Integration
Connect Chargebee and Salesforce
When something happens in Chargebee or Salesforce, your agent does the next thing in the other. Describe it 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 Salesforce to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny 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)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 Salesforce can do together
From Chargebee to Salesforce
When New Payment Method in Chargebee
then Create object record in Salesforce
When Payment Method Updates in Chargebee
then Find most recent created or updated record in Salesforce
From Salesforce to Chargebee
When New object record in Salesforce
then Create Customer in Chargebee
When New or updated object record in Salesforce
then Create Subscription in 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 Salesforce
Triggers and actions 4 triggers · 25 actions
Trigger
New Payment MethodTriggers when a payment method is added.
Trigger
Payment Method UpdatesTriggers when a payment method is updated.
Action
Cancel SubscriptionCancels a Chargebee subscription immediately, at the end of the term, or on a specific date.
Action
Change Next Billing DateUpdates next billing date of a subscription.
Action
Create CustomerCreates a customer in Chargebee, optionally with a billing address and a payment source (card, bank account, payment method token or payment intent).
Action
Create SubscriptionCreates 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.
Action
Delete Customer CardDeletes 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.
Action
Fetch Customer Subscription DetailsRetrieves a subscription by ID, along with the customer who owns it and their card on file.
Action
Fetch Subscription Invoice DetailsFetches the invoices raised for one subscription, most recent first by default, with optional filters on status, dates and more.
Action
Find Existing SubscriptionReturns up to 100 subscriptions that match all of the specified criteria, such as subscription ID, customer ID, plan item or status.
Action
Finds an Existing CustomerFinds 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.
Action
Get InvoiceRetrieves a single Chargebee invoice by its ID.
Action
List InvoicesReturns all invoices in the Chargebee site.
Action
Reactivate SubscriptionRestores a cancelled subscription to active, or to trial when a trial end is given.
Action
Record Offline Payment for an InvoiceRecords 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.
Action
Update Card Payment SourceChanges the cardholder name, expiry date or billing address on a customer's saved card.
Action
Update CustomerUpdates 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.
Action
Update SubscriptionUpdates a subscription in Chargebee.
Trigger
New object recordPolling trigger: fires for each new record created in the specified SObject type. Polls SOQL ordered by CreatedDate descending.
Trigger
New or updated object recordPolling trigger: fires for each record created or modified in the specified SObject type. Polls SOQL ordered by SystemModstamp descending.
Action
Create object recordCreates a new record of the specified SObject type (standard or custom, e.g. Account, Contact, Lead, Opportunity, Case, or MyObject__c) with the supplied field values.
Action
Delete object recordDeletes an existing SObject record by object type and record ID.
Action
Describe objectReturns the full field and metadata description (describe) for an SObject type — useful for discovering available fields and their API names.
Action
Find most recent created or updated recordReturns the single most recently created or last-modified record for the specified SObject type (ordered by SystemModstamp DESC, LIMIT 1).
Action
Find object recordsFinds matching records for an SObject type by a field/value equality match via SOQL. Returns Id and the requested fields for all matches.
Action
Get object recordRetrieves a single SObject record by object type and record ID. Optionally restrict returned fields with a comma-separated 'fields' list.
Action
List objectsLists all available SObject types (standard and custom) on the org.
Action
SOQL queryExecutes a SOQL query against the org and returns matching records. Example: SELECT Id, Name FROM Account WHERE CreatedDate = TODAY.
Action
Update object recordUpdates an existing SObject record by object type and record ID with the supplied field values. Salesforce returns no body on success (HTTP 204).
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
What our customers say
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Questions
Chargebee and Salesforce, 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 Salesforce when something happens in Chargebee?
Any of Salesforce's 9 actions, including Create object record, Find most recent created or updated record, Update object record and Describe object. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Salesforce to Chargebee?
Yes. When something happens in Salesforce, your agent can act in Chargebee too. This page covers both directions: Salesforce's triggers and Chargebee's actions are listed here as well.
Do I have to build a connector for Chargebee or Salesforce?
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.
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.