Click on "Deploy Server".
Wait a few minutes for the server to deploy. Once ready, it will show a "Started" state.
In the chat, type @ followed by the MCP server name and your instructions, e.g., "@datagate-mcp list my most recent customers"
That's it! The server will respond to your query, and you can continue using it as needed.
Here is a step-by-step guide with screenshots.
MCP server and CLI for the DataGate billing platform API.
MCP server — read-only tools for Claude Desktop, Claude Code, and other MCP clients
CLI — full CRUD for managing customers, invoices, products, agreements, sites, and payments
pip install datagate-mcpOr run the MCP server directly:
uvx datagate-mcpRelated MCP server: acronis-mcp
Set two environment variables:
Variable | Description |
| Bearer token from DataGate portal |
| Integration GUID from DataGate portal |
| (optional) Override base URL (default: |
Add to claude_desktop_config.json:
{
"mcpServers": {
"datagate": {
"command": "uvx",
"args": ["datagate-mcp"],
"env": {
"DATAGATE_API_KEY": "your-api-key",
"DATAGATE_CLIENT_ID": "your-client-id"
}
}
}
}Add to .mcp.json:
{
"mcpServers": {
"datagate": {
"command": "uvx",
"args": ["datagate-mcp"],
"env": {
"DATAGATE_API_KEY": "your-api-key",
"DATAGATE_CLIENT_ID": "your-client-id"
}
}
}
}# List customers
datagate customers list
datagate customers list --page 2 --page-size 25
# Get a customer
datagate customers get <customer-id>
# Search invoices
datagate invoices search --invoice-date 2026-01-01
datagate invoices search --period-start 2025-12-01 --period-end 2025-12-31
# Invoice line items
datagate invoices details <invoice-id>
# List products (optionally by customer)
datagate products list --customer-id <id>
# JSON output
datagate --json customers listAll write commands require --confirm:
datagate customers create --name "Acme Corp" --code "50099"
datagate customers update <id> --data '{"companyName": "Acme Corp LLC"}'
datagate customers delete <id> --confirm
datagate products create --customer-id <id> --code "Internet 1Gb"
datagate sites create --customer-id <id> --name "123 Main St"
# Payments are IRREVERSIBLE — void only via DataGate portal
datagate payments create --customer-id <id> --amount 100.00 --confirmTool | Description |
| List customers with pagination |
| Get single customer by ID |
| Search invoices by date/period |
| Invoice with line-item transactions |
| Products with pricing, filterable by customer |
| Single product with charges |
| Billing agreements, filterable by customer |
| Single agreement |
| Physical locations, filterable by customer |
| Portal login accounts |
| Service items |
| Rate cards |
| Kit templates |
60 calls/minute
5,000 calls/day
The client automatically paces requests to stay within limits.
MIT
Get a single agreement by ID.
Note: DataGate returns this as an array (API quirk).
Inputs: agreement_id (required).
Get a single customer by ID (UUID).
Returns full customer details including address, agreement, account manager, delivery method, tax rate, and custom fields.
Inputs: customer_id (required).
Get full invoice details with line-item transactions.
Returns the invoice header plus transactions array. Each transaction has productCode, productLabel, quantity, amount (commission base), tax, and total.
Inputs: invoice_id (required).
Get a single product by ID with full charge details.
Inputs: product_id (required).
List billing agreements.
Most customers have a single "Default Agreement" with billing frequency and payment terms. Filter by customer_id to see a specific customer's agreements.
Inputs: customer_id, page, page_size.
List all customers with pagination.
Returns customers with company name, code, address, active status, and billing config. Default page_size is 50, max varies by DataGate config.
Inputs: page, page_size.
List portal login accounts for customers.
Inputs: page, page_size.
List kit templates.
Inputs: page, page_size.
List products/services with pricing.
Optionally filter by customer_id (UUID). Products include charges with sell amounts, which represent recurring or one-time billing.
Args: customer_id: Filter to a specific customer's products. page: Page number (1-indexed). page_size: Results per page (default 50).
Inputs: customer_id, page, page_size.
List rate cards.
Inputs: page, page_size.
List service items, optionally filtered by customer or site.
Inputs: customer_id, site, page, page_size.
List physical site locations.
Sites are addresses associated with customers. Filter by customer_id to see a specific customer's locations.
Inputs: customer_id, page, page_size.
Search invoices with optional filters.
Args: invoice_date: Exact invoice date (YYYY-MM-DD). For monthly billing, use the 1st of the month (e.g., "2026-01-01" for December billing). period_start: Billing period start date (YYYY-MM-DD). period_end: Billing period end date (YYYY-MM-DD). page: Page number (1-indexed). page_size: Results per page (default 50).
Returns invoices with number, dates, customer, amounts, and status.
Inputs: invoice_date, period_start, period_end, page, +1 more.
Recent tool additions, removals, and schema changes observed during successful MCP inspections.
Loading tool schema changelog…
Scored across 13 tools
Each tool targets a distinct resource or action: get/list for individual vs collection, with separate tools for agreements, customers, invoices, products, sites, etc. No overlap in functionality.
All tools follow a consistent verb_noun pattern (get_*, list_*, search_*) using snake_case, making the set predictable and easy to navigate.
13 tools cover the core entities of a billing/agreement domain without being excessive. Each tool serves a clear purpose within the scope.
Read operations are present for most entities, but missing individual get endpoints for customer users, kit templates, rate cards, service items, and sites reduces retrieval completeness. No write/update tools, though likely intentional.
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