Did they pay
Support has a customer saying their card was charged twice. Memtro finds them in Chargebee by email, reads their last invoices with paid dates and amounts, and the payment events, so the reply is grounded in the ledger.
Chargebee + Memtro
Subscriptions, invoices and MRR from Chargebee, and the billing changes you ask for.
Connect Chargebee with your site name and an API key and Memtro reads customers, subscriptions with plan and MRR, invoices by status, plans and prices, and a snapshot of MRR, renewals and cancellations. Every hour the sync writes each new subscription, cancellation and payment into memory. When you ask, and once an administrator has granted each action by name, it can update customers, start, change, pause or cancel subscriptions, charge or record payments, void invoices and refund credit notes. These move real money: a subscription change can charge the customer at once, and a refund cannot be undone.
In Memtro
What you can do with Chargebee in Memtro
Ask in plain English from chat, your editor, a scheduled job or your own agent. The model picks the right Chargebee tool, reads what it needs, and answers with the source cited.
What it does
- 01Customers by email, company or name prefix, each with payment method, every subscription and last 10 invoices
- 02Subscriptions by status, customer, plan, next-billing window or cancellation date, with MRR and cancel reason
- 03Invoices by status, customer, date or minimum total, with amount paid, amount due and dunning status
- 04Plans, addons and prices, recent events by type, and an MRR snapshot with renewals due in 30 days and recent cancellations
- 05When asked and granted, creates and changes customers, and starts, changes, pauses, resumes, reactivates or cancels subscriptions, which can raise an invoice and charge the customer at once
- 06When asked and granted, records offline payments, charges the card on file for an unpaid invoice, permanently voids or writes off invoices, and refunds or voids credit notes, where a refund cannot be undone
Acts when asked
When you ask it to
These tools change something in Chargebee. The model is told to use them only when you ask for exactly that, and an administrator grants each one by name to the teams that may use it; a personal connection acts only after its owner allows it.
- 01Create a customer, or change one's name, contact details, currency, auto-collection or payment terms
- 02Start a subscription for a customer on chosen plans and addons (starts billing)
- 03Change a subscription's plan, addons, quantities or coupons (may invoice a prorated charge)
- 04Cancel a subscription now, at term end or on a date
- 05Pause a subscription, or resume a paused one
- 06Reactivate a cancelled subscription
- 07Record an offline payment against an invoice
- 08Charge the customer's payment method for an unpaid invoice
- 09Void an invoice, or write one off as uncollectable
- 10Refund a credit note to the customer's payment method, or void a credit note
Events
When it happens
Turn events on in the connection's Events tab on the Connections page, then add the address it shows as a webhook in Chargebee, choosing the same kinds; the tab shows Chargebee's own steps. Each event can start a job, with the event as its input, and can be remembered where you choose. Chargebee sends a secret with every delivery, and one without it is refused.
Events and webhooks- 01A subscription was created
- 02A trial ended and the subscription is active
- 03A subscription was changed
- 04A subscription renewed
- 05A cancellation was scheduled
- 06A subscription was cancelled
- 07A subscription was paused
- 08A subscription was resumed
- 09A subscription was reactivated
- 10A payment succeeded
- 11A payment failed
- 12A payment was refunded
- 13An invoice was generated
- 14An invoice was updated
- 15A customer was created
- 16A customer's details changed
- 17A customer was deleted
In practice
Ask it like you would a colleague
Once Chargebee is connected, these are the kinds of things people ask. Plain questions, no syntax. If the answer lives partly in another system you have connected, Memtro looks there too.
Chargebee + Memtro
Which subscriptions renew in the next 7 days, and on what plans?
Did Brightwave Ltd pay its October invoice?
Which invoices over £1,000 are still unpaid?
Who cancelled this month, and what reason did they give?
Refund the credit note on Brightwave Ltd's account to their card
Putting a double charge right
Ellie Moran in finance confirms Brightwave Ltd was charged twice and asks Memtro to refund the credit note raised for the duplicate. Memtro reads the credit note and refunds its full amount to the customer's original card in Chargebee, so the money goes back to Brightwave. The refund cannot be undone.
Teams
Where it fits
The teams that lean on Chargebee most, a question each of them asks, and what they connect beside it.
- FinanceAsk the ledger questions in plain EnglishFinance lead, Credit control, Management accountant, Founder or CFO“Which invoices over £5k are more than 30 days overdue?”Used alongside Xero, Stripe, Postgres, HubSpot, QuickBooks Online and 10 more.
- LeadershipOne question across the whole companyFounder, Chief executive, Department head, Board member“What happened with our top ten accounts this week, and is anything at risk?”Used alongside HubSpot, Help Scout, Xero, Stripe, Linear and 6 more.
- OperationsMonitors and digests that run themselvesOperations lead, Analyst, Team manager, Administrator“List my jobs”Used alongside Help Scout, Stripe, Xero, Postgres, ShipEngine and 8 more.
Better together
Works with
A record in Chargebee is rarely the whole story. Connect the systems that hold the rest and Memtro checks them together, then remembers what it learned so the next question starts further along.
- CRM and salesChargebee with HubSpotContacts, companies, deals and tickets, with the rest of the company's memory attached.
- CRM and salesChargebee with SalesforceAsk your CRM questions in plain English, down to the SOQL.
- CRM and salesChargebee with Twenty CRMObjects, fields and records from the open-source CRM, and records it can create and change when you ask.
- SupportChargebee with Help ScoutAI that reads your support conversations and cross-references the customer everywhere else.
- SupportChargebee with ZendeskEvery ticket, reply and internal note, ready to be asked about.
- SupportChargebee with IntercomCustomer conversations and the people behind them, in your company memory.
- Email, calendar and chatChargebee with GmailSearch and read mail so the last thread with a customer is one question away, and send the reply when you ask.
- Email, calendar and chatChargebee with SlackSearch messages, read channel history and threads, post when you ask, and answer when mentioned.
- Email, calendar and chatChargebee with Google CalendarMeetings in a window, event details, and the next two weeks synced into memory, and events it can create, change or cancel when you ask.
Also in Finance and commerce
Using something else for the same job, or both? Each connector has its own tools; connect as many as you like.
- Xero
- Stripe
- Felloh
- Wise
- Starling Bank
- QuickBooks Online
- Shopify
- WooCommerce
NetSuite- Sage Accounting
Ramp- AWS Cost Explorer
- Dynamics 365 Business Central
- Square
- Brex
FreeAgent- GoCardless
- PayPal
- BigCommerce
- Companies House
- Dynamics 365 Finance & Operations
- ERPNext
- Exact Online
- Lemon Squeezy
- Odoo
- Paddle
- Zoho Books
Holded- Mercury
Mollie
QuickFile
Recurly- Squarespace Commerce
Airwallex- Invoice Ninja
Maxio- Moneybird
Pennylane
Charity Commission (England and Wales)
Checkout.com
FCA Register- Payhawk
- RevenueCat
Soldo
Spendesk- Firefly III
Lago- Medusa
- Braintree
Recharge- PrestaShop
Katana
Chaser
Unleashed- Ecwid
Printful- SumUp
Orb
Quaderno
Donorbox
Avalara AvaTax
Billy
Cin7 Core
Codat
ComplyAdvantage- e-conomic
- Gumroad
inFlow Inventory- Klarna
- Adobe Commerce (Magento)
Metronome- Moss
MRPeasy
Persona
Precoro
Printify
Rydoo
Saleor
Snipcart
Swell- TeamUp
Veeqo
Zuora
VAT Sense
Paystack- Razorpay
- Shopware
Setup
How to connect
Connect withSite name and API key
- 1
In Chargebee open Settings → Configure Chargebee → API Keys and Webhooks → API Keys and add a key. A Read-Only Key with Transactional data and Product catalog covers every read, and the actions need a full-access key or a restricted key with write permission. The key is shown once
- 2
In Memtro open Connections → Chargebee, enter the Site name (acme for acme.chargebee.com) and the API key, and connect. A test site is usually acme-test and has its own keys
- 3
With a read-only key the actions are refused. With a write key Memtro still acts only once an administrator grants an action by name
- 4
Ask which subscriptions renew next week
Also works from
Chat in the dashboard, the OpenAI-compatible API, scheduled jobs, and any MCP client: Claude Code, OpenCode, Cursor, Claude Desktop. The Chargebee tools are the same everywhere.
FAQ
Questions
Can Memtro change anything in Chargebee?+
Only when you ask, and only what it has been granted: create a customer, or change one's name, contact details, currency, auto-collection or payment terms; start a subscription for a customer on chosen plans and addons (starts billing); change a subscription's plan, addons, quantities or coupons (may invoice a prorated charge); cancel a subscription now, at term end or on a date; pause a subscription, or resume a paused one; reactivate a cancelled subscription; record an offline payment against an invoice; charge the customer's payment method for an unpaid invoice; void an invoice, or write one off as uncollectable; refund a credit note to the customer's payment method, or void a credit note. Every other tool reads, searches or lists. The Connections page labels the tools that act, an administrator grants each one by name to the teams that may use it, and a personal connection acts only after its owner allows it.
Who can use a Chargebee connection?+
A personal connection serves only your own requests. A shared connection serves the organisation: everyone, or only the teams an admin chooses. Admins can always add shared connections; other members need the permission.
Does Memtro store my Chargebee data?+
Credentials are encrypted at rest. Tool results are cached briefly so agent loops do not repeat identical calls, and the facts the model extracts are saved to your organisation's memory with provenance (system, record and link) so they can be checked and superseded. An hourly sync anchors recently changed Chargebee records into memory as entities.
How do I connect Chargebee?+
Site name and API key. In Chargebee open Settings → Configure Chargebee → API Keys and Webhooks → API Keys and add a key. A Read-Only Key with Transactional data and Product catalog covers every read, and the actions need a full-access key or a restricted key with write permission. The key is shown once.
Can Chargebee start a job?+
Yes. Turn events on in the connection's Events tab on the Connections page, then add the address it shows as a webhook in Chargebee, choosing the same kinds; the tab shows Chargebee's own steps. A job set to start "When an event arrives" then runs once for each matching event, with the event as its input. The run treats the event as outside data, never as instructions, and anything the run remembers is kept as unverified.
Connect Chargebee in a few minutes
Seven-day free trial, then one monthly price per organisation. Connectors, jobs and memory are never metered.