Integration

ChargeKeep integration

ChargeKeep is a CRM and billing platform for selling products and subscriptions. Create, find and update contacts, their emails, phones, addresses, tags and lists; create and move leads through pipelines; manage products, coupons, invoices, orders and subscriptions; read payments; add notes and activities; and top up or deduct contact credits. Affiliate, commission, payout, tenant administration, document, import and payment-gateway routes are not exposed, and card or account numbers and auto-login links are left out of responses. Authentication is an API key sent in the api-key header. Every answer is wrapped as {result, success, error}.

Connect ChargeKeep How integrations work

Ask it in chat

Say what should happen.
The workflow builds itself.

When this happens, do that in ChargeKeep.Built from the 79 ChargeKeep tools below, on the connection you add once.

What you can do with ChargeKeep

Each of these is one operation on one endpoint, available both as a workflow step and as a tool an AI agent can call on its own. Nothing bundles several operations into one action, so what a run did stays readable afterwards.

Most endpoints run on the free plan. A few, mainly the ones that publish on your behalf, need a paid plan.

Contact, 10 operations

assign_contact_userAssign contact userPOSTAssigns a contact to a user (userId), or clears the assignment when userId is left out.
create_or_update_contactCreate or update contactPOSTCreates a contact; with matchExisting true an existing matching contact is updated instead. contactGroupId (from list_contact_groups) is required. Returns contactId and leadId.
delete_contactDelete contactDELETEDeletes a contact by id. ForceDelete and NotifyUser are optional vendor flags.
find_contacts_by_phraseFind contacts by phraseGETFinds contacts matching a phrase and returns id, name, email, linked user id and address for each.
get_contactGet contactGETReturns a contact record by its id: groups, type, assignment, star, rating, tag and list ids, person details and affiliate settings. Find ids with search_contacts.
get_contact_detailsGet contact detailsGETReturns a contact's name, organization relations and all its email addresses, phone numbers and addresses, each with its own id.
search_contactsSearch contactsGETSearches contacts by a phrase and returns up to TopCount matches with id, type, company, person name, job title and affiliate code. The id feeds the other contact tools.
update_contact_custom_fieldsUpdate contact custom fieldsPUTSets the five custom fields (customField1 to customField5) of a contact.
update_contact_statusUpdate contact statusPUTMoves a contact to a contact group (groupId, from list_contact_groups) and sets whether it is active. Optionally notifies the user and processes the open lead.
update_contact_xrefUpdate contact xrefPUTSets the external reference (xref) of a contact, the id it has in another system, plus optional extra references (xrefs).

Lead, 8 operations

cancel_leadCancel leadPOSTCancels a lead with a reason (cancellationReasonId from list_lead_cancellation_reasons) and an optional comment.
create_leadCreate leadPOSTCreates a lead (and its contact, or for contactId an existing one) in a contact group (contactGroupId from list_contact_groups, required). Returns contactId and leadId.
delete_leadDelete leadDELETEDeletes a lead by id. forceDelete is an optional vendor flag.
get_last_leadGet last leadGETReturns the most recent lead of a contact in a contact group, with the same fields as get_lead.
get_leadGet leadGETReturns a lead by id: contact group, type, pipeline and stage, deal amount and currency, dates and source, campaign, channel and affiliate codes.
process_leadProcess leadPOSTProcesses a lead (the vendor ProcessLead action); orderStageId, amount and comment are optional.
update_leadUpdate leadPUTUpdates a lead's source, campaign, affiliate and channel codes, deal amount, currency and comments. Leave a field out to keep it.
update_lead_stageUpdate lead stagePUTMoves a lead to another pipeline stage (stageId, from list_pipelines).

Coupon, 7 operations

archive_couponArchive couponPOSTMarks a coupon as archived (its isArchived flag), without deleting it.
create_couponCreate couponPOSTCreates a coupon (code and description required): Percentage (percentOff) or Fixed (amountOff, currencyId) for Once, Forever or Limited (durationInMonth). Returns the new id.
delete_couponDelete couponDELETEDeletes a coupon by id.
get_couponGet couponGETReturns a coupon by id: code, description, type (Percentage or Fixed), duration (Once, Forever or Limited), amounts, currency and dates.
search_couponsSearch couponsGETSearches coupons by a phrase and currency, with skipCount and topCount paging. Returns code, type, duration, amounts, dates and archived flag.
update_couponUpdate couponPUTReplaces a coupon's settings. code and description are required on every call: read the coupon with get_coupon and send its current values back with your change.
validate_couponValidate couponGETChecks whether a coupon code is valid for a currency and returns isValid with the coupon's description and amounts.

Product, 6 operations

archive_productArchive productPOSTMarks a product as archived, without deleting it. list_products can filter on the archived state.
create_productCreate productPOSTCreates a product (code, name, type General, Subscription, Digital, Event or Donation, and currencyId required) with its price options. Returns productId.
delete_productDelete productDELETEDeletes a product by id.
get_productGet productGETReturns a product by id with its publishing, commission, inventory, shipping and price option settings.
list_productsList productsGETLists products with id, code, name, type, group, published flag and price options. Filter by type (OneTime or Subscription price options), currency and archived state.
search_productsSearch productsGETSearches products by a phrase or an exact code and returns id, code, name, description, stock, type, shipping option and payment options.

Activity, 5 operations

create_activityCreate activityPOSTCreates an activity: type Task or Event, title required, with description, assigned users, start and end, all-day flag, reminder, and an optional lead or contact.
delete_activityDelete activityDELETEDeletes an activity by id.
get_activityGet activityGETReturns an activity (task or event) by id: title, description, assigned users, start and end, all-day flag, reminder, stage, lead and contact.
list_activitiesList activitiesGETLists activities (tasks and events), filtered by assigned user, contact and a date range.
update_activityUpdate activityPUTReplaces an activity. id and title are required on every call: read it with get_activity and send its current values back with your change.

Invoice, 5 operations

create_invoiceCreate invoicePOSTCreates an invoice for a contact (contactId, currencyId, date, grandTotal and status required) with optional lines and addresses. Returns the new invoice id as result.
delete_invoiceDelete invoiceDELETEDeletes an invoice by id.
get_invoiceGet invoiceGETReturns an invoice by id: contact, order number, status, number, dates, currency, totals, addresses and lines.
get_next_invoice_numberGet next invoice numberGETReturns the number the next invoice will get (nextInvoiceNumber).
update_invoice_statusUpdate invoice statusPUTSets the status of an invoice (Draft, Final, Sent, Paid, Canceled, PartiallyPaid, Refunded or PartiallyRefunded).

Credit balance, 4 operations

deduct_contact_creditsDeduct contact creditsPOSTDeducts credits from a contact's balance (amount required), identified by contactId, userId or contactXref. Returns newBalance.
get_contact_credit_balanceGet contact credit balanceGETReturns a contact's credit balance with tier, rate, credits rate, currency and last update.
list_contact_credit_historyList contact credit historyGETLists the credit balance changes of a contact: amount, remaining balance, description, time and user.
top_up_contact_creditsTop up contact creditsPOSTAdds credits to a contact's balance (amount required), identified by contactId, userId or contactXref. Returns newBalance.

Note, 4 operations

create_noteCreate notePOSTAdds a note to a contact: text and noteType (Note, IncomingCall or OutcomingCall) required, optionally linked to a phone, order or lead, with a follow-up date. Returns its id.
delete_noteDelete noteDELETEDeletes a note of a contact.
list_notesList notesGETLists the notes of one or more contacts: text, type, date, follow-up date, phone, order, lead and author. ascendingSorting true sorts by ascending date.
update_noteUpdate notePUTReplaces a note. id, contactId, text and noteType are required on every call: read it with list_notes and send its current values back with your change.

Order, 4 operations

cancel_orderCancel orderPOSTCancels an order; a comment is required.
delete_orderDelete orderDELETEDeletes an order by id. forceDelete is an optional vendor flag.
get_order_historyGet order historyGETLists the history of an order: time, type, action, stage and the user behind each change.
update_order_stageUpdate order stagePUTMoves an order to another pipeline stage (stageId, from list_pipelines).

Contact list, 3 operations

add_contacts_to_listsAdd contacts to listsPOSTAdds contacts (contactIds) to the lists given by name.
list_listsList listsGETLists the contact lists (id and name) of the account.
remove_contacts_from_listsRemove contacts from listsDELETERemoves contacts (ContactIds) from lists (ListIds, from list_lists).

Contact phone, 3 operations

add_contact_phoneAdd contact phonePOSTAdds a phone number to a contact. Returns its id.
delete_contact_phoneDelete contact phoneDELETEDeletes a phone number of a contact (its id from list_contact_phones).
list_contact_phonesList contact phonesGETLists the phone numbers of a contact with extension, usage type, primary flag and comment.

Contact address, 2 operations

add_contact_addressAdd contact addressPOSTAdds a postal address to a contact. Returns its id.
delete_contact_addressDelete contact addressDELETEDeletes an address of a contact (its id from get_contact_details).

Contact email, 2 operations

add_contact_emailAdd contact emailPOSTAdds an email address to a contact. Returns its id.
delete_contact_emailDelete contact emailDELETEDeletes an email address of a contact (its id from get_contact_details).

Contact tag, 2 operations

tag_contactsTag contactsPOSTAdds the tags given by name to contacts (contactIds).
untag_contactsUntag contactsPOSTRemoves tags (tagIds, from list_tags) from contacts (contactIds).

Organization, 2 operations

get_organizationGet organizationGETReturns an organization contact: organization details, contact persons, primary email, phone and address ids, photo and comment.
list_organizationsList organizationsGETSearches organizations by a phrase and returns id, name and root organization unit for up to topCount matches.

Subscription, 2 operations

cancel_subscriptionCancel subscriptionPOSTCancels a subscription (subscriptionId from list_contact_subscriptions), now or at the end of the current period.
list_contact_subscriptionsList contact subscriptionsGETLists the subscriptions of a contact with product, period type, start, end and trial dates and status.

Contact activity log, 1 operation

list_contact_activity_logsList contact activity logsGETLists the activity log of a contact: each entry's type, entity, value, time and the user who made it.

Contact group, 1 operation

list_contact_groupsList contact groupsGETLists the contact groups (id and name) of the account. The id is the contactGroupId create_or_update_contact and create_lead require.

Currency, 1 operation

list_currenciesList currenciesGETLists the currencies (id such as USD, symbol and name). The id is the currencyId other tools take.

Invoice address, 1 operation

list_invoice_addressesList invoice addressesGETLists the billing and shipping addresses used on a contact's invoices, with the last billing date of each.

Lead cancellation reason, 1 operation

list_lead_cancellation_reasonsList lead cancellation reasonsGETLists the reasons a lead can be cancelled with (result.items), for cancel_lead.

Payment, 1 operation

list_contact_paymentsList contact paymentsGETLists the payments of a contact with the total payment amounts.

Payment method, 1 operation

list_contact_payment_methodsList contact payment methodsGETLists the saved payment methods of a contact (id, type and card, ACH or PayPal summary). Card and account numbers are not returned by this tool.

Pipeline, 1 operation

list_pipelinesList pipelinesGETLists pipelines with their stages (ids for update_lead_stage and update_order_stage), optionally for one purpose and contact group.

Star, 1 operation

list_starsList starsGETLists the contact stars (id, name, color and image) of the account.

Tag, 1 operation

list_tagsList tagsGETLists the contact tags (id and name) of the account.

Use ChargeKeep from Claude Code, Cursor or Codex

Connect ChargeKeep in LiveContext, create an API key in Settings, then add the LiveContext MCP server to your client. Its ChargeKeep operations become tools the client can call, next to every other integration you connected.

Claude Code

claude mcp add --transport http livecontext https://livecontext.ai/mcp --header "X-API-Key: YOUR_API_KEY"

Codex (~/.codex/config.toml)

[mcp_servers.livecontext]
url = "https://livecontext.ai/mcp"

[mcp_servers.livecontext.http_headers]
"X-API-Key" = "YOUR_API_KEY"

Cursor, Claude Desktop and other JSON configs

{
  "mcpServers": {
    "livecontext": {
      "type": "http",
      "url": "https://livecontext.ai/mcp",
      "headers": {
        "X-API-Key": "YOUR_API_KEY"
      }
    }
  }
}

Set up the MCP server step by step

How to connect ChargeKeep

Create your workspace
Sign up free. Nothing to install.
Connect ChargeKeep once
Add your ChargeKeep connection in Settings. Every tool from this integration reuses it, and secrets are encrypted at rest and visible only to you.
Describe the job in chat
The workflow builds itself in front of you and picks the endpoints it needs. Drag the steps yourself on the canvas whenever you would rather be explicit.