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Claude Chargebee connectorWhat Claude can do in your Chargebee account.
The Claude Chargebee connector exposes 45 tools. 33 read billing data and Chargebee's docs, 6 add data to a test or sandbox site, and 6 are described by no source. Below: what Claude can answer, what a Chargebee admin must switch on, and where sources disagree.
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Why a revenue team plugs Chargebee into Claude
Billing questions tend to sit in a queue: someone in finance or support has to open Chargebee, filter customers, cross-check invoices and export a list. With the connector, you ask Claude directly and it looks up the customer, the subscription, the invoices and the payments behind the answer, then explains what it found.
A customer's full picture in one question. Support asks why an account was charged twice. Claude finds the customer by email, lists their subscriptions and invoices, then reads the matching transactions to show what happened.
Revenue questions without a report. Claude can pull invoices, credit notes and events for a period and reason across them, which is handy for spotting failed payments or refunds that never got a credit note.
Chargebee answers on tap. Two tools answer from Chargebee's own documentation and API references, and can produce integration code samples for your developers.
What it does not do: nothing documented edits a live customer, subscription or invoice. The six tools that add data come from Chargebee's onboarding set, which the publisher says works only on test and sandbox sites. Six other tools have no description at all. Nothing starts on its own either; Claude acts only while you talk to it. If you want a new subscription to reach your CRM automatically, that is an automation, covered on our Chargebee n8n integration page.
Five words before you connect
The terms around this connector, explained once.
- Connector
- A link you set up once between Claude and an account you already have, so Claude can use it while it answers you.
- Tool
- One named action a connector gives Claude. Claude picks the tools it needs by itself, and the directory lists them by name.
- Authorization
- The Chargebee sign-in screen where you grant the access Claude will use. Given once per person, and it can be taken back.
- Approval
- The confirmation Claude waits for before doing something that changes an account, shown inside the conversation when it matters.
- MCP
- The open standard connectors rely on: it is what lets an assistant like Claude talk to an outside service such as Chargebee.
Connect Chargebee to Claude in three steps
- 01
Find Chargebee in Claude
Open Claude's settings, go to Customize then Connectors, and look up Chargebee. On a Team or Enterprise workspace, an Owner or Primary Owner must enable it for the organization first.
- 02
Sign in to Chargebee
Press Connect on its row and log in to Chargebee in the window Chargebee opens. If the link breaks later, Disconnect and connect again from the same row.
- 03
Check the authorization screen
Read the screen before accepting. It belongs to Chargebee, not to Claude, and it sets what the access covers. Chargebee also narrows it to what your own Chargebee user level allows.
The 45 tools, split by what they do
Chargebee gives Claude 45 tools: 33 that read your account, 6 that change something in it, and 6 no official source describes.
Three groups: what Claude reads, what it adds to a test site, and six names no source explains. Names stay exactly as Claude shows them.
- 33 read
- 6 write
- 6 not documented
Tools index
- docs_explanation_agent_as_tool
- code_generation_agent_as_tool
- customer_lookup-retrieve_customer_tool
- customer_lookup-fetch_customers_via_email_tool
- customer_lookup-fetch_customers_via_company_tool
- customer_lookup-list_customers_tool
- products_lookup-search_plans_tool
- products_lookup-search_addons_tool
- products_lookup-retrieve_plan_tool
- products_lookup-retrieve_addon_tool
- products_lookup-retrieve_item_tool
- products_lookup-retrieve_item_price_tool
- products_lookup-list_item_prices_tool
- products_lookup-list_items_tool
- subscription_lookup-retrieve_subscription_tool
- subscription_lookup-list_subscriptions_for_customer_tool
- subscription_lookup-list_subscriptions_tool
- payment_intent_lookup-retrieve_payment_intent_tool
- invoice_lookup-retrieve_invoice_tool
- invoice_lookup-list_invoices_by_customer_tool
- invoice_lookup-list_invoices_tool
- invoice_lookup-list_invoices_by_subscription_tool
- invoice_lookup-retrieve_invoice_pdf_tool
- credit_note_lookup-retrieve_credit_note_tool
- credit_note_lookup-list_credit_notes_tool
- credit_note_lookup-retrieve_credit_note_pdf_tool
- transaction_lookup-list_transactions_by_customer_tool
- transaction_lookup-list_transactions_tool
- transaction_lookup-list_transactions_by_invoices_tool
- transaction_lookup-retrieve_transaction_tool
- event_lookup-list_events_tool
- event_lookup-fetch_events_by_customer_id_tool
- event_lookup-retrieve_event_tool
What Claude reads (33)
33 toolsDocs answers, customers, catalogue, subscriptions, invoices, credit notes, payments and events, looked at and left as they are.
docs_explanation_agent_as_tool
Answers questions about Chargebee features, settings and best practices by drawing on the publisher's documentation. Claude relays the explanation in context, without touching your site's data.
code_generation_agent_as_tool
Produces integration snippets in several programming languages, based on Chargebee's API references. It works from public documentation, not from your billing records.
customer_lookup-retrieve_customer_tool
Fetches one customer record from its Chargebee identifier, with the data Chargebee holds for that account. Claude uses it once it knows exactly which account you mean.
customer_lookup-fetch_customers_via_email_tool
Looks customers up by email address and returns their details. It is often the first step when someone contacts support without knowing their account number.
customer_lookup-fetch_customers_via_company_tool
Searches customers by company name, which suits B2B accounts where several contacts share one organization. Claude gets the matching records back. Each record comes with the details Chargebee stores for it.
customer_lookup-list_customers_tool
Returns customer records in bulk, with the fields you need, so Claude can scan or count accounts matching your criteria.
products_lookup-search_plans_tool
Lists the plans in your catalogue, with optional name-based search and filters. Claude reads them to talk about what you actually sell rather than guessing.
products_lookup-search_addons_tool
Lists the add-ons in your catalogue, again with name search and filters, so Claude can see the extras customers can buy on top of a plan.
products_lookup-retrieve_plan_tool
Opens one plan by its ID: name, price, currency, period, status and description. Claude answers pricing questions from this record, not from memory. It is the reference figure your quotes should match.
products_lookup-retrieve_addon_tool
Retrieves a single add-on by its ID, with the same set of facts as a plan: price, currency, period, status and description.
products_lookup-retrieve_item_tool
Reads one catalogue item, by its ID, so Claude can say what that entry of your catalogue is and how it is set up.
products_lookup-retrieve_item_price_tool
Retrieves one price point of an item: amount, currency, billing period and trial period. Claude uses it when the question is about how something is billed, not what it is.
products_lookup-list_item_prices_tool
Lists every pricing option of an item across currencies, billing frequencies and pricing models, so Claude can lay them side by side.
products_lookup-list_items_tool
Returns the items of your catalogue, meaning plans, add-ons and charges, with filters and field selection. It is the broad view Claude starts from before zooming in.
subscription_lookup-retrieve_subscription_tool
Fetches one subscription in detail: plan, billing cycle, status and add-ons. Claude reads it to explain where a customer stands right now. It is the most direct way to check a single contract.
subscription_lookup-list_subscriptions_for_customer_tool
Lists all the subscriptions tied to one customer, with plan, status and billing information for each.
subscription_lookup-list_subscriptions_tool
Returns subscriptions that match your criteria across the whole site, such as a plan, a status or a billing cycle. Claude can count them or look for patterns.
payment_intent_lookup-retrieve_payment_intent_tool
Retrieves one payment intent by its ID: amount, current status and gateway-specific details. It tells Claude where a payment attempt got stuck.
invoice_lookup-retrieve_invoice_tool
Opens one invoice in detail, with the invoice data Chargebee exposes for it. Claude can walk you through what was billed and what was paid.
invoice_lookup-list_invoices_by_customer_tool
Returns every invoice for one customer, with amounts, statuses and dates, so Claude can reconstruct a billing history.
invoice_lookup-list_invoices_tool
Lists invoices that match your filters across the site, for broader questions than a single customer. Claude can then sum, group or compare them. It is the tool behind most month-end questions.
invoice_lookup-list_invoices_by_subscription_tool
Returns all invoices generated for one subscription, with amounts, statuses and dates. Useful when a customer holds several subscriptions and only one is in question. The rest of the account stays out of the answer.
invoice_lookup-retrieve_invoice_pdf_tool
Produces a link to view or download an invoice as a PDF. Claude hands you the link; the invoice itself stays as it is in Chargebee.
credit_note_lookup-retrieve_credit_note_tool
Fetches one credit note in full, with the data Chargebee exposes for it. Claude reads it when a refund or an adjustment needs explaining.
credit_note_lookup-list_credit_notes_tool
Returns credit notes across your site based on the filters you give. Claude can cross them with invoices and transactions to find gaps.
credit_note_lookup-retrieve_credit_note_pdf_tool
Generates a link to view or download a credit note as a PDF, so the document can be passed on as a file.
transaction_lookup-list_transactions_by_customer_tool
Lists all payment and refund transactions for one customer, with the details Chargebee records for each one.
transaction_lookup-list_transactions_tool
Returns payment and refund transactions in bulk for matching invoice or customer activity, so Claude can analyse them across many accounts.
transaction_lookup-list_transactions_by_invoices_tool
Lists the payment and refund transactions linked to a given invoice. It ties money movements to what was billed.
transaction_lookup-retrieve_transaction_tool
Retrieves one transaction in detail from its ID. Claude uses it when a single payment or refund is under the microscope.
event_lookup-list_events_tool
Lists Chargebee events of a given type, each with its type, source and timestamp. Events are the log of what happened on your site. Claude can filter by type before counting.
event_lookup-fetch_events_by_customer_id_tool
Returns every event tied to one customer, with type, source and creation time, so Claude can tell the story of an account in order.
event_lookup-retrieve_event_tool
Reads one event in full, including its occurrence timestamp and complete content. Useful when one specific event needs to be read closely, field by field.
What Claude adds (6)
6 toolsSetup and demo-data tools from Chargebee's onboarding set, limited by the publisher to test and sandbox sites.
generate_customers_and_subscriptions_tool
Approval: see the ruleGenerates demo customers and subscriptions on a Chargebee site, the kind of sample data that makes a test environment look real.
generate_entitlements_tool
Approval: see the ruleCreates, updates or removes the entitlements attached to a feature, meaning who gets access to what, on your Chargebee site.
generate_features_tool
Approval: see the ruleCreates a new feature on your Chargebee site, the item that the entitlement tools then manage.
generate_product_catalog_tool
Approval: see the ruleCreates a product catalogue on a Chargebee site, as part of the onboarding tool set that also generates demo data.
import_subscriptions_tool
Approval: see the ruleImports a subscription for an existing customer into Chargebee, as Chargebee's onboarding documentation describes it.
customize_branding_tool
Approval: see the ruleCustomises your company branding data in Chargebee, starting from a website you point to.
Undocumented (6)
6 toolsOn the directory sheet, with no matching line in Chargebee's documentation. We do not guess a role from a name.
data_lookup-get_filter_conditions_metadata_tool
This name appears on the directory sheet, and no line in Chargebee's documentation matches it without ambiguity. With no official description, this page says nothing about its role.
data_lookup-get_response_field_metadata_tool
Same situation here: the directory lists the name, and no source describes it, neither Chargebee nor any Claude page. We would rather flag the gap than read meaning into the wording.
import_features_and_entitlements_tool
Listed on the directory sheet, but no line of Chargebee's documentation matches it without ambiguity, and no sentence describes it. So its behaviour stays unknown here. The directory gives the name, nothing else.
import_product_catalog_tool
No official source describes this name. It sits on the directory sheet with nothing in Chargebee's pages to explain it, and this page will not guess from how it sounds.
import_customers_tool
The directory shows this name; Chargebee's documentation has no sentence that matches it. Without a source, its effect on your site is not documented anywhere we could read.
import_quotes_tool
Only the name is public: no Chargebee page and no Claude page describes what it does. This page leaves it at that rather than filling the silence. No documentation line matches it.
What Claude checks with you first
By default, Claude pauses and asks before each action it takes on an account for someone, right in the conversation.
On Team and Enterprise workspaces, owners decide whether members may let some actions pass without a prompt, and they can narrow a connector for the whole organization, for example reading allowed and writing closed. Nobody lifts that from a personal account. Claude works with the rights of the person who connected, and Chargebee adds its own layer: with sign-in access, tools are further limited by the Chargebee user's access level. Chargebee also warns that you remain responsible for actions an assistant takes.
Which Claude plans include it
None of the 819 sheets in the official directory states plan availability. That answer is published nowhere, connector by connector.
The published rule is general: remote connectors are open to all users on Claude, Cowork, Claude Desktop and mobile, while desktop extensions install on Claude Desktop. On Team and Enterprise, an Owner or Primary Owner opens the connector for the organization before members connect. Chargebee's own setup, the MCP Access toggle and the toolsets, is a separate step on the publisher's side. For the live state, open the connector's sheet in the directory.
Where the Claude Chargebee connector stops
A connector is not an automation. Claude calls these tools while it replies, so nothing happens when a payment fails or a subscription renews.
On live billing data, the documented tools only look things up; the ones that add data are fenced off to test and sandbox sites by Chargebee. A tool list is still an observed floor, since an administrator can open actions no public sheet shows. The partner badge is not a security audit, and Anthropic says on every sheet that it does not control a publisher's tools. All of this comes from the directory sheet and Chargebee's documentation; no Claude help article covers the connector. For a case of official sources in open conflict, see our Claude gmail connector page.
Does the Claude connector include Chargebee's catalogue and demo-data tools?
- Claude directory sheet ↗September 2026The sheet lists 45 tools, including the onboarding ones that generate a catalogue, demo customers, features and branding.
- Chargebee MCP documentation ↗Read September 2026, undatedChargebee says its Claude connector gives access to the Knowledge Base and Data Lookup servers, without naming the onboarding server.
What this page followsThe sheet is the published tool list of this connector, so we document the onboarding tools, with Chargebee's own restriction to test and sandbox sites. What actually shows on your account also depends on which toolsets your Chargebee admin has switched on.
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