Integration

Zuora integration

Zuora is a subscription billing and revenue platform. This API manages customer accounts and contacts, reads the product catalog (products, rate plans, charges), creates and previews orders and subscriptions (renew, cancel, suspend, resume), records usage, and works the whole billing cycle: invoices, credit and debit memos (create, post, apply, refund, write off, email), payments and refunds, payment methods, bill runs, billing previews, payment runs and payment schedules, plus filterable Object Query listings of accounts, contacts, subscriptions, invoices and usage. Admin and platform features (users and SCIM, workflows, notifications, custom objects, data query and bulk exports, e-invoicing, accounting, configuration and deployment), file uploads and creating payment methods with raw card data are not exposed. Authentication is an OAuth 2.0 client credentials token from an OAuth client created in Zuora (client ID and secret), requested from the REST host of your tenant's environment.

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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.

Cancel, 9 operations

cancel_bill_runCancel bill runPUTCancels a bill run in Draft status; for a scheduled one, cancelOnce true cancels only this run, false all future runs.
cancel_credit_memoCancel credit memoPUTCancels a Draft credit memo.
cancel_debit_memoCancel debit memoPUTCancels a Draft debit memo.
cancel_invoiceCancel invoicePUTCancels an invoice; with 1,000 items or more it runs asynchronously and jobStatus says Pending or Completed.
cancel_orderCancel orderPUTCancels a draft or scheduled order; any other status returns an error.
cancel_paymentCancel paymentPUTCancels a payment.
cancel_payment_scheduleCancel payment schedulePUTCancels a payment schedule: all pending items are canceled from cancelDate.
cancel_refundCancel refundPUTCancels a refund.
cancel_subscriptionCancel subscriptionPUTCancels an active subscription on the policy and date you give (cancellationPolicy, cancellationEffectiveDate).

Invoice, 6 operations

create_credit_memo_from_invoiceCreate credit memo from invoicePOSTCreates an ad-hoc credit memo from an invoice and its items. Requires Invoice Settlement and the user permission.
create_debit_memo_from_invoiceCreate debit memo from invoicePOSTCreates an ad-hoc debit memo from an invoice and its items. Requires Invoice Settlement and the user permission.
create_invoiceCreate invoicePOSTCreates a standalone invoice (non-recurring goods or services) for an account. Requires the Modify Invoice and a Create Standalone Invoice user permission.
delete_invoiceDelete invoiceDELETEDeletes an invoice, synchronously under 100 items and asynchronously above. Cannot be undone.
get_invoiceGet invoiceGETReturns an invoice (by number or ID): amounts, balance, dates, status and account.
list_invoicesList invoicesGETLists invoices across accounts with filters, sorting and expansions (Object Query). Pass filter[] (field.OPERATOR:value, for example currency.EQ:CAD), sort[], expand[] and fields[]; page with cursor from nextPage.

Account, 5 operations

create_accountCreate accountPOSTCreates a customer account with a bill-to contact and optional sold-to and ship-to contacts, payment method and first subscription; atomic, rolled back if any part fails. Returns accountId and accountNumber.
delete_accountDelete accountDELETEDeletes a customer account asynchronously: a backend job removes its transactions and sets the account to Cancelled. Cannot be undone. Refused for some invoice-owner and subscription-owner setups.
get_accountGet accountGETReturns basic information about a customer account (by account number or ID): basicInfo, billingAndPayment, metrics and contacts. Use get_account_summary for subscriptions, invoices, payments and usage.
list_accountsList accountsGETLists accounts with filters, sorting and related objects (Object Query). Pass filter[] (field.OPERATOR:value, for example currency.EQ:CAD), sort[], expand[] and fields[]; page with cursor from nextPage.
list_account_subscriptionsList account subscriptionsGETLists the subscriptions (latest version) of a customer account, most recently updated first, with their rate plans and charges.

Item, 5 operations

get_credit_memo_itemGet credit memo itemGETReturns one item of a credit memo.
get_debit_memo_itemGet debit memo itemGETReturns one item of a debit memo.
list_credit_memo_itemsList credit memo itemsGETLists the items of a credit memo, filterable by field.
list_debit_memo_itemsList debit memo itemsGETLists the items of a debit memo, filterable by field.
list_invoice_itemsList invoice itemsGETLists the items of an invoice.

Order, 5 operations

create_orderCreate orderPOSTCreates an order: new subscriptions or changes to existing ones (add or remove products, renew, cancel and more) and order line items, optionally invoicing and collecting. Requires the Orders feature.
create_order_asyncCreate order asyncPOSTCreates an order asynchronously (for orders that would time out with create_order) and returns a jobId; read its status and result with get_async_job.
delete_orderDelete orderDELETEDeletes an order: subscriptions it changed roll back to their previous version and its order line items are deleted. Cannot be undone.
get_orderGet orderGETReturns an order by order number: its subscriptions, order actions, line items and status.
list_ordersList ordersGETLists orders, optionally filtered by dateFilterOption, startDate, endDate and status, a page at a time.

Contact, 4 operations

create_contactCreate contactPOSTCreates a contact on a customer account (accountId or accountNumber) and returns its id. An account can hold at most 2000 contacts.
delete_contactDelete contactDELETEDeletes a contact. Cannot be undone.
get_contactGet contactGETReturns a contact: names, addresses, emails, phone numbers and custom fields.
list_contactsList contactsGETLists contacts with filters and sorting (Object Query). Pass filter[] (field.OPERATOR:value, for example currency.EQ:CAD), sort[], expand[] and fields[]; page with cursor from nextPage.

Credit memo, 4 operations

create_credit_memoCreate credit memoPOSTCreates an ad-hoc credit memo from product rate plan charges for an account. Requires Invoice Settlement.
delete_credit_memoDelete credit memoDELETEDeletes a Cancelled credit memo. Cannot be undone.
get_credit_memoGet credit memoGETReturns a credit memo (by number or ID). Requires Invoice Settlement.
list_credit_memosList credit memosGETLists credit memos of all accounts, filterable by field (accountId, status, dates, amounts...) and sortable. Requires Invoice Settlement.

Debit memo, 4 operations

create_debit_memoCreate debit memoPOSTCreates an ad-hoc debit memo from product rate plan charges for an account. Requires Invoice Settlement.
delete_debit_memoDelete debit memoDELETEDeletes a Cancelled debit memo. Cannot be undone.
get_debit_memoGet debit memoGETReturns a debit memo (by number or ID).
list_debit_memosList debit memosGETLists debit memos of all accounts, filterable by field and sortable. Requires Invoice Settlement.

Email, 4 operations

email_bill_run_documentsEmail bill run documentsPOSTEmails all billing documents generated by a bill run to the customers set in their email templates.
email_credit_memoEmail credit memoPOSTEmails a posted credit memo to the given addresses with the Manually email Credit Memo notification, which must be active.
email_debit_memoEmail debit memoPOSTEmails a posted debit memo to the given addresses with the Manually email Debit Memo notification, which must be active.
email_invoiceEmail invoicePOSTEmails a posted invoice to the given addresses (or the account's contacts) with the Manual Email For Invoice notification, which must be active.

Payment, 4 operations

create_paymentCreate paymentPOSTCreates a payment: on one or several invoices or debit memos, or unapplied; electronic payments are processed through the payment gateway. Requires Invoice Settlement.
delete_paymentDelete paymentDELETEDeletes a Cancelled payment. Cannot be undone.
get_paymentGet paymentGETReturns a payment (by number or ID).
list_paymentsList paymentsGETLists payments of all accounts, filterable by field (accountId, status, amount, dates...) and sortable. Requires Invoice Settlement.

Subscription, 4 operations

create_subscriptionCreate subscriptionPOSTCreates a subscription for an existing customer account (legacy Subscribe call). With Invoice Settlement enabled, set Zuora-Version to 211.0 or later.
get_subscriptionGet subscriptionGETReturns a subscription (by number or ID) in its latest version, with rate plans and charges.
list_orders_by_subscriptionList orders by subscriptionGETLists the orders that created or changed the given subscription number.
list_subscriptionsList subscriptionsGETLists subscriptions across accounts with filters, sorting and expansions (Object Query). Pass filter[] (field.OPERATOR:value, for example currency.EQ:CAD), sort[], expand[] and fields[]; page with cursor from nextPage.

Usage, 4 operations

create_usage_recordCreate usage recordPOSTCreates a usage record (account, unit of measure, quantity, start date and optional charge or subscription) and returns its Id.
delete_usage_recordDelete usage recordDELETEDeletes a usage record. Cannot be undone; records tied to a dynamic pricing usage charge cannot be deleted here.
get_usage_recordGet usage recordGETReturns a usage record by ID.
list_usage_recordsList usage recordsGETLists usage records with filters and sorting (Object Query). Pass filter[] (field.OPERATOR:value, for example currency.EQ:CAD), sort[], expand[] and fields[]; page with cursor from nextPage.

Bill run, 3 operations

create_bill_runCreate bill runPOSTCreates an ad-hoc or scheduled bill run, by batch, account, subscription or custom filter. Requires the Create Bill Runs permission.
delete_bill_runDelete bill runDELETEDeletes a bill run in Canceled or Error status. Cannot be undone.
get_bill_runGet bill runGETReturns a bill run and its status.

File, 3 operations

list_credit_memo_filesList credit memo filesGETLists the generated PDF files of a credit memo, newest version first.
list_debit_memo_filesList debit memo filesGETLists the generated PDF files of a debit memo, newest version first.
list_invoice_filesList invoice filesGETLists the generated PDF files of an invoice, newest version first.

Part, 3 operations

list_credit_memo_partsList credit memo partsGETLists the parts of a credit memo: its unapplied part and the parts applied to invoices and debit memos.
list_payment_partsList payment partsGETLists the parts of a payment: its unapplied part and the parts applied to invoices and debit memos.
list_refund_partsList refund partsGETLists the parts of a refund.

Payment method, 3 operations

delete_payment_methodDelete payment methodDELETEDeletes a payment method; refused for the account's default payment method. Cannot be undone.
get_payment_methodGet payment methodGETReturns an electronic payment method (card details masked).
list_account_payment_methodsList account payment methodsGETLists the payment methods of a customer account, grouped by type, with the default payment method id.

Payment run, 3 operations

create_payment_runCreate payment runPOSTCreates a payment run, immediate or scheduled, selecting billing documents by account, batch, bill cycle day, currency, gateway or bill run, or by data records.
get_payment_runGet payment runGETReturns a payment run and its status.
list_payment_runsList payment runsGETLists payment runs, filterable by field (status, dates...) and sortable.

Payment schedule, 3 operations

create_payment_scheduleCreate payment schedulePOSTCreates a recurring or custom payment schedule for an account (Early Adopter feature; requires Invoice Settlement).
get_payment_scheduleGet payment scheduleGETReturns a payment schedule and its items.
list_payment_schedulesList payment schedulesGETLists the payment schedules of a customer account (Early Adopter feature; requires Invoice Settlement).

Post, 3 operations

post_bill_runPost bill runPUTPosts a Completed bill run asynchronously: status PostInProgress, then Posted once all its invoices are posted.
post_credit_memoPost credit memoPUTPosts a credit memo to activate it.
post_debit_memoPost debit memoPUTPosts a debit memo to activate it.

Product rate plan, 3 operations

get_product_rate_planGet product rate planGETReturns a product rate plan by its ID, with its charges.
list_product_rate_plansList product rate plansGETLists the product rate plans of one product, with their charges.
query_product_rate_plansQuery product rate plansGETLists product rate plans across products with filters and sorting (Object Query). Pass filter[] (field.OPERATOR:value, for example currency.EQ:CAD), sort[], expand[] and fields[]; page with cursor from nextPage.

Refund, 3 operations

delete_refundDelete refundDELETEDeletes a Canceled refund. Cannot be undone.
get_refundGet refundGETReturns a refund (by number or ID).
list_refundsList refundsGETLists refunds (electronic and external), filterable by field and sortable. Requires Invoice Settlement.

Application part, 2 operations

list_debit_memo_application_partsList debit memo application partsGETLists the payments and credit memos applied to a debit memo.
list_invoice_application_partsList invoice application partsGETLists the payments and credit memos applied to an invoice. Requires Invoice Settlement.

Apply, 2 operations

apply_credit_memoApply credit memoPUTApplies a posted credit memo to invoices and debit memos.
apply_paymentApply paymentPUTApplies an unapplied payment to invoices and debit memos (at most 15,000 items in total).

Billing preview run, 2 operations

create_billing_preview_runCreate billing preview runPOSTStarts a billing preview run for one or many accounts (up to 20 years ahead); get_billing_preview_run returns its status and result file.
get_billing_preview_runGet billing preview runGETReturns a billing preview run: status, and once done the URL of its CSV result file.

Preview, 2 operations

preview_orderPreview orderPOSTPreviews an order without saving it: returns the billing preview (invoice and credit memo items) and order metrics for the order actions you send. Requires the Orders feature.
preview_subscriptionPreview subscriptionPOSTPreviews a new subscription and its charges without creating it; no customer account is needed. The response shape depends on the Zuora-Version header.

Product, 2 operations

get_productGet productGETReturns one product (by SKU or ID) with its product rate plans and charges (at most 300 of each).
list_productsList productsGETLists the product catalog: products with their product rate plans and charges, most recently updated first (at most 300 rate plans and 300 charges per product).

Product rate plan charge, 2 operations

get_product_rate_plan_chargeGet product rate plan chargeGETReturns a product rate plan charge (by ID or number). The vendor requires the X-Zuora-WSDL-Version header above 155.0 on this route.
query_product_rate_plan_chargesQuery product rate plan chargesGETLists product rate plan charges with filters and sorting (Object Query). Pass filter[] (field.OPERATOR:value, for example currency.EQ:CAD), sort[], expand[] and fields[]; page with cursor from nextPage.

Summary, 2 operations

get_account_summaryGet account summaryGETReturns an account with a summary of its subscriptions (six most recent), invoices, payments and usage.
get_payment_run_summaryGet payment run summaryGETReturns the summary of a payment run: counts of invoices, debit memos, payments, errors and processed or unprocessed items, plus totalValues.

Activate, 1 operation

activate_orderActivate orderPUTActivates a draft order.

Async job, 1 operation

get_async_jobGet async jobGETReturns the status and, once done, the result of an asynchronous job created by create_order_async.

Billing document, 1 operation

list_billing_documentsList billing documentsGETLists the billing documents (invoices, credit memos, debit memos) of one account, by accountId or accountNumber, optionally by status and sorted.

Billing preview, 1 operation

preview_billingPreview billingPOSTPreviews the future invoice items of one customer account up to a target date, without creating anything.

Bulk post, 1 operation

post_invoicesPost invoicesPOSTPosts up to 50 invoices in one call, optionally changing their invoice dates.

Collect, 1 operation

collect_debit_memoCollect debit memoPOSTCollects a posted debit memo: applies unapplied credit memos, then unapplied payments, then can charge the default payment method for the rest.

Default, 1 operation

get_account_default_payment_methodGet account default payment methodGETReturns the default payment method of a customer account (electronic payment methods only).

Delete, 1 operation

delete_subscriptionDelete subscriptionPUTDeletes a subscription by subscription number. Cannot be undone.

Generate, 1 operation

generate_billing_documentsGenerate billing documentsPOSTGenerates draft or posted billing documents (invoices and credit memos) for an account, or for some of its subscriptions. Not for cancelled or suspended subscriptions.

Invoice collect, 1 operation

invoice_and_collectInvoice and collectPOSTGenerates and posts invoices (and credit memos) for an account and collects payment on the posted invoices.

Invoice item, 1 operation

query_invoice_itemsQuery invoice itemsGETLists invoice items (Object Query); a filter[] is required. Pass filter[] (field.OPERATOR:value, for example currency.EQ:CAD), sort[], expand[] and fields[]; page with cursor from nextPage.

Invoice owner, 1 operation

list_orders_by_invoice_ownerList orders by invoice ownerGETLists the orders whose invoice owner is the given account number.

Job, 1 operation

get_operation_jobGet operation jobGETReturns the status of an operation job (invoice deletion or reversal, summary statement run deletion).

Order line item, 1 operation

get_order_line_itemGet order line itemGETReturns an order line item by ID.

Payment schedule item, 1 operation

get_payment_schedule_itemGet payment schedule itemGETReturns a payment schedule item by ID.

Rate plan charge, 1 operation

query_rate_plan_chargesQuery rate plan chargesGETLists subscription rate plan charges (Object Query); a filter[] is required. Pass filter[] (field.OPERATOR:value, for example currency.EQ:CAD), sort[], expand[] and fields[]; page with cursor from nextPage.

Rateplan, 1 operation

get_rate_planGet rate planGETReturns a subscription rate plan and the order (and amendment) that last changed it.

Subscription owner, 1 operation

list_orders_by_subscription_ownerList orders by subscription ownerGETLists the orders whose subscription owner is the given account number.

Taxation item, 1 operation

list_invoice_item_taxation_itemsList invoice item taxation itemsGETLists the taxation items of one invoice item.

Usage rate detail, 1 operation

get_invoice_item_usage_rate_detailGet invoice item usage rate detailGETReturns how a usage invoice item's amount was calculated (the rate detail shown on PDF invoices). Some charge models, statuses and rating options are not supported.

Version, 1 operation

get_subscription_versionGet subscription versionGETReturns a subscription in a given version (each amendment creates a new version).

Showing the first 120 of 150 endpoints. The rest are in the product, searchable from the workflow builder and from chat.

Use Zuora from Claude Code, Cursor or Codex

Connect Zuora in LiveContext, create an API key in Settings, then add the LiveContext MCP server to your client. Its Zuora 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 Zuora

Create your workspace
Sign up free. Nothing to install.
Connect Zuora once
Add your Zuora 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.