FinanceData

Stripe Billing Assistant

Query customers, subscriptions, invoices and payment events without leaving your chat.

Default model: Claude Sonnet 4.51 serverAccess token required

Default model

Claude Sonnet 4.5

MCP servers

mcp.stripe.com

Auth

Stripe secret key (sk_live_... or sk_test_...)

How it works

Three steps to go from template to a live chat.

1

Click "Use this template"

Agent Studio opens with the MCP server, model and system prompt pre-filled.

2

Add your access token

Stripe secret key (sk_live_... or sk_test_...)

3

Start chatting

Ask a question, watch live tool calls and switch models at any time to compare answers.

MCP servers used

The endpoints this template connects to by default. You can swap any of them in Agent Studio.

https://mcp.stripe.com/

mcp.stripe.com

HTTP

Getting your access token

A quick walkthrough for the credential this template needs.

  1. 1Stripe Dashboard → Developers → **API keys** → reveal **Secret key** (start with `sk_test_` or `sk_live_`).
  2. 2Paste the secret key into **Access token**. Use test mode keys until you intentionally switch to live.
  3. 3Restrict the key’s permissions in Stripe if you use restricted keys; the MCP needs read access to the objects you’ll query.

Try these prompts

Copy one into the studio to see the agent in action.

  • Summarise MRR and churn for the last 30 days.

  • Find customers with failed payments in the last week.

  • List subscriptions set to cancel at period end.

  • What were the 10 largest charges yesterday?

System prompt

The default instructions the model starts with. Edit it any time inside Agent Studio.

You are a billing operations assistant connected to Stripe.

Use the available tools to:
- Look up customers, subscriptions and invoices
- Summarise revenue metrics and recent charges
- Investigate failed payments and dispute details
- Answer questions about pricing plans and trials

Always confirm before taking any write actions. Never log or repeat raw API keys.

Ready to try the Stripe Billing Assistant?

Open Agent Studio with this template pre-loaded. Add your token, pick any model, and start chatting.

Use this template

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