Integration
Connect Chargebee and Perfex CRM
When New Payment Method fires in Chargebee, your agent runs Create Customer in Perfex CRM, or New Contract in Perfex CRM to Create Customer in Chargebee. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Chargebee and Perfex CRM to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser.
Set it up in your client
Claude Code
Run this in the directory you want to work in.
claude mcp add --transport http -s project apiant-ai https://mcp.apiant.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)Claude, web and desktop
Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first.
Setup guide (opens in a new tab)Cursor
Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.
Setup guide (opens in a new tab)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)Codex and the ChatGPT desktop app
Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in.
Setup guide (opens in a new tab)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
Setup guide (opens in a new tab)Any other MCP client
Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection.
Setup guide (opens in a new tab)Example flows
What Chargebee and Perfex CRM can do together
From Chargebee to Perfex CRM
When New Payment Method in Chargebee
then Create Customer in Perfex CRM
From Perfex CRM to Chargebee
Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships.
Everything your agent can do with Chargebee and Perfex CRM
Triggers and actions 12 triggers · 21 actions
- New Payment Method
Triggers when a payment method is added.
- Payment Method Updates
Triggers when a payment method is updated.
- Cancel Subscription
Cancels a Chargebee subscription immediately, at the end of the term, or on a specific date.
- Change Next Billing Date
Updates next billing date of a subscription.
- Create Customer
Creates a customer in Chargebee, optionally with a billing address and a payment source (card, bank account, payment method token or payment intent).
- Create Subscription
Creates a new subscription for an existing Chargebee customer from one or more item prices, and returns the subscription along with the customer, card and any invoice it generated.
- Delete Customer Card
Deletes the card on file for a customer. Chargebee turns off auto collection for the customer and fires a card_deleted event. Succeeds without error when the customer has no card.
- Fetch Customer Subscription Details
Retrieves a subscription by ID, along with the customer who owns it and their card on file.
- Fetch Subscription Invoice Details
Fetches the invoices raised for one subscription, most recent first by default, with optional filters on status, dates and more.
- Find Existing Subscription
Returns up to 100 subscriptions that match all of the specified criteria, such as subscription ID, customer ID, plan item or status.
- Finds an Existing Customer
Finds customers whose details exactly match the criteria you supply (email, name, company, phone, ID and more). Returns up to 100 matches and the first match on its own.
- Get Invoice
Retrieves a single Chargebee invoice by its ID.
- List Invoices
Returns all invoices in the Chargebee site.
- Reactivate Subscription
Restores a cancelled subscription to active, or to trial when a trial end is given.
- Record Offline Payment for an Invoice
Records a payment received outside Chargebee (cash, check, bank transfer, etc.) against an invoice. The invoice must be in payment_due, posted or not_paid status.
- Update Card Payment Source
Changes the cardholder name, expiry date or billing address on a customer's saved card.
- Update Customer
Updates the details of an existing Chargebee customer, including custom fields. Billing address and VAT number are changed through Chargebee's separate billing-info update, not this action.
- Update Subscription
Updates a subscription in Chargebee.
- New Contract
Triggers when a new contract is added in Perfex CRM.
- New Customer
Triggers when a new customer is added in Perfex CRM.
- New Estimate
Triggers when a new estimate is added in Perfex CRM.
- New Invoice
Triggers when a new invoice is added in Perfex CRM.
- New Lead
Triggers when a new lead is added in Perfex CRM.
- New Payment
Triggers when a new payment is added in Perfex CRM.
- New Project
Triggers when a new project is added in Perfex CRM.
- New Proposal
Triggers when a new proposal is added in Perfex CRM.
- New Task
Triggers when a new task is added in Perfex CRM.
- New Ticket
Triggers when a new support ticket is added in Perfex CRM.
- Create Customer
Creates a customer (company) in Perfex CRM.
- Create Lead
Creates a lead in Perfex CRM.
- Find Customer
Finds the first Perfex CRM customer matching a search text.
- Update invoice
Updates an existing invoice in Perfex CRM. Only the fields you fill in are changed.
- Update ticket
Updates an existing support ticket in Perfex CRM. Only the fields you fill in are changed.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
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Questions
Chargebee and Perfex CRM, answered
What can start an automation from Chargebee?
Any of Chargebee's 2 triggers in the catalog, including New Payment Method and Payment Method Updates. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Perfex CRM when something happens in Chargebee?
Any of Perfex CRM's 5 actions, including Create Customer, Create Lead, Update invoice and Update ticket. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Perfex CRM to Chargebee?
Yes. When something happens in Perfex CRM, your agent can act in Chargebee too. This page covers both directions: Perfex CRM's triggers and Chargebee's actions are listed here as well.
Do I have to build a connector for Chargebee or Perfex CRM?
No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running.
Can my AI client use Chargebee and Perfex CRM without building an automation?
Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both.
What happens when something fails?
Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships.
Is there a free plan?
Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.