Connect Stripe so Coworker can reason about billing and revenue. Either credential works: connect an account with Stripe OAuth, or admin-connect it with a restricted read-only key.
What Coworker can do with Stripe
Index customers, subscriptions, invoices, payments and refunds
Produce one report per Stripe customer with billing activity: a table of recurring revenue, subscription counts and states, unpaid invoices, and lifetime invoice and payment totals — computed directly from Stripe, so the figures are exact — followed by a dated narrative of what changed
Answer revenue and account questions alongside CRM and support data
Only customers with real billing movement in the window get a report. A customer sitting on an unchanged subscription produces nothing.
Before you start
For the key path, create a restricted key (
rk_…) with read grants for every billing resource you want indexed and for Account/basic business informationA connection selects one auth mode and stays pinned to one Stripe account
Connect as an admin
Open Data Sources from the admin settings in Coworker and select Stripe.
Choose the API key mode and paste your restricted read-only key.
Save.
Connect as a member
Go to the Work page and click Data Sources.
Select Stripe and choose the OAuth mode to connect your Stripe account.
Good to know
Missing the Account grant can cause a permission error on the identity call used to pin and deduplicate your Stripe account.
Credentials are never allowed to silently switch the pinned Stripe account.
Rate limits are per account, so several keys for the same account improve failover rather than throughput.