Tools reference for Zuora MCP

Comprehensive reference for all Zuora AI tools, their permissions, and supported operations across Zuora APIs.

This section provides a detailed reference of all available tools and operations for documentation team reference. It may be published separately or summarized for end users.

Zuora AI provides 91 tools covering 330+ operations across Zuora’s APIs. Each tool has a permission classification:

READ: Only reads data; available in tenants on any mode (Read-Only, Read-Only (opted into Supervised mode), Supervised, or Autonomous).
WRITE: Modifies data; requires the tenant to be in Supervised or Autonomous mode.
MIXED: Contains both read and write operations. Read operations are available in any mode; write operations require Supervised or Autonomous mode.

Use the built-in AI capabilities to explore the server’s available features and tools. For example, ask “What can I do with the manage_workflow tool?” You can also request guidance on using a specific tool or Zuora feature, such as “Give me five useful prompts for working with invoices.”

Knowledge and Guidance

Tool	AI Permission	Description
`ask_zuora`	Read	Expert assistant on Zuora’s product suite.
`sdk_upgrade`	Read	SDK version information, changelogs, and upgrade guidance.
`zuora_codegen`	Read	Code generation guidance with API discovery.
`ping`	Read	Checks whether the Zuora MCP server is available and responding.

Query and Data

Tool	Permission	Description
`get_account_summary`	Read	Account details with financial summary.
`query_objects`	Read	Query Zuora object types with filtering and sorting.
`manage_data_queries`	Read	Submit and manage Data Query jobs.
`manage_reports`	Mixed	Search, list, export, and manage reports.
`manage_system_health`	Read	Retrieve API volume, failures, and summaries.
`run_reports`	Write	Runs a report.
submit_mcp_feedback	Read	Submits confirmed MCP feedback for the Zuora MCP server.
`zuora_graphql`	Read	Explores GraphQL types, filters, inputs, and query structures, and runs GraphQL queries.

Billing and Subscriptions

Tool	Permission	Description
`create_products`	Write	Create products in the product catalog.
`create_product_rate_plans`	Write	Create rate plans under products.
`create_product_rate_plan_charges`	Write	Create charges.
`create_subscriptions`	Write	Create subscriptions through the Orders API.
`manage_subscriptions`	Mixed	Suspend, resume, renew, cancel, and preview subscriptions.
`manage_subscription_amendments`	Write	Add, update, and remove products.
`manage_orders`	Mixed	Preview, create, update, and cancel orders.
`manage_billing_previews`	Mixed	Generate and retrieve billing previews.
`manage_bill_runs`	Mixed	Create, post, cancel, and delete bill runs.
`manage_invoice_schedules`	Mixed	Create and manage invoice schedules.
`manage_fulfillments`	Write	Creates, updates, and deletes fulfillments and fulfillment items.

Invoicing and Accounts Receivable

Tool	Permission	Description
`manage_invoices`	Mixed	Create, post, reverse, write off, and email invoices.
`manage_credit_memos`	Mixed	Create, post, apply, and reverse credit memos.
`manage_debit_memos`	Mixed	Create, post, and write off debit memos.
`manage_billing_documents`	Mixed	Generate billing documents and manage PDFs.
`manage_taxation_items`	Write	Create, update, and delete taxation items.
`manage_summary_statements`	Write	Create summary statement runs.
`manage_delivery_adjustments`	Mixed	Preview, create, and cancel adjustments.

Payments

Tool	Permission	Description
`manage_payments`	Write	Create, apply, unapply, cancel, refund, and transfer payments.
`manage_refunds`	Write	Delete, update, and cancel refunds.
`manage_payment_runs`	Write	Create, update, and delete payment runs.
`manage_payment_schedule_items`	Write	Retry, cancel, and skip payment schedule items.
`manage_payment_schedules`	Write	Creates, updates, deletes, and cancels payment schedules, and adds items to payment schedules.

Accounts and Contacts

Tool	Permission	Description
`manage_customer_accounts`	Mixed	Retrieves customer account settings and creates, updates, and deletes customer accounts.
`manage_contacts`	Write	Create, update, delete, and transfer contacts.

Revenue

Tool	Permission	Description
`manage_accounting_codes`	Mixed	List, create, activate, and deactivate accounting codes.
`manage_accounting_periods`	Mixed	List, create, close, and reopen accounting periods.
`manage_journal_runs`	Mixed	Create, cancel, and delete journal runs.
`manage_summary_journal_entries`	Mixed	Create, update, and cancel summary journal entries.
`manage_revenue_reports`	Read	List, run, and download revenue reports.
`summarize_revenue_report`	Read	Summarizes revenue report output.
`manage_o2r_data_backfill`	Mixed	Manage O2R data backfill jobs.
`manage_o2r_regenerate`	Write	Regenerate transactions and revenue recognition events.
`manage_revenue_switch_allocation`	Read	Retrieves revenue switch allocation information.
`manage_contract_modification`	Read	Retrieves contract modification details and analyzes TCV changes, pricing by line, and carve impacts.
`manage_revenue_job_summary`	Read	Collects revenue job metrics and lists failed revenue job runs.
`simulate_revenue_impact`	Read	Simulates revenue impact, including TCV, revenue by quarter, and remaining performance obligations.
`manage_stage_validation`	Mixed	Lists, searches, and retrieves field information and validation rules, and saves stage validation rules.
`get_rule_set`	Read	Retrieves rule set information.
manage_vc	Mixed	Retrieves VC types and applies VC actions.
manage_defer_and_release	Write	Defers revenue for revenue contracts and releases revenue for revenue contracts.
manage_apply_hold	Write	Applies holds at the contract, line, and POB levels.
manage_release_hold	Write	Releases holds at the contract, line, and POB levels.
manage_allocate_action	Write	Runs allocation actions.
manage_open_close_rc	Write	Opens and closes revenue contracts.
manage_edit_line	Write	Edits revenue contract lines.
manage_switch_allocation	Write	Switches revenue allocation.
manage_apply_impairment	Write	Applies impairment actions.
manage_edit_pob_attributes	Write	Edits POB attributes at the revenue contract and POB levels.
manage_switch_lead_line	Write	Switches the lead line.
manage_un_freeze_rc	Write	Unfreezes revenue contracts.
manage_link_delink	Write	Links and delinks revenue contracts, POBs, and lines.
manage_generate_forecast	Write	Generates revenue forecasts.

Administration and Analytics

Tool	Permission	Description
`manage_settings`	Mixed	Retrieve and update tenant settings.
manage_analytics	Read	Validates analytics access, lists datasets, retrieves dataset schemas, and executes analytics queries.
manage_decision_tree	Write	Creates and updates decision trees.
manage_custom_function	Write	Creates and updates custom functions for workflows.
`manage_workflows`	Mixed	List, export, import, and update workflows.
`manage_workflow_tasks`	Mixed	List, get, update, and rerun workflow tasks.
`run_workflows`	Mixed	Run workflows and check run status.
`manage_attachments`	Mixed	Get, list, create, and update attachments.
`manage_sequence_sets`	Mixed	List, create, and update sequence sets.
`manage_bulk_actions`	Mixed	Bulk create, update, and delete objects.
`manage_custom_fields`	Mixed	Lists custom field namespaces, types, and fields, and creates or updates custom fields.
`manage_decision_table`	Write	Creates and updates decision tables.
`manage_custom_policies`	Write	Creates custom policy drafts for features and entitlements.

Custom Objects, Usage, and E-Invoicing

Tool	Permission	Description
`manage_custom_object_definitions`	Mixed	Define and manage schemas.
`manage_custom_object_records`	Mixed	Create, read, update, and delete custom object records.
`manage_usage`	Mixed	Upload, create, update, and query usage records.
`manage_mediation_meters`	Mixed	Retrieves and validates meters, lists related connections, event stores, and schemas, and creates meters for usage metering.
`manage_e_invoicing_config`	Write	Manage service providers, regions, and templates.
`manage_e_invoicing_documents`	Write	Generate and sync e-invoices.
`manage_commerce_products`	Write	Create, update, and delete commerce products.
`manage_commerce_context_attributes`	Mixed	Lists context attributes and creates or updates attribute values for Dynamic Pricing.
`manage_commerce_plans`	Write	Creates, updates, and deletes commerce plans for Dynamic Pricing.
`manage_commerce_charges`	Mixed	Queries, creates, updates, and deletes commerce charges, and updates tier prices for Dynamic Pricing.
`manage_omnichannel_subscriptions`	Mixed	Manage omnichannel subscriptions.
manage_meters_run	Mixed	Provides run guidance, executes meter runs, tracks run status and history, queries event stores, retrieves run summaries and records, manages prefetch operations, and ingests usage events.
manage_meters_audit	Mixed	Provides audit guidance, retrieves audit trail entries and audit export information, and creates audit exports.