The Outseta MCP Server allows AI assistants like Claude, Cursor, and other MCP-compatible tools to interact with your Outseta account using natural language. Instead of navigating the Outseta dashboard or working with Outseta's API, you can simply ask the AI to perform tasks like creating plans, managing subscriptions, or querying account data. The MCP Server also has access to all our Knowledge Base articles, API Documentation and real world examples for your coding agent to use so it can build upon this knowledge and experience.

Model Context Protocol (MCP) is an open standard that enables AI assistants to securely connect to external tools and data sources. The Outseta MCP Server implements this protocol, giving AI agents direct access to Outseta's API.

Relevant resources:

👉 Getting started with the Outseta API
👉 Model Context Protocol documentation

Depending on the AI Assistant you are using you can connect to the Outseta MCP using either OAuth Authentication or API keys. Both methods of connecting are covered below.

OAuth Authentication

To connect to the Outseta MCP server using an AI Assistant like Claude, navigate to Customize → Connectors → Add Custom Connector → paste your server URL.

The server URL to enter is: https://mcp.outseta.com

Here's what that looks like step-by-step in Claude.

1. Navigate to https://claude.ai/customize and click CONNECTORS, then ADD CUSTOM CONNECTOR.

Screen Shot 2026-05-13 at 11.01.13 AM.png

2. Name the server OUTSETA and enter the URL https://mcp.outseta.com. Click ADD.

Screen Shot 2026-05-13 at 11.03.22 AM.png

3. Now you need to click Connect and it will take you to Outseta to authenticate yourself.

4. Once connected, you can then set permissions for each of the tools the MCP server makes available. Or just leave them at the defaults.

Screen Shot 2026-05-13 at 11.06.45 AM.png

API Authentication

If you cannot use OAuth authentication, you can connect the the MCP using API keys. You'll need:

  1. Outseta API credentials — Generate an API Key and Secret from Settings > Integrations > API Keys in your Outseta account.
  2. Your Outseta subdomain — This is the first part of your Outseta URL (e.g., mycompany from mycompany.outseta.com).
  3. An MCP-compatible AI client — Such as Claude Desktop, Cursor, VS Code with Copilot, or Claude Projects.

⚠️ Security Note: Your API credentials grant full admin access to your Outseta account. Keep them secure and never share them publicly.

Setup for Claude Desktop

To use the Outseta MCP Server with Claude Desktop, add the following to your Claude Desktop configuration file:

macOS: ~/Library/Application Support/Claude/claude_desktop_config.json
Windows: %APPDATA%\Claude\claude_desktop_config.json

{
  "mcpServers": {
    "outseta": {
      "url": "https://mcp.outseta.com",
      "headers": {
        "Authorization": "Outseta <key>:<secret>",
        "X-Outseta-Subdomain": "<subdomain>.outseta.com"
      }
    }
  }
}

After saving the configuration, restart Claude Desktop. You should see the Outseta tools available in the tools menu.

Setup for Cursor / VS Code

For Cursor or VS Code with MCP support, add the server configuration to your MCP settings:

{
  "mcpServers": {
    "outseta": {
      "url": "https://mcp.outseta.com",
      "headers": {
        "Authorization": "Outseta <key>:<secret>",
        "X-Outseta-Subdomain": "<subdomain>.outseta.com"
      }
    }
  }
}

Available Tools

The Outseta MCP Server provides tools organized into the following categories:

Knowledge & Research

  • search_knowledge_base — Search Outseta documentation and help articles
  • search_rest_api_reference — Look up REST API endpoint details and parameters
  • search_examples — Find code examples and integration patterns

Profile (Current User)

  • get_my_profile — Retrieve the authenticated user's profile
  • update_my_profile — Update the authenticated user's profile

CRM — People

  • get_people — Query contacts/people records
  • update_people — Create or update people records

CRM — Accounts

  • get_accounts — Query accounts (companies/organizations)
  • update_accounts — Create or update accounts
  • register_account — Register a new account (signup flow)
  • analyze_accounts — Run analytics queries against accounts

CRM — Activities

  • get_activities — Retrieve activity/timeline events
  • update_activities — Create or update activities

Sales — Deals & Pipelines

  • get_deals — Query deals
  • update_deals — Create or update deals
  • get_deal_pipelines — Retrieve sales pipelines
  • update_pipelines — Create or update pipelines
  • update_pipeline_stages — Manage stages within a pipeline

Billing & Subscriptions

  • get_billing — Retrieve billing/invoice/subscription data
  • change_subscription — Modify an account's subscription
  • update_plans — Create or update subscription plans

Engagement & Reporting

  • get_engagement — Retrieve engagement metrics

Marketing — Email Lists

  • get_email_lists — Query email lists
  • update_email_lists — Create or update email lists

Marketing — Segments & Tags

  • get_segments — Query audience segments
  • update_segments — Create or update segments
  • update_segment_tags — Manage tags attached to segments
  • get_tags — Query tags
  • update_tags — Create or update tags

Example Prompts

Here are some examples of what you can ask the AI to do:

Querying Data

  • "Show me all accounts on the Pro plan"
  • "Find the account for [email protected]"
  • "List all active subscription plans"
  • "How many subscribers are on my newsletter list?"
  • "Show me accounts created in the last 30 days"

Managing Subscriptions

  • "Preview what happens if I upgrade Acme Corp to the Enterprise plan"
  • "Change the subscription for account XYZ to the annual Pro plan"
  • "Create a new plan called 'Starter' at $29/month"

People & Accounts

Email Lists

  • "Create a new email list called 'Product Updates'"
  • "Subscribe [email protected] to the newsletter list"
  • "Show me all my email lists and their subscriber counts"

Tips for Best Results

  • Be specific: Include names, emails, or UIDs when referring to specific accounts or people.
  • Preview before changing: For subscription changes, ask the AI to preview the change first so you can review proration and timing.
  • Confirm destructive actions: The AI will ask for confirmation before creating or modifying data.
  • Use filters: When querying large datasets, specify filters to narrow down results (e.g., "accounts created after January 1st" or "people with gmail addresses").

Troubleshooting

Server not connecting: Ensure your API credentials are correct and that you have Node.js installed (required for npx).

Permission errors: Verify your API key has the necessary permissions in Outseta Settings.

Tools not appearing: Restart your AI client after updating the configuration file.

Development

The Outseta MCP Server is even more useful for building your apps when combined with the Outseta Agent Toolkit, please see outseta/agent-toolkit.