Financial

Chargebee MCP Server

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Chargebee is a subscription billing and revenue management platform that helps businesses automate recurring billing, invoicing, and revenue operations. It is primarily used to manage complex subscription billing cycles and optimize revenue growth.

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27 tools
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AI Skill
SKILL.md

Domain knowledge for Chargebee — workflow patterns, data models, and gotchas for your AI agent.

Chargebee

Subscription billing and revenue management platform. Manages the full lifecycle: catalog → subscribe → invoice → collect → report. Each customer site is a named Chargebee site configured on the connection.

Entity Hierarchy

Product Catalog (Items model)
  • Item Families — top-level grouping (e.g. "Cloud Plans", "Add-ons").
  • Items — individual products/services within a family. Each item has an id used across the system.
  • Item Prices — specific pricing variants of an item (monthly, annual, per-unit, tiered). Linked to items by item_id.
  • Attached Items — items bundled together (e.g. mandatory add-ons). Queried by parent item_id.
  • Differential Prices — customer-specific or plan-specific price overrides.
Legacy Catalog (Plans model)
  • Plans — pricing templates (legacy). Being replaced by Items model.
  • Addons — optional extras attached to plans (legacy).
Billing
  • Customers — billable entities with contact info, billing address, payment methods.
  • Contacts — additional people on a customer account. Fetched by customer id.
  • Subscriptions — recurring agreements linking a customer to item prices. Status: active, in_trial, cancelled, non_renewing, paused.
  • Scheduled Changes — pending modifications to a subscription (e.g. plan change at renewal). Queried by subscription_id.
  • Invoices — generated from subscription activity. Contains line items, taxes, discounts.
  • Credit Notes — refund/adjustment records linked to invoices.
  • Unbilled Charges — charges accrued but not yet invoiced.
  • Transactions — payment/refund records.
  • Payment Sources — stored payment methods (cards, bank accounts).
  • Virtual Bank Accounts — for ACH/wire payments.
Promotions
  • Coupons — discount codes with redemption limits and applicability rules.
  • Promotional Credits — account credits applied to future invoices.
  • Gifts — subscription gifting records.
Operations
  • Quotes — pre-invoice proposals. Quote Line Groups break down a quote's pricing (queried by quote_id).
  • Orders — fulfillment records for physical goods.
  • Comments — internal notes on any entity.
  • Events — webhook event log (audit trail of all changes).
  • Hosted Pages — checkout/portal page sessions.
  • Site Migration Details — for site-to-site data migration tracking.

Workflows

  1. Subscription audit: Enumerate subscriptions, read statuses and scheduled changes, then pull recent invoices for the same accounts.
  2. Revenue snapshot: Walk customers, subscriptions, transactions, and credit notes to reconstruct cash movement.
  3. Catalog review: Traverse item families, salable items, price rows, and bundled attachments to understand the matrix.
  4. Customer deep-dive: Locate the customer, load contacts, subscriptions, and invoices in that order.
  5. Discount analysis: Review coupons and promotional credits, then relate them back to the subscriptions consuming them.

Gotchas

  • Response envelope: List responses nest each record under its entity key (customer, subscription, etc.) inside the list array.
  • Pagination: Offset-based—read next_offset (or equivalent) from the response to continue.
  • Dependent lookups: Attached items need a parent item id; quote line groups need a quote id; scheduled subscription changes need a subscription id; ancillary contacts need a customer id—gather parents first.
  • Subscription statuses matter: cancelled subs may still have current_term_end in the future (end-of-term cancellation). non_renewing means active but won't auto-renew.
  • Items vs Plans: Chargebee supports both the newer Items model and legacy Plans model—expect either (or both) depending on how the site was provisioned.

Tools in this Server (27)

Chargebee Fetch Contact

Fetch contact information for a specific customer identified by 'id'. Utilize this when you need individual contact details for communication or suppo...

Chargebee Fetch Sub Scheduled Changes

Retrieve information about a specific subscription and any upcoming changes. Use this to track and confirm scheduled updates for customer accounts. Re...

Chargebee List Addon

Fetch a list of all addons available in your Chargebee account. Use this when you need detailed information about each addon for managing subscription...

Chargebee List Attached Item

Retrieve items attached to a specific product using the product's 'item_id'. Use this when managing product bundles or variants to view component item...

Chargebee List Comment

Obtain a collection of comments related to your Chargebee records. Ideal for tracking customer feedback or internal annotations over a specified timef...

Chargebee List Coupon

Retrieve a list of all coupons in your Chargebee system. Use this tool to oversee promotional campaigns or discount offers. It provides details about ...

Chargebee List Credit Note

Retrieve a collection of credit notes issued in your Chargebee system. Use this to audit or manage your company's refunds and adjustments. The tool re...

Chargebee List Customer

List all customers in your Chargebee account. Ideal for managing customer relationships or analyzing customer data. The response includes customer det...

Chargebee List Differential Price

List differential pricing structures to manage special pricing strategies in Chargebee. Applicable when you need to review or adjust pricing tiers and...

Chargebee List Event

List all events that have occurred in your Chargebee account. Use this when tracking changes or activities for audit purposes. Returns detailed event ...

Chargebee List Gift

Retrieve a list of all gifts issued from your Chargebee account. This is useful for tracking corporate or promotional gifts to customers. It provides ...

Chargebee List Hosted Page

Retrieve all hosted pages related to your Chargebee account, such as checkout or payment pages. Use this when needing to manage or review active hoste...

Chargebee List Invoice

Retrieve a list of all invoices for your account. Use it to track billing cycles, review financial records, or audit past transactions. Returns invoic...

Chargebee List Item

Fetch a list of items available in your product catalog. Use this to manage inventory or update catalog details. It returns item specifics such as nam...

Chargebee List Item Family

Retrieve information about item families in Chargebee, allowing you to organize and manage groupings of your commercial offerings. Use this to sort or...

Chargebee List Item Price

Access and view a collection of item prices defined in your billing platform. Ideal for price audits or updating pricing strategies. The response incl...

Chargebee List Order

List all orders in your Chargebee account, including order statuses and details. Use this tool for order management or inventory checks. You can sort ...

Chargebee List Payment Source

Retrieve all payment sources linked to your customer accounts. Use this when managing payment methods or updating billing information. It provides det...

Chargebee List Plan

List all subscription plans offered to customers. Perfect for analyzing available plans or managing your service tiers. It returns plan details such a...

Chargebee List Promotional Credit

Access a list of promotional credits applied to customer accounts. Use it for tracking credit allocations or reporting. The output includes credit amo...

Chargebee List Quote

Get a list of quotes generated in your Chargebee account. Useful for analyzing or tracking multiple sales proposals, including both active and deleted...

Chargebee List Quote Line Group

Fetch detailed line item groups within a specific quote to view included products and services. Use this when you need to analyze or modify line items...

Chargebee List Site Migration Detail

Access a list of site migration details for monitoring the transfer of site data between accounts. Use this tool when checking the status or reviewing...

Chargebee List Subscription

Obtain a complete list of customer subscriptions for your service. Ideal for monitoring active subscriptions, or analyzing churn. It returns subscript...

Chargebee List Transaction

Generate a list of all transactions conducted through Chargebee. Utilize this tool for reconciliations or reviewing payment histories. It delivers tra...

Chargebee List Unbilled Charge

List all pending charges not yet billed to customers. Ideal for pre-billing reviews or financial forecasts. The report includes charge amounts, descri...

Chargebee List Virtual Bank Account

Retrieve a list of virtual bank accounts associated with your Chargebee account. Use this when you need to manage or audit virtual bank accounts, incl...

Frequently Asked Questions

What is the Chargebee MCP server?

Chargebee is a subscription billing and revenue management platform that helps businesses automate recurring billing, invoicing, and revenue operations. It is primarily used to manage complex subscription billing cycles and optimize revenue growth. It provides 27 tools that AI agents can use through the Model Context Protocol (MCP).

How do I connect Chargebee to my AI agent?

Add the MCPBundles server URL to your MCP client configuration (Claude Desktop, Cursor, VS Code, etc.). The URL format is: https://mcp.mcpbundles.com/bundle/chargebee. Authentication is handled automatically.

How many tools does Chargebee provide?

Chargebee provides 27 tools that can be called by AI agents, along with a SKILL.md that gives your AI agent domain knowledge about when and how to use them.

What authentication does Chargebee require?

Chargebee uses API Key. Chargebee requires credentials. Connect via MCPBundles and authentication is handled automatically.

Setup Instructions

Connect Chargebee to any MCP client in minutes

MCP URL
https://mcp.mcpbundles.com/bundle/chargebee
Claude.aiCursorVS CodeVS Code InsidersGooseLM StudioCherry StudioChatGPT

One-click install:

Install on Claude.aiInstall for organization (admins)

The link prefills the Add custom connector dialog — you still review the values and click Add, then Connect to complete OAuth.

Or add manually

  1. Open claude.ai → Settings → Connectors.
  2. Click the + button and choose Add custom connector.
  3. Set Name to Chargebee and paste the MCP URL into Remote MCP server URL.
  4. Click Add. Chargebee will appear under Not connected — select it and click Connect to complete OAuth.
Name: Chargebee
Remote MCP server URL: https://mcp.mcpbundles.com/bundle/chargebee
Authentication: OAuth

Custom connectors at claude.ai require a paid Claude plan (Pro, Max, Team, or Enterprise).

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Chargebee MCP Server & Skill — 27 Tools