Proabono AI Agent
Securely connect your AI agents and chatbots (Claude, ChatGPT, Cursor, etc) with Proabono MCP or direct API to manage subscriptions, update customer details, generate invoices, and track payments through natural language.
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Proabono is a smart subscription management platform that automates billing and recurring payments. It streamlines your subscription operations and customer lifecycle.
▪ Tools & Triggers
Supported Tools and Triggers
Every Proabono action and event your agent gets out of the box.
Anonymize Customer
Tool to anonymize a customer for GDPR compliance. Use when you need to permanently remove personal data from a customer record while maintaining the account structure. The customer must have no active subscriptions, all invoices must be settled, and the balance must be empty before anonymization.
Bill Customer
Tool to trigger billing for a customer. Use when you need to create invoices for pending charges for a specific customer.
Create Customer
Tool to create or declare a customer in ProAbono via the Backoffice API. Use when you need to register a new customer with billing and subscription management capabilities.
Create Feature
Tool to create a new feature in ProAbono via the Backoffice API. Features define capabilities or usage limits that can be attached to offers. Use when you need to define a new feature (OnOff, Limitation, or Consumption type) for your subscription plans.
Delete Customer
Tool to delete a customer from ProAbono by ID. Use when you need to remove a customer record from the system.
Delete Offer
Tool to delete an offer from ProAbono by ID. Use when you need to permanently remove an offer from the system.
Delete Pricing Table
Tool to delete a pricing table from ProAbono by its ID. Use when you need to remove a pricing table from the system.
Delete Pricing Table Offer
Tool to delete a pricing table offer via the ProAbono Backoffice API. Use when you need to remove an existing pricing table offer by its ID.
Delete Subscription Discount
Tool to delete a subscription discount via the Backoffice API. Use when you need to remove a discount from a subscription after confirming its ID.
Enable Webhook
Tool to enable a webhook in ProAbono via the Notification API. Use when you need to activate a previously disabled webhook for receiving event notifications.
Get Customer by ID
Tool to retrieve a single customer by ID from ProAbono Backoffice API. Use when you need to fetch detailed information about a specific customer including their billing details, status, and related resource links.
Get Customer Billing Address
Tool to retrieve a customer's billing address via the Backoffice API. Use when you need to fetch billing information including company name, contact details, address lines, and tax information for a specific customer.
Get Customer Billing Address by Reference
Tool to retrieve the billing address for a customer by reference from ProAbono API. Use when you need to fetch billing address details including company, contact information, address lines, and tax information using the customer's reference identifier.
Get Customer by Reference
Tool to retrieve a customer by their reference identifier from ProAbono API. Use when you need to fetch customer details using the unique reference identifier from your own application rather than the ProAbono internal ID.
Get Customer Payment Settings
Tool to retrieve customer payment settings via the Backoffice API. Use when you need to check a customer's payment configuration, billing schedule, or payment method type.
Get Discount
Tool to retrieve a discount by ID via the Backoffice API. Use when you need to fetch details of a specific discount including its amount, type, target fees, and state.
Get Feature by ID
Tool to retrieve a feature by ID from ProAbono Backoffice API. Use when you need to fetch details about a specific feature.
Get Feature by Reference
Tool to retrieve a single feature by its reference from ProAbono API. Use when you need to fetch details about a specific feature using its unique reference identifier.
Get Invoice
Tool to retrieve a specific invoice or credit note by ID from ProAbono. Use when you need to fetch detailed information about an invoice.
Get Offer by ID
Tool to retrieve a single offer by its ID from ProAbono Backoffice API. Use when you need to fetch detailed information about a specific offer.
Get Subscription by Customer Reference
Tool to retrieve a subscription by customer reference from ProAbono. Use when you need to fetch subscription details for a specific customer using their reference key.
Get Subscription Creation Quote
Tool to get a pricing quote for creating a new subscription without actually creating it. Use when you need to calculate the cost of a subscription before committing to its creation.
Get Usage Record
Tool to retrieve a single usage record for a specific feature and customer combination from ProAbono. Use when you need to check current usage status, remaining quota, or feature availability for a customer. The response varies based on feature type: OnOff features return IsIncluded/IsEnabled, while Limitation and Consumption features return quantity information.
Get Usages for Customer
Tool to retrieve usage data for customers from ProAbono. Use when you need to fetch feature usage information including OnOff, Limitation, and Consumption features. Parameters can be combined to filter results by customer reference, customer ID, or subscription ID.
Invalidate Customer
Tool to invalidate a customer by their reference. Use when you need to revoke a customer's access to subscribed services while keeping the account record.
Invalidate Customer by ID
Tool to invalidate a customer by their ProAbono internal ID. Use when you need to free up a customer reference for reuse. This operation replaces the customer's ReferenceCustomer with a new value and regenerates all encrypted portal links.
List Balance Lines
Tool to list all balance lines from ProAbono. Use when you need to retrieve one-time charges or credits associated with a customer or subscription. Either ReferenceCustomer or IdSubscription parameter is required.
List Businesses
Tool to list all businesses from ProAbono via the Backoffice API. Use when you need to retrieve business information with optional filtering by state or update date.
List Business Localization
Tool to list localization entries by business from ProAbono via the HostedPages API. Use when you need to retrieve customizable text, HTML, or URL content for hosted pages with optional filtering by language, customization status, content, or code keywords. Returns paginated results with localization details.
List Customer Moves
Tool to list all customer balance moves via the ProAbono Backoffice API. Use when you need to retrieve balance transactions, credits, debits, or billing movements for customers. Supports filtering by customer, billing status, and date range with pagination.
List Customers
Tool to list all customers from ProAbono via the Backoffice API. Use when you need to retrieve customer information with optional filtering by business, state, language, or creation date. Returns paginated results with customer details including ID, name, email, and status.
List Customers by Feature
Tool to list customers that have access to a specific feature via the ProAbono API. Use when you need to identify which customers have subscriptions containing a particular feature. Returns feature-specific details including quota usage and billing period information. Note: Returns HTTP 204 (No Content) when no customers match the feature filter.
List Discounts
Tool to list all discounts from ProAbono's Backoffice API. Use when you need to retrieve discounts for a business, optionally filtering by state (Enabled/Draft).
List Features
Tool to list all features via the ProAbono Backoffice API. Use when you need to retrieve features with optional filtering by business ID, lifecycle state, visibility, or creation date. Returns a paginated collection of feature objects.
List Features (V1)
Tool to retrieve all features from ProAbono API using the /v1/Features endpoint. Use when you need to get a list of all available features, optionally filtered by business ID.
List Gateway Accounts
Tool to list payment gateway accounts from ProAbono Backoffice API. Use when you need to retrieve gateway account information with optional filtering by business, currency, real money mode, or creation date. Returns paginated results with account details including ID, name, type, and state.
List Gateway Permissions
Tool to list gateway permissions from ProAbono API. Use when you need to retrieve payment permissions with optional filtering by business, customer, or creation date.
List Gateway Requests
Tool to list gateway requests from ProAbono. Use when you need to retrieve payment gateway request history with optional filtering by account, permission, transaction, dates, or request state. Returns paginated results with detailed information about each gateway request including status, amount, and timing.
List Gateway Transactions
Tool to list gateway transactions from ProAbono. Use when you need to retrieve payment gateway transaction records with optional filtering by business, customer, or update date. Returns paginated results with transaction details including status, amount, and payment type.
List Invoice Lines
Tool to list all invoice lines from ProAbono via the Backoffice API. Use when you need to retrieve invoice line items with optional filtering by business, invoice, or minimum amount.
List Invoices and Credit Notes
Tool to list all invoices and credit notes from ProAbono Backoffice API. Use when you need to retrieve invoice data with optional filtering by business, payment state, or date range. Supports pagination for large result sets.
List Invoices by Customer Reference
Tool to list invoices for a specific customer by their reference identifier from ProAbono API. Use when you need to retrieve all invoices associated with a particular customer using their unique reference from your application.
List Offers
Tool to list all subscription offers (plans) from ProAbono Backoffice API. Use when you need to retrieve available offers with optional filtering by business, state, visibility, or update date.
List Payments
Tool to list all payments from ProAbono Backoffice API. Use when you need to retrieve payments with optional filters by business, customer, or update date.
List Pricing Table Offers
Tool to list all pricing table offers via the ProAbono Backoffice API. Use when you need to retrieve all offers configured in pricing tables for a specific business.
List Pricing Tables
Tool to list all pricing tables from ProAbono Backoffice API. Use when you need to retrieve pricing tables with optional filtering by business ID, visibility, or creation date.
List Segment Localizations
Tool to list localization entries by segment from ProAbono Backoffice API. Use when you need to retrieve hosted page localizations for a specific segment with optional filtering by language, custom status, content, or code.
List Segments
Tool to list all segments from ProAbono via the Backoffice API. Use when you need to retrieve segments with optional filtering by business ID or currency. Returns a paginated collection of segment objects including configuration details, hosts, and navigation links.
List Subscription Discounts
Tool to list all subscription discounts via the ProAbono Backoffice API. Use when you need to retrieve discounts applied to subscriptions for a specific business. Returns paginated results with discount details including IDs, creation/update timestamps, and associated subscription and discount references.
List Subscription Features
Tool to list all subscription features via the ProAbono Backoffice API. Use when you need to retrieve subscription features with optional filtering by Business ID, Feature ID, or minimum update date.
List Subscription Periods
Tool to list all subscription periods (billing cycles) from ProAbono Backoffice API. Use when you need to retrieve subscription period information with optional filtering by business ID, subscription ID, or start date. Supports pagination for large result sets.
List Subscriptions
Tool to list all subscriptions from ProAbono via the Backoffice API. Use when you need to retrieve subscription information with optional filtering by business, state, or start date. Returns paginated results with subscription details including customer, offer, dates, and status.
List Subscriptions (V1)
Tool to retrieve all subscriptions from ProAbono API using the /v1/Subscriptions endpoint. Use when you need to get a paginated list of all subscriptions, optionally filtered by business ID.
List Tax Profile Exceptions
Tool to list tax profile exceptions from ProAbono Organization API. Use when you need to retrieve tax exceptions with optional filtering by business, tax profile, country, or region. Returns a paginated collection of tax exception records including rates, geographic scope, and applicability.
List Tax Profiles
Tool to list all tax profiles from ProAbono via the Backoffice API. Use when you need to retrieve tax configurations with optional filtering by business ID. Returns a paginated collection of tax profile objects with rates and settings.
List Upgrade Offers
Tool to retrieve offers available to upgrade an existing customer subscription. Use when you need to show upgrade options to a customer based on their current subscription status.
List Webhook Notifications
Tool to list webhook notifications from ProAbono via the Notification API. Use when you need to retrieve webhook notification history with optional filtering by business, segment, date range, state, or webhook ID. Returns paginated results with notification details including sending status and related resources.
List Webhooks
Tool to list webhooks from ProAbono Notification API. Use when you need to retrieve configured webhooks with optional filtering by creation date, update date, or state.
Quote Balance Line Creation
Tool to get a pricing quote for creating a balance line (one-time charge or credit). Use when you need to calculate the total amount including taxes before creating a balance line for a customer.
Revoke Customer Portal Links
Tool to revoke encrypted customer portal links and generate new ones in ProAbono. Use when you need to invalidate previously generated customer portal links for security purposes (e.g., after a potential link compromise or as part of security best practices).
Update Business Billing Address
Tool to update business billing address via the Backoffice API. Use when you need to modify billing information including company name, contact details, address lines, and tax information for a specific business.
Update Customer
Tool to update an existing customer in ProAbono via the Backoffice API. Use when you need to modify customer properties such as name, email, or language preferences. Allows partial updates.
Update Customer Billing Address
Tool to update the billing address for a customer in ProAbono via the API. Use when you need to modify billing address information including company name, contact details, address lines, and tax information. Once updated, ProAbono will use this information for future invoices.
Update Customer Payment Settings
Tool to update payment settings for a specific customer in ProAbono. Use when you need to set a customer's payment method preference or update their billing configuration.
Update Customer Shipping Address
Tool to update customer shipping address via the Backoffice API. Use when you need to modify shipping information including company name, contact details, address lines, and tax information for a specific customer.
Update Feature
Tool to update an existing feature in ProAbono via the Backoffice API. Use when you need to modify feature properties such as name, visibility, type, or display order.
Update Tax Profiles
Tool to update an existing tax profile in ProAbono via the Backoffice API. Use when you need to modify tax profile properties such as name, description, label, or tax rates.
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