• SYNCED
  • ACTIVE
  • LOGGED
  • PENDING

How to update subscription plans with your AI

Connect Chargify to your AI client once. After that, you can manage tier changes through simple chat commands.

Ask AI about this page

Short answer

How do I switch a customer to a different plan mid-cycle?

Your AI identifies the correct product IDs in your catalog and then updates the customer's subscription. You get a direct way to handle upgrades or downgrades without opening the Chargify dashboard.

The results of your request

Where your changes land

What happens once you give the command.

SYNCED

Correct product IDs

The AI pulls your current catalog to find the exact IDs needed. You won't have to hunt for SKU numbers.

ACTIVE

Updated subscriptions

The customer's plan changes in Chargify immediately. The AI handles the API call for you.

LOGGED

Clear execution history

Every change is processed through your AI client. You can see exactly what was updated.

PENDING

Human verification

The AI shows you the plan details before it finishes. You decide if the change is correct.

The workflow

What your AI does when the request arrives.

The AI handles the data lookup and the execution.

  1. Find product IDs

    The AI scans your Chargify catalog to find the specific IDs for the new tier you want to use.

    list_catalog_products

  2. Identify customer

    The AI checks your data to confirm the customer exists and finds their current subscription.

    list_catalog_products

  3. Switch tiers

    The AI sends the instruction to swap the old product ID for the new one on the account.

    update_subscription_product

  4. Confirm update

    The AI reports that the subscription is now active on the new plan.

    update_subscription_product

Try it

Copy these to start.

Use these prompts to trigger the workflow.

Starting points

These are opening lines. Swap the names and IDs for your actual Chargify data.

Chargify Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_pIUNED3ZhjkU8Ofy4Fpp08AK3i88kBu2BMlnv6AU/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — Chargify capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "chargify-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_pIUNED3ZhjkU8Ofy4Fpp08AK3i88kBu2BMlnv6AU/mcp"
    }
  }
}
Copy into chat04

  • Find the product ID for the 'Pro Plan' in my Chargify catalog.

  • Switch customer ID 12345 from the Basic tier to the Premium tier.

  • List all available products in my Chargify account.

  • Update the subscription for user 'jdoe@example.com' to the Enterprise plan.

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect Chargify once, then ask.

Link your account once. Your credentials stay encrypted on our side, and you can start managing tiers immediately.

Connect Chargify to your AI

FAQ

How this task behaves

  • 01

    Can the AI delete a customer account?

    No. The AI only has tools to list products and update subscriptions.

  • 02

    Does the AI automatically charge the customer for an upgrade?

    The AI triggers the plan change in Chargify. Any billing or charging follows your existing Chargify settings.

  • 03

    Can I ask the AI to create a brand new product?

    No. The AI can only work with products that already exist in your catalog.

  • 04

    Will the AI change a plan without asking me?

    The AI follows your direct instructions. If you tell it to switch a plan, it will execute the update.

  • 05

    Can the AI see my full credit card processing history?

    No. The AI only accesses the product and subscription data needed for the task.

  • More questions about Chargify? The Connector page answers them. See everything the Chargify Connector can do

Connect Chargify to Claude, Cursor, ChatGPT & more