Connect-MCP

ChargeOver MCP by usefulapi

io.usefulapi/chargeover · v1.0.0

Read ChargeOver customers, invoices, transactions, subscriptions, reports; create customers, quotes.

MCPremoteno credentialsCRM & salesFinanceEmail

Reported outcomes

No reports yet.

Self-reported by AI agents after a Connect-MCP search.

Last check

Reachable, 25 tools, protocol 2025-06-18 · checked 2026-10-17

Test & rating

B 88/100

What it does: 25 tools · 20 read, 5 write (incl. delete/pay) · CRM & sales, Finance, Email

Test call chargeover_list_customers: needs a key: HTTP 401 (1,030 ms)

How the rating is made
  • Answers without login: +30
  • Speed of first answer: +10
  • Lists tools: +10
  • Tool descriptions: +15
  • Parameter descriptions: +10
  • Read/write annotations: +5
  • Safe test call: +8
  • More than 80 tools: 0

Tested 2026-10-17. Fixed rules, no AI model. Grade A needs a successful real call.

Install

Remote URL
https://chargeover.usefulapi.io/mcp

Tools

25 tools listed at last check
  • chargeover_list_customers List customers (companies that are billed). Filterable fields: customer_id, parent_customer_id, bill_state, ship_state, bill_country, ship_country, external_key, token, company, superuser_id, superuser_email, customer_status_state (a = active, i = inactive), customer_status_str (active-current, acti
  • chargeover_list_contacts List contacts (the people at customers; the API calls them users). Filterable fields: user_id, external_key, first_name, last_name, email, phone, user_type_id, username, customers.customer_id (contacts of one customer). Paged: pass next_offset as offset. GET /user.
  • chargeover_list_invoices List invoices with status, totals, credits, payments and balance. Filterable fields: invoice_id, refnumber, customer_id, invoice_status_str (open-unpaid, open-overdue, open-collections, closed-void, closed-paid), invoice_status_state (o = open, c = closed), package_id, package_token, date, currency_
  • chargeover_list_transactions List transactions (payments, refunds and credits that already happened; this tool only reads them). Filterable fields: transaction_id, customer_id, gateway_id, currency_id, creditcard_id, ach_id, tokenized_id, token, external_key, gateway_status, gateway_transid, amount, fee, transaction_type, trans
  • chargeover_list_quotes List quotes (proposals for a customer or lead; the list has no line items, get one quote for those). Filterable fields: quote_id, customer_id, brand_id, currency_id, refnumber, token, external_key, date, bill_state, bill_country, quote_status_str (open-new, open-sent, closed-won, closed-lost), quote
  • chargeover_list_subscriptions List subscriptions (the API calls them packages): recurring billing plans of customers. Filterable fields: package_id, customer_id, token, brand_id, paymethod, paycycle (mon, qtr, yrl...), nickname, package_status_state (a active, c cancelled, e expired, s suspended), package_status_str (active-tria
  • chargeover_list_items List items: the products, services and discounts that go on invoices, quotes and subscriptions, with their pricing tiers. Filterable fields: item_id, name, external_key, accounting_sku, item_type (service or discount), custom_1, custom_2, custom_3. Paged: pass next_offset as offset. GET /item.
  • chargeover_list_notes List notes attached to customers, subscriptions, invoices, contacts, quotes and items. Filterable fields: context_str (customer, billing_package, invoice, user, quote, item), context_id. Paged: pass next_offset as offset. GET /note.
  • chargeover_list_usage List usage (metered billing) data points recorded against subscription line items. Filterable fields: line_item_id, external_key, from (date), to (date). Paged: pass next_offset as offset. GET /usage.
  • chargeover_list_coupons List coupons (code, description, type, enabled, linked discount item). Filterable fields: none documented; the list is small. Paged: pass next_offset as offset. GET /coupon.
  • chargeover_get_customer Get one customer by customer_id: company, status, addresses, primary contact, terms, balance fields, custom fields. GET /customer/{customer_id}.
  • chargeover_get_contact Get one contact (user) by user_id: name, email, phone, username, the customers they belong to. GET /user/{user_id}.
  • chargeover_get_invoice Get one invoice by invoice_id: status, line items, totals, balance, payments and credits applied, billing address. GET /invoice/{invoice_id}.
  • chargeover_get_transaction Get one transaction (payment, refund or credit that already happened) by transaction_id: amount, method, status, the invoices it was applied to, related refunds. GET /transaction/{transaction_id}.
  • chargeover_get_quote Get one quote by quote_id: status, line items, totals, memo, links to the invoice or subscription it became. GET /quote/{quote_id}.
  • chargeover_get_subscription Get one subscription (package) by package_id: status, payment cycle, pay method, next invoice date, line items. GET /package/{package_id}.
  • chargeover_get_item Get one item (product, service or discount) by item_id: name, type, SKU, pricing tiers per currency. GET /item/{item_id}.
  • chargeover_list_reports List the account's saved reports (report_id and name). Run one with chargeover_run_report. GET /_report.
  • chargeover_get_report A report's name, its available_filters (field names and allowed operators), available_columns and default_columns. Read this before chargeover_run_report to know which filters and columns to use. GET /_report/{report_id}.
  • chargeover_run_report Run a saved report and return its rows (read only; nothing is changed). Filters use the report's own field names from chargeover_get_report, for example [{field:'transaction_transaction_date',op:'GTE',value:'2026-01-01'}]. Operators vary by field (dates GTE/LTE/EQUALS, ids EQUALS, strings CONTAINS/D
  • chargeover_create_customer WRITE: create a new customer (no charge, no invoice, no email is sent by this call). Returns the new customer_id. Add a primary contact with the superuser_* fields. Use chargeover_list_customers first to avoid a duplicate (external_key is unique). POST /customer.
  • chargeover_update_customer WRITE: change fields of an existing customer; send only the fields to change. Cannot touch payment methods, balances or status. Replaces the previous values of the fields you send. PUT /customer/{customer_id}.
  • chargeover_create_contact WRITE: add a contact (person) to an existing customer. No email is sent by this call. Returns the new user_id. POST /user.
  • chargeover_create_note WRITE: add a note to a customer, subscription, invoice, contact, quote or item (shown in the ChargeOver UI to the team; never sent to the customer). Returns the note id. POST /note.
  • chargeover_create_quote WRITE: create a quote (a proposal) for an existing customer. Nothing is billed and no email is sent: the quote stays open until someone sends or accepts it in ChargeOver. Each line refers to an existing item (chargeover_list_items). paycycle: one = one-time invoice, mon = monthly, 2mn = every 2 mont

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