Chaser MCP server

Connect Chaser to Claude, ChatGPT, Cursor, Claude Code, Codex, Gemini, GitHub Copilot and any other MCP client, for your whole team. Metorial adds security, governance, and tracing, and gives everyone one Magic MCP URL to connect.

What you can do with the Chaser MCP server

Ask your agent in plain language. Each of these maps to a real tool on the server.

  • Use the get customer tool in Chaser
  • Use the create or update customer tool in Chaser
  • Use the list customers tool in Chaser
  • Use the list invoices tool in Chaser
  • Use the pause or resume customer chasing tool in Chaser
  • Use the delete contact person tool in Chaser

Supported Tools

get_customer

Get Customer

Retrieve a single customer by their internal Chaser ID or external ID. Optionally include computed fields like payment portal link, payer rating, and average days to pay.

upsert_customer

Create or Update Customer

Create a new customer or update an existing one in Chaser. Provide the customer's external ID and company name along with optional contact details, addresses, and group assignments. If a customer with the given external ID already exists, it will be updated; otherwise a new customer is created.

list_customers

List Customers

List customers in Chaser with optional filtering and pagination. Filter by external ID, company name, contact details, or status. Optionally include computed fields like payer rating and payment portal link.

list_invoices

List Invoices

List invoices in Chaser with optional filtering and pagination. Filter by invoice ID, number, status, currency, customer, amounts, and dates.

set_customer_chasing

Pause or Resume Customer Chasing

Pause or resume payment reminders for a customer. Pausing stops chasing all invoices for that customer until customer chasing is resumed.

delete_contact_person

Delete Contact Person

Delete a contact person from a customer. Permanently removes the contact person from the customer's contact list.

sync_organisation

Sync Organisation

Trigger a manual synchronisation of the organisation data in Chaser. Optionally specify post-sync tasks such as calculating next chases, updating invoice instalments, or calculating contact balances.

upsert_credit_note

Create or Update Credit Note

Create a new credit note or update an existing one in Chaser. Credit notes with remaining credit are included in monthly statements and reduce the customer's overall balance.

upsert_contact_person

Create or Update Contact Person

Create a new contact person for a customer or update an existing one. Each contact person has their own external ID, name, email, and phone details. Multiple contact persons can exist per customer to receive different payment reminders.

bulk_upsert_customers

Bulk Upsert Customers

Create or update up to 100 customers in a single request. Matching is done by external ID; existing customers are updated and new ones are created.

set_organisation_chasing

Pause or Resume Organisation Chasing

Pause or resume payment reminders for the entire connected organisation. Pausing stops all invoice chasing until organisation chasing is resumed.

list_credit_notes

List Credit Notes

List credit notes in Chaser with optional filtering and pagination. Filter by credit note ID, number, status, currency, customer, amounts, and date.

list_contact_persons

List Contact Persons

List all contact persons for a given customer. Returns contact details including name, email, phone, and status for each contact person associated with the customer.

list_overpayments

List Overpayments

List overpayments in Chaser with optional filtering and pagination. Filter by overpayment ID, currency, customer, amounts, and date.

upsert_invoice

Create or Update Invoice

Create a new invoice or update an existing one in Chaser. Invoices track amounts due, payment status, and due dates. The associated customer must exist before creating an invoice.

set_invoice_chasing

Pause or Resume Invoice Chasing

Pause or resume payment reminders for a single invoice. Pausing stops chasing this invoice until invoice chasing is resumed.

upsert_overpayment

Create or Update Overpayment

Create a new overpayment record or update an existing one in Chaser. Overpayments track excess payments made by customers and their remaining credit balance.

get_invoice

Get Invoice

Retrieve a single invoice by its internal Chaser ID or external ID. Returns full invoice details including amounts, dates, status, payment history, and attached PDF link.

get_organisation

Get Organisation

Retrieve details about the connected Chaser organisation, including name, legal name, base currency, country, timezone, and last sync date.

bulk_upsert_invoices

Bulk Upsert Invoices

Create or update up to 100 invoices in a single request. Matching is done by invoice ID; existing invoices are updated and new ones are created. Associated customers must already exist.

Connect Chaser to your AI client

Every client uses the same Magic MCP URL, and so does any other MCP client. Add it once and sign in with SSO.

  1. Enable Chaser in Metorial. In your Metorial portal, enable the Chaser MCP server and sign in with the account that owns the data. Access stays governed by your team policies.
  2. Add a custom connector. Open Customize, then Connectors. Select Add, then Custom, then Web.
  3. Paste your Metorial MCP URL. Name it Metorial, paste your Magic MCP URL (<your-magic-mcp-url>) and continue.
  4. Sign in. Select Add and sign in to load Chaser tools.

Run Chaser through the Metorial gateway

One governed layer for every app your agents reach, not a separate connector per tool.

  • Give Chaser and every other app to your whole team through one MCP gateway, behind your SSO.
  • Scope which teams and agents can use Chaser tools with role-based access control, and trace every call.
  • Prefer to run it yourself? Metorial is open source and self-hostable.

More integrations teams use with Chaser

Zoho

Manage Zoho CRM, Bigin, Books, Inventory, Invoice, Desk, Mail, People, and Projects from one connection. Discover organizations and accounts, manage records and financial documents, work with support tickets and email, and organize employee and project data.

Quickbooks

Manage business finances and accounting in QuickBooks Online. Create, send, and track invoices. Manage bills and accounts payable, record bill payments. Create and update customer and vendor records with contact details and hierarchies. Record payments against invoices and credit memos. Create estimates, sales receipts, and journal entries. Track expenses and categorize against the chart of accounts. Manage items, products, services, and inventory levels. Query entities using SQL-like syntax and sync incremental changes via Change Data Capture. Generate financial reports including profit and loss, balance sheet, and cash flow. Process credit card and bank account (ACH) payments via the Payments API. Manage the chart of accounts for tracking income, expenses, assets, and liabilities.

Square

Process payments, manage orders, and handle invoices for online, in-app, and in-person commerce. Create and manage customer profiles, catalog items, inventory counts, and locations. Issue refunds, manage disputes, and track payouts. Create bookings and appointments, manage team members and timecards, handle gift cards and loyalty programs, and manage subscriptions. Save cards on file, generate checkout links, connect and control Square Terminal devices, and manage vendor/supplier information. Extend Square objects with custom attributes. Receive webhook notifications for payments, orders, customers, inventory, invoices, bookings, disputes, team changes, and more.

Gumroad

Manage digital and physical product sales on Gumroad. View and update product metadata, create and manage variant categories and options, and configure discount offer codes. Retrieve and filter sales data by date range for reporting. Manage subscribers and subscription lifecycles for recurring products. Refund sales, revoke or restore buyer access, and track payouts. Verify, enable, disable, and decrement license keys for purchase validation. Draft, schedule, and send audience emails to customers and followers. Read product reviews and access authenticated user profile information.

Stripe

Process payments, manage subscriptions, and handle invoices. Create and manage customers, payment methods, and product catalogs. Issue refunds, handle disputes, and submit chargeback evidence. Create checkout sessions and payment links. Manage connected accounts and platform fund flows via Stripe Connect. Configure payouts to bank accounts and debit cards. Apply coupons and promotion codes to subscriptions and invoices. Calculate and collect taxes automatically. Access balance information and transaction history. Upload files for dispute evidence and identity verification. Create and manage virtual and physical payment cards via Issuing. Receive real-time webhook notifications for payment, subscription, invoice, and account events.

Shopify

Manage e-commerce stores including products, orders, customers, inventory, and fulfillment. Create and update products with variants, images, and metafields. Process and track orders, draft orders, refunds, and transactions. Manage customer records, addresses, and marketing consent. Track and adjust inventory levels across multiple locations. Handle fulfillment workflows including routing to warehouses and third-party logistics. Create and manage discount codes, price rules, and automatic discounts. Configure shipping rates, carrier services, and delivery profiles. Build custom storefronts with cart management and checkout via the Storefront API. Manage content including pages, blogs, articles, and themes. Support B2B commerce with company profiles, catalogs, and custom pricing. Receive webhooks for events across orders, products, customers, inventory, fulfillment, collections, carts, checkouts, disputes, and more.

Technical notes for Chaser

Automate accounts receivable and payment chasing. Create, retrieve, and update customers, invoices, credit notes, and overpayments. Manage contact persons per customer, provide invoice PDF source URLs, pause or resume payment reminders, and trigger organization data syncs. Track invoice statuses, monitor amounts due and paid, and manage customer payment records to improve cash flow and credit control.

Frequently asked questions

Common questions about connecting Chaser to AI agents with Metorial.

  1. How many tools does the Chaser MCP server have?
    The Chaser MCP server exposes 20 tools, including Get Customer, Create or Update Customer, List Customers. Each one is governed and traced through Metorial.
  2. Chaser exposes tools your agents call on demand; it does not publish event triggers yet. Everything still runs through one governed MCP URL.
  3. Any MCP client, including VS Code, Windsurf, Zed, OpenCode and Grok. Each one reaches the Chaser MCP server through the same Metorial URL.
  4. Use role-based access control to decide which teams, users, and agents can use Chaser and which of its tools they can call.
  5. Yes. Metorial is open source, so you can run the Chaser MCP server yourself or use the hosted gateway.

Connect Chaser to production AI agents

See how Metorial gives your team governed access to Chaser, with tracing and security controls built in.