Connect Chargify to Claude

Connect your Chargify data to Claude with the Windsor.ai connector, and ask about your subscriptions, invoices and payments in plain language.

Ask how many subscriptions are active or past due, which invoices are still open, or why customers canceled, built on your own Chargify billing records.

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Windsor.ai is your proven Chargify to Claude connector

Get your Chargify data into Claude

Chargify is connected once in Windsor.ai, and these are the use cases the fields support:

Track subscriptions by state

Subscriptions grouped by subscriptions.state show how many are active, past due or canceled.

Follow up on invoices

Open invoices with invoices.due_date and invoices.due_amount show what customers still owe.

Review cancellations

subscriptions.canceled_at with subscriptions.cancellation_message shows when customers left and the reason they gave.

Check failed payments

Transactions with transactions.success set to false show which payments did not go through.

Using Windsor.ai to connect data from Chargify to Claude

Supported fields: 44 metrics136 dimensions

Without Windsor.ai, Claude answers about Chargify data come from a file you exported and pasted in. Through the Windsor.ai connector, Claude reads the live records with their real field names, so the answers match what is in Chargify today.

Connect in minutes, then ask about your subscriptions, invoices, transactions and customers.

With Windsor.ai, you can ask Claude to:

Count my subscriptions by subscriptions.state and sum subscriptions.current_billing_amount_in_cents for each state.
Which subscriptions were canceled in the last 90 days? Show subscriptions.canceled_at, subscriptions.product and subscriptions.cancellation_message.
List open invoices past their invoices.due_date, with invoices.customer and invoices.due_amount.
Show last month’s transactions where transactions.success is false, with transactions.kind and transactions.amount_in_cents.
Which subscriptions.coupon_code values are on the most subscriptions created this year?

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How to connect Chargify to Claude with Windsor.ai

Explore a step-by-step guide to integrate your Chargify data into Claude with the Windsor.ai connector.

Connect Chargify in the Windsor.ai dashboard

Choose Chargify as your data source and enter your Chargify API key, your account username and your Chargify domain, which usually has the form companyname.chargify.com.

Install the Windsor.ai connector

In Claude, open Customize, then Connectors, search for Windsor and click Add. Sign in to your Windsor.ai account when prompted, and the connector appears in your Connectors list. You can also open the Windsor.ai listing in the Claude directory and click Connect.

Query your Chargify data in Claude

Start a new chat and ask Claude about your Chargify data.

FAQs

What is Windsor.ai's Chargify to Claude connector?

Chargify is a subscription billing platform, now part of Maxio as Maxio Advanced Billing. Companies use it to run subscriptions, invoices, payments and coupons for recurring products. Through the Windsor.ai connector, Claude reads your subscriptions, invoices, transactions and customers, so you can ask about them in plain language instead of exporting a file first. Subscription amounts come in cents, for example subscriptions.total_revenue_in_cents, and each record has its own dates, such as subscriptions.created_at or invoices.issue_date.

What Chargify data can Claude use?

Windsor.ai gives access to 180 Chargify fields. These are the groups; the Chargify field reference lists all of them:

Subscriptions: subscriptions.state, subscriptions.product, subscriptions.created_at, subscriptions.canceled_at, subscriptions.cancellation_message, subscriptions.current_billing_amount_in_cents, subscriptions.total_revenue_in_cents, subscriptions.coupon_code.
Invoices: invoices.number, invoices.status, invoices.issue_date, invoices.due_date, invoices.total_amount, invoices.paid_amount, invoices.due_amount, invoices.currency.
Transactions: transactions.kind, transactions.transaction_type, transactions.amount_in_cents, transactions.success, transactions.created_at.
Customers: customers.organization, customers.email, customers.country, customers.created_at.
Coupons: coupons.code, coupons.name, coupons.discount_type, coupons.percentage, coupons.amount.

What can I ask Claude about my Chargify data?

These prompts name the fields to use, so the answer comes back on your own records:

Count my subscriptions by subscriptions.state and sum subscriptions.current_billing_amount_in_cents for each state.

Which subscriptions were canceled in the last 90 days? Show subscriptions.canceled_at, subscriptions.product and subscriptions.cancellation_message.

List open invoices past their invoices.due_date, with invoices.customer and invoices.due_amount.

Show last month's transactions where transactions.success is false, with transactions.kind and transactions.amount_in_cents.

Can Claude change my Chargify data?

No. The Chargify connector is read-only. Claude can read your Chargify records through Windsor.ai and cannot create, edit or delete anything in Chargify.

Does the Chargify connector include customer details?

Yes. Customer records carry name, email, phone and address fields such as customers.email, and invoices carry the billing address. Pick only the fields you need when you set up a report or ask a question.

Can I combine Chargify data with other sources in Claude?

Yes. Windsor.ai supports 350+ data sources, so you can connect Chargify alongside tools such as Google Ads, GA4 or Shopify and ask about them together. For example, compare monthly Google Ads Cost by Campaign with the Chargify subscriptions created in the same months.

Do I need to code to connect Chargify to Claude?

No. Connect Chargify in Windsor.ai, add Windsor to Claude, and sign in. After that you ask in plain language.

How much does it cost to integrate Chargify with Claude using Windsor.ai?

The free forever plan covers 1 data source, so connecting Chargify on its own costs nothing and needs no credit card. Combining Chargify with other sources needs a paid plan: $19/month for 3 sources or $99/month for 7. Claude is billed separately by Anthropic. See the pricing page.

Do you have helpful links to get started with Chargify and Claude?

Yes. These are the resources to start with for the Chargify to Claude integration:

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