# Zuora MCP

> Zuora lets you manage your entire monetization infrastructure directly through conversation. Connect this MCP to any agent and handle everything from creating new billing accounts and managing complex unified orders, to auditing invoices and simulating subscription charges. It's the single place to control billing lifecycle data on Zuora without touching a dashboard.

## Overview
- **Category:** money-moves
- **Price:** Free
- **Tags:** subscription-management, revenue-recognition, recurring-payments, monetization, billing-automation, enterprise-finance

## Description

Need to manage subscriptions or billing details but hate clicking through dense dashboards? This MCP connects your agent directly to Zuora’s core monetization platform. You can talk to it about anything related to your revenue operations, and it handles the backend work. For example, you can ask to list all active subscriptions for an account, then immediately request the rate plan charges for a specific one. It'll retrieve billing history by pulling the last few invoices or checking deep metadata on customer accounts. If you’re working in Vinkius, this MCP gives your AI client full access to Zuora’s entire order and product catalog. You can even run a simulation to preview subscription charges before making any actual changes, which is huge for finance teams. Simply put, it turns complex billing management into simple chat commands.

## Tools

### create_account
Creates a brand new billing account in Zuora for a client.

### create_order
Submits and manages a complex, unified order record within the system.

### get_account
Retrieves all current metadata and details for an existing billing account.

### get_invoices
Pulls a list of invoices, allowing you to track payment status and historical billing amounts.

### get_order
Gets the complete details and status for a specific unified order record.

### get_subscription
Retrieves all current pricing, status, and rate plan charges associated with one subscription ID.

### list_products
Browses the complete catalog of all billable products and available services.

### list_subscriptions
Lists every active or historical subscription attached to a specific billing account.

### preview_subscription
Runs a simulated charge calculation for a subscription to forecast future costs without making changes.

### update_account
Modifies existing data, such as contact information or billing details, on an account.

## Prompt Examples

**Prompt:** 
```
List all active subscriptions for account ID 'acc-123'.
```

**Response:** 
```
I found 2 active subscriptions for acc-123: 1. 'SaaS Premium' (No: S-00001, Status: Active), 2. 'API Add-on' (No: S-00002, Status: Active). Would you like to see the rate plan details for either of these?
```

**Prompt:** 
```
Show me the last 3 invoices for 'Acme Corp'.
```

**Response:** 
```
Retrieving invoices for Acme Corp (acc-456)... The last 3 invoices are: 1. INV-001 ($1,250.00, Status: Paid), 2. INV-002 ($1,250.00, Status: Posted), and 3. INV-003 ($1,250.00, Status: Posted). Would you like me to pull the PDF download link for any of these?
```

**Prompt:** 
```
Preview the charges for subscription 'S-00001'.
```

**Response:** 
```
Billing simulation for S-00001 complete. The projected charge for the next period (2026-04-01 to 2026-05-01) is $1,250.00 plus tax. No amendments were detected. Would you like me to generate a formal quote?
```

## Capabilities

### Audit Billing Records
Retrieve detailed lists of invoices and track historical payment requirements for a specific account.

### Manage Customer Accounts
Create, read, and update customer billing accounts, ensuring metadata is accurate across systems.

### Handle Subscription Data
Fetch comprehensive details on existing subscriptions or list all active products available for monetization.

### Process New Orders
Build and submit complex unified orders, covering initial setups, renewals, or amendments using structured JSON payloads.

### Verify Billing Logic
Run a charges simulation to project future costs for a subscription before committing changes or generating quotes.

## Use Cases

### Investigating a Discrepancy
A Billing Analyst notices an invoice is wrong. They prompt their agent: 'Show me the last 3 invoices for Acme Corp.' The agent uses get_invoices and presents the data immediately, allowing the analyst to pinpoint exactly where the charge went wrong.

### Onboarding a New Client
A RevOps Manager needs to set up a brand new client. They ask the agent to 'Create a billing account for XYZ Corp.' The system uses create_account, establishing the foundational record needed before any service can be ordered.

### Forecasting Revenue
A Finance Controller needs to project next quarter's revenue. They use preview_subscription on a key client and get an accurate charge simulation for the period, confirming their projections without risking live data changes.

### Updating Client Info
The sales team updated a client's address manually in Zuora. Instead of navigating to that record, they simply tell the agent to 'Update account details for ABC Co.' and use update_account, ensuring immediate data consistency.

## Benefits

- Audit entire payment histories instantly. Instead of navigating through dozens of invoice tabs, you simply ask to get invoices for an account and see the last few months of billing data.
- Avoid costly errors with simulations. Use preview_subscription to run a charge calculation before finalizing any renewal or amendment, verifying your revenue logic upfront.
- Control customer records completely. You can use create_account or update_account to ensure that critical metadata is current and accurate without needing database access.
- Process complex changes in one go. When a client renews or adds a service, you can submit all necessary details using the create_order tool, bypassing manual payload construction.
- See your entire product scope. The list_products function lets you browse every item available for billing, so you never have to guess what services are monetizable.

## How It Works

The bottom line is you use natural conversation to perform actions that previously required deep manual navigation through billing dashboards.

1. First, subscribe to this MCP and provide your Zuora API credentials (Access Key ID, Secret Access Key, and REST Host).
2. Next, direct your agent with a specific request, like 'What are the charges for subscription S-00001?' or 'List all billing accounts.'
3. Finally, the MCP executes the necessary tool calls, retrieving accurate data directly from Zuora to answer your question in plain language.

## Frequently Asked Questions

**How do I use Zuora MCP to find an account's billing history?**
You use the get_invoices tool. Just ask your agent for 'the last three invoices for acc-456.' It pulls that specific data set and presents it clearly.

**Can I check if a new subscription will cost too much with Zuora MCP?**
Absolutely. Use the preview_subscription tool. This runs a billing simulation to project future charges, allowing you to verify pricing before committing any changes or generating quotes.

**Does Zuora MCP let me update customer contact info?**
Yes, you use the update_account tool for that. If basic account details change, you simply tell your agent and it modifies the record in Zuora.

**How do I create a complex subscription renewal order using Zuora MCP?**
You use the create_order tool. You just need to describe the renewal or amendment, and the MCP handles structuring that complex unified order payload for you.

**What if I don't know a product ID? Can Zuora MCP help me?**
Yes, use list_products. This tool lets you browse your entire billable catalog and available rate plans so you can find the exact product IDs needed for orders.