status. ### get_item Fetches all information about a specific item sold in billing records. ### get_organization Gets the overarching details for an entire business entity or group of related customers. ### get_payment Retrieves all historical and current data about a payment transaction. ### get_plan Fetches the specific pricing structure and terms of a billing plan. ### get_product Retrieves all information about a main product offering, including its description and availability. ### get_refund Looks up the details of any recorded refund transaction for reconciliation purposes. ### get_subscription Retrieves all current status and history data for a single customer subscription. ### list_addons Returns a list of every add-on service defined in the system's catalog. ### list_cards Lists all active payment cards currently saved for a given customer or organization. ### list_contact_persons Returns a list of contact person profiles associated with a specific account. ### list_coupons Lists all active and inactive coupon codes available for use across the platform. ### list_customers Retrieves a list of every customer profile registered in the billing system. ### list_estimates Provides a comprehensive list of all quotes or estimates that have been generated. ### list_events Lists key activity events in the billing system over the last 180 days for auditing purposes. ### list_hosted_pages Gets a list of all subscription pages created and linked to your account. ### list_invoices Retrieves an auditable list of every invoice ever generated in the system. ### list_items Lists all individual item types that contribute to a final bill. ### list_organizations Retrieves a list of every organization profile managed within the system. ### list_payments Returns an auditable list of all payment transactions recorded against accounts. ### list_plans Retrieves a complete catalog listing of every defined billing plan available to customers. ### list_products Provides a list of all core product offerings that can be sold through the platform. ### list_subscriptions Lists every current and past subscription record managed by the billing system. ### mark_addon_active Sets a previously defined add-on service to be available for purchase by customers. ### mark_addon_inactive Deactivates an add-on service, making it unavailable for new purchases. ### mark_coupon_active Activates a coupon code so that customers can start using its discount benefits. ### mark_coupon_inactive Deactivates a coupon code, preventing further use until it is manually reactivated. ### mark_customer_active Marks a customer account as active and ready to receive billing services. ### mark_customer_inactive Flags a customer account as inactive, preventing new subscriptions or invoices. ### mark_item_active Marks an item type in the catalog as available for sale on invoices and estimates. ### mark_item_inactive Deactivates a specific item, preventing it from appearing on new bills or quotes. ### mark_plan_active Activates a billing plan, making its pricing structure available for customer subscriptions. ### mark_plan_inactive Deactivates a billing plan, stopping new customers from signing up using it. ### mark_product_active Makes a product offering available to the market for sale. ### mark_product_inactive Removes a product from availability, preventing new sales through that channel. ### pause_subscription Temporarily suspends an active subscription without canceling it entirely. ### reactivate_subscription Brings a paused or canceled subscription back to an active, billable state. ### refund_credit_note Processes the actual refund of funds based on a previously issued credit note. ### refund_payment Initiates a full or partial refund for an already processed payment transaction. ### resume_subscription Restarts a subscription that was paused, resuming billing cycles. ### update_addon Modifies the parameters or pricing of an existing add-on service. ### update_contact_person Changes details for a contact person profile, such as their phone number or job title. ### update_coupon Edits the rules of an existing coupon code, like changing its discount percentage. ### update_customer Modifies any details associated with a customer profile, such as their address or primary contact email. ### update_estimate Adjusts the contents of an existing quote or estimate before it is finalized. ### update_hosted_page_card Updates a saved payment card specifically linked to a hosted checkout page setup. ### update_hosted_page_subscription Modifies the terms or details of a subscription that was created using a hosted billing page. ### update_invoice Corrects specific line items, amounts, or due dates on an invoice before it is marked paid. ### update_item Changes the pricing or description of a general item used across multiple invoices and plans. ### update_organization Updates the core details for an organization, such as its legal name or billing address. ### update_payment Corrects details on a recorded payment transaction after it has been initially processed. ### update_plan Modifies the pricing, billing cycle, or included features of an entire subscription plan. ### update_product Changes details about a main product offering, such as its description or associated metadata. ### update_subscription Makes changes to an existing customer subscription, like changing the billing cycle length. ### void_credit_note Reverses a credit note that was issued in error or is no longer valid. ### void_invoice Invalidates an invoice, preventing it from being collected for payment. ### writeoff_invoice Marks an invoice as written off, removing the outstanding debt amount from the balance sheet. ## Prompt Examples **Prompt:** ``` List all products in my Zoho Billing account. ``` **Response:** ``` I've retrieved your product list. You have 3 active products: 'Cloud Storage Pro' (ID: prd_123), 'API Access Tier' (ID: prd_456), and 'Legacy Support' (ID: prd_789). ``` **Prompt:** ``` Show me the details for the plan with code 'GOLD-MONTHLY'. ``` **Response:** ``` Fetching plan details... The 'GOLD-MONTHLY' plan is currently active, priced at $49.00/month, and includes 500GB of storage and priority support. ``` **Prompt:** ``` Create a new plan for the product 'prd_123' using this JSON configuration. ``` **Response:** ``` I've successfully created the new plan for 'Cloud Storage Pro'. The new plan code is 'SILVER-ANNUAL' and it is now available in your catalog. ``` ## Capabilities ### Customer Identity Management Create new customer profiles, look up existing ones, and update contact details or organization information. ### Product Catalog Setup Define products, create pricing plans, list all available items, and control which services are active for sale. ### Billing Document Generation Generate invoices, create estimates/quotes, and manage credit notes to adjust billing amounts before they are paid or applied. ### Subscription & Payment Control Create, update, pause, reactivate, cancel, or delete subscriptions, and process payments using saved cards or bank details. ### Financial Adjustment Tools Apply discounts using coupons, create one-time add-ons, or adjust the billing record by voiding invoices or refunding payments. ## Use Cases ### A large enterprise client is canceling their contract. Instead of navigating to the customer profile, finding the active subscription, and then submitting a cancellation form, you tell your agent: 'Cancel the subscription for Client XYZ.' The agent runs `cancel_subscription` and confirms the effective end date. ### A product launch requires instant pricing changes. The marketing team needs to change the price of a core service. You instruct your agent to use `update_plan` for 'Basic Tier' from $99/month to $79/month, ensuring all future invoices reflect the new rate. ### A client is overcharged due to an internal error. You ask your agent to check the bill and apply a discount. The agent retrieves the invoice using `get_invoice`, creates a corresponding credit note with `create_credit_note`, and then applies it via `apply_credit_note_to_invoices`. ### Auditing past financial discrepancies. You need to know exactly why an invoice was never paid. The agent uses `list_payments` to check the payment history and can then use `get_refund` if a refund transaction is required. ## Benefits - Instead of manually listing all products, you can use the `list_products` tool to get a clean catalog list instantly. You'll know exactly what services are available without opening the main dashboard. - Need to adjust revenue? Use `create_credit_note` and then apply it via `apply_credit_note_to_invoices`. Your agent handles the complex financial math across multiple documents, saving you hours of reconciliation work. - Running a promotion? You can create new discounts using `create_coupon`, or simply update an existing one with `update_coupon`—all without needing to log into the billing UI. - Customer needs change fast. Use `pause_subscription` or `reactivate_subscription` on demand. This lets you manage service continuity directly from your agent, regardless of time zone. - Don't just collect money; record why. You can use `get_invoice` to check the bill and then run `update_invoice` if a line item needs correction before finalizing payment. - It’s not just about payments. If you need to set up new revenue streams, you can utilize `create_estimate` first, creating a quote that moves into a formal invoice later. ## How It Works The bottom line is: your AI agent handles all the back-and-forth API calls required to manage complex revenue cycles, letting you talk to your billing system naturally. 1. Subscribe to this MCP and provide your Zoho Billing Access Token and Organization ID. 2. Connect it to your preferred AI agent via any compatible client (Claude, Cursor, etc.). 3. Tell the agent what you need—for example, 'Generate an invoice for Customer X' or 'List all active products.' The agent executes the necessary billing functions. ## Frequently Asked Questions **How do I run a full billing audit using the create_invoice tool?** You don't use `create_invoice` to audit; you use `list_invoices`. To audit, first retrieve the list of all invoices. Then, for specific items, call `get_item` or `get_plan` to confirm pricing details. **Can I refund money using the get_refund tool?** No, `get_refund` only retrieves existing refund records. To actually process a refund for an invoice, you must use the `refund_payment` function. **What's the difference between creating an estimate and creating an invoice?** An estimate (`create_estimate`) is a quote; it’s not binding money. An invoice (`create_invoice`) is the official bill for services already rendered or due. **How do I update a customer's payment card details?** You use `update_customer` to change general profile info, but if you need to handle billing cards, use `get_card` first to retrieve the current data, then run `update_hosted_page_card` for secure updates. **How does the MCP handle my billing credentials when I use the `list_organizations` tool?** Credentials are handled securely through Vinkius's zero-trust proxy. Your keys pass through for execution but never sit on a disk, keeping your sensitive billing data protected. **If I run `collect_invoice` and the payment fails, what specific error information will my agent receive?** The tool provides detailed failure codes. It tells you exactly why the charge failed—for example, insufficient funds or an expired card—so your agent knows how to fix it. **Are there rate limits if I call `list_products` repeatedly within a single conversation?** The platform manages rate limiting automatically. If you exceed the allowed calls, your agent will receive an explicit error message telling you when you can try again. **What's the best practice for deactivating a product using `mark_product_inactive`?** Calling this tool immediately pulls the product out of active sales. This prevents new subscriptions without deleting or affecting any historical billing records you need. **Can I check the details of a specific subscription plan using its code?** Yes. Use the `get_plan` tool by providing the unique Plan Code. The agent will return the full configuration, including pricing and billing frequency. **Is it possible to deactivate a product that is no longer being sold?** Absolutely. You can use the `mark_product_inactive` tool with the Product ID to hide it from your active catalog without deleting the historical data. **How do I see all the organizations linked to my account?** Simply ask the agent to run the `list_organizations` query. It will provide a list of all organizations you have access to within Zoho Billing.