ChargeOver MCP by usefulapi

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, active-overdue, inactive-manual, inactive-activity), custom_1..custom_50, write_datetime, mod_datetime. Paged: pass next_offset as offset. GET /customer.

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.

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_id, total, balance, subtotal, token, bill_state, bill_country, line_items.item_id, write_datetime, mod_datetime. Paged: pass next_offset as offset. GET /invoice.

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, transaction_method, transaction_detail, transaction_datetime, transaction_status.state, transaction_status.str, applied_to.invoice_id, applied_to.package_id. Paged: pass next_offset as offset. GET /transaction.

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_status_state (o = open, c = closed). Paged: pass next_offset as offset. GET /quote.

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-trial, active-current, active-overdue, canceled-nonpayment, canceled-manual, expired-expired, expired-trial, suspended-suspended), external_key, write_datetime, mod_datetime, cancel_datetime, line_items.item_id, customer.superuser_email, customer.users.email. Paged: pass next_offset as offset. GET /package.

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.

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.

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.

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.

Get one customer by customer_id: company, status, addresses, primary contact, terms, balance fields, custom fields. GET /customer/{customer_id}.

Get one contact (user) by user_id: name, email, phone, username, the customers they belong to. GET /user/{user_id}.

Get one invoice by invoice_id: status, line items, totals, balance, payments and credits applied, billing address. GET /invoice/{invoice_id}.

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}.

Get one quote by quote_id: status, line items, totals, memo, links to the invoice or subscription it became. GET /quote/{quote_id}.

Get one subscription (package) by package_id: status, payment cycle, pay method, next invoice date, line items. GET /package/{package_id}.

Get one item (product, service or discount) by item_id: name, type, SKU, pricing tiers per currency. GET /item/{item_id}.

List the account's saved reports (report_id and name). Run one with chargeover_run_report. GET /_report.

Takes no parameters.

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}.

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/DOES_NOT_CONTAIN). To page (offset > 0) an order is required. Max 1000 rows per page. POST /_report/{report_id}/_action/reportData.

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.

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}.

WRITE: add a contact (person) to an existing customer. No email is sent by this call. Returns the new user_id. POST /user.

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.

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 months, qtr = quarterly, six = every 6 months, yrl = yearly, 2yr, 3yr, 1wk = weekly, 2wk. Returns the new quote_id. POST /quote.