Outseta

Outseta MCP Connector for Claude

A+

Launch your SaaS faster with billing, authentication, CRM, and email built into one platform that eliminates integration headaches.

12 tools Official Updated Jun 28, 2026 Official Vinkius Partner

Connect your Outseta account to any AI agent and take full control of your all-in-one SaaS orchestration through natural conversation. Outseta provides a unified platform for CRM, subscription billing, email marketing, and help desk, and this integration allows you to retrieve customer metadata, manage invoices, and respond to support tickets directly from your chat interface.

What you can do

  • CRM & Audience Orchestration — List all managed people and company accounts programmatically to ensure your customer database is always synchronized.
  • Billing & Subscription Management — Access and monitor active subscriptions and retrieve detailed invoice metadata directly from the AI interface to track revenue health.
  • Support & Help Desk Control — List and create support tickets via natural language to drive better customer satisfaction and faster response times.
  • Plan & Activity Intelligence — Access your subscription plans and monitor account activities using simple AI commands to maintain a clear overview of your business growth.
  • Operational Monitoring — Track system responses and manage user profile metadata to ensure your SaaS workflows are always optimized.

How it works

  1. Subscribe to this server
  2. Enter your Outseta Subdomain, API Key, and Secret Key from your settings
  3. Start managing your SaaS business from Claude, Cursor, or any MCP-compatible client

No more jumping between disparate tools for support and billing. Your AI acts as a dedicated SaaS operations lead or customer success coordinator.

Who is this for?

  • SaaS Founders — quickly retrieve profitability summaries and monitor churn without switching apps.
  • Customer Success Teams — automate the management of support tickets and track account health via natural conversation.
  • Operations Managers — streamline the retrieval of billing metadata and monitor organizational health directly within the chat.
outsetasaas-apibilling-automationcrm-orchestrationsubscription-managementhelp-desk-apiemail-marketingfounder-toolsmcp

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

create_person

Provide email and optionally name. Create a new person in the CRM

create_ticket

Create a new support ticket

get_account

Get details of a specific account

get_person

Get details of a specific person

get_user_profile

Get current user profile

list_accounts

List all accounts (companies)

list_activities

List recent activities

list_invoices

List all billing invoices

list_people

List all people (contacts/leads)

list_plans

List all billing plans

list_subscriptions

List all billing subscriptions

list_tickets

List all support tickets

See how to talk to your AI agent using Outseta.

List all active people in my Outseta CRM.

I've retrieved your contacts. You have 50 active people in your CRM. Notable recent profiles include 'John Miller' and 'Sarah Chen'. Which one would you like to see activity for?

Show me all subscribers whose billing failed this month and their plan details.

12 subscribers have failed billing this month. 7 are on the Pro plan ($49/mo), 3 on Enterprise ($199/mo), and 2 on Starter ($19/mo). Total at-risk MRR is $1,071. The most common failure reason is expired credit cards (8 cases). 4 subscribers are past their 3rd retry attempt and may need manual outreach.

Create a new trial account for contact sarah@meridian.io on the Pro plan.

Trial account created successfully for sarah@meridian.io. Plan: Pro (14-day free trial). Account ID: acc_8421. A welcome email with login credentials has been sent. The trial will expire on May 27th, after which the account will convert to a paid subscription at $49/month unless cancelled.

Yes! Use the `get_person` tool with the Person ID. Your agent will respond with complete metadata for the record, including custom fields, account status, and activity history in seconds.

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