Provides secure, role-based access to Stripe billing data, allowing AI assistants to manage customers, charges, subscriptions, invoices, and refunds, including the ability to issue refunds and create coupons.
Click on "Install 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., "@Agent Billy MCP Servershow me the revenue stats and active subscriptions for this month"
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.
Agent Billy MCP Server
Local MCP proxy that gives AI assistants (Claude, Cursor, Copilot) secure, role-based access to your Stripe billing through your Billy container API.
Quick Start
npx agent-billy --api-url https://yourorg.agentbilly.ai --token YOUR_API_KEYOr use environment variables:
export BILLY_API_URL=https://yourorg.agentbilly.ai
export BILLY_TOKEN=billy_your-api-key
npx agent-billyMCP Configuration
Claude Desktop
Add to your claude_desktop_config.json:
{
"mcpServers": {
"agent-billy": {
"command": "npx",
"args": ["-y", "agent-billy"],
"env": {
"BILLY_API_URL": "https://yourorg.agentbilly.ai",
"BILLY_TOKEN": "billy_your-api-key"
}
}
}
}Config file locations:
macOS:
~/Library/Application Support/Claude/claude_desktop_config.jsonWindows:
%APPDATA%\Claude\claude_desktop_config.json
Claude Code
claude mcp add agent-billy \
-e BILLY_API_URL=https://yourorg.agentbilly.ai \
-e BILLY_TOKEN=billy_your-api-key \
-- npx -y agent-billyCursor
Go to Settings > MCP Servers > Add new MCP server and enter:
{
"command": "npx",
"args": ["-y", "agent-billy"],
"env": {
"BILLY_API_URL": "https://yourorg.agentbilly.ai",
"BILLY_TOKEN": "billy_your-api-key"
}
}VS Code (GitHub Copilot)
Add to your settings.json:
{
"mcp": {
"servers": {
"agent-billy": {
"command": "npx",
"args": ["-y", "agent-billy"],
"env": {
"BILLY_API_URL": "https://yourorg.agentbilly.ai",
"BILLY_TOKEN": "billy_your-api-key"
}
}
}
}
}Authentication
Generate an API key from your Billy dashboard:
Log in at
https://yourorg.agentbilly.aiGo to Settings > API Keys
Click Generate Key and choose a role
Copy the key and use it as
BILLY_TOKEN
API keys inherit the role you assign when creating them. A Billing Clerk key can only perform Billing Clerk actions. Keys can be revoked at any time from Settings.
Available Tools
Read Tools
Tool | Description |
| List recent charges. Filter by status (succeeded, failed, pending). |
| Get details for a specific charge by Stripe charge ID. |
| List customers with pagination. |
| Get details for a specific customer by Stripe customer ID. |
| List subscriptions. Filter by status (active, past_due, canceled, trialing). |
| List invoices. Filter by status (draft, open, paid, void, uncollectible). |
| List all refunds that have been issued. |
| Dashboard snapshot: MTD revenue, success rate, active subs, failed charges. |
| Search across customers, charges, subscriptions, and invoices by keyword. |
Write Tools
Tool | Description |
| Issue a full or partial refund for a charge. |
| Create a new Stripe customer. |
| Update a customer's email, name, description, or metadata. |
| Cancel a subscription (at period end or immediately). |
| Reactivate a canceled subscription that hasn't fully expired. |
| Send an invoice to the customer via email. |
| Void an invoice so it can no longer be paid. |
| Create a discount coupon (percentage or fixed amount). |
| Delete a coupon so it can't be applied to new customers. |
Role-Based Access
All permissions are enforced server-side. The token inherits the role of the user who created it.
Role | Read | Refunds | Manage Subs | Invoices | Customers | Coupons |
Owner | All | Unlimited | Full | Full | Full | Full |
Billing Manager | All | Up to $5,000 | Full | Full | Full | Full |
Billing Clerk | All | Up to $100 | View only | View only | Update only | No |
Read Only | All | No | No | No | No | No |
Spending Limits
Refund limits are enforced per transaction, per role:
Owner: No limit
Billing Manager: $5,000 per refund
Billing Clerk: $100 per refund
Read Only: Cannot issue refunds
Attempting to exceed your limit returns a permission error. The action is logged in the audit trail.
CLI Options
agent-billy --api-url <url> --token <jwt>
Options:
--api-url Billy container API URL (or BILLY_API_URL env var)
--token JWT auth token (or BILLY_TOKEN env var)
--api-key API key, alternative to token (or BILLY_API_KEY env var)
--help, -h Show helpLinks
Website: agentbilly.ai
Docs: agentbilly.ai/docs
Support: hello@agentbilly.ai
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