Guide · Agent skill
How to use the Customer Billing Ops agent skill
Updated · written with AI from the project's own documentation and checked against our catalogue data
The Customer Billing Ops skill (customer-billing-ops) gives an AI agent a structured playbook for handling customer billing cases, such as duplicate subscriptions, failed renewals, refund requests and cancellation complaints, using a connected billing tool like Stripe. It is written for support and operations staff, small SaaS teams and founders who want consistent handling of billing tickets. After this guide you will know what the skill does, how to install it, how to trigger it with plain requests, and what to check before acting on its suggestions.
Customer Billing Opsaffaan-m/ECC · MIT Download the skill Quick start
- 1Download the skill. Download the customer-billing-ops ZIP from our page.
- 2Unzip it into a skills folder. Unzip into ~/.claude/skills/ for personal use, or into a project's .claude/skills/ folder.
- 3Or upload it in the Claude apps. Go to Settings → Capabilities → Skills and upload the skill there.
- 4Connect your billing tool. Connect Stripe or another billing tool to your agent setup. The skill needs live account data to work.
- 5Ask with a customer identifier. Describe the case in plain language and include a customer email, Stripe customer ID, subscription ID or invoice ID.
- 6Review the decision and follow-up. Check the classification, the recommended action and the short customer message before anything is changed.
What is an agent skill and what does this one make the agent do?
An agent skill is a folder containing a SKILL.md file that gives an AI agent instructions for a specific kind of task. This skill is about customer cases, not general payment system design.
Once installed, the agent first identifies the customer from the strongest identifier available, such as a customer email, Stripe customer ID, subscription ID or invoice ID. It then sorts the problem into a category and prefers the safest reversible fix before any refund.
- Summarises the customer's active and cancelled subscriptions, invoices and obvious anomalies such as duplicate active subscriptions
- Classifies the case: duplicate personal subscription, intentional team purchase, broken product, failed or incomplete checkout, or cancellation caused by missing self-serve controls
- Prefers restoring self-serve portal access first, then fixing duplicate or broken billing state, then refunding only the affected charge or duplicate
- Produces a handoff with customer state, action taken, revenue impact, a short follow-up message and any product gaps to log
Install the customer-billing-ops skill
You can install the skill in one of two ways. Download the ZIP from our page and unzip it into your personal skills folder at ~/.claude/skills/, or into a project's .claude/skills/ folder if you want it limited to one project.
Alternatively, upload the skill in the Claude apps under Settings → Capabilities → Skills.
- Personal install: unzip into ~/.claude/skills/
- Project install: unzip into the project's .claude/skills/ folder
- Claude apps: Settings → Capabilities → Skills, then upload the skill
What you need before you start
The skill relies on live account data, so it needs a connected billing tool such as Stripe. The skill says to use that tool first. The source does not specify how to make the connection, so check your own agent setup for that step.
Email, GitHub or an issue tracker are optional. The skill uses them only as supporting evidence, not as the main source of billing truth.
- Required: a connected billing tool such as Stripe
- Optional: email, GitHub or an issue tracker for supporting context
- The skill does not run scripts, but it does use the network
How to trigger the skill with natural requests
You do not need a special command. Describe the customer situation in plain language and include an identifier if you have one. The skill's description covers requests to help a customer, inspect subscription status, or manage billing actions that affect revenue.
Good requests name the problem and the identifier, for example a customer email or subscription ID.
- "A customer at jane@example.com says she was charged twice this month. Check her subscriptions and tell me what to do."
- "Inspect subscription sub_ID for a customer who cannot cancel. Should we send them to the billing portal?"
- "Review this refund request and classify it before taking any action."
Review the agent's decision before acting
The skill is built to pause for classification before any money moves. Refunds and cancellations affect revenue and are hard for customers to undo, so treat the agent's output as a recommendation for a human to review.
Check the classification and the reasoning in the DECISION section. Confirm the contract shape for annual, team or prorated plans before you approve an action.
- Confirm the issue classification matches what the billing tool shows
- For annual, team or prorated plans, check the contract shape first
- Approve refunds only for the affected charge or duplicate
What people use it for
- Finding and cancelling an accidental duplicate personal subscription, with a review of whether a refund of the duplicate charge is appropriate
- Helping a customer who cannot cancel by pointing them to the hosted billing portal instead of changing account state
- Recovering a failed renewal or incomplete checkout by directing the customer to update their payment method
- Reviewing whether a customer on a team plan has real seat intent or bought individually by mistake
- Logging product gaps such as a missing cancellation flow or missing duplicate-subscription guard as backlog items
Frequently asked questions
How do I install the customer-billing-ops skill?
Download the ZIP from our page and unzip it into ~/.claude/skills/ for personal use, or into a project's .claude/skills/ folder. You can also upload it in the Claude apps under Settings → Capabilities → Skills.
What do I need to use the customer billing ops skill?
You need a connected billing tool such as Stripe, because the skill relies on live account data. Email, GitHub or an issue tracker are optional supporting context. The source does not say how to connect the billing tool, so check your agent setup.
Is the customer-billing-ops skill free?
The skill is licensed under MIT, according to the item details on this page. Check the licence file in the source repository for the full terms.
Does this skill make refunds automatically?
No. The skill says to classify the problem before acting and to prefer the safest reversible fix, such as restoring self-serve portal access, before any refund. Refunds and cancellations should still be reviewed by a human.
Can I use this skill without Stripe?
The skill is designed around a connected billing tool such as Stripe. Without one it has no live account data and would give only generic advice, so it is not a good fit without a billing connection.
Does the skill expose card details or secret keys?
The skill's guardrails say not to expose secret keys, full card details or unnecessary customer personal data in responses. It also does not run scripts, but it does use the network.
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Our verdict
Use this skill if you handle subscription and refund tickets, run a small SaaS team on Stripe, or want to audit whether your billing and cancellation paths work. Pick something else if you need help designing payment APIs or billing architecture, or if you cannot connect a billing tool, since the skill depends on live account data and requires human review before billing changes.
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