MCP CONNECTOR

SubscriptionFlow AI Assistant

Use your SubscriptionFlow account from ChatGPT or Claude: ask about your customers, billing and reports, and make changes in plain language.

Connector URL
https://mcp.subscriptionflow.com/mcp
  • ChatGPT
  • Claude
  • Any MCP-compatible client
Watch

See the AI Assistant in action

A quick tour of connecting SubscriptionFlow to ChatGPT or Claude and making changes in plain language.

Step 1

Connect

Add SubscriptionFlow as a custom connector in your AI app. It takes about a minute.

ChatGPT

  • Open Settings → Apps & Connectors.
  • Click Add, then choose Add custom MCP server.
  • Paste the connector URL. Set authentication to OAuth.
  • Click Create, then Connect.

Claude

  • Open Settings → Connectors.
  • Click Add custom connector and paste the connector URL.
  • Authentication: Sign in now. OAuth client: Register automatically.
  • Click Add, then Connect.

Note: Some workspaces only allow custom connectors when an admin enables developer mode or custom apps. If you do not see the option, ask your workspace admin.

Step 2

Sign in

No API keys or client secrets needed. Just your normal SubscriptionFlow login.

1. Use your SubscriptionFlow login

A SubscriptionFlow sign-in page opens. Use the same email and password you use for SubscriptionFlow.

2. Choose your account

If your email belongs to more than one SubscriptionFlow account, pick the one you want to use.

3. Click Allow

Review what the assistant will be allowed to do and click Allow.

🛡️  The assistant acts as you. It can only see and change what your SubscriptionFlow role already allows.

Step 3

What you can ask

Ask questions and make changes in plain language. Here’s what the assistant can do.

Look things up

“Show me customer X.”
“List unpaid invoices.”
“Which subscriptions are on the Pro plan?”

Billing figures

“What is our MRR?”
“Billing trend for the last 6 months.”
“Revenue by product this year.”
“Invoice aging.”

Products and pricing

“What does product X cost?”
“Which plans does product X have?”

How-to help

“How do I apply a coupon?”
“How do I set up dunning?”

Create and update

Customers, contacts, leads, deals, products, plans, pipelines and coupons. Also quotes, checkout links and one-off invoices.

Subscriptions

Create, upgrade, downgrade, suspend, resume or cancel. For suspend, resume and cancel you will be asked when it should take effect.

Payments

Collect an invoice (charge the saved card, or record a cash, cheque, wire or bank-transfer payment) and refund a payment.

Step 4

Good to know

Not available

Deleting records. One-off invoices with free-text amounts (they must use a product with a one-time price). Renewing a term; use the SubscriptionFlow app for that.

Without signing in

The assistant can still answer general product and help questions and book a demo, but cannot see any account data.

Switch account

Disconnect the connector in the app’s settings, then connect again and sign in with the other account.

Errors

If the assistant says a permission is missing, ask your SubscriptionFlow administrator to add it to your role.

Try it

Example prompts & workflows

The assistant understands your request, retrieves the data from SubscriptionFlow, and presents it in an easy-to-read format.

  • “Show me all customers who signed up this month”
  • “Create a new customer named John Doe with email john@example.com”
  • “List all subscriptions expiring in the next 7 days”
  • “Show me unpaid invoices and calculate total outstanding”

Onboard new customer

“Create a customer named Acme Corp with email billing@acme.com, then set up an annual Enterprise subscription”

Handle support request

“What subscriptions does customer john@example.com have?”

Generate monthly report

“Show me total MRR, new customers, and cancellations for last month”

Process refund

“Refund the payment for invoice INV-12345”

Security & privacy

Your data is safe

Built on secure OAuth 2.0 with role-based access, so the assistant never sees more than you can.

  • All data stays in your SubscriptionFlow account
  • Secure OAuth 2.0 authentication
  • No data is stored by the connector
  • Each session is isolated and encrypted
  • Sessions automatically expire for security
Payments in chat

Payments, right inside your chat

Charge, refund, retry and upgrade from Claude or ChatGPT. Your finance team stays in control, and nothing moves until a person approves it.

Just ask:

  • “Collect payment on invoice IN-188”
  • “Refund 5.00 of the payment for IN-191”
  • “Retry the failed payment on IN-189”
  • “Upgrade SF_163 to the Pro plan”
  • “Cancel SF_163 effective today”
  • Preview first: nothing changes until a person approves
  • Approved by the person, in their own SubscriptionFlow login
  • Exact and tamper-proof: what is approved is exactly what runs
  • Spending limits checked before any money moves
  • Only admins can give payment access (Finance role)
  • Every step logged with who, what and how much
FAQ

Frequently asked questions

Yes. Each person signs in with their own SubscriptionFlow login and has their own isolated session.

Sessions last for several hours. If your session expires, you’ll see a message asking you to reconnect. Simply disconnect and reconnect the connector – it only takes a moment to sign in again.

For developers

Technical endpoints

For developers and integrations.

Health Check – Server status
https://mcp.subscriptionflow.com/health

OAuth Authorization – Start OAuth flow
https://mcp.subscriptionflow.com/oauth/authorize

Token Exchange – Get access tokens
https://mcp.subscriptionflow.com/oauth/token

Server Metadata – OAuth server info
https://mcp.subscriptionflow.com/.well-known/oauth-authorization-server

Need help?

Our team is happy to help you get connected.

Contact support
View documentation