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Overview

Phinite’s Chargebee predefined tool lets workspace assistants call Chargebee APIs through DevStudio after you save a connection under Integrations → Predefined tools. Manage Chargebee billing — customers, subscriptions, invoices, transactions, credit notes, and the product catalog (items / item prices) — via the Chargebee API v2.
Predefined tools require a saved connection before they appear in Graph Studio’s tool picker. See Predefined Tools in GraphStudio.

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What this integration enables

  • Automate workflows using this predefined tool from agent graphs
  • Connect once under Integrations and reuse across assistants
  • Enable individual subtools per agent in Graph Studio

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Required credentials

  • API Key api_key (required)
  • Site site (required)
  • Base URL base_url (optional)

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Setup steps

  1. Create a Chargebee account at chargebee.com and sign in.
  2. Go to Settings → Configure Chargebee → API Keys and Webhooks.
  3. Create an API key with the permissions you need.
  4. Copy your site name from the Chargebee site URL (e.g. acme-test from acme-test.chargebee.com).
  5. Log into your Phinite workspace at app.phinite.ai
  6. Navigate to Integrations → Predefined tools
  7. Select Chargebee
  8. Click + Add Configuration
  9. Enter the credential fields listed above
  10. Select assistants that should use this connection
  11. Click Save Configuration

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Configure in Graph Studio

  1. Open an agent in Graph Studio
  2. Select the agent node → Tools tab → Add a new tool
  3. Choose ChargebeeTool (or search for Chargebee)
  4. Select your saved connection or add a new one
  5. Enable the subtools your workflow needs and save

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Predefined tools

Phinite provides 22 subtools for Chargebee:
  • Create Customer: Creates a customer. Common fields are first_name, last_name, email, phone, company, billing_address.
  • Get Customer: Retrieves a customer by ID.
  • List Customers: Lists customers. Filter with Chargebee operator maps.
  • Update Customer: Updates a customer’s fields (partial).
  • Delete Customer: Permanently deletes a customer by ID. Must have no active subscriptions or unpaid invoices.
  • Create Subscription: Creates a subscription for an existing customer (Product Catalog 2.0 by default).
  • Get Subscription: Retrieves a subscription by ID.
  • List Subscriptions: Lists subscriptions. Filter with operators.
  • Update Subscription: Updates a subscription (e.g. change items/quantity).
  • Cancel Subscription: Cancels a subscription. By default cancels immediately; set end_of_term=true to cancel at end of term.
  • Reactivate Subscription: Reactivates a cancelled subscription, moving it back to active (or in_trial).
  • Delete Subscription: Permanently deletes a subscription by ID.
  • Get Invoice: Retrieves an invoice by ID.
  • List Invoices: Lists invoices. Filter with operators.
  • Get Invoice Pdf: Returns a temporary download URL for an invoice’s PDF.
  • Get Transaction: Retrieves a payment transaction by ID.
  • List Transactions: Lists payment transactions. Filter with operators.
  • Get Credit Note: Retrieves a credit note by ID.
  • List Credit Notes: Lists credit notes. Filter with operators.
  • List Items: Lists catalog items (Product Catalog 2.0). Filter with operators.
  • Get Item: Retrieves a catalog item by ID (Product Catalog 2.0).
  • List Item Prices: Lists item prices (Product Catalog 2.0). Filter with operators.

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Documentation & resources

  • Official documentation: https://apidocs.chargebee.com/docs/api
  • Phinite documentation: Chargebee

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Notes

  • Store API keys and tokens securely; many providers show secrets only once
  • Use separate connections for Dev, UAT, and Prod environments where possible
  • Test with a minimal subtool call after saving credentials