Tools reference for Zuora MCP
Comprehensive reference for all Zuora AI tools, their permissions, and supported operations across Zuora APIs.
This section provides a detailed reference of all available tools and operations for documentation team reference. It may be published separately or summarized for end users.
Zuora AI provides 91 tools covering 330+ operations across Zuora's APIs. Each tool has a permission classification:
-
READ: Only reads data; available in tenants on any mode (Read-Only, Read-Only (opted into Supervised mode), Supervised, or Autonomous).
-
WRITE: Modifies data; requires the tenant to be in Supervised or Autonomous mode.
-
MIXED: Contains both read and write operations. Read operations are available in any mode; write operations require Supervised or Autonomous mode.
Note:
Use the built-in AI capabilities to explore the server's available features and tools. For example, ask "What can I do with the manage_workflow tool?" You can also request guidance on using a specific tool or Zuora feature, such as "Give me five useful prompts for working with invoices."
Knowledge and Guidance
| Tool | AI Permission | Description |
|---|---|---|
ask_zuora | Read | Expert assistant on Zuora's product suite. |
sdk_upgrade | Read | SDK version information, changelogs, and upgrade guidance. |
zuora_codegen | Read | Code generation guidance with API discovery. |
ping | Read | Checks whether the Zuora MCP server is available and responding. |
Query and Data
| Tool | Permission | Description |
|---|---|---|
get_account_summary | Read | Account details with financial summary. |
query_objects | Read | Query Zuora object types with filtering and sorting. |
manage_data_queries | Read | Submit and manage Data Query jobs. |
manage_reports | Mixed | Search, list, export, and manage reports. |
manage_system_health | Read | Retrieve API volume, failures, and summaries. |
run_reports | Write | Runs a report. |
|
submit_mcp_feedback |
Read |
Submits confirmed MCP feedback for the Zuora MCP server. |
zuora_graphql | Read | Explores GraphQL types, filters, inputs, and query structures, and runs GraphQL queries. |
Billing and Subscriptions
| Tool | Permission | Description |
|---|---|---|
create_products | Write | Create products in the product catalog. |
create_product_rate_plans | Write | Create rate plans under products. |
create_product_rate_plan_charges | Write | Create charges. |
create_subscriptions | Write | Create subscriptions through the Orders API. |
manage_subscriptions | Mixed | Suspend, resume, renew, cancel, and preview subscriptions. |
manage_subscription_amendments | Write | Add, update, and remove products. |
manage_orders | Mixed | Preview, create, update, and cancel orders. |
manage_billing_previews | Mixed | Generate and retrieve billing previews. |
manage_bill_runs | Mixed | Create, post, cancel, and delete bill runs. |
manage_invoice_schedules | Mixed | Create and manage invoice schedules. |
manage_fulfillments | Write | Creates, updates, and deletes fulfillments and fulfillment items. |
Invoicing and Accounts Receivable
| Tool | Permission | Description |
|---|---|---|
manage_invoices | Mixed | Create, post, reverse, write off, and email invoices. |
manage_credit_memos | Mixed | Create, post, apply, and reverse credit memos. |
manage_debit_memos | Mixed | Create, post, and write off debit memos. |
manage_billing_documents | Mixed | Generate billing documents and manage PDFs. |
manage_taxation_items | Write | Create, update, and delete taxation items. |
manage_summary_statements | Write | Create summary statement runs. |
manage_delivery_adjustments | Mixed | Preview, create, and cancel adjustments. |
Payments
| Tool | Permission | Description |
|---|---|---|
manage_payments | Write | Create, apply, unapply, cancel, refund, and transfer payments. |
manage_refunds | Write | Delete, update, and cancel refunds. |
manage_payment_runs | Write | Create, update, and delete payment runs. |
manage_payment_schedule_items | Write | Retry, cancel, and skip payment schedule items. |
manage_payment_schedules | Write | Creates, updates, deletes, and cancels payment schedules, and adds items to payment schedules. |
Accounts and Contacts
| Tool | Permission | Description |
|---|---|---|
manage_customer_accounts | Mixed | Retrieves customer account settings and creates, updates, and deletes customer accounts. |
manage_contacts | Write | Create, update, delete, and transfer contacts. |
Revenue
| Tool | Permission | Description |
|---|---|---|
manage_accounting_codes | Mixed | List, create, activate, and deactivate accounting codes. |
manage_accounting_periods | Mixed | List, create, close, and reopen accounting periods. |
manage_journal_runs | Mixed | Create, cancel, and delete journal runs. |
manage_summary_journal_entries | Mixed | Create, update, and cancel summary journal entries. |
manage_revenue_reports | Read | List, run, and download revenue reports. |
summarize_revenue_report | Read | Summarizes revenue report output. |
manage_o2r_data_backfill | Mixed | Manage O2R data backfill jobs. |
manage_o2r_regenerate | Write | Regenerate transactions and revenue recognition events. |
manage_revenue_switch_allocation | Read | Retrieves revenue switch allocation information. |
manage_contract_modification | Read | Retrieves contract modification details and analyzes TCV changes, pricing by line, and carve impacts. |
manage_revenue_job_summary | Read | Collects revenue job metrics and lists failed revenue job runs. |
simulate_revenue_impact | Read | Simulates revenue impact, including TCV, revenue by quarter, and remaining performance obligations. |
manage_stage_validation | Mixed | Lists, searches, and retrieves field information and validation rules, and saves stage validation rules. |
get_rule_set | Read | Retrieves rule set information. |
| manage_vc | Mixed | Retrieves VC types and applies VC actions. |
| manage_defer_and_release | Write | Defers revenue for revenue contracts and releases revenue for revenue contracts. |
| manage_apply_hold | Write | Applies holds at the contract, line, and POB levels. |
| manage_release_hold | Write | Releases holds at the contract, line, and POB levels. |
| manage_allocate_action | Write | Runs allocation actions. |
| manage_open_close_rc | Write | Opens and closes revenue contracts. |
| manage_edit_line | Write | Edits revenue contract lines. |
| manage_switch_allocation | Write | Switches revenue allocation. |
| manage_apply_impairment | Write | Applies impairment actions. |
| manage_edit_pob_attributes | Write | Edits POB attributes at the revenue contract and POB levels. |
| manage_switch_lead_line | Write | Switches the lead line. |
| manage_un_freeze_rc | Write | Unfreezes revenue contracts. |
| manage_link_delink | Write | Links and delinks revenue contracts, POBs, and lines. |
| manage_generate_forecast | Write | Generates revenue forecasts. |
Administration and Analytics
| Tool | Permission | Description |
|---|---|---|
manage_settings | Mixed | Retrieve and update tenant settings. |
|
manage_analytics |
Read |
Validates analytics access, lists datasets, retrieves dataset schemas, and executes analytics queries. |
|
manage_decision_tree |
Write |
Creates and updates decision trees. |
|
manage_custom_function |
Write |
Creates and updates custom functions for workflows. |
manage_workflows | Mixed | List, export, import, and update workflows. |
manage_workflow_tasks | Mixed | List, get, update, and rerun workflow tasks. |
run_workflows | Mixed | Run workflows and check run status. |
manage_attachments | Mixed | Get, list, create, and update attachments. |
manage_sequence_sets | Mixed | List, create, and update sequence sets. |
manage_bulk_actions | Mixed | Bulk create, update, and delete objects. |
manage_custom_fields | Mixed | Lists custom field namespaces, types, and fields, and creates or updates custom fields. |
manage_decision_table | Write | Creates and updates decision tables. |
manage_custom_policies | Write | Creates custom policy drafts for features and entitlements. |
Custom Objects, Usage, and E-Invoicing
| Tool | Permission | Description |
|---|---|---|
manage_custom_object_definitions | Mixed | Define and manage schemas. |
manage_custom_object_records | Mixed | Create, read, update, and delete custom object records. |
manage_usage | Mixed | Upload, create, update, and query usage records. |
manage_mediation_meters | Mixed | Retrieves and validates meters, lists related connections, event stores, and schemas, and creates meters for usage metering. |
manage_e_invoicing_config | Write | Manage service providers, regions, and templates. |
manage_e_invoicing_documents | Write | Generate and sync e-invoices. |
manage_commerce_products | Write | Create, update, and delete commerce products. |
manage_commerce_context_attributes | Mixed | Lists context attributes and creates or updates attribute values for Dynamic Pricing. |
manage_commerce_plans | Write | Creates, updates, and deletes commerce plans for Dynamic Pricing. |
manage_commerce_charges | Mixed | Queries, creates, updates, and deletes commerce charges, and updates tier prices for Dynamic Pricing. |
manage_omnichannel_subscriptions | Mixed | Manage omnichannel subscriptions. |
| manage_meters_run | Mixed | Provides run guidance, executes meter runs, tracks run status and history, queries event stores, retrieves run summaries and records, manages prefetch operations, and ingests usage events. |
| manage_meters_audit | Mixed | Provides audit guidance, retrieves audit trail entries and audit export information, and creates audit exports. |