> For clean Markdown of any page, append .md to the page URL.
> For a complete documentation index, see https://zuora.ferndocs.com/docs/platform/zuora-ai/llms.txt.
> For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://zuora.ferndocs.com/_mcp/server.

# Zuora AI

## Docs

- [Zuora AI](https://zuora.ferndocs.com/docs/platform/zuora-ai/ai.md): Use Zuora AI to analyze data, investigate issues, and take action across billing, revenue, and collections using natural language.
- [Tenant access to AI](https://zuora.ferndocs.com/docs/platform/zuora-ai/ai/access-and-permissions-for-zuora-ai.md): Understand how Zuora AI access is controlled by tenant settings, user permissions, and organizational guardrails.
- [Watch Tower and AI activity logs](https://zuora.ferndocs.com/docs/platform/zuora-ai/ai/watch-tower-and-ai-activity-logs.md): Watch Tower provides administrative visibility, auditability, and human approval for Zuora AI activity.
- [Usage guidelines for Zuora AI](https://zuora.ferndocs.com/docs/platform/zuora-ai/ai/usage-guidelines-for-zuora-ai.md): Zuora AI limits and constraints help you plan batch updates, file uploads, and revenue reports within supported request and workflow boundaries.
- [Controls for Zuora AI](https://zuora.ferndocs.com/docs/platform/zuora-ai/ai/controls-for-zuora-ai.md): Understand how tenant-level Controls define and enforce guardrails for Zuora AI, preventing AI-assisted actions that conflict with your organization’s business policies.
- [Approval Control](https://zuora.ferndocs.com/docs/platform/zuora-ai/ai/controls-for-zuora-ai/approval-control.md)
- [Control properties](https://zuora.ferndocs.com/docs/platform/zuora-ai/ai/controls-for-zuora-ai/controls-info.md): Reference details for Control fields and statuses.
- [Audit trail for Zuora AI](https://zuora.ferndocs.com/docs/platform/zuora-ai/ai/audit-trail-and-conversation-history.md): Zuora records AI-assisted actions and conversations for audit and compliance, providing traceable audit entries and accessible conversation history.
- [AI Source and AI SubSource in the Audit Trail](https://zuora.ferndocs.com/docs/platform/zuora-ai/ai/audit-trail-and-conversation-history/ai-source-and-ai-subsource-in-the-audit-trail.md): Use the AI Source and AI SubSource fields in Audit Trail logs to determine whether a change was initiated through AI and trace it to the originating interaction.
- [Manage files in Zuora AI](https://zuora.ferndocs.com/docs/platform/zuora-ai/ai/files-handling-in-zuora-ai.md): Learn how to upload, generate, and download files in Zuora AI.
- [Runbooks](https://zuora.ferndocs.com/docs/platform/zuora-ai/ai/runbooks.md): Use Runbooks to automate repeatable, multi-step AI workflows for common tasks such as account reviews, payment investigations, and configuration support.
- [Create Runbooks](https://zuora.ferndocs.com/docs/platform/zuora-ai/ai/runbooks/create-runbooks.md): Create reusable Runbooks in Zuora AI from scratch or by saving existing conversations.
- [Zuora AI Chat features and capabilities](https://zuora.ferndocs.com/docs/platform/zuora-ai/ai/function-calls.md): Zuora AI shows how it processes your requests, including function calls, thinking steps, and visual summaries, so you can understand the source, structure, and presentation of its responses.
- [Zuora AI prompting and capabilities](https://zuora.ferndocs.com/docs/platform/zuora-ai/ai/zuora-ai-prompting-and-capabilities.md): Zuora AI responds to natural-language requests about data in your Zuora environment. The quality of the response depends on how clearly you state the outcome, the records involved, and the scope.
- [Write an effective Zuora AI prompt](https://zuora.ferndocs.com/docs/platform/zuora-ai/ai/zuora-ai-prompting-and-capabilities/write-an-effective-zuora-ai-prompt.md)
- [Zuora AI prompt pattern](https://zuora.ferndocs.com/docs/platform/zuora-ai/ai/zuora-ai-prompting-and-capabilities/zuora-ai-prompt-pattern.md): Reusable prompt patterns for Zuora AI, with example prompts for account, payment, revenue, and workflow requests. Replace bracketed values with information from your tenant.
- [Zuora AI agent areas](https://zuora.ferndocs.com/docs/platform/zuora-ai/ai/zuora-ai-prompting-and-capabilities/zuora-ai-agent-areas.md): Business areas covered by Zuora AI agents and representative uses for each. Availability depends on your Zuora products and enabled capabilities.
- [Integrated AI](https://zuora.ferndocs.com/docs/platform/zuora-ai/integrated-ai.md): View AI-generated summaries, insights, and smart actions in the Zuora interface, with prompts to continue in AI chat.
- [Chat with Zuora AI](https://zuora.ferndocs.com/docs/platform/zuora-ai/chat-with-zuora-ai.md): Use Zuora AI chat to ask questions, get contextual answers, and perform supported actions directly from your Zuora workspace.
- [Supervised mode for Zuora AI](https://zuora.ferndocs.com/docs/platform/zuora-ai/supervised-mode-for-zuora-ai.md): Supervised mode allows Zuora AI to propose actions that modify Zuora data, while you review and approve each change before it runs.
- [Change the AI mode for a tenant](https://zuora.ferndocs.com/docs/platform/zuora-ai/supervised-mode-for-zuora-ai/change-the-ai-mode-for-a-tenant.md): Learn how to change the AI mode for a tenant in Zuora OneID to control whether Zuora AI operates in read-only or supervised behavior.
- [Set a tenant to Read-Only mode](https://zuora.ferndocs.com/docs/platform/zuora-ai/supervised-mode-for-zuora-ai/keep-tenant-in-read-only-mode.md): Learn how to keep a Zuora AI tenant in Read-Only mode and exclude it from the scheduled switch to Supervised mode.
- [Limit Supervised mode to specific roles](https://zuora.ferndocs.com/docs/platform/zuora-ai/supervised-mode-for-zuora-ai/limit-supervised-mode-to-specific-roles.md): The Use Supervised AI permission controls which user roles can perform AI-assisted write actions when a tenant is in Supervised mode.
- [User Permissions and Roles](https://zuora.ferndocs.com/docs/platform/zuora-ai/user-permissions-and-roles.md): Learn how Zuora AI enforces your existing permissions, approvals, and tenant isolation.
- [Chat History](https://zuora.ferndocs.com/docs/platform/zuora-ai/chat-history.md): Use Chat History to find and resume a previous conversation with Zuora AI.
- [Data Visualization](https://zuora.ferndocs.com/docs/platform/zuora-ai/data-visualization.md): Ask Zuora AI for a chart or structured layout to identify trends and understand your data at a glance.
- [Configure Approval controls](https://zuora.ferndocs.com/docs/platform/zuora-ai/configure-approval-controls.md): Configure an approval control in Zuora AI to define approvers, effective dates, trigger conditions, and approval messages.
- [Behavioral control](https://zuora.ferndocs.com/docs/platform/zuora-ai/behavioral-control.md)
- [Feedback](https://zuora.ferndocs.com/docs/platform/zuora-ai/feedback.md): Learn how to provide feedback on Zuora AI responses so your ratings and comments can help improve future results.
- [Zuora MCP server](https://zuora.ferndocs.com/docs/platform/zuora-ai/zuora-remote-mcp-server.md): Use the Zuora MCP Server to connect with large language models (LLMs) and access tenant data, reporting, and operations through natural language.
- [Configure Zuora Remote MCP server](https://zuora.ferndocs.com/docs/platform/zuora-ai/zuora-remote-mcp-server/configure-zuora-remote-mcp-server.md): Configure the Zuora Remote MCP Server powered by Zuora AI, including enabling Zuora AI, creating OAuth 2.0 credentials, identifying your MCP server endpoint, and configuring your MCP client.
- [Enable Zuora AI](https://zuora.ferndocs.com/docs/platform/zuora-ai/zuora-remote-mcp-server/configure-zuora-remote-mcp-server/manage-ai-labs.md): Use the AI page in Command Center to manage Zuora AI for your organization’s tenants.
- [Create OAuth 2.0 credentials for remote MCP client](https://zuora.ferndocs.com/docs/platform/zuora-ai/zuora-remote-mcp-server/configure-zuora-remote-mcp-server/create-oauth-2-0-credentials-for-mcp-client.md): Learn how to create OAuth 2.0 credentials in OneID for an MCP client so it can authenticate using a client ID, client secret, and redirect URI.
- [Redirect URIs by MCP client](https://zuora.ferndocs.com/docs/platform/zuora-ai/zuora-remote-mcp-server/configure-zuora-remote-mcp-server/redirect-uris-by-mcp-client.md): View common MCP clients and their corresponding redirect URIs for configuring OAuth callbacks.
- [Identify your MCP server endpoint](https://zuora.ferndocs.com/docs/platform/zuora-ai/zuora-remote-mcp-server/configure-zuora-remote-mcp-server/identify-your-mcp-server-endpoint.md): Use this reference to find the correct MCP server endpoint for your Zuora sandbox and production environments.
- [Install Zuora MCP server in ChatGPT](https://zuora.ferndocs.com/docs/platform/zuora-ai/zuora-remote-mcp-server/configure-zuora-remote-mcp-server/configure-zuora-remote-mcp-clients/install-zuora-mcp-server-in-chatgpt.md): Learn how to install and configure the Zuora Remote MCP Server as a custom connector in ChatGPT using OAuth authentication.
- [Install Zuora MCP server in Claude Code](https://zuora.ferndocs.com/docs/platform/zuora-ai/zuora-remote-mcp-server/configure-zuora-remote-mcp-server/configure-zuora-remote-mcp-clients/install-zuora-mcp-server-in-claude-code.md): Learn how to register and connect the Zuora MCP server in Claude Code using an OAuth 2.0 client so you can run MCP commands against your Zuora tenant.
- [Install Zuora MCP server in Claude desktop or web](https://zuora.ferndocs.com/docs/platform/zuora-ai/zuora-remote-mcp-server/configure-zuora-remote-mcp-server/configure-zuora-remote-mcp-clients/install-zuora-mcp-server-in-claude.md): Configure the Zuora MCP server as a custom connector in Claude Desktop and connect it to your Zuora tenant using OAuth 2.0.
- [Install Zuora MCP server in Cursor](https://zuora.ferndocs.com/docs/platform/zuora-ai/zuora-remote-mcp-server/configure-zuora-remote-mcp-server/configure-zuora-remote-mcp-clients/install-zuora-mcp-server-in-cursor.md): Learn how to configure and connect the remote Zuora MCP server in Cursor so you can use Cursor to interact with your Zuora tenant.
- [Install Zuora MCP server in Glean](https://zuora.ferndocs.com/docs/platform/zuora-ai/zuora-remote-mcp-server/configure-zuora-remote-mcp-server/configure-zuora-remote-mcp-clients/install-zuora-mcp-server-in-glean.md): Learn how to add and configure the Zuora Model Context Protocol (MCP) server as a tool in the Glean Admin Console so that agents and conversational flows can call Zuora tools.
- [Install Zuora MCP server in Gemini CLI](https://zuora.ferndocs.com/docs/platform/zuora-ai/zuora-remote-mcp-server/configure-zuora-remote-mcp-server/configure-zuora-remote-mcp-clients/installation-of-zuora-mcp-server-in-gemini-cli.md): Learn how to configure and authenticate the Zuora MCP server in Gemini CLI using OAuth 2.0 so you can run MCP commands against your Zuora tenant.
- [Install Zuora MCP server in n8n](https://zuora.ferndocs.com/docs/platform/zuora-ai/zuora-remote-mcp-server/configure-zuora-remote-mcp-server/configure-zuora-remote-mcp-clients/installation-of-zuora-mcp-server-in-n8n.md): Learn how to configure the Zuora MCP server in n8n by adding an MCP Client node, setting the MCP endpoint, and creating OAuth 2.0 credentials to connect to your Zuora tenant.
- [Install Zuora MCP server in Visual Studio Code](https://zuora.ferndocs.com/docs/platform/zuora-ai/zuora-remote-mcp-server/configure-zuora-remote-mcp-server/configure-zuora-remote-mcp-clients/install-zuora-mcp-server-in-visual-studio-code.md): Learn how to configure and connect the remote Zuora MCP server in Visual Studio Code so you can use Visual Studio Code to interact with your Zuora tenant.
- [Remote MCP Configurations for Multi-Org and Multi-Entity tenants](https://zuora.ferndocs.com/docs/platform/zuora-ai/zuora-remote-mcp-server/configure-zuora-remote-mcp-server/remote-mcp-configurations-for-multi-org-and-multi-entity-tenants.md): Configure Remote MCP for tenants using Multi-Org or Multi-Entity, and control access through the integration user's org and entity permissions.
- [Configure Zuora local MCP server](https://zuora.ferndocs.com/docs/platform/zuora-ai/zuora-remote-mcp-server/configure-zuora-local-mcp-server.md): Set up and configure the Zuora local MCP server so MCP-compatible AI clients can securely connect to and interact with your Zuora tenant from your computer.
- [Create OAuth Credentials for local MCP client](https://zuora.ferndocs.com/docs/platform/zuora-ai/zuora-remote-mcp-server/configure-zuora-local-mcp-server/create-oauth-credentials-for-local-mcp-client.md): Create an OAuth client in the Zuora UI to obtain the Client ID and Client Secret for configuring local MCP client.
- [Install Zuora MCP server in Claude Code for desktop client](https://zuora.ferndocs.com/docs/platform/zuora-ai/zuora-remote-mcp-server/configure-zuora-local-mcp-server/configure-zuora-local-mcp-clients/install-zuora-mcp-server-in-claude-code-for-desktop-client.md): Configure Claude Code for Desktop Client to use the Zuora MCP server by updating the local configuration file with the required server details and credentials.
- [Install Zuora MCP server in Claude Desktop for desktop client](https://zuora.ferndocs.com/docs/platform/zuora-ai/zuora-remote-mcp-server/configure-zuora-local-mcp-server/configure-zuora-local-mcp-clients/install-zuora-mcp-server-in-claude-desktop-for-desktop-client.md): Configure Claude Desktop to use the Zuora MCP server so you can securely query and interact with your Zuora tenant data.
- [Install Zuora MCP server in Cursor for desktop client](https://zuora.ferndocs.com/docs/platform/zuora-ai/zuora-remote-mcp-server/configure-zuora-local-mcp-server/configure-zuora-local-mcp-clients/install-zuora-mcp-server-in-cursor-for-desktop-client.md): Configure a local Zuora MCP server in Cursor so the desktop client can connect to your Zuora development tenant from the built-in chat.
- [Install Zuora MCP server in OpenAI Codex CLI for desktop clients](https://zuora.ferndocs.com/docs/platform/zuora-ai/zuora-remote-mcp-server/configure-zuora-local-mcp-server/configure-zuora-local-mcp-clients/install-zuora-mcp-server-in-openai-codex-cli.md): Learn how to install and configure the Zuora MCP server in the OpenAI Codex CLI so you can connect to your Zuora tenant using MCP.
- [Install Zuora MCP server in Windsurf for desktop clients](https://zuora.ferndocs.com/docs/platform/zuora-ai/zuora-remote-mcp-server/configure-zuora-local-mcp-server/configure-zuora-local-mcp-clients/install-zuora-mcp-server-in-windsurf.md): Configure the Zuora MCP server in Windsurf for Desktop by updating the MCP configuration file with your OAuth client credentials and Zuora API endpoint.
- [Optional parameters configuration for local MCP](https://zuora.ferndocs.com/docs/platform/zuora-ai/zuora-remote-mcp-server/configure-zuora-local-mcp-server/configure-zuora-local-mcp-clients/optional-parameters-configuration-for-local-mcp.md): Configure optional parameters for a local MCP setup, including Zuora API version, entity and org IDs, and request timeout.
- [Test your Zuora MCP Connection](https://zuora.ferndocs.com/docs/platform/zuora-ai/zuora-remote-mcp-server/test-your-zuora-mcp-connection.md): Validate that your MCP-compatible client can connect to the Zuora MCP server, access supported tools, and retrieve accurate account, subscription, product, invoice, payment, and usage information without invoking tools.
- [Tools reference for Zuora MCP](https://zuora.ferndocs.com/docs/platform/zuora-ai/zuora-remote-mcp-server/tools-reference-for-zuora-ai.md): Comprehensive reference for all Zuora AI tools, their permissions, and supported operations across Zuora APIs.
- [Resources reference for Zuora MCP](https://zuora.ferndocs.com/docs/platform/zuora-ai/zuora-remote-mcp-server/resources-reference-for-zuora-mcp.md): This reference lists the resource guides available for Zuora MCP and describes when to use each one.