Billing
Give your agents full access to Stripe.
Agents read customers, subscriptions, invoices, and charges, and act on what they find. Billing operations that used to be a person with a spreadsheet become a task that runs every night.
Capabilities
What agents do with Stripe
Helios vector-searches the Stripe API surface at run time, so an agent reaches for whichever endpoint the task needs.
- Search Stripe's entire API surface at run time and call any endpoint your key allows.
- Read customers, subscriptions, invoices, charges, disputes, and payouts.
- Reconcile billing data against your own database and your CRM.
- Act on failed payments: notify, retry, and escalate on your rules.
- Compute revenue metrics in the sandbox and publish them where the team reads.
- Use restricted keys so an agent reads without any ability to move money.
Use cases
Tasks you can hand to a Stripe agent
Recover failed payments
When a charge fails, the agent checks the account, emails the right person with a working payment link, and tells the account owner.
Every hour, find failed charges and start recovery.
- stripe·list failed charges in the last hour
- attio·look up account owner and contact
- resend·send a payment update email
- slack·notify owner in #revenue
3 failed payments handled
- $2,340 at risk across 3 accounts
- Emails sent with hosted update links
- 1 enterprise account escalated to its owner
Publish revenue metrics every morning
The agent pulls charges and subscriptions, computes the metrics your team actually tracks, and posts them before standup.
Each morning, post MRR, new revenue, churn, and expansion to Slack.
- stripe·list subscriptions and yesterday's charges
- code·compute MRR, churn, expansion
- slack·post to #revenue
Revenue · Mar 6
- MRR $412k · up 3.1% month to date
- New $9.2k · Expansion $4.1k · Churn $2.3k
- 2 accounts downgraded overnight
Watch for churn risk
The agent joins billing signals with product usage and support volume, and surfaces the accounts drifting toward the exit.
Weekly, list accounts at risk of churn with the reason for each.
- stripe·read subscriptions and payment history
- postgres·pull 60-day usage per account
- code·score risk and rank
- attio·write risk score and note per account
11 accounts at risk
- $38k ARR represented
- 6 driven by usage decline, 3 by failed payments
- Each has a suggested next action for its owner
Reconcile billing against your database
The agent compares what Stripe billed with what your own system says it should have billed, and reports every mismatch.
Monthly, reconcile Stripe invoices against our usage records.
- stripe·list last month's invoices
- clickhouse·aggregate metered usage by account
- code·diff billed vs recorded usage
- google-sheets·write reconciliation tab
5 mismatches found
- 2 accounts under-billed by $1,180 total
- 3 accounts billed for a cancelled add-on
- Everything else matches
Cross-app recipes
Stripe works alongside the rest of your stack
One agent, one run, several services. It reads from one tool and writes to the next without a handoff.
Templates
Ready-to-run Stripe agents
Copy the prompt, connect your tools, and put an agent on the task.
Support
Slack support triage
Watches your support channel, answers what your docs already cover, and escalates the rest with the account context attached.
Support
Plain thread triage & weekly themes
Triages every incoming Plain thread on arrival, then clusters the week into the themes product should hear about.
Sales & RevOps
Failed payment recovery
Finds failed charges every hour, emails the billing contact a working update link, and escalates the accounts that matter.
Sales & RevOps
Churn risk watchlist
Joins billing signals with product usage and support volume to surface the accounts quietly drifting toward the exit.
Operations
KPI sheet refresh
Pulls from the warehouse every morning and writes the finished tables into the sheet leadership already opens.
Use cases
Where Stripe agents earn their keep
Support triage
An agent reads each incoming thread the moment it arrives, identifies the customer, checks their plan and history, labels and prioritizes it, and drafts a reply grounded in your documentation.
Billing operations
An agent watches Stripe for failed charges and starts recovery, reconciles what you billed against what your own system recorded, and reports the revenue numbers every morning.
CRM data sync
An agent computes usage from your database, joins it with billing health and support volume, and writes the result onto the account record every night.
FAQ
Questions, answered
Put an agent on Stripe.
Connect it once, describe the task in plain English, and let it run on your schedule or your events.