Connectors · Accounting & finance
Zuora Billing MCP server for AI agents.
actionlake is an MCP gateway: one remote MCP server that connects Claude and other MCP clients to Zuora Billing and the rest of your systems. It gives your agent 763 Zuora Billing actions (388 reads, 270 writes and 105 that wait for a confirmation) and holds the Zuora Billing credential itself, so the agent never does. It paces Zuora Billing's limits and records every call.
100,000 free calls a month. No card, no email, no password: press Start a free sandbox on the next screen and keep the key it shows you.
claude mcp add --transport http actionlake https://connect.actionlake.com/mcpdo { action: "zuora.query_invoices.list", intent: "check which Zuora Billing account is connected"}# List invoices · read · 1 upstream call- 763actionsin one signed file
- 388readlook, never change
- 270writecreate and update
- 105wait for a yesdestructive, confirmed first
Set up
Connect Zuora Billing in three steps.
- 01
Add actionlake to Claude.
Run the command once in Claude Code; its consent page can create a free sandbox: 100,000 calls a month, no card. In the Claude app, add a custom connector with the URL below and paste your key on the consent page. Creating a new sandbox from the Claude app is not yet tested by us.
https://connect.actionlake.com/mcp - 02
Connect Zuora Billing.
OAuth 2.0, client credentials. Paste the app's client id and secret; actionlake fetches and renews the token, and nobody has to sign in. actionlake stores what you paste write-only, sealed under your tenant's key.
client_idZuora OAuth client IDclient_secretZuora OAuth client secret (shown once, when the OAuth client is created)hostWhere your Zuora Billing lives: your host
account { op: "connections.requirements", service: "zuora" } # free: exactly what to paste, and what is found for you - 03
Make the first call. Check before a write.
Ask in plain words; Claude picks the action. Before anything changes,
checkvalidates the call and prices it, for free.do { action: "zuora.query_invoices.list" }# list invoices · read · 1 upstream callcheck { action: "zuora.payments.create", input: { … } }# free: inputs, permissions, cost and confirmations, nothing sent
Zuora Billing at a glance
- Sign-in
- OAuth 2.0, client credentials. Paste the app's client id and secret; actionlake fetches and renews the token, and nobody has to sign in.
- You provide
client_idclient_secret- Setup fields
host- Limits we pace to
- 1,000 calls a minute, per connection
- API covered
- Zuora API Reference 2026-10-16 (OpenAPI 3.0, full compact), at your Zuora Billing instance's API base URL, which you enter when connecting
- Built from
- Zuora Billing's documentation, read 23 October 2026developer.zuora.comdeveloper.zuora.com
- Service file
- Version 1.0.0, signed (Ed25519)
- Cached reads
- 388 of 388 reads, for up to 5 minutes; a write clears what it affects
- Shared entities
- 7, so ask can line Zuora Billing up with your other systems
- Data
- Processed and stored in Sydney, Australia. No US region yet
Capabilities
What an AI agent can do in Zuora Billing.
763 actions in 369 areas. Every one carries its effect, so a key can allow the reads and hold the rest.
- 388readlook, never change
- 270writecreate and update
- 105destructivewait for a confirmation
Credit memos
162 read · 10 write · 4 destructive
Retrieve a credit memo · Update a credit memo · Delete a credit memo · Create a credit memo from a charge
Debit memos
122 read · 8 write · 2 destructive
Collect a posted debit memo · Create a debit memo from a charge · Email a debit memo · List debit memos
Invoices
121 read · 8 write · 3 destructive
Retrieve an invoice · Update an invoice · Create a standalone invoice · Email an invoice
Payments
122 read · 4 write · 6 destructive
Create a payment · Retrieve a payment · Update a payment · Delete a payment
Subscriptions
103 read · 5 write · 2 destructive
Create a subscription · Retrieve a subscription by key · Update a subscription · Delete a subscription by number
Invoice schedules
91 read · 7 write · 1 destructive
Create an invoice schedule · Execute an invoice schedule · Attach charges to an invoice schedule · Detach charges from an invoice schedule
Orders
83 read · 3 write · 2 destructive
Create an order · List orders · Preview an order · Activate an order
Accounting codes
72 read · 4 write · 1 destructive
Create an accounting code · List all accounting codes · Activate an accounting code · Deactivate an accounting code
112 more areas · 677 actions
- Accounting periods 7
- Payment schedules 7
- Scim users 7
- Bill runs 6
- Commerce features 6
- Contacts 6
- Objects records default 6
- Payment methods 6
- Payment schedule items 6
- Refunds 6
- Scim groups 6
- Workflows 6
- Action 5
- Adjustments 5
- Catalog groups 5
- Commerce billable metrics 5
- E reporting business regions 5
- E reporting templates 5
- Einvoice business regions 5
- Einvoice service providers 5
- Einvoice templates 5
- Events event triggers 5
- Events scheduled events 5
- Notifications callout templates 5
- Notifications email templates 5
- Notifications notification definitions 5
- Notifications reusable blocks 5
- Payment runs 5
- Product charge definitions 5
- Sequence sets 5
- Test environments notifications 5
- Accounts 4
- Attachments 4
- Bulk data bulk jobs 4
- Deployment manager deployment templates 4
- Fulfillment items 4
- Fulfillments 4
- Journal entries 4
- Journal runs 4
- Object product 4
- Object product rate plan 4
- Object product rate plan charge 4
- Object usage 4
- Objects definitions default 4
- Objects jobs 4
- Payment methods profiles 4
- Product rateplan definitions 4
- Query jobs 4
- Uno data backfill bookingdate jobs 4
- Uno data backfill propagation jobs 4
- Async orders 3
- Auth providers 3
- Commerce charges 3
- Commerce plans 3
- Commerce plans entitlements 3
- Commerce products 3
- Credit memos e invoice 3
- Debit memos e invoice 3
- E compliance 3
- Invoices e invoice 3
- Omni channel subscriptions 3
- Payment methods wallet domains 3
- Taxation items 3
- Test environments jobs 3
- Workflows tasks 3
- Workflows versions 3
- Accounts billing documents files deletion jobs 2
- Accounts payment methods cascading 2
- Batch query jobs 2
- Billing preview runs 2
- Bulk 2
- Catalog products 2
- Commerce entitlements grants 2
- Commitments 2
- Credit memos bulk 2
- Credit memos items 2
- Credit memos parts 2
- Debit memos bulk 2
- Debit memos items 2
- Deployment manager deployments 2
- E compliance e reporting requests 2
- E compliance lifecycle status updates 2
- Files 2
- Gateway settlement payments 2
- Meters audit trail export 2
- Meters event store queries 2
- Multi organizations data labeling job 2
- Object product rate plan charge tier 2
- Open payment method types 2
- Operations bulk PDF 2
- Order line items 2
- Payments parts 2
- Payments parts item parts 2
- Product charge definitions bulk 2
- Query accounts 2
- Query amendments 2
- Query billing runs 2
- Query contact snapshots 2
- Query contacts 2
- Query credit memo applications 2
- Query credit memo items 2
- Query credit memos 2
- Query custom object records 2
- Query daily consumption summaries 2
- Query debit memo items 2
- Query debit memos 2
- Query delivery adjustments 2
- Query fulfillments 2
- Query invoice items 2
- Query invoice schedules 2
- Query invoices 2
- 250 smaller areas 293
Top actions
The Zuora Billing API, shaped for agents.
The ids your agent types, what each does, and the one name it shares with other systems. 39 of Zuora Billing's 39 action names are shared with at least one other connector, so an agent learns them once.
| Action | What it does | Effect | Same name in |
|---|---|---|---|
zuora.query_invoices.listList invoices | List invoices. | read | finance.invoice.list101 connectors |
zuora.query_payments.listList payments | List payments. | read | finance.payment.list75 connectors |
zuora.query_contacts.listList contacts | List contacts. | read | crm.contact.list177 connectors |
zuora.query_accounts.listList accounts | List accounts. | read | crm.company.list162 connectors |
zuora.query_subscriptions.listList subscriptions | List subscriptions. | read | finance.subscription.list37 connectors |
zuora.query_credit_memos.listList credit memos | List credit memos. | read | finance.credit_note.list33 connectors |
zuora.query_refunds.listList refunds | List refunds. | read | finance.refund.list23 connectors |
zuora.payments.createCreate a payment | Create a payment. | write | finance.payment.create67 connectors |
zuora.invoices.getRetrieve an invoice | Retrieve an invoice. | read | finance.invoice.get102 connectors |
zuora.invoices.updateUpdate an invoice | Update an invoice. | write | finance.invoice.update69 connectors |
zuora.subscriptions.createCreate a subscription | Create a subscription. | write | finance.subscription.create27 connectors |
zuora.payments.deleteDelete a payment | Delete a payment. | destructive | finance.payment.delete37 connectors |
Try it
Prompts to paste into Claude.
Each one names the Zuora Billing actions it will call, so you know what it reads and what it changes before you send it.
- Readread
Which Zuora Billing invoices are more than 30 days overdue? Group them by customer with the total owed.
calls
zuora.query_invoices.list - Writewrite
Create a payment in Zuora Billing. Show me exactly what you will send before you save it.
calls
zuora.payments.create - Across systemsread
Which Zuora Billing companies have invoices in ConnectWise PSA, and how many each?
calls
zuora.query_accounts.listconnectwise_manage.invoices.list
Across your systems
Zuora Billing, joined to the rest of your business.
One ask fetches from Zuora Billing and another system, joins the rows on the same customer on our side, and hands your agent the answer, not every row.
Which Zuora Billing companies have invoices in ConnectWise PSA, and how many each?
zuora.query_accounts.list+connectwise_manage.invoices.list, oncrm.company· ConnectWise PSAWhich Zuora Billing companies have tickets in HubSpot CRM, and how many each?
zuora.query_accounts.list+hubspot_crm.tickets.list, oncrm.company· HubSpot CRM
crm.company 227crm.contact 192finance.invoice 91finance.payment 53finance.credit_note 28finance.subscription 24finance.refund 9ask { intent: "which Zuora Billing companies have invoices in ConnectWise PSA, and how many each", steps: [ { action: "zuora.query_accounts.list", as: "co", input: {}, limit: 100, max_pages: 5 }, { action: "connectwise_manage.invoices.list", as: "inv", input: {}, limit: 100, max_pages: 5 }, { join: { left: "co", right: "inv", on: "crm.company", group_by: "co.name", select: ["co.name", "count(inv.id) as invoices"] } } ]}Governance for Zuora Billing
Destructive actions wait for a yes.
105 Zuora Billing actions are destructive. The first 10:
- Delete a payment
zuora.payments.delete - Delete a credit memo
zuora.credit_memos.delete - Delete a subscription by number
zuora.subscriptions.delete - Cancel a subscription
zuora.subscriptions.cancel - Delete a refund
zuora.refunds.delete - Cancel a payment
zuora.payments.cancel - Cancel a refund
zuora.refunds.cancel - Delete a payment method
zuora.payment_methods.delete - Delete an accounting period
zuora.accounting_periods.delete - Refund a payment
zuora.payments.refund
A destructive action runs only with confirm: true. Under the human policy the agent cannot confirm for itself: the run stops until a named person approves, in the console or from a signed link in an email. The cap on a key is refused before the call is sent, never after.
Delete a payment?
intent: the user asked me to delete a payment
account { op: "keys.create", name: "zuora-agent", allowed_actions: ["zuora.*"], cap_calls: 2000, confirm_policy: "human_for_writes", approval_rules: [ { match: "zuora.payments.delete", approver: "[email protected]" }, { match: "zuora.credit_memos.delete", approver: "[email protected]" }, { match: "zuora.subscriptions.delete", approver: "[email protected]" } ]}Cost
What Zuora Billing costs on actionlake.
Every Zuora Billing action is one upstream call, the only thing actionlake bills. Searching, check, cost, account and any call Zuora Billing refused with 401, 403, 429 or a 5xx are free. Paid plans start at US$49 a month for 250,000 calls, with overage from US$0.30 down to US$0.18 per 1,000.
- 1upstream call per actionall 763 Zuora Billing actions
- 763actions pageeach page of a long list is one call
- 388reads can be cacheda cache hit costs nothing
- 100,000calls a month, freepaid plans from US$49 a month for 250,000
Action index
Every Zuora Billing action.
763 actions by area: the id your agent calls, what it does, and its effect.
Credit memos16
zuora.credit_memos.createCreate a credit memo from a chargewritezuora.credit_memos.deleteDelete a credit memodestructive- and 14 more in this area
Debit memos12
zuora.debit_memos.collectCollect a posted debit memowritezuora.debit_memos.createCreate a debit memo from a chargewrite- and 10 more in this area
Invoices12
zuora.invoices.createCreate a standalone invoicewritezuora.invoices.emailEmail an invoicewrite- and 10 more in this area
Payments12
zuora.payments.createCreate a paymentwritezuora.payments.deleteDelete a paymentdestructive- and 10 more in this area
Subscriptions10
zuora.subscriptions.createCreate a subscriptionwritezuora.subscriptions.deleteDelete a subscription by numberdestructive- and 8 more in this area
Invoice schedules9
zuora.invoice_schedules.attachAttach charges to an invoice schedulewritezuora.invoice_schedules.createCreate an invoice schedulewrite- and 7 more in this area
Orders8
zuora.orders.activateActivate an orderwritezuora.orders.createCreate an orderwrite- and 6 more in this area
Accounting codes7
zuora.accounting_codes.activateActivate an accounting codewritezuora.accounting_codes.createCreate an accounting codewrite- and 5 more in this area
Accounting periods7
zuora.accounting_periods.createCreate an accounting periodwritezuora.accounting_periods.getRetrieve an accounting periodread- and 5 more in this area
Payment schedules7
zuora.payment_schedules.createCreate a payment schedulewritezuora.payment_schedules.getRetrieve a payment scheduleread- and 5 more in this area
Scim users7
zuora.scim_users.createCreate a userwritezuora.scim_users.getRetrieve a userread- and 5 more in this area
Bill runs6
zuora.bill_runs.createCreate a bill runwritezuora.bill_runs.emailEmail billing documents generated from a bill runwrite- and 4 more in this area
Commerce features6
zuora.commerce_features.createCreate a featurewritezuora.commerce_features.getRetrieve a featureread- and 4 more in this area
Contacts6
zuora.contacts.createCreate a contactwritezuora.contacts.getRetrieve a contactread- and 4 more in this area
Objects records default6
zuora.objects_records_default.createCreate custom object recordswritezuora.objects_records_default.getRetrieve a custom object recordread- and 4 more in this area
Payment methods6
zuora.payment_methods.createCreate a payment methodwritezuora.payment_methods.deleteDelete a payment methoddestructive- and 4 more in this area
Payment schedule items6
zuora.payment_schedule_items.getRetrieve a payment schedule itemreadzuora.payment_schedule_items.retryRetry failed payment schedule itemswrite- and 4 more in this area
Refunds6
zuora.refunds.cancelCancel a refunddestructivezuora.refunds.deleteDelete a refunddestructive- and 4 more in this area
Scim groups6
zuora.scim_groups.createCreate a groupwritezuora.scim_groups.getRetrieve a groupread- and 4 more in this area
Workflows6
zuora.workflows.exportExport a workflow versionreadzuora.workflows.getRetrieve a workflowread- and 4 more in this area
Action5
zuora.action.createCreatewritezuora.action.queryQueryread- and 3 more in this area
Adjustments5
zuora.adjustments.createCreate a delivery adjustmentwritezuora.adjustments.getRetrieve a delivery adjustmentread- and 3 more in this area
Catalog groups5
zuora.catalog_groups.createCreate a catalog groupwritezuora.catalog_groups.getRetrieve a catalog groupread- and 3 more in this area
Commerce billable metrics5
zuora.commerce_billable_metrics.createCreate a billable metricwritezuora.commerce_billable_metrics.getRetrieve a billable metricread- and 3 more in this area
E reporting business regions5
zuora.e_reporting_business_regions.createCreate an e-reporting business regionwritezuora.e_reporting_business_regions.getRetrieve an e-reporting business regionread- and 3 more in this area
E reporting templates5
zuora.e_reporting_templates.createCreate an e-reporting templatewritezuora.e_reporting_templates.getRetrieve an e-reporting templateread- and 3 more in this area
Einvoice business regions5
zuora.einvoice_business_regions.createCreate an e-invoicing business regionwritezuora.einvoice_business_regions.getRetrieve an e-invoicing business regionread- and 3 more in this area
Einvoice service providers5
zuora.einvoice_service_providers.createCreate an e-invoicing service providerwritezuora.einvoice_service_providers.getRetrieve an e-invoicing service providerread- and 3 more in this area
Einvoice templates5
zuora.einvoice_templates.createCreate an e-invoice file templatewritezuora.einvoice_templates.getRetrieve an e-invoice file templateread- and 3 more in this area
Events event triggers5
zuora.events_event_triggers.createCreate an event triggerwritezuora.events_event_triggers.getRetrieve an event triggerread- and 3 more in this area
Events scheduled events 5Notifications callout templates 5Notifications email templates 5Notifications notification definitions 5Notifications reusable blocks 5Payment runs 5Product charge definitions 5Sequence sets 5Test environments notifications 5Accounts 4Attachments 4Bulk data bulk jobs 4Deployment manager deployment templates 4Fulfillment items 4Fulfillments 4Journal entries 4Journal runs 4Object product 4Object product rate plan 4Object product rate plan charge 4Object usage 4Objects definitions default 4Objects jobs 4Payment methods profiles 4Product rateplan definitions 4Query jobs 4Uno data backfill bookingdate jobs 4Uno data backfill propagation jobs 4Async orders 3Auth providers 3Commerce charges 3Commerce plans 3Commerce plans entitlements 3Commerce products 3Credit memos e invoice 3Debit memos e invoice 3E compliance 3Invoices e invoice 3Omni channel subscriptions 3Payment methods wallet domains 3Taxation items 3Test environments jobs 3Workflows tasks 3Workflows versions 3Accounts billing documents files deletion jobs 2Accounts payment methods cascading 2Batch query jobs 2Billing preview runs 2Bulk 2Catalog products 2Commerce entitlements grants 2Commitments 2Credit memos bulk 2Credit memos items 2Credit memos parts 2Debit memos bulk 2Debit memos items 2Deployment manager deployments 2E compliance e reporting requests 2E compliance lifecycle status updates 2Files 2Gateway settlement payments 2Meters audit trail export 2Meters event store queries 2Multi organizations data labeling job 2Object product rate plan charge tier 2Open payment method types 2Operations bulk PDF 2Order line items 2Payments parts 2Payments parts item parts 2Product charge definitions bulk 2Query accounts 2Query amendments 2Query billing runs 2Query contact snapshots 2Query contacts 2Query credit memo applications 2Query credit memo items 2Query credit memos 2Query custom object records 2Query daily consumption summaries 2Query debit memo items 2Query debit memos 2Query delivery adjustments 2Query fulfillments 2Query invoice items 2Query invoice schedules 2Query invoices 2250 smaller areas 293
This index shows a sample of each area. All 763 actions, with their inputs and prices, are in the catalogue, which a free sandbox key can search.
Questions
The Zuora Billing MCP server, answered.
Is there a Zuora Billing MCP server for Claude?
Yes. actionlake is an MCP gateway: a remote MCP server that gives Claude, or another MCP client, 763 Zuora Billing actions across credit memos, debit memos, invoices and payments, through the same eight tools it uses for every other connector. actionlake is independent; it is not made or endorsed by Zuora Billing.
What do I need to connect Zuora Billing?
Zuora OAuth client ID and Zuora OAuth client secret (shown once, when the OAuth client is created). Plus your host. The free call account { op: "connections.requirements", service: "zuora" } lists exactly what to paste.
Can an AI agent delete or change things in Zuora Billing?
Only if its key allows it, and only with an explicit confirmation. 105 Zuora Billing actions are destructive, including delete a payment, delete a credit memo and delete a subscription by number. Each runs only with confirm: true. Under the human confirm policy, or an approval rule on the key, the run waits until a named person approves it.
Will an AI agent use up my Zuora Billing API limit?
actionlake paces every call to the limits in the Zuora Billing service file: 1,000 calls a minute per connection. Repeated reads are answered from cache (388 Zuora Billing actions can be), which never reaches Zuora Billing.
What does a Zuora Billing action cost?
One upstream call, the only unit actionlake bills. A list that pages bills one call per page (763 Zuora Billing actions page). Cache hits, searches, dry runs and calls Zuora Billing refused with 401, 403, 429 or a 5xx are free. The Free plan includes 100,000 calls a month with no card. Paid plans start at US$49 a month for 250,000 calls, with overage from US$0.30 down to US$0.18 per 1,000.
Which Zuora Billing API does it cover?
The Zuora API Reference 2026-10-16 (OpenAPI 3.0, full compact) at your Zuora Billing instance's API base URL, which you enter when connecting. It is built from Zuora Billing's documentation as read on 23 October 2026. 763 actions in 369 areas, each one in the signed service file (version 1.0.0).
Can I combine Zuora Billing with my other systems?
Yes. ask joins Zuora Billing to ConnectWise PSA or HubSpot CRM on the same customer and returns the answer rather than every row. Zuora Billing maps crm.company, which 227 other connectors also map.
Does actionlake keep my Zuora Billing data, and where?
actionlake processes and stores data in Sydney, Australia; there is no US region yet. Reads may be cached for up to 5 minutes, and a write clears the reads it affects. Each run's request and response is kept, sealed, for your plan's trace window: 1 day on Free, 3 days on Starter, 7 days on Pro, 14 days on Team, 30 days on Business and 30 days on Enterprise. Your Zuora Billing credential is sealed under your tenant's key, never logged and never returned. Your traffic is not used to train models.
Which AI clients can use it?
Claude Code, tested by us end to end, and the Claude app as a custom connector, tested by us with an existing key. Other MCP clients that support remote servers over Streamable HTTP (MCP revisions 2025-06-18 and 2025-11-25) and OAuth dynamic client registration, or a bearer header, should connect the same way; we have not tested them. Or plain REST, under the same action names.
Give your agent Zuora Billing today.
Start free - 100,000 calls/month, no card. No signup. Hard caps on every key. Cached answers are free.
