Integration
Connect Chargebee and SourceWhale
When New Payment Method fires in Chargebee, your agent runs Find Contact in SourceWhale, or Contact Added in SourceWhale 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 SourceWhale 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 SourceWhale can do together
From Chargebee to SourceWhale
When New Payment Method in Chargebee
then Find Contact in SourceWhale
When Payment Method Updates in Chargebee
then Get Contact in SourceWhale
From SourceWhale to Chargebee
When Contact Added in SourceWhale
then Create Customer in Chargebee
When Contact Updated in SourceWhale
then Update Customer 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 SourceWhale
Triggers and actions 5 triggers · 24 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
Contact AddedTriggers when a new person (candidate or contact) is added in SourceWhale.
Trigger
Contact UpdatedTriggers when a person (candidate or contact) is updated in SourceWhale.
Trigger
New PlacementTriggers when a new placement is created in SourceWhale.
Action
Find activitiesSearches SourceWhale activities using structured filters such as activity type, person, project, company or creation date, and returns the matching activities.
Action
Find CompanyFinds SourceWhale companies whose name starts with the text you give.
Action
Find ContactFinds SourceWhale people whose email address contains the text you give.
Action
Get CompanyReturns one SourceWhale company by ID, with its name, website, industries and size.
Action
Get ContactReturns one SourceWhale person (candidate or contact) by ID, with name, role, location, emails and phones.
Action
Get PlacementReturns one SourceWhale placement by ID, with the person, project, company, dates and rates.
Action
Get ProjectReturns one SourceWhale project (job) by ID, with its name, status, company, location and salary.
Action
List UsersLists the users on your SourceWhale team, with name, email and status.
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 SourceWhale, 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 SourceWhale when something happens in Chargebee?
Any of SourceWhale's 8 actions, including Find activities, Find Company, Find Contact and Get Company. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from SourceWhale to Chargebee?
Yes. When something happens in SourceWhale, your agent can act in Chargebee too. This page covers both directions: SourceWhale's triggers and Chargebee's actions are listed here as well.
Do I have to build a connector for Chargebee or SourceWhale?
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 SourceWhale 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.