Billing or invoicing system
Recurly
Recurly is listed here as a billing or invoicing system.
Recurly is subscription management software for businesses that charge customers on a recurring basis. It is used to set up plans with trials, bundles and add-ons, collect payments, retry failed payments and offer coupons or pause options to reduce cancellations. Teams work with subscriber accounts, plans, payment methods and offers, and read revenue reports tied to billing events.
What these workflow templates do
Every workflow template below works from an export from a billing or invoicing system and changes nothing in it.
Workflows for billing and invoicing systems
No workflow template names Recurly yet. The templates below are not written for Recurly by name; each is written for a billing or invoicing system.
Cancellation request response Workflow template
Works from an export from a billing or invoicing system.
Can see: one account row: plan, fee, users, start date, billing. Can change: nothing.
Churn risk and save plan Workflow template
Works from an export from a billing or invoicing system.
Can see: leaver list with plan, dates, annual value and reason. Can change: nothing.
Expansion whitespace review Workflow template
Works from an export from a billing or invoicing system.
Can see: what each account holds, where, quantity against limit. Can change: nothing.
Overdue-invoice follow-up preparation Workflow template
Works from an export from a billing or invoicing system.
Can see: past correspondence on each overdue invoice. Can change: nothing.
Renewal risk review Workflow template
Works from an export from a billing or invoicing system.
Can see: contract list: accounts, owners, contract end, notice date, renewal terms, annual value. Can change: nothing.
Teams that run these workflow templates:
How it connects
Each connector below is one we know of, with who publishes it, where and when we found it, and its trust level.
Published by its maker
Connector from the maker of Recurly
A connector an AI assistant can use.
Published by Recurly, as the maker's own page states.
Found in the maker's own documentation on 12 November 2026. Last checked on 12 November 2026.
ListedFound in a named public source on a stated date. We have not reviewed or used it.
Programming interface from the maker of Recurly
A programming interface for software developers.
Published by Recurly, as the maker's own page states.
Found in the maker's own documentation on 12 November 2026. Last checked on 12 November 2026.
ListedFound in a named public source on a stated date. We have not reviewed or used it.
What setup takes, and who approves it
Connecting a workflow to Recurly is agreed when the work is scoped: a person who looks after Recurly at your company approves how the workflow signs in and what it may see and change.
No time is promised here. Where no connector exists, the workflow works from an export.
What was checked, and when
- The maker's own pages: read on 12 November 2026.
- The workflow templates above: each link was read from the template's own text and reviewed, most recently on 12 November 2026.
Next step
Want a workflow above built for your team? Open it and choose how to start, or book a fit call.
Technical details
- Compass public MCP server · MCP serverFound in the maker's own documentation
https://mcp.recurly.com/mcpRecurly describes a public Compass MCP server, at an address given on its page, that lets AI tools such as Claude Desktop or Cursor reach Recurly's documentation and API references.The maker’s page - Recurly API · Public APIFound in the maker's own documentationRecurly's API reference says its documentation covers the latest version of its API, v3, and keeps the older XML API v2 documentation separately.The maker’s page