Integration · Payments and finance
AI agents for Chargebee
Create and look up customers, list their subscriptions, and start or cancel subscriptions in a Chargebee Billing site.
- Actions
- 5
- Read
- 2
- Write
- 3
Actions
What your agents can do in Chargebee
5 actions. Each one is a tool your agents can call and a step your workflows can run.
Read 2
Look things up. Nothing changes.
Get a customer
Reads one customer by ID: name, email, phone, company, whether a card is on file (card_status), auto collection, balances and credits.
List a customer's subscriptions
Lists the subscriptions of one customer, optionally only those in one status (future, in_trial, active, non_renewing, paused or cancelled).
Write 3
Create, change or send.
Create a customer
Creates a customer in Chargebee with a name, email, phone, company and optional preferred currency.
Create a subscription
Starts a subscription for an existing customer from a plan item price (like basic-USD-monthly), with an optional quantity, add-on item prices, coupons, a trial end or a future start date.
Cancel a subscriptionDeletes data
Cancels a subscription now, at the end of the current term, or on a date.
A person can approve first
Any write action can be set to wait for a person's approval before it runs, so an agent asks before it changes anything. Actions that delete data ask first by default.
Connection
How it connects
Connect it once in the console, then give it to the agents and workflows that need it.
Enter the API credentials from your Chargebee account.
What you enter
- API key
Settings
- Site name
Kept safe
- Credentials are stored encrypted with your organization's own keys.
- They are opened only by the process that makes the call, at the moment it runs, and never go into a prompt or the browser.
- Calls go only to the tool's own servers.
Ideas
Ideas to start with
Starting points made only from the actions above. Mix them with any other tool your agents can use.
- 01
Ask about your Chargebee data
Ask a question in plain words. The agent can get a customer or list a customer's subscriptions in Chargebee, then answers with what it found.
- 02
Let an agent update Chargebee
Have the agent create a customer or create a subscription in Chargebee as part of a larger task. Turn on approval and a person signs off on each change first.
- 03
Share what it finds in Slack
Give one agent Chargebee and Slack: it can get a customer in Chargebee and post a summary to a Slack channel in the same run.
Works well with
More Payments and finance tools
- Stripe4 actionsCreate and find customers, make payment links for your existing prices, and refund payments in your Stripe account.
- PayPal5 actionsDraft and send invoices, create and check checkout orders, and list transactions for a PayPal business account, live or sandbox.
- QuickBooks Online4 actionsLook up customers, invoices and products, add customers, and create and read invoices in a QuickBooks Online company.
- Xero4 actionsList and create invoices, and add and read contacts, in a Xero organisation.
- Razorpay3 actionsSend payment links, create orders for checkout, and look up payments in your Razorpay account.
- Square4 actionsCreate and find customers, and make payment links for a set amount, in your Square seller account.
FAQ
Chargebee and MyDeepAgents
Can MyDeepAgents connect to Chargebee?
Yes. The Chargebee connector has 5 actions: 2 read and 3 make changes. Your agents can call them as tools, and your workflows can run them as steps.
How do I connect Chargebee?
Enter the API credentials from your Chargebee account. You'll need: API key. The connection also asks for: Site name. Credentials are stored encrypted with your organization's own keys and are opened only at the moment of a call.
Can an agent change data in Chargebee without asking?
Only if you let it. Each of the 3 actions that change data can be set to wait for a person's approval before it runs, and the one that deletes data asks first by default.
Can I use Chargebee in workflows as well as agents?
Yes. Every Chargebee action also works as a step in a workflow, and the same connection serves your agents and your workflows.
Early access
Put Chargebee to work
Connect it in a few minutes, give an agent the actions it needs, and decide which changes wait for a person.