Billing / Subscriptions / Tax

Stripe Connect AI Integration

Connect Stripe Connect to BeforeQuery for grounded AI answers and agent actions across Billing / Subscriptions / Tax.

What is it?

About Stripe Connect

Stripe Connect is one of the Billing / Subscriptions / Tax platforms BeforeQuery connects to. Once linked, the platform's data becomes a first-class source for grounded AI answers and a target for policy-gated agent actions — the same identity, approval, and audit-log guarantees every other integration ships with.

Setup

How to connect Stripe Connect

Step 01
In the BeforeQuery dashboard, go to Integrations → Billing / Subscriptions / Tax and select Stripe Connect.
Step 02
Sign in to Stripe Connect with an account that has permissions to grant BeforeQuery the Billing / Subscriptions / Tax scopes required.
Step 03
Confirm the connection. Stripe Connect is now available as a source and action target for every playbook in your workspace.

Explore

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How BeforeQuery uses Stripe Connect

What the agent does with your Stripe Connect connection

01
Read subscription, invoice, and customer data from Stripe Connect into the Context Graph.
02
Answer billing questions from customers + internal teams grounded in the specific Stripe Connect record.
03
Trigger playbooks on Stripe Connect events — failed payment, upgrade, cancellation, refund request.
04
Draft billing communications, apply refunds, and update subscriptions with approver check-in.

Use cases

What teams actually do with the Stripe Connect integration

Customer billing Q&A

Customer asks in-app: "why was I charged $X?" → BeforeQuery pulls the Stripe Connect invoice, explains the line items in plain language, and offers self-serve refund/credit options if policy allows.

Failed-payment recovery

Stripe Connect reports a failed charge → BeforeQuery emails the customer with an update-payment link, retries per your dunning schedule, and escalates to CS + AE if the account is high-value.

Refund workflow

Support agent needs to issue a refund → BeforeQuery pulls Stripe Connect charge details, applies your refund policy, routes to finance approver above the threshold, executes the refund, and posts a confirmation to the customer.

Answer questions grounded in Stripe Connect

Employees and customers ask Stripe Connect-related questions in Slack, Teams, or the widget — BeforeQuery answers with the exact Stripe Connect record shown alongside the response. No context switching, no "log into Billing / Subscriptions / Tax to check" round-trips.

Stripe Connect — Frequently Asked Questions

Common questions about connecting BeforeQuery to Stripe Connect.

Refunds under a configurable threshold (e.g., $50) can be autopilot for known-good customer patterns. All refunds are logged with the acting agent, the reason, the specific Stripe Connect charge, and are reversible only via a re-charge (visible to the customer).

Standard OAuth 2.0 where Stripe Connect supports it, otherwise API-key or bearer-token auth. Credentials are stored encrypted at rest (AES-256-GCM) per workspace, never shared across customers, and rotated on request. The connection is scoped to the least-privilege set of scopes each playbook needs — you approve the scope list on install.

No. Your Stripe Connect data feeds only your workspace's own agents and answers. Nothing is used to train a shared model, and nothing crosses workspace boundaries. Bring-your-own-model is available on Enterprise if you want to pin inference to your own OpenAI / Anthropic / self-hosted deployment.

Yes. Every Stripe Connect integration is scoped at install time — you pick which resources, users, or record types are visible. You can further restrict per-playbook: a single playbook only touches the specific Stripe Connect objects it needs. Scope changes take effect on the next sync.

Every write is logged with the acting user, the playbook that fired it, the exact operation, the target entity IDs, and the timestamp — all in the immutable audit log. Writes are rehearsable in simulation mode against a copy of live data before they touch Stripe Connect for real.

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