Workspace settings

General

Logo

Shown in the workspace switcher and on shared links.

Workspace name

Workspace URL

Changing it breaks old links to this workspace.

.accordee.app

Money & contracts

Defaults for new contracts and invoices.

Currency

Fiscal year starts in

Payment terms

When new invoices are due.

Renewal window

How far ahead Home lists renewals and contracts turn amber.

Custom brandingEnterprise

Enable custom branding

Round logo

We recommend a 72 × 72 px PNG. Used in the app as your workspace avatar.

Rectangle logo

We recommend a 232 × 48 px PNG. Shown on emails, the sign-in screen and shared links.

Social media graphic

We recommend a 500 × 260 px PNG. The preview image when Accordee links are shared.

Colour scheme

Danger zone

Transfer ownership

Jane Moore is the owner. The new owner can manage billing and delete the workspace.

Delete workspace

Permanently deletes every customer, contract, invoice and message. This can't be undone.

Applications/Stripe MCP

Stripe MCP on CRM

stripe.com/apps/mcp

AccountingFinancePaymentPayoutCustomerSubscription

Details

Enhance the efficiency of your Stripe integrations with AI-powered support integrated directly into our CRM through Stripe MCP (Model Context Protocol).

By connecting to the Stripe MCP (Model Context Protocol) server, you will elevate our CRM’s agent functionalities, enabling seamless access to your Stripe data and the ability to execute actions on your Stripe account from within our CRM.

Features

Read Stripe Data

Explore your Stripe data thoroughly to uncover vital insights that can shape your business strategies.

Analyze Recent Events

Regularly reviewing this information allows you to adapt swiftly and maintain your industry edge.

Suggest Possible Actions

Identify practical steps you can take based on your recent Stripe activities.

Perform Actions On Your Behalf

Take advantage of automated tasks that can optimize your Stripe operations.