customer-portal-setup

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.