Stripe handles payments for businesses of every size. Connecting your Stripe account to clariBI puts your payment, customer, subscription, and invoice data behind every analysis you run, so AI questions about revenue, churn, and dispute trends answer themselves.
Why connect Stripe
Payment data is the foundation of most SaaS and e-commerce reporting. With the Stripe connection active, you can ask questions like "What was MRR last quarter?", "Which plans churn fastest?", or "How many disputes did we see in November?" without exporting CSVs or building custom queries.
The AI engine routes these questions to the right Stripe tool, summarizes the result, and pairs it with charts you can pin to dashboards. Stripe stays the system of record. clariBI never writes to your account.
How the connection works
clariBI talks to Stripe through its hosted MCP server at https://mcp.stripe.com/. Authentication uses an OAuth flow that clariBI registers itself for (no developer console setup on your side). Tokens stay encrypted server-side and never leave clariBI in clear form.
sequenceDiagram
actor U as You
participant C as clariBI
participant V as Stripe
U->>C: Click Authorize with Stripe
C->>V: Open OAuth authorization
V-->>U: Grant read access?
U->>V: Approve
V-->>C: Authorization code
C->>V: Exchange code for tokens
V-->>C: Access + refresh tokens
C->>C: Encrypt and store credentials
C-->>U: Connection ready
Available tools
The AI engine selects from these read-only Stripe tools during analyses. None of them modify data in Stripe.
| Tool | Returns | Example question |
|---|---|---|
get_stripe_account_info | Stripe account profile, capabilities, and country. | Tell me about our Stripe account. |
retrieve_balance | Available and pending balance per currency. | Current Stripe balance? |
list_customers | Customer records with email, name, created date. | How many customers did we add last month? |
list_charges | Successful and failed charges with amounts. | What were our charge totals last week? |
list_invoices | Invoices with status, amount, customer. | List unpaid invoices over $500. |
list_subscriptions | Active subscriptions with plan and customer. | Which plan has the most active subscriptions? |
list_products | Product catalog. | List all active products. |
list_prices | Pricing tiers for products. | What price tiers exist for our SaaS plan? |
list_payment_intents | Payment intents with status. | Show me payment intents that failed yesterday. |
list_disputes | Disputed charges. | List open disputes. |
list_coupons | Promo codes and coupons. | List active coupons. |
search_stripe_resources | Search across Stripe resources (customers, charges, invoices, etc.). | Find charges over $1,000 in November. |
fetch_stripe_resources | Retrieve specific Stripe resources by ID. | Show me charge ch_XYZ. |
search_stripe_documentation | Stripe documentation search results. | How do I implement webhook signing? |
Data flow during analysis
When you ask a question that maps to Stripe, the AI engine routes to the right tool, reads the result, and pairs the answer with a chart you can pin to a dashboard.
sequenceDiagram
actor U as You
participant C as clariBI
participant AI as AI engine
participant V as Stripe
U->>C: Ask a question about payment and revenue data
C->>AI: Plan the analysis
AI->>V: Call the right tool
V-->>AI: Tool result
AI->>AI: Summarize and chart
C-->>U: Answer plus visual
Setting up the connection
- Open Data Sources in the clariBI sidebar.
- Click Add data source.
- Open the MCP Servers tab.
- Click the Stripe card.
- Click Authorize with Stripe.
- Sign in to Stripe in the popup window and grant the requested read scopes.
- Back in clariBI, give your data source a name.
- Click Finish.
Permissions and data access
clariBI requests read-only access to charges, customers, invoices, subscriptions, payment intents, disputes, products, prices, and payouts. No write scopes are requested. Disconnect anytime in Settings → Integrations or revoke access from your Stripe Dashboard.
Troubleshooting
| Error | Cause | Fix |
|---|---|---|
| "Authorization failed: access_denied" | You declined the permission prompt in the Stripe window. | Click Authorize with Stripe again and approve the requested read scopes. |
| "Could not register with Stripe" | A network blip during dynamic client registration. | Wait a minute and click Authorize again. clariBI retries registration on the next attempt. |
| Analysis returns "tool unreachable" | Stripe API rate limits were hit, or you revoked access from your Stripe Dashboard. | Reconnect in Settings → Integrations. |