Outseta MCP server
Triggers and actions for Outseta CRM and Billing
Outseta is not a separate install. One Activepieces MCP server exposes it alongside 760+ other apps, behind a single URL.
- Tools
- 44
- Works with
- Any MCP client
- Auth
- Custom auth
- License
- MIT, open source
- Updated
- October 2026
About the Outseta MCP server
Connect Outseta once in Activepieces and every action it ships becomes a tool your assistant can call, behind the same server URL as the rest of your apps. Your agent reaches Outseta and 760+ other apps over a single connection, on our cloud or a self-hosted install.
Tools
Outseta tools your AI can run
Once connected, your assistant can call any of these Outseta actions by asking in plain language.
Retrieve Account
Retrieve an account by its UID, or by the email of its primary contact. Returns plan, subscription, billing address, primary contact and add-on details.
3 fields
Retrieve Person
Retrieve a person by email or by UID, including the linked account.
3 fields
Retrieve Deal
Retrieve a deal by its UID, or by the email of the contact associated with the deal plus the pipeline.
4 fields
Retrieve Subscription
Retrieve a subscription by its UID, or fetch the current subscription of an account by Account UID. Returns plan, billing terms, renewal dates, discount, and add-on details.
3 fields
Get Last Payment for Account
Retrieve the most recent payment transaction for an account. Returns found=false if no payment has ever been recorded.
1 field
Create Account
Create a new account in Outseta CRM. Optionally start a subscription on a plan in the same call.
14 fields
Create Deal
Create a new deal in the CRM.
7 fields
Find or Add Person
Search for a person by email. If not found, create a new one.
12 fields
Find or Add Deal
Search for a deal by contact email and pipeline. If not found, create a new one.
8 fields
Update Account
Update an existing account in Outseta.
12 fields
Update Person
Update an existing person in Outseta.
14 fields
Update Deal
Update an existing deal.
10 fields
Delete Account
Delete an account from Outseta CRM.
1 field
Delete Person
Delete a person from Outseta CRM.
1 field
Delete Deal
Delete a deal from the CRM.
1 field
List Accounts
Retrieve a paginated list of accounts from your Outseta CRM.
2 fields
List Persons
Retrieve a paginated list of persons from your Outseta CRM.
2 fields
List Deals
Retrieve a paginated list of deals from your Outseta CRM.
2 fields
List Plans
Retrieve a paginated list of subscription plans from your Outseta billing catalog.
2 fields
List Add-Ons
Retrieve a paginated list of add-ons from your Outseta billing catalog.
2 fields
List Discounts
Retrieve a paginated list of discount coupons from your Outseta billing catalog.
2 fields
List Cases
Retrieve a paginated list of support tickets (cases) from Outseta. Optionally filter by the person who submitted them.
4 fields
List Account Transactions
Retrieve all billing transactions (payments, refunds, invoices) for a given account.
3 fields
Change Account Plan
Change an account's current subscription plan (upgrade, downgrade, or switch to free).
3 fields
Cancel Subscription
Cancel the current subscription on an account. By default, the subscription expires at the end of the current term. You can also cancel immediately.
4 fields
Remove Cancellation
Remove a pending cancellation request from an account, keeping the subscription active.
1 field
Apply Discount to Account
Apply a discount coupon to the current subscription of an account.
2 fields
Add Usage for Add-on
Track usage for a metered (usage-based) add-on on an account.
4 fields
Add Add-on to Subscription
Attach a recurring add-on to an account's current subscription. Different from Add Usage for Add-on, which only records consumption on a metered add-on already attached.
4 fields
Extend Trial Subscription
Extend the trial period of an account by setting a new trial end date.
2 fields
Update Payment Information
Update the credit card / payment method on an account. The payment processor tokens (CustomerToken, PaymentToken) must come from your payment processor (e.g. Stripe Elements) — not from Outseta.
4 fields
Create Discount
Create a new discount coupon in the Outseta billing catalog. Either AmountOff or PercentOff must be set, never both.
9 fields
Create Invoice
Create an ad-hoc invoice for an account. The invoice is linked to the account's current subscription.
3 fields
Add Invoice Payment
Record a payment against an invoice. The invoice is marked as paid if the total payments match the invoice amount.
3 fields
Send Invoice Email
Send (or resend) the invoice email to the customer associated with an invoice.
1 field
Process Payment
Manually trigger the processing (retry) of a previously recorded payment. Typically used to retry a failed payment after a customer updates their card.
1 field
Manage Account Membership
Add or remove a person from an account.
4 fields
Update Account Membership
Update a person's membership on an account — typically used to designate them as the primary contact.
3 fields
Add Custom Activity
Record a custom activity on an account, person, or deal. Activities show on the activity feed and can trigger drip campaigns.
5 fields
Manage Email List Subscription
Subscribe a person to an email list, or unsubscribe them from it.
6 fields
Send Confirmation Email
Send a confirmation email to the primary contact of an account, a specific person, or all members.
2 fields
Create Ticket
Create a new support ticket (case) in Outseta.
5 fields
Reply to Ticket
Add a reply to an existing support ticket (case) in Outseta.
3 fields
Custom API Call
Make a custom API call to a specific endpoint
10 fields
Triggers
Outseta events your agent can watch
These start a run the moment something happens in Outseta, so work gets picked up on its own.
New Account Event
Triggers on account-scoped events (lifecycle, stage, billing, subscription, invoice).
2 fields
New Person Event
Triggers on person-scoped events (lifecycle, login, email engagement, list, segment, support ticket).
2 fields
New Deal Event
Triggers on deal-scoped events (lifecycle, contact/account association).
2 fields
New Task Event
Triggers on task lifecycle events (created, updated).
2 fields
New Plan Event
Triggers when a billing plan is created or updated in the Outseta catalog.
2 fields
New Add-On Event
Triggers when an add-on is created or updated in the Outseta catalog.
2 fields
Give your assistant Outseta
Connect Outseta once and every tool above is callable from Claude, Cursor or any MCP client, behind the same server URL as 760+ other apps. Free to start.
Outseta MCP, answered.
No. That is the point of it. One Activepieces server exposes Outseta alongside every other piece you connect, so your client keeps a single connection.
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