Orb logoMCP server · Finance and commerce

Orb MCP server

Orb in any MCP client, through Memtro: Orb does not publish this server. Memtro's Orb connector reads Orb through its API with the credentials you connect, and one endpoint hands those tools, every other system you connect and Memtro's memory tools to Claude Code, Cursor, Claude Desktop or anything else that speaks Streamable HTTP, as you.

What the model can do

Orb usage-based billing: customers and their balances, subscriptions with plan and billing period, a subscription's or customer's metered usage by day, invoices by status and date with their line items, items, and plans with their prices. Can create or edit customers, start, change, cancel or uncancel subscriptions and move trials, create, edit, issue, void or mark invoices paid, add or deduct prepaid credits, and issue credit notes, each only when asked.

Reads

  • orb_customersOrb customers, newest first: name, email, external id, currency, balance, timezone, auto-collection and payment provider.
  • orb_customerOne Orb customer by Orb id or by your own external customer id, with balance, currency and hierarchy.
  • orb_subscriptionsOrb subscriptions, newest first: customer, plan, status (active, ended, upcoming), start and end dates, trial end and current billing period.
  • orb_invoicesOrb invoices, newest first: number, status (draft, issued, paid, synced, void), total and amount due with currency, invoice and due dates…
  • orb_plansOrb plans: name, status (active, archived, draft), currency, external id, version, net terms, description and the names…
  • orb_usageMetered usage per billable metric for a subscription, or for each active subscription of a customer…
  • orb_invoiceOne Orb invoice by id with its line items (id, name, amount, quantity, service dates).
  • orb_itemsOrb items (the products charges are attributed to): id, name, archived.

Acts, when you ask

These change something in Orb. The model is told to use them only when you ask for exactly that, and each one is granted by name: per team on a shared connection, by the owner on a personal one.

  • orb_create_customerCreate an Orb billing customer with a name and billing email.
  • orb_update_customerChange an Orb customer's name, billing email, currency (only if not yet set), auto-collection, auto-issuance, invoice email delivery or metadata.
  • orb_create_subscriptionSubscribe an Orb customer to a plan.
  • orb_cancel_subscriptionCancel an Orb subscription.
  • orb_unschedule_cancellationWithdraw a future cancellation on an active Orb subscription, so it renews as before.
  • orb_schedule_plan_changeMove an Orb subscription to another plan.
  • orb_unschedule_plan_changesWithdraw every pending plan change on an Orb subscription (Orb cannot withdraw just one).
  • orb_update_subscriptionChange an Orb subscription's default invoice memo, net terms, auto-collection, auto-issuance, invoicing threshold or metadata.
  • orb_update_trialSet when an Orb subscription's trial ends (a date-time, or "immediate" to end it now), which changes when billing starts.
  • orb_create_invoiceCreate a one-off Orb invoice for a customer with unit-priced lines (each needs an item id from orb_items).
  • orb_update_invoiceChange an Orb invoice's due date, net terms, invoice date (one-off drafts only), auto-collection or metadata.
  • orb_issue_invoiceIssue a draft Orb invoice (one not set to auto-issue and past its eligible date).
  • orb_void_invoiceVoid an issued Orb invoice.
  • orb_mark_invoice_paidRecord an issued or synced Orb invoice as paid outside Orb (no money moves), on the date the payment was received.
  • orb_add_customer_creditsWrite an entry to an Orb customer's prepaid credit ledger.
  • orb_create_credit_noteIssue an Orb credit note crediting amounts back against an invoice's line items (line item ids from orb_invoice).

Connect it

First connect Orb on Dashboard → Connections, then add Memtro to your client once. The Orb tools appear alongside the tools of everything else you have connected; nothing is configured per connector.

Claude Code

The Memtro plugin registers the server and a skill for when to use it; the tools are then available in every session.

claude plugin marketplace add memtro-org/claude-memtro
claude plugin install memtro@memtro --config api_key=sk-memtro-...

Cursor

Add the server to .cursor/mcp.json in the project, or to the global file under ~/.cursor/.

{
  "mcpServers": {
    "memtro": {
      "url": "https://platform.memtro.com/api/mcp",
      "headers": {
        "Authorization": "Bearer sk-memtro-..."
      }
    }
  }
}

Claude Desktop

Create a personal API key on Dashboard → Profile → API keys. In Claude Desktop add an MCP server of type HTTP with URL https://platform.memtro.com/api/mcp and the header Authorization: Bearer sk-memtro-…

OpenCode

A remote server in opencode.json.

{
  "mcp": {
    "memtro": {
      "type": "remote",
      "url": "https://platform.memtro.com/api/mcp",
      "headers": {
        "Authorization": "Bearer sk-memtro-..."
      }
    }
  }
}

Pi

One command: pi mcp add memtro --url https://platform.memtro.com/api/mcp --bearer-token-env-var MEMTRO_API_KEY. Tools arrive as mcp__memtro__*. The pi-memtro extension registers it for you, alongside Memtro as the model.

Any other client

Add an MCP server of type HTTP (Streamable HTTP, stateless) at https://platform.memtro.com/api/mcp with the header Authorization: Bearer sk-memtro-.... Codex, Zed, Windsurf, Cline and the SDKs all take a remote server this way.

Who may use it

The key identifies the person, and the server offers that person the tools they may use everywhere else in Memtro. A shared Orb connection is used by the teams an administrator granted it to, tool by tool, on the Permissions page; a personal connection is used by its owner alone, and its tools that act stay off until the owner allows them. See Teams and permissions and Connectors.

Ask it like this

  • › How much usage has Acme had this billing period?
  • › Which invoices are still unpaid?
  • › Which subscriptions have a trial ending this month?
  • › What is the current balance on Northwind's account?
  • › Cancel Globex's subscription at the end of its term

Questions

Is this an official Orb MCP server?
No. It is Memtro's MCP server with Memtro's Orb connector behind it: the connector reads Orb through its API with the credentials you connect on Dashboard → Connections, and Orb publishes nothing here. The same endpoint carries every other system you connect and Memtro's memory tools.
What does it cost?
Nothing on top of Memtro. One price per organisation by its number of users, from $50 a month for up to 10 users after a 7-day free trial, with every connector, the MCP server, jobs and memory included. You bring your own model keys.
Can it change anything in Orb?
Only when you ask, and only what it has been granted: create a billing customer; edit a customer's name, email, currency, invoicing flags or metadata; start a subscription to a plan for a customer (starts billing them); cancel a subscription now, at term end or on a date (may invoice the customer); withdraw a scheduled subscription cancellation; change a subscription's plan now, at term end or on a date (may invoice the customer); withdraw all scheduled plan changes on a subscription; edit a subscription's memo, net terms, collection and issuance flags, threshold or metadata; move a subscription's trial end date, or end the trial now; create a one-off invoice, as a draft unless auto-issue is asked for; edit an invoice's dates, net terms, auto-collection or metadata; issue a draft invoice (may email the customer and collect payment); void an issued invoice (permanent); mark an issued invoice as paid; add, deduct or re-date a customer's prepaid credits; issue a credit note against an invoice's line items (gives money back to the customer). Every other tool reads, searches or lists. An administrator grants each acting tool by name per team, and a personal connection acts only after its owner allows it.
Which clients work?
Any MCP client that speaks Streamable HTTP: Claude Code, Cursor, Claude Desktop, OpenCode, Codex, Zed, Windsurf, Cline and the Anthropic and OpenAI SDKs. There is no local process to run; the server is remote and authenticated with your key.

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