Integration · Payments and finance
AI agents for Recurly
Find Recurly customer accounts, balances, subscriptions, invoices, transactions and plans, create accounts, add account notes, and refund an invoice, on a US or EU site.
- Actions
- 14
- Read
- 11
- Write
- 3
Actions
What your agents can do in Recurly
14 actions. Each one is a tool your agents can call and a step your workflows can run.
Read 11
Look things up. Nothing changes.
Find customer accounts
Lists Recurly customer accounts, optionally by exact email, only subscribers, or only those with a past-due invoice, created or updated in a time range.
Get a customer account
Reads one Recurly account by its ID or by your account code written as code-<code> (like code-cust_1024).
Get an account's balance
Reads what a Recurly account owes and whether it is past due.
Find subscriptions
Lists Recurly subscriptions across the site, optionally by state (active, canceled, expired, future, in_trial, live) and time range.
List an account's subscriptions
Lists the subscriptions of one Recurly account, optionally by state (active, canceled, expired, future, in_trial, live) and time range.
Get a subscription
Reads one Recurly subscription by its ID or uuid-<uuid>.
Find invoices
Lists Recurly invoices across the site, optionally by state (pending, processing, past_due, paid, failed, open, closed, voided), type (charge or credit) and time range.
List an account's invoices
Lists the invoices of one Recurly account, optionally by state (pending, processing, past_due, paid, failed, open, closed, voided), type (charge or credit) and time range.
Get an invoice
Reads one Recurly invoice by its ID or by its number written as number-<number> (like number-1001).
Find payment transactions
Lists Recurly payment transactions across the site, optionally by type (payment, purchase, refund, authorization, capture, verify), only successful ones, and time range.
List plans
Lists the site's subscription plans, by default only active ones.
Write 3
Create, change or send.
Create a customer account
Creates a Recurly customer account with your own unique account code and optional email, name, company and CC emails; billing details are added by the customer on a hosted page.
Add a note to an account
Adds an internal note to a Recurly account, visible to your team in Recurly.
Refund an invoiceDeletes data
Refunds a paid Recurly invoice: the whole refundable amount, a set amount (in major units like 25.00) or a percentage, back to the customer's payment method or as account credit per refund_method.
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 Recurly account.
What you enter
- Private API key
Settings
- Data centre
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 Recurly data
Ask a question in plain words. The agent can find customer accounts, get a customer account or get an account's balance in Recurly, then answers with what it found.
- 02
Let an agent update Recurly
Have the agent create a customer account or add a note to an account in Recurly 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 Recurly and Slack: it can find customer accounts in Recurly 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
Recurly and MyDeepAgents
Can MyDeepAgents connect to Recurly?
Yes. The Recurly connector has 14 actions: 11 read and 3 make changes. Your agents can call them as tools, and your workflows can run them as steps.
How do I connect Recurly?
Enter the API credentials from your Recurly account. You'll need: Private API key. The connection also asks for: Data centre. 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 Recurly 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 Recurly in workflows as well as agents?
Yes. Every Recurly action also works as a step in a workflow, and the same connection serves your agents and your workflows.
Early access
Put Recurly to work
Connect it in a few minutes, give an agent the actions it needs, and decide which changes wait for a person.