When you connect a Chargebee Data Lookup or Onboarding URL, MCP Manager’s authentication
detection shows you the authentication choice screen. Pick Token /
Headers and provide an
Authorization header — you won’t be approving a consent screen. Don’t pick OAuth Pre-registration; see why OAuth
doesn’t work here.This guide is a convenience based on Chargebee’s setup at the time of writing. Chargebee’s own documentation is
authoritative and may be more current. The requirements below — where the MCP servers live in settings, API key creation, environment-specific
URLs — come from Chargebee, not from MCP Manager. If a step here has drifted or a connection problem is specific to how Chargebee works,
Chargebee support is the fastest path to an answer.
Chargebee’s three MCP servers
Chargebee offers three servers. Each is added to MCP Manager the same way; they differ in purpose and authentication:
This guide walks through the Data Lookup server. The Onboarding server follows the identical flow (same API-key-as-Bearer authentication), and the Knowledge Base server is the same flow minus the credential — MCP Manager detects it as an open server and connects directly. Tool counts are what each server exposed at the time of writing and are set by Chargebee, not MCP Manager.
Before you start
Bring the following before you open MCP Manager:- A Chargebee account with access to the environment you’re connecting. The MCP server URL is tied to the Chargebee site you’re logged into, so know which site you’re targeting.
- The ability to create an API key in that Chargebee environment. If your organization limits the number of API keys per user or per site, confirm with your Chargebee admin that a key is available for this connection.
- Access to Settings → Configure Chargebee in the Chargebee UI, where the Agentic AI section lives.
Connect the server
1
Find the MCP server in Chargebee
In Chargebee, go to Settings → Configure Chargebee → Agentic AI → MCP Servers. You’ll see the three available servers. Open the one you want —
for this guide, Data Lookup.
2
Copy the environment-specific URL
Copy the MCP server URL shown on the server’s page. Chargebee shows the URL for the site you’re currently logged into, and an API key is only
valid for the site that issued it — a key created in one environment will not authenticate against another environment’s URL. Confirm you’re
logged into the site you intend to connect before copying, and check Chargebee’s documentation for which of your sites offer MCP servers.
3
Create an API key
In the same area of Chargebee settings, create an API key: give it a descriptive name (e.g.,
MCP Manager – Data Lookup (Test)) and click
Create. Chargebee generates the key value.Copy the key value now and keep it somewhere safe until the connection is stored. If you lose it, revoke the key and generate a new one rather
than hunting for it.4
Add the server in MCP Manager
On the MCP Servers page, click Add, choose Remote, paste the URL from step 2 into Server
URL, and click Continue. MCP Manager runs its discovery call and shows the authentication choice screen — pick Token / Headers.
5
Store the token identity
The token form pre-fills one header row with the name
Authorization. Fill it in:Replace
<your-api-key> with the key from step 3 — the value is the word Bearer, a single space, then the key. Click Store identity.MCP Manager stores the header names and values encrypted and attaches them to every request it makes to Chargebee. The success screen confirms
the server is ready to use; its tools become available to add to a gateway.Identity and attribution
An API-key identity is a single credential: every request MCP Manager sends with it acts as that key, and Chargebee-side logs attribute all activity to the key — not to the individual who triggered the call. MCP Manager’s own logs do attribute each call to the real user, so you retain per-person visibility within MCP Manager. Two settings control who uses the credential:- Identity availability. The identity you stored is Private (only available to your user account) or Global (available to all users in your organization). Make it Global if the team is meant to share it.
- Identity Scheme on the gateway. Each gateway server assignment has an Identity Scheme: One identity is shared by everyone or Each user uses their own identity. If per-user accountability matters in Chargebee itself, each user needs their own API key — set the scheme to per-user so every user connects with an identity holding their own key. Note that this multiplies API key consumption, which is worth raising with your Chargebee admin if key limits apply.
Gotchas & things to keep in mind
- Environment mismatch is the most likely failure. Each Chargebee site exposes its own MCP URL, and API keys are site-specific — a key from one environment won’t authenticate against another environment’s URL. Confirm which site you’re logged into before copying either value.
- The Bearer prefix is required. The header value is
Bearer <key>— the wordBearer, one space, then the key. Pasting the raw key alone will fail. - Don’t pick OAuth Pre-registration. Chargebee’s OAuth implementation is a public client — it issues a Client ID but no Client Secret — and MCP Manager’s pre-registration flow requires both, so the exchange fails. Token / Headers is the working path for the Data Lookup and Onboarding servers.
- Name servers and identities for product and environment. With more than one environment connectable,
Chargebee Test – Data LookupversusChargebee Prod – Data Lookupprevents pointing an AI client at billing data in the wrong environment. - API key limits may need an admin conversation. If Chargebee constrains keys per user or per organization, plan for the keys this connection (and any per-user identity setup) will consume before you start.
- This is a shared credential unless you configure otherwise. See Identity and attribution above — rely on MCP Manager’s logs, not Chargebee’s, for per-person attribution unless each user brings their own key.
- The Knowledge Base server alone is limited. It exposes only 2 documentation tools. If lookups on customer data return nothing, check that the Data Lookup server — not just Knowledge Base — is assigned to your gateway.
Verify the connection
Open the server on the MCP Servers page and check its Server features section: a working connection lists the server’s tools with an Available tools count (47 for Data Lookup at the time of writing) and the date the features were last refreshed. If the list is empty, use Refresh now and check the identity’s header value. Then assign the server to a gateway and run a lookup through a connected AI client — for example, ask for details on a known customer record. A working Data Lookup connection returns rich customer, subscription, and billing information; if you only get documentation content back, the gateway is likely serving Knowledge Base tools only.Further reading
Find & Connect MCP Servers
How MCP Manager detects authentication type, and how to find other servers’ URLs.
Token in custom headers
The authentication method Chargebee’s Data Lookup and Onboarding servers use, in depth.
Per-user versus shared identity
What a shared API key means for attribution, and when to give each user their own.
Connect your AI client
Point Claude, Cursor, or another client at the gateway once Chargebee is connected.
External sources
Chargebee documentation
Chargebee’s authoritative reference for its MCP servers, Agentic AI settings, and API key management.

