customer-portal-setup
Audits and recommends Stripe Customer Portal configuration — payment method updates, cancellation flow, plan changes. Use when the user mentions "customer portal", "billing portal", "update payment method", or "self-serve subscription management".
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- Dépôt
- appeeky/stripe-skills
- Dernière activité de la source
- 19 juillet 2026 à 10:10
- Langue détectée de SKILL.md
- anglais
- Étoiles
- 5
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- 1
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Affichage de SKILL.md
SKILL.md
Instructions source · Aperçu en lecture seule- name
- customer-portal-setup
- description
- Audits and recommends Stripe Customer Portal configuration — payment method updates, cancellation flow, plan changes. Use when the user mentions "customer portal", "billing portal", "update payment method", or "self-serve subscription management".
- metadata
- {"version":"1.0.0"}
# Customer Portal Setup
## Stripe MCP Setup
Requires **Stripe MCP** connected via OAuth or restricted key. Docs: https://docs.stripe.com/mcp
1. `GetMcpTools` with `server: "user-Stripe"` (or `plugin-stripe-stripe`) before any call
2. Prefer `stripe_api_search` → `stripe_api_details` → `stripe_api_read` for list/retrieve
3. **Always paginate** — `limit: 100`, follow `has_more` with `starting_after`
4. Amounts are in **cents** unless noted
5. Never expose secret keys in output
## Workflow
1. `GetBillingPortalConfigurations` — list active configs
2. Verify features enabled:
- `payment_method_update`
- `invoice_history`
- `subscription_cancel` (with retention offers if available)
- `subscription_update` / proration behavior
## Codebase
Search: `billingPortal.sessions.create`, `customer_portal`, Stripe Portal URL in settings.
## Output Template
```
Customer Portal Audit
Portal enabled: yes/no
Features:
| Feature | Enabled | Recommendation |
Gap: [e.g. no payment method update → past_due recovery suffers]
```
Pair with `past-due-dunning` for recovery playbook.
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