Connect Claude or ChatGPT to FlexiMembership. Use it to control automatic emails about payments.
Before You Start
- Connect FlexiMembership to Claude (a Connector) or ChatGPT (a Plugin). Make sure it is authorized.
- Know the project to work in.
- Start each request with “In FlexiMembership”.
Steps
1Subscription emails and follow-ups
- Ask if your account can send emails. You see if your own sending email is connected.
- Subscription emails are automatic. Examples: welcome, trial ending, payment failed, renewal, cancellation and refund.
- Edit the subject or text. Set it for the whole account, or for one product.
- Add follow-up emails after one of them, like a reminder after a failed payment.
Example prompt“In FlexiMembership, can this account send automatic emails, and which ones are set up?”
Example prompt“In FlexiMembership, change the subject of the payment-failed email to ‘Your payment did not go through’.”
Example prompt“In FlexiMembership, add a reminder 3 days after the payment-failed email.”
Be careful: future emailsThese changes affect future emails only. An empty body switches an email off. A reset replaces your custom wording. Up to 15 follow-ups. Follow-up steps are never removed through the AI.
- To switch one email on or off, ask for that.
Behind the Scenes: MCP Tools Involved
| Task | Related MCP tool(s) |
|---|---|
| See if the account can send emails | get_email_setup |
| List subscription emails | list_subscription_emails |
| Edit a subscription email | update_subscription_email |
| Switch a subscription email on or off | set_subscription_email_active |
| Reset a subscription email to default | reset_subscription_email |
| See follow-up emails | get_email_sequence |
| Add or change follow-up emails | update_email_sequence |
Ready-to-Use Prompts
- “In FlexiMembership, change the subject of the payment-failed email to ‘Your payment did not go through’.”
Tips for Better Results
- Ask to see the current settings before you change them.
- Change one thing at a time.
- Name the project, and the product or course when it matters.
- Read every preview. Some changes are live at once.
- After a change, ask the AI to show the setting again.
Quick Fixes
| Problem | Fix |
|---|---|
| My email edit did not reach an old email. | Changes apply to future emails only. |
| An automatic email stopped. | An empty body switches an email off. Add text again. |
| I cannot remove a custom menu or a follow-up. | They are never removed through the AI. Switch a menu off, or use the dashboard. |
| The AI does not use FlexiMembership. | Check the connector or plugin is connected and authorized. Add “In FlexiMembership” to your prompt. |
Limitations
- Connecting an email sending account is done in the dashboard.
- Custom menus, follow-up emails and cart recovery steps are never removed through the AI.
- No undo is described. Read each preview before you confirm.
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