Test your Zuora MCP Connection
Validate that your MCP-compatible client can connect to the Zuora MCP server, access supported tools, and retrieve accurate account, subscription, product, invoice, payment, and usage information without invoking tools.
After you configure the Zuora local MCP server in your MCP-compatible client, validate that the client can connect to the server and retrieve information from your Zuora tenant.
You can use the prompts in this article to verify tool availability, retrieve account and subscription data, test product knowledge responses, analyze usage and sales trends, review invoices and payments, and confirm that non-Zuora questions do not invoke Zuora MCP tools.
Check available tools
Use the following prompt to confirm that your MCP client is connected to the Zuora MCP server and can return the supported tools:
what tools does the Zuora MCP server support?You should receive a list of supported tools with short descriptions. The exact number of tools can vary by release, but the response should include at least 15 tools.
Explore account and subscription data
Get an account summary
Use the following prompt to retrieve an account-level summary:
Show me an account summary for <<account name>>Replace <<account name>> with an actual account name in your tenant.
You should receive a summary that includes account details, active subscriptions, recent invoices, and any usage information returned by the tool chain.
If you validate the result in Data Query, run each SQL statement separately. Do not paste multiple SQL statements into Data Query at the same time.
Find the top accounts by MRR
Use the following prompt to identify the accounts with the highest MRR:
10 largest MRR accountsYou should receive the top 10 accounts ranked by MRR.
Find the top active subscriptions by CMRR
Use the following prompt to identify the active subscriptions with the highest CMRR:
Top 10 active subscriptions ranked by CMRR, include account name and numberYou should receive the top 10 active subscriptions ranked by CMRR, including the related account names and account numbers.
Explore product knowledge and usage
Ask a product knowledge question
Use the following prompt to validate that the Zuora MCP server can answer product knowledge questions in natural language:
How does flat fee pricing work in Zuora?You should receive an explanation of flat fee pricing in Zuora. The response typically describes the Flat Fee charge model on a product rate plan charge.
Find customers with the most unbilled usage
Use the following prompt to analyze usage records:
5 customers with most unbilled usage, sum by quantity unbilled and include account number and name and UOMYou should receive five customers ranked by total pending usage quantity, including the account number, account name, and unit of measure.
If the result looks incorrect, check whether the prompt uses business terms that differ from the underlying Zuora object status values. For example, a prompt might use unbilled while the corresponding usage status is Pending.
Analyze product trends
Compare month-over-month product sales variation
Use the following prompt to test a more complex analytics flow:
List the three products with the most variation in total USD sales over the last two months, so compare the sales last month from the sales the previous month and list the three products with the largest variation, either up or downYou should receive three products with the largest month-over-month sales variation. The response should include monthly totals, net change, and whether the variation is an increase or decrease.
This scenario is time-sensitive. If you run this prompt in a different reporting period, update the date range in your validation query accordingly.
Review invoices and payments
Show the most recent invoices
Use the following prompt to retrieve recent posted invoices:
Show me the 10 most recent invoices with amount, balance, and due dateYou should receive 10 recent invoices with amount, balance, status, and due date information.
When date interpretation matters, be explicit in your prompt. For example, ask for invoices “sorted by created date” if you want the most recently created invoices instead of invoices sorted by invoice date.
Find invoices with high outstanding balances
Use the following prompt to identify invoices with high outstanding balances:
List all invoices with an outstanding balance greater than $1000, highest balance first, include invoice number, date, due date, account name and numberYou should receive invoices with balances greater than 1000, sorted from highest balance to lowest. The response should include invoice numbers, invoice dates, due dates, account names, and account numbers.
Show the most recent payments
Use the following prompt to retrieve recent payments:
Show me the 10 most recent payments with amount, status, and payment dateYou should receive 10 recent payments with amount, status, and payment date.
Confirm behavior for non-Zuora questions
Use the following prompt to confirm that unrelated questions do not invoke Zuora MCP tools:
Who won the 2022 World Cup?You should receive the answer Argentina. The MCP client should not invoke Zuora MCP tools for this question.
Best practices for validating prompts
When you validate prompts, be specific about the date field you want to use, especially for queries that include words such as “recent” or “latest”. Validate important results instead of assuming the first response is correct.
For precise results, include the filter, sort order, object type, and output fields in your prompt. Simple single-object retrievals are more likely to use object query tools, while aggregations and ranked analytics are more likely to use data query tools.
For month-based comparisons, update the time window to match the current reporting period.