Nue Lifecycle Manager

the nue lifecycle manager (formerly the customer lifecycle mcp ) brings intelligence and control to the customer revenue lifecycle assistants can create opportunities, quotes, and orders , and manage a customer's subscriptions, invoices, and credit memos — from discovery and analysis through executing change orders it does not include billing tools — generating invoices, running billing schedules, and collecting payments belong to the nue billing & collections mcp (coming soon) the nue lifecycle manager works with the invoice and credit memo records those processes produce it exposes a focused set of tools that let assistants answer transactional questions, produce narrative summaries grounded in live data, and carry out change order operations with clear defaults and guarded confirmations prerequisites — licenses and permissions nue ai license is enabled on your tenant existing tenants do not have it by default — contact your nue account executive to acquire it see configure nue ai https //docs nue io/ex 7 configure a nue api key issued for the right environment (sandbox or production) the nue user role associated with that api key determines which tools and records the mcp can read or modify provision the key with the least privilege role appropriate to the agent's job for salesforce side use, the nue user mapped to your salesforce user must have the relevant ai functional permissions (e g ai → customer chatbot ) what it covers the nue lifecycle manager exposes tools across the customer revenue lifecycle — opportunities, quotes, orders, subscriptions, invoices, credit memos, and product/pricing lookups the catalog below is the complete current tool set customers tool what it does getcustomers get one or more customers by id postcustomers create a customer patchcustomersbycustomerid update a customer postcustomerscontacts create contacts on a customer getcustomerstransactionhubdata get a customer's transaction hub data getcustomerhierarchy retrieve parent / child / billing account hierarchy for a customer getcustomerassets list a customer's assets getcustomerentitlements list a customer's entitlements generatecustomersummary produce an ai generated narrative summary of a customer (uses your custom prompt if configured) subscriptions tool what it does getcustomersubscriptions list a customer's subscriptions; supports the "up for renewal" view via an optional renewaldate parameter getcustomersubscriptionstoday snapshot intelligence — as of subscriptions and upcoming changes getsubscriptionsupforrenewal list subscriptions due for renewal within a window fetchcustomersupforrenewal find customers whose subscriptions are up for renewal fetchcustomerswithproduct find customers who own a specific product getsubscriptionproductrelationships inspect product relationships on a subscription generateproductrelationsummary ai generated summary of subscription/product relationships quotes and orders tool what it does createnewquote create a new business quote (preview or commit) createopportunity create an opportunity for a customer queryopportunities query open / closed opportunities for an account updateopportunity update opportunity fields updatequote update a quote header createchangequote create a change quote for a lifecycle change (renewal, term change, quantity, cancel, etc ) createchangeorder create a change order directly getcustomerquotes list a customer's quotes generatequotesummary ai generated narrative summary of a quote (uses your custom prompt) generateordersummary ai generated narrative summary of an order (uses your custom prompt) generatequotedocument generate a quote pdf generateorderdocument generate an order pdf getquotetemplates list available quote templates getordertemplates list available order templates products and pricing tool what it does getbundledetails get a bundle product's full structure — options, add ons, price book entries getproductprices get active price book entries for a product (by id, name, or sku) getpricetagdetails inspect a price tag (pricedimension / discountdimension / pricetier) publishproduct / unpublishproduct publish or unpublish a product publishpricetag / unpublishpricetag publish or unpublish a price tag publishproductrelationship / unpublishproductrelationship publish or unpublish a product relationship enablepricebookselfservice / disablepricebookselfservice toggle self service pricing on a price book invoices & credit memos these tools read and list a customer's invoices and credit memos (and their templates) — for answering questions and pulling records they do not generate invoices, run billing schedules, or process payments; those are billing engine functions outside the nue lifecycle manager tool what it does getcustomerinvoices list a customer's invoices getcustomercreditmemos list a customer's credit memos getinvoicetemplates list available invoice templates getcreditmemotemplates list available credit memo templates metadata and schema tool what it does getobjectmetadata inspect any nue object's field metadata getgraphqlschema retrieve the graphql schema for nue's data graph executegraphqlquery run a graphql query against price books, products, uoms, and price tags how it's used for renewal workflows , getcustomersubscriptions supports an "up for renewal" view via an optional renewaldate parameter — returns active subscriptions ending before the target date, sorted by end date, so the agent can identify upcoming renewals for account hierarchy traversal , agents can include child accounts and retrieve data recursively for a complete, depth first view of a customer family for real time insight , getcustomersubscriptionstoday delivers snapshot intelligence — as of views and upcoming changes when products and price tags are published, it includes product and pricing context for precise reasoning change order operations are fully supported through tools such as set/increase/reduce quantity, renew, co term, adjust price, upgrade/downgrade/swap, and cancel — with options to create quotes or orders the agent confidently recommends or executes lifecycle actions with clear defaults and guided confirmations, making complex subscription management seamless connect to nue lifecycle manager the recommended way to connect is per user oauth — you sign in through your browser and the assistant acts as you, with your permissions and your security policies no api keys to copy or json to hand edit, and it works as a one click custom connector in claude, chatgpt, claude code, codex, and more see connecting to nue mcp docid\ h6afi jeh6817ew0vd13w nue environment mcp server endpoint nue sandbox https //app sandbox nue io https //mcp sandbox nue io/mcp nue production https //app nue io https //mcp nue io/mcp fallback connect with a static api key a static nue api key is available for unattended connections that shouldn't have to re authenticate (automation, ci jobs, headless agents) a key grants role based access — whatever its nue user role allows — and does not honor salesforce record level sharing the way an oauth sign in does, so provision it with the least privilege role for the agent's job use the following configuration to connect your favorite mcp client (cursor, windsurf, claude desktop, chatgpt, etc ) nue environment mcp server endpoint authentication nue sandbox https //app sandbox nue io https //mcp sandbox nue io/mcp nue api key nue api key nue production https //app nue io https //mcp nue io/mcp nue api key nue api key { "mcpservers" { "nue lifecycle manager sandbox" { "type" "http", "url" "https //mcp sandbox nue io/mcp", "headers" { "nue api key" "your nue api key" } }, "nue lifecycle manager" { "type" "http", "url" "https //mcp nue io/mcp", "headers" { "nue api key" "your nue api key" } } } } cursor locate cursor's mcp configuration file macos / cursor/config json windows %userprofile%\\ cursor\config json open or create the configuration file — if it doesn't exist, create it with {} add the mcp server configuration — merge the json above into mcpservers replace the api key placeholder — substitute your nue api key save and restart cursor verify — open cursor's ai chat and ask "list available nue lifecycle tools " windsurf in windsurf, mcp servers are defined inside mcp server config json macos / codeium/windsurf/mcp server config json windows %userprofile%\\ codeium\windsurf\mcp server config json linux / codeium/windsurf/mcp server config json you can also open it from windsurf's cascade sidebar → click the mcps icon → config slider (top right) { "mcpservers" { "nue lifecycle manager sandbox" { "serverurl" "https //mcp sandbox nue io/sse", "headers" { "nue api key" "your nue api key" } }, "nue lifecycle manager" { "serverurl" "https //mcp nue io/sse", "headers" { "nue api key" "your nue api key" } } } } save, restart windsurf, and verify in the cascade mcps sidebar claude desktop option 1 — in your terminal claude mcp add transport sse nue lifecycle manager https //mcp nue io/mcp header "nue api key your nue api key" option 2 — in claude json { "mcpservers" { "nue lifecycle manager sandbox" { "type" "http", "url" "https //mcp sandbox nue io/mcp", "headers" { "nue api key" "your nue api key" } }, "nue lifecycle manager" { "type" "http", "url" "https //mcp nue io/mcp", "headers" { "nue api key" "your nue api key" } } } } reload claude and type /mcp — you should see nue lifecycle manager listed verify the connection after connecting, test by asking what mcp tools are available in nue sandbox? the client should list the nue lifecycle manager tools above fallback for clients without header support if your mcp client doesn't support custom headers, use the mcp remote https //www npmjs com/package/mcp remote proxy library (requires node 20) { "mcpservers" { "nue lifecycle manager" { "command" "npx", "args" \[ " y", "mcp remote\@0 1 29", "https //mcp nue io/sse", " header", "nue api key your nue api key" ] } } } related connecting to nue mcp docid\ h6afi jeh6817ew0vd13w — the recommended one click, per user way to connect this mcp from claude, chatgpt, claude code, codex, and other clients transaction ai https //docs nue io/transaction ai — the nue ai product that uses this mcp to drive quote, order, and renewal workflows from inside the platform ai guided selling https //docs nue io/ai guided selling — author playbooks that control how the agent uses these tools per deal motion nue mcp servers overview docid\ hoezwahqtpnythyko9bif — the mcp protocol, the nue mcp catalog, and how nue's mcp servers fit together