AgentUse

AI agent workflow · Customer success operations

Prepare upcoming subscription renewal reviews

For customer-success teams managing subscriptions in Stripe and accounts in HubSpot, this guide defines a weekly renewal-readiness review that gathers the evidence before an owner decides what to do.

This workflow connects

35–50 minutes after connectors are readyNo agent code requiredLast tested September 2026
You'll finish with: A viewable renewal queue where each upcoming subscription has verified billing state, CRM ownership, recent approved correspondence, readiness gaps, uncertainty, and a dated next action.

1 · Services and tools

How the services work together

The outcome belongs to the complete service chain—not any one integration. Each service contributes a specific input, action, or destination and needs an explicit AgentUse connection.

ServiceType

Stripe

Retrieve subscriptions and billing evidence for the configured renewal window

Stripe MCP server with read-only API access

MCP

HubSpot

Resolve the account, customer-success owner, lifecycle context, and declared renewal fields

HubSpot remote MCP server

MCP

Gmail

Read recent approved account correspondence for explicit commitments, objections, and open questions

Google Gmail MCP server (Developer Preview)

MCP

Renewal review artifact

Publish the renewal-readiness queue, evidence, gaps, and terminal receipt as a viewable weekly result

AgentUse artifact tools + schedule

Tool
Connector rule: Resolve the exact installed skill or MCP package during setup. The names below describe the required capability, not a package that the coding agent may invent.

2 · Agent architecture

See which AgentUse agent owns each stage

The workflow needs cross-system judgment but no delegation or external mutation. A single agent can gather Stripe, HubSpot, and Gmail evidence, then leave all commercial decisions and outreach to the named account owner.

agents/subscription-renewals/renewal-readiness-reviewer.agentuse1 agent
renewal-readiness-reviewermgr
@judgment

One read-only agent is sufficient because every stage shares the same bounded evidence surface and produces one review artifact. Deterministic code should calculate windows and amounts, while the model explains gaps and uncertainty.

renewal-readiness-reviewer

manager

Collect the configured renewal window, reconcile subscription and account identity, surface readiness gaps, and publish a weekly evidence-backed queue without contacting customers or changing billing or CRM state.

@judgment
Stripe readHubSpot readGmail readidentity reconciliationdeterministic date and amount calculationsAgentUse artifact save
Collect renewal window
Resolve account identity
Load owner and correspondence
Assess readiness
Prioritize next actions
Publish queue

3 · Map the workflow

Describe the job before choosing tools

The job is not predicting churn from vague sentiment. It reconciles the billing system's upcoming subscription events with the CRM's ownership and the customer's explicit recent correspondence so the account team can see what is known, missing, or contradictory.

1

Collect

List active and trialing subscriptions whose current period or configured renewal date falls inside the review horizon, with complete pagination.

2

Resolve

Map each Stripe customer to one HubSpot company using an explicit ID mapping or a unique approved identity match.

3

Enrich

Retrieve the account owner, declared renewal fields, and recent in-scope Gmail correspondence without treating silence as a negative signal.

4

Assess

Identify observable readiness gaps such as missing owner, unresolved billing state, cancellation flag, promised follow-up, or conflicting renewal dates.

5

Prioritize

Order the queue by renewal date and declared business rules, preserving unknown values instead of inventing churn probability or revenue impact.

6

Deliver

Save a cited weekly queue with one accountable next action per matched renewal and a separate unresolved-identity section.

Definition of done: Every in-window Stripe subscription appears exactly once as ready, needs-owner-action, billing-exception, identity-unresolved, or blocked; every readiness signal cites its source; each matched record has an owner and next review date; and no customer, subscription, invoice, or CRM record changed.

4 · Audit permissions

Find the real permission ceiling of every connector

Start with the connected identity and token scopes, then inspect the tools the MCP server actually exposes. Labels, folders, and prompt instructions express workflow intent; only credentials, resource ACLs, tool filtering, and runtime policy can enforce it.

Stripe MCP

Partially enforced

Workflow intent

Read subscriptions, customers, prices, and relevant invoice state for one account and renewal window

Credential ceiling

OAuth session or restricted API key for the selected Stripe account and mode; the MCP server can expose broad API read and write tools

Exposed operations

  • Search API methods
  • List subscriptions
  • List invoices by customer or subscription
  • Write through stripe_api_write when exposed

What is actually enforced

Stripe account, mode, OAuth session, and restricted-key permissions are enforced. Date filters narrow queries but not credential access. A raw MCP connection may still advertise write operations.

Strengthen it: Use a restricted read key or a project-owned wrapper that exposes only GET /v1/subscriptions and GET /v1/invoices. Do not give the agent stripe_api_write.

List invoices

HubSpot MCP

Partially enforced

Workflow intent

Read companies, owners, deals, and declared renewal properties needed for matched accounts

Credential ceiling

The server derives requested OAuth scopes from available tools and the connected HubSpot user's permissions; Sensitive Data settings can block activity and conversation objects

Exposed operations

  • Search available CRM objects and properties
  • Read object details allowed by the installed tool set
  • No assumption of vector search or unrestricted activity access

What is actually enforced

HubSpot permissions and Sensitive Data restrictions are enforced. Customers cannot directly configure the MCP scopes, and object IDs or property lists do not narrow the connected user's full access.

Strengthen it: Provision a least-privilege HubSpot user, review the install-time permission list, inspect the live tool inventory, filter unused HubSpot tools in AgentUse, and do not depend on activity objects when Sensitive Data blocks them.

HubSpot MCP permissions

Gmail MCP

Partially enforced

Workflow intent

Read recent correspondence for matched renewal accounts under an approved customer-success label

Credential ceiling

The Developer Preview server uses a connected Google identity with a Gmail read scope; label and sender queries are filters rather than authorization boundaries

Exposed operations

  • Search paginated threads
  • Retrieve full thread content
  • Draft and label operations when those tools remain exposed

What is actually enforced

The OAuth identity and scope determine mailbox access. The agent's label, sender, and time filters do not prevent the token from reading other reachable mail.

Strengthen it: Use a dedicated customer-success mailbox or identity, retain only search_threads and get_thread, and remove draft and label tools.

Gmail MCP setup

Renewal review artifact

Enforced

Workflow intent

Save one viewable weekly queue and terminal receipt, then read only prior receipts for the same account and scope

Credential ceiling

AgentUse project artifact directory plus optional read-only filesystem access to the exact artifact group

Exposed operations

  • Save a session-linked Markdown artifact
  • List prior artifact metadata
  • Read prior baseline and renewal IDs when configured

What is actually enforced

Artifact tools write under the configured project artifact directory. A narrow filesystem entry can mechanically limit prior-state reads to the workflow group.

Strengthen it: Key the group by Stripe account, renewal horizon, and ISO week; do not grant broad filesystem write access.

AgentUse artifact tools
  • Provide the Stripe account and mode, active subscription statuses, renewal horizon, relevant price or invoice fields, pagination ceiling, and credential owner.
  • Provide the canonical Stripe-customer-to-HubSpot-company property or an approved fallback identity rule with ambiguous examples.
  • Provide HubSpot object and property scope, owner field, lifecycle meanings, declared renewal fields, and Sensitive Data status.
  • Provide the Gmail identity, approved labels, lookback window, and rules for extracting explicit commitments or objections without inferring sentiment.
  • Define readiness categories, date and amount calculations, prioritization rules, materiality thresholds, escalation owners, and success measure.
  • Name the customer-success review owner, weekly schedule and timezone, artifact group, baseline policy, and data-retention limit.

5 · Prepare data

Give every input and output field a meaning

Each queue row keeps the subscription and customer identifiers, source-owned renewal date, transparent amount calculation, CRM match, explicit correspondence, readiness classification, and accountable next action. Source receipts keep missing coverage visible.

FieldExampleRule
run_envelopeacct_live_… / 90d / 2026-W37Required Stripe account and mode, horizon, timezone, query fingerprint, baseline cutoff, and run ID
collection_statuscomplete / 67 subscriptions / final cursorRecord per-source counts, pages, denied reads, final cursors, errors, and whether the baseline advanced
subscription_keysub_1Q… / cus_R9…Required Stripe subscription and customer IDs; one queue row per subscription revision
renewal_at2026-10-15T00:00:00ZUse the documented subscription period or configured contract field and identify which source owns the date
scheduled_amountUSD 24,000 annualized from current recurring itemsShow source line items, currency, cadence, and calculation; label estimates and never call them booked revenue
account_matchHubSpot company 821 / explicit stripe_customer_idRecord method, matched ID, and confidence; ambiguous or missing matches stay unresolved
ownerCS owner 184 / Maya ChenUse the current explicit HubSpot owner field or unknown
correspondence_evidenceGmail thread 18f… / 2026-09-04 / renewal review requestedOnly explicit statements from in-scope messages, with source and observed time
readiness_statusneeds_owner_actionready, needs_owner_action, billing_exception, identity_unresolved, or blocked, with stated evidence
next_actionOwner reviews open pricing question by 2026-09-18One accountable internal action and date; no automatic customer outreach
terminal_receiptincomplete / Gmail page failed / readiness withheldComplete, incomplete, or blocked, including withheld sections and baseline decision
Matching rule: Prefer an explicit Stripe customer ID stored on the HubSpot company. Otherwise require one unique approved match using normalized billing email or domain plus corroborating account data. Never merge multiple customers by company name alone, and leave any one-to-many or conflicting renewal-date match unresolved.

6 · Choose approval points

Decide when the agent should ask first

Let routine collection and preparation run on their own. Ask for approval before an action changes an external system or commits you to something. Keep prohibited actions outside the workflow entirely.

Simple rule: If an action sends, shares, changes, submits, spends, or deletes, pause and ask first.
A

Runs automatically

Read bounded Stripe subscriptions and billing evidence, read matched HubSpot account state and approved Gmail threads, calculate declared dates and amounts, classify readiness, and save the weekly review artifact.

G

Ask for approval

Change a subscription, invoice, discount, CRM owner, lifecycle stage, renewal property, or queue priority; create a task; or draft or send customer communication.

N

Never allowed

Cancel or modify billing, promise pricing or terms, infer churn probability from silence or sentiment, call estimated recurring value booked revenue, merge ambiguous identities, contact customers, or store credentials in agent files.

Your preparation pack is ready when it contains

Stripe account and renewal horizon

HubSpot identity and owner schema

Gmail correspondence scope

Readiness and prioritization rules

Representative renewal fixtures

Customer-success and finance review owners

7 · Create custom AgentUse agents

Create an agent for your renewal horizon and account model

Validate one historical horizon with finance and customer success, then schedule the read-only review. Keep billing, CRM, and communication changes outside the routine agent.

First run

Reconcile a historical window

Compare subscription coverage, account matches, dates, and owner actions against a known renewal cohort without changing any source system.

Ongoing

Prepare the queue weekly

Refresh the configured horizon, process each subscription revision once, and save one complete or blocked ISO-week artifact.

Review

Let owners decide the intervention

Customer success and finance review gaps, assign work in their normal system, and separately approve any billing or customer action.

Recommended ownership and models. Use one judgment model for identity exceptions, evidence synthesis, and readiness explanations. Deterministic code should own pagination, date windows, recurring-amount arithmetic, fingerprints, and source receipts.

Ready to build

Agent creation prompt

Copy this complete build brief into the project workspace you want the agent to update.

Create a production-ready AgentUse workflow that prepares a weekly renewal-readiness review by reconciling upcoming Stripe subscriptions with HubSpot ownership and explicit recent Gmail correspondence. It must not contact customers or change billing or CRM state.

Run `npx agentuse@latest skills get core --full` and `npx agentuse@latest skills get creator --full`. Inspect the installed AgentUse version, model catalog, project conventions, and live MCP tool lists. Use https://docs.stripe.com/mcp, https://docs.stripe.com/api/subscriptions/list, https://docs.stripe.com/api/invoices/list, https://developers.hubspot.com/docs/apps/developer-platform/build-apps/integrate-with-the-remote-hubspot-mcp-server, https://developers.google.com/workspace/gmail/api/reference/mcp, https://developers.google.com/workspace/gmail/api/reference/mcp/tools_list/search_threads, https://developers.google.com/workspace/gmail/api/reference/mcp/tools_list/get_thread, https://developers.google.com/workspace/gmail/api/guides/configure-mcp-server, https://docs.agentuse.io/reference/builtin-tools#artifact-tools, and https://docs.agentuse.io/reference/agent-syntax as implementation references. If a connector cannot return the required data in the unattended runtime, report that source as blocked rather than requesting recurring exports.

Create `agents/subscription-renewals/renewal-readiness-reviewer.agentuse`. Give it Stripe read access only for required GET methods, HubSpot read tools for configured CRM objects and properties, Gmail search_threads and get_thread, AgentUse artifact tools, and read-only access to its exact prior-artifact group when baseline state is required. Expose no Stripe write, Gmail draft or label, HubSpot mutation, or communication tool.

Inputs are the Stripe account and live or sandbox mode, active subscription statuses, renewal horizon, price and invoice fields, pagination ceiling, HubSpot company and owner schema, canonical Stripe customer ID property, approved fallback identity rule, Gmail identity, labels and lookback, readiness categories, date and amount rules, materiality thresholds, review owners, artifact group, timezone, baseline, and retention policy.

Use Stripe's list-subscriptions API through stripe_api_read or an equally narrow read wrapper and paginate to completion. Collect the current period or configured renewal date, cancellation flags, recurring items, customer ID, and status. For each in-window subscription, use the list-invoices endpoint filtered by subscription or customer and paginate it to completion; preserve invoice ID, status, amount_due, amount_remaining, due_date, and status transitions needed to support a billing-exception claim. Do not infer an unpaid or failed state from subscription status alone. Use deterministic code for date windows, currency-safe amount arithmetic, source counts, and fingerprints. Label annualized or future amounts as estimates and never represent them as booked revenue.

Match Stripe customers to HubSpot through an explicit stored customer ID first. Permit a fallback only when normalized billing identity and corroborating account data produce one unique match. Record the method and confidence. One-to-many, conflicting, or missing matches remain unresolved and receive no Gmail search. Read the current owner and declared renewal properties from HubSpot. Account for HubSpot Sensitive Data restrictions and do not depend on blocked activity objects.

For uniquely matched accounts, search only the approved Gmail scope and retrieve full relevant threads. Extract explicit commitments, objections, open questions, or timing changes with thread ID, message ID, and timestamp. Do not infer churn, satisfaction, customer tier, or urgency from silence, tone, or message volume.

Emit run_envelope, collection_status, and one record per subscription revision with subscription_key, source-owned renewal_at, scheduled_amount with calculation, account_match, owner, correspondence_evidence, readiness_status, gaps, uncertainty, and one internal next_action. Status must be ready, needs_owner_action, billing_exception, identity_unresolved, or blocked. Save one Markdown artifact with the queue, unresolved identities, source receipts, and terminal receipt. Incomplete collection prevents baseline advancement and any claim of full coverage.

Run first on a supervised historical horizon, then schedule weekly under AgentUse Serve. Deduplicate subscription work by subscription ID plus the relevant updated or period revision, and output by Stripe account, horizon fingerprint, and ISO week. Done means every in-window subscription is accounted for once, every match and readiness signal is evidenced, every matched row has an owner and dated next action, and no source system changed.

Create fixtures for explicit ID match, unique fallback, ambiguous account, conflicting renewal date, cancellation at period end, unpaid invoice, missing owner, explicit customer concern, silent customer, multi-currency items, pagination failure, and unavailable HubSpot or Gmail source. Run doctor, a complete mock test, deterministic date and amount tests, and one supervised read-only run before scheduling.

At handoff provide the agent path, connector identities and actual tool inventories, source and privacy matrix, data schema and arithmetic rules, exact supervised command, fixture and session evidence, example renewal artifact, known coverage limits, weekly schedule recommendation, and customer-success review checklist. Never request, print, or store credentials in agent files.

The agent adapts the implementation to your installed AgentUse version and actual tools.

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