Stripe

The Stripe connector gives the CFO agent read access to your own Stripe account: revenue and refunds, subscription metrics (MRR, churn, ARPU), failed-payment and dispute health, customer lifetime value, and the payout schedule. The CFO folds these into runway projections and the morning brief and flags payment-failure spikes before they threaten cash flow.

This connector is separate from platform billing. Your UltimateTeam.ai subscription (Starter $999, Professional $2,499, Business $4,999, Enterprise custom) is charged through the platform’s own Stripe account and managed under Settings → Billing; nothing on this page affects it.

Before you start

• Plan: any plan. Counts as one integration toward your plan’s quota (Starter 5, Professional 15, Business and Enterprise unlimited).
• A Stripe API key. In the Stripe dashboard open Developers → API keys and create a restricted key. The connector only reads, so grant Read on Balance, Charges, Customers, Subscriptions, Payouts, Disputes and Invoices. A full secret key also works but grants more than the agent needs. The key is used with HTTP basic auth against api.stripe.com/v1.

Connect

1. Open Settings → Connectors and click + on Stripe under Available Connectors.
2. In the Connect Stripe dialog, paste the key into Stripe secret or restricted key.
3. Click Verify and connect. The platform calls GET /v1/balance with the key; if Stripe rejects it nothing is saved and the dialog shows the error.
4. Stripe now appears under Connected. Health checks repeat the balance call and record latency; three consecutive failures put the connector in error until the next successful check or a reconnect.

Webhooks are not required for this connector — every tool pulls data on demand.

Connector tools

All tools are read-only (read action).

Tool	What it does
get_revenue_summary	Total revenue, refunds, and net for a period
get_subscription_metrics	Active subscriptions, MRR, churn rate, ARPU
get_payment_health	Failed payment rate, dispute status, retry outcomes
get_customer_lifetime_value	LTV distribution and top customers
get_payout_schedule	Upcoming and recent payouts to your bank account

Permissions

The policy created on connect follows your plan defaults (see Permission model). Because the connector never writes, only the Read action, the data read scope, and the rate limit matter. Narrow the date range under Settings → Connectors → Connector Permissions if you do not want the CFO reading full history.

Disconnect

Click the trash icon on the Stripe row under Connected and confirm. The key is revoked from the vault and the CFO loses these tools immediately. You can also delete the restricted key in the Stripe dashboard; do both to free the integration slot.