# PayRequest — Client Billing Portal for Recurring Businesses

PayRequest is a complete billing CRM with a self-service customer portal. Built for
agencies, hosting providers, SaaS companies, service businesses, and rental companies
that need to bill recurring clients.

- Website: https://payrequest.io
- App: https://payrequest.app
- Docs: https://docs.payreque.st
- API: https://api.payrequest.io/
- MCP server card: https://payrequest.io/.well-known/mcp/server-card.json
- Status: https://status.payrequest.io

## What you can do

- **Invoicing** — Create, send, and track branded invoices in EN/NL/DE/FR/ES.
- **Subscriptions** — Recurring billing for SaaS, retainers, hosting, memberships.
- **Customer Portal** — Clients self-serve plan changes, invoices, and payments.
- **Deposits** — Collect security deposits before work starts.
- **Dunning** — Automated retry + reminder workflow for failed payments.
- **Bank Reconciliation** — Auto-match incoming SEPA transfers to open invoices.
- **Team Access** — Invite team members, scoped permissions.

## Pricing

One plan: **EUR 20 / month**. All features included. See https://payrequest.io/pricing.

## Agent integrations

- MCP server: `https://mcp.payrequest.io/` (OAuth via payrequest.app)
- OpenAPI spec: https://docs.payreque.st/api
- Agent skills: https://payrequest.io/.well-known/agent-skills/index.json
- API catalog: https://payrequest.io/.well-known/api-catalog
- OAuth discovery: https://payrequest.io/.well-known/oauth-protected-resource

## Popular use cases

- Agencies (/use-cases/agencies)
- Hosting providers (/use-cases/hosting)
- SaaS companies (/use-cases/saas)
- Consultants (/use-cases/consultants)
- Coaches (/use-cases/coaches)

## Popular features

- Smart payment links (/features/payment-links)
- Invoicing (/features/invoicing)
- Subscriptions (/features/subscriptions)
- Customer portal (/features/customer-portal)
- Dunning (/features/dunning)
- Payment matching (/features/payment-matching)

## Payment providers

- Stripe (/payment-providers/stripe)
- Mollie (/payment-providers/mollie)
- PayPal (/payment-providers/paypal)
- Ponto — 0% fee SEPA bank transfers (/payment-providers/ponto)

PayRequest charges 0% - fees are from providers only.


---

---
name: PayRequest Billing
description: Manage client billing, deposits, dunning and customer portals with PayRequest
---

# PayRequest Billing Skill

PayRequest is a B2B client billing portal for recurring businesses. Use this skill when
an agent needs to create invoices, manage subscriptions, take deposits, or automate
dunning for failed payments.

## When to use this skill

- You need to bill recurring clients (agencies, hosting providers, SaaS, services).
- You need a self-service customer portal where clients manage their own billing.
- You need automated dunning for failed payments.
- You need deposits or prepayments before work starts.

## Entrypoints

- Public API: https://api.payrequest.io/
- API docs: https://docs.payreque.st/api
- OAuth authorization: https://payrequest.app/oauth/authorize
- MCP server: https://mcp.payrequest.io/
- Status: https://status.payrequest.io

## Typical flows

1. Create a customer via POST /customers.
2. Create an invoice via POST /invoices with line items, due_date, and customer_id.
3. Send invoice via POST /invoices/{id}/send - this emails the payment link.
4. Track payment status via GET /invoices/{id}.
5. Failed payments automatically enter the dunning workflow (see /features/dunning).

## Pricing

Single plan at EUR 20/month. All features included.


---

---
name: PayRequest Invoicing
description: Create, send, and track professional invoices via the PayRequest API
---

# PayRequest Invoicing Skill

Automates invoice creation, delivery, and collection for B2B recurring businesses.

## When to use this skill

- You need to create a one-off or recurring invoice.
- You need branded, localized invoices (EN, NL, DE, FR, ES).
- You need automatic VAT/BTW handling (EU OSS, reverse charge).
- You need to auto-match incoming bank transfers to open invoices.

## API endpoints

- POST /invoices - create a draft invoice
- POST /invoices/{id}/send - send invoice email with payment link
- GET /invoices - list with status filter (draft, sent, paid, overdue)
- POST /invoices/{id}/remind - trigger a manual reminder
- GET /invoices/stats - aggregate counts and totals

## Fields of interest

- customer_id (required) - existing PayRequest customer
- line_items[] - { description, quantity, unit_price, vat_rate }
- due_date - ISO date
- payment_methods - array: ["card", "sepa", "bank_transfer", "ideal"]
- reminder_schedule - "default" (3d, 7d, 14d after due date) or custom

## Best practices

- Attach a clear description to each line item - it appears on the invoice PDF.
- Use bank_transfer for 0% fees; SEPA for EU recurring debits.
- Enable payment-matching so Ponto auto-reconciles bank transfers with invoices.


---

---
name: PayRequest Subscriptions
description: Manage recurring billing, plans, and customer self-service
---

# PayRequest Subscriptions Skill

Handles recurring billing for memberships, SaaS plans, retainers, and hosting.

## When to use this skill

- Recurring monthly/annual charges for a client relationship.
- Self-service plan upgrades/downgrades via the customer portal.
- Proration, coupons, or mid-cycle plan changes.

## API endpoints

- POST /subscriptions - start a subscription with plan_id and customer_id
- PATCH /subscriptions/{id} - change plan, quantity, or billing cycle
- POST /subscriptions/{id}/cancel - schedule or immediate cancellation
- GET /subscriptions - list with filters (active, past_due, canceled)

## Dunning

Failed renewals automatically enter the dunning workflow:
- Retry on day 3, 7, 14 after failure
- Customer receives branded reminder emails
- Subscription auto-cancels after configurable grace period
- See /features/dunning for configuration