ChargeOver

ChargeOver MCP Connector for Claude

A+

Manage recurring billing and invoicing via ChargeOver — track customers, monitor subscriptions, and analyze transactions directly from any AI agent.

8 tools Official Updated Jun 28, 2026 Official Vinkius Partner

Connect your ChargeOver account to any AI agent and take full control of your recurring billing and invoicing operations through natural conversation. Streamline how you manage subscriptions and customer payments.

What you can do

  • Customer Oversight — List and retrieve details for all customer profiles and their contact information natively
  • Invoice Management — Monitor generated invoices and their current payment status flawlessly
  • Subscription Tracking — List and retrieve details for active and inactive customer packages securely
  • Transaction Auditing — Access and monitor all billing transactions and payment history flawlessly
  • Quote Control — List and review sales quotes to manage your revenue pipeline securely
  • Account Visibility — Retrieve core account and user information directly within your workspace

How it works

  1. Subscribe to this server
  2. Enter your ChargeOver Public Key, Private Key, and Subdomain
  3. Start managing your recurring billing from Claude, Cursor, or any MCP-compatible client

Who is this for?

  • Billing Managers — monitor subscription health and review invoice statuses using natural language
  • Accounts Receivable Teams — audit transaction history and customer balances without opening the dashboard
  • Sales Ops — quickly look up quote details and customer profiles straight from their chat interface
  • Business Owners — verify total recurring revenue and transaction volumes
recurring-invoicingaccounts-receivablesubscription-billingautomated-paymentscustomer-billingfinancial-reporting

8 tools expose this connector's capabilities to your AI agent.

get_chargeover_account

Retrieve core account and user information

get_customer_details

Get detailed information for a specific customer

get_invoice_details

Get detailed information for a specific invoice

list_chargeover_customers

List all customers

list_chargeover_invoices

List all invoices

list_billing_quotes

List all sales quotes

list_billing_subscriptions

List all customer subscriptions (packages)

list_billing_transactions

List all billing transactions

See how to talk to your AI agent using ChargeOver.

Show me the last 5 invoices in ChargeOver.

Retrieving your recent invoices... I found 5 items totaling $2,100.00. 4 are 'Paid' and 1 is 'Overdue'. Would you like to see the details for the overdue invoice?

List all customers with active subscriptions.

Checking subscriptions... I found 12 customers with active packages, including 'Acme Corp' and 'Global Industries'. I can list their contact details for you.

What was my total transaction volume today?

Retrieving today's transactions... You had 8 successful transactions totaling $1,245.50. There were no failed attempts recorded today.

Yes! Use the `get_invoice_details` tool with the unique invoice ID. The agent will return the full record, including the current balance and payment status.

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