Billing and payments · Available
Recurly for Claude, ChatGPT and Copilot
Subscriber questions in Recurly tend to repeat: is this account past due, which add-ons does it have, was the last refund processed, is the subscription paused? Support and subscription teams can ask Claude, ChatGPT or Copilot, along with coupon redemptions and where an invoice sits in a dunning campaign. Agents look up, while refunds need two people. Running several Recurly sites? The guided pilot connects them one at a time.
- Status
- Available
- Setup
- Guided pilot with your team
- AI assistants
- Claude, ChatGPT, Copilot Studio
- Access
- By role, view only or with approvals
Ask in a sentence
What can your team ask Recurly?
Questions from member support agent, subscription marketing manager, finance analyst and others, answered from live Recurly data and only for the people allowed to see them.
Records it works with
- Accounts
- Subscriptions
- Plans
- Add-ons
- Invoices
- Transactions
- Coupons
- Dunning campaigns
- Member support agent
“Why did this subscriber’s renewal fail, and when is the next retry in the dunning campaign?”
- Subscription marketing manager
“How many subscribers redeemed the HOLIDAY3 coupon, and how many renewed at full price?”
- Finance analyst
“What did we refund last month, split by plan and refund reason?”
- Retention lead
“How many subscriptions are paused right now, and when do most resume?”
- Payments manager
“Which transactions were declined last week for expired cards?”
- Head of subscriptions
“Which plans had the most cancellations in the first 30 days?”
Changes, governed
What the assistant can prepare in Recurly
The assistant never saves on its own. It prepares the change, the person checks the preview and confirms, and anything above your limits waits for an approver.
- 1 Prepare The assistant drafts the change from the request.
- 2 Preview and confirm The person sees exactly what will change.
- 3 Approve Above your limits, a second person decides.
- 4 Saved and logged Written to Recurly under a named person.
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Pause a subscription for one or two billing cycles
Two people sign off on any refund, and over $100 the payments manager must be one of them.
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Refund the last invoice on an account
Every refund needs a second approver; above $100 the payments manager approves.
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Move a subscriber to a cheaper plan at renewal
The person confirms after checking the new price and renewal date in the preview.
Example rules. During the pilot you set the limits, the approvers and which roles may prepare each change.
Why it needs care
Governance built for Recurly
Recurly holds payment history for thousands of individual subscribers, so a careless bulk change reaches many people at once. Agents can view accounts but not refund them. A plan change shows the new price and next bill in its preview, and the agent sees what the subscriber will see.
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Sign-in by work email
Only people you invite, with a one-time code. No shared logins.
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Roles per tool
Each role reaches only the Recurly records it needs.
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View only, if you prefer
Admins can keep a connection to lookups with one switch.
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A preview first
Every change is shown in full before anything is saved.
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Approval rules
Above your limits, a second person approves the change.
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One audit log
Every request tied to a named person, ready for review.
Setup
How Recurly gets connected
We connect Recurly for your team in a guided pilot, on the same gateway every app uses. No code on your side.
- 01
Agree the questions
We list the Recurly questions and changes your team needs, and who may use each.
- 02
Connect with your admin
Your Recurly administrator creates a dedicated integration user with only that access.
- 03
Test with your people
A small group tries it in Claude, ChatGPT or Copilot while we tune the tools.
- 04
Roll out with rules
Roles, approval limits and the audit log are in place before everyone joins.
Then people use it from the assistant they already have
Recurly questions
Can agents help a subscriber without seeing card details?
Yes. Agents see the account, subscription and invoice status they need, and payment details stay in Recurly. Roles decide whether an agent can prepare pauses, plan changes or refunds at all.
Can it report on dunning campaign results?
Yes. Teams can ask how many invoices recovered at each step of a dunning campaign and how much revenue was saved, which helps when tuning retry timing and reminder emails.
Does it work with several Recurly sites?
Yes, if you run separate sites for brands or regions. Each site is connected on its own, roles decide who reaches which site, and every answer names the site it came from.
Does mcpbizapps keep a copy of our Recurly data?
No. When someone asks a question, mcpbizapps reads the answer live from Recurly through a dedicated integration user and returns it without storing it. The audit log records who asked, which tool ran and the result, with personal fields and free text removed.
Recurly is a trademark of its owner. mcpbizapps is not affiliated with Recurly; the name describes the connection only.
Related
Often connected alongside Recurly
Part of Finance and accounting: Ledgers, planning, spend, billing, tax and cash.
Start
Bring Recurly into your AI assistant
Tell us how your team uses Recurly, and we will plan a guided pilot around your own questions.
- We agree the tools and approval rules with you
- Your admin creates the integration user; no code
- Business data is read live and not stored
Thank you
We received your request and will reply by email to find a time.
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