How-To Guides
Connect to Your Stripe Account

How to Connect to Your Stripe Account

This guide walks you through connecting your Stripe account to Findexar for billing and payment processing.

Prerequisites

Step 1: Access Billing Settings

  1. Log in to your Findexar organization
  2. Navigate to Organization Settings
  3. Click on Billing or Stripe Settings
  4. You should see the Connect Stripe option

Step 2: Connect Your Stripe Account

  1. Click Connect Stripe or Set Up Stripe
  2. You'll be redirected to Stripe's authorization page
  3. Log in to Stripe (or create an account if you don't have one)
  4. Authorize Findexar to access your Stripe account
  5. Review the permissions being requested
  6. Click Authorize to complete the connection

Step 3: Complete Stripe Onboarding

If this is your first time using Stripe, you'll need to complete onboarding:

  1. Business Information - Provide your business name, type, and address
  2. Bank Account - Add your bank account for receiving payments
  3. Identity Verification - Complete identity verification if required
  4. Tax Information - Provide tax information if applicable

Note: Stripe onboarding requirements vary by country and business type. Follow Stripe's instructions to complete the process.

Step 4: Verify Connection

After connecting, verify that the connection is active:

  1. Return to Findexar
  2. Check that Stripe Status shows as Connected
  3. Verify that your Stripe Account ID is displayed
  4. Test the connection by creating a test subscription plan

Step 5: Create Subscription Plans

Now that Stripe is connected, you can create subscription plans:

  1. Navigate to Subscription Plans in your organization
  2. Click Create Plan
  3. Configure your plan:
    • Plan Name - e.g., "Free Plan", "Pro Plan"
    • Billing Period - Monthly or Annual
    • Price - Set the price (can be $0 for free plans)
    • Credit Allocation - Credits users receive with this plan
    • Usage Limits - Optional usage limits
  4. Save the plan

Plan Types

  • Free Plans - For users who want to try your service (often $0 with limited credits)
  • Paid Plans - For users who want full access (monthly or annual billing)
  • Internal Team Plans - For your internal team members (see Manage Internal Team)

Troubleshooting

Connection Issues

  • Stripe account not found - Make sure you're logged into the correct Stripe account
  • Authorization failed - Try disconnecting and reconnecting
  • Onboarding incomplete - Complete all required Stripe onboarding steps

Billing Issues

  • Payments not processing - Check your Stripe dashboard for errors
  • Bank account issues - Verify your bank account in Stripe settings
  • Tax information - Ensure tax information is up to date in Stripe

Next Steps

Now that Stripe is connected:

  1. Create Subscription Plans - Set up plans for your users
  2. Create a Downstream Connector - Set up your backend MCP server
  3. Create an Upstream MCP Connector - Create the MCP endpoint for ChatGPT

Related Concepts

Register as ChatGPT AppManage Internal Team