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Integrate Polar with your AI CRM

Polar is a merchant-of-record platform for products, checkouts, customers, subscriptions, orders, benefits, metrics, and customer portals.

Explore Triggers and Actions

Accept Dispute

Accept a dispute, permanently conceding the chargeback and settling it as lost. Organization Access Token permissions: `disputes:write`.

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Activate License Key

Activate a license key instance. The request or response contains sensitive credential material; never log or persist it. Organization Access Token permissions: `license_keys:write`.

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Activate License Key

Activate a license key instance. This consumes an activation slot until the instance is deactivated.

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Add Customer Payment Method

Add a payment method to the authenticated customer.

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Add Portal Member

Add a customer portal member. Requires a member session with the owner or billing manager role; customer sessions are not accepted. Use a unique, controlled member identity and verify the returned member.

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Assign Portal Seat

Assign a seat using an authenticated customer or member session. By default this sends an invitation email; set immediate_claim to true to claim the seat without emailing. Verify the target before assigning access.

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Assign Seat

Assign a customer seat. By default this sends an invitation email; set immediate_claim to true to claim the seat without emailing. Verify the target before assigning access.

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Cancel Subscription

Cancel a subscription of the authenticated customer. This changes its cancellation state and can end access according to the subscription terms.

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Check Email Change Token

Check if an email change verification token is still valid.

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Claim Seat

Claim a customer seat without authentication using a one-time invitation token. This consumes the token, allocates access, and returns a customer session token.

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Complete File Upload

Complete a file upload. Organization Access Token permissions: `files:write`.

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Confirm Checkout Session from Client

Confirm a checkout session by client secret. This may trigger payment or finalize an existing transaction.

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Confirm Customer Payment Method

Confirm a payment method for the authenticated customer. This may trigger payment or finalize an existing transaction.

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Confirm Retry Payment

Confirm a retry payment using a Stripe confirmation token. This may trigger payment or finalize an existing transaction.

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Create Benefit

Create a benefit, for example license keys, file downloads or Discord access. Organization Access Token permissions: `benefits:write`.

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Create Checkout Link

Create a checkout link. Organization Access Token permissions: `checkout_links:write`.

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Create Checkout Session

Create a checkout session. Organization Access Token permissions: `checkouts:write`.

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Create Custom Field

Create an organization custom field for collecting structured customer or checkout data.

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Create Customer

Create a customer. Organization Access Token permissions: `customers:write`.

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Create Customer Member

Add a member to a customer by UUID. This grants customer access, so verify the identity and intended role first. Organization Access Token permissions: `members:write`.

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Create Customer Member by External ID

Add a member to a uniquely identified external customer. This grants customer access, so verify the customer, identity, and intended role first. Organization Access Token permissions: `members:write`.

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Create Customer Session

Create a customer session. Organization Access Token permissions: `customer_sessions:write`.

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Create Discount

Create a discount. Organization Access Token permissions: `discounts:write`.

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Create File

Create a file. Organization Access Token permissions: `files:write`.

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Create Meter

Create a meter. Organization Access Token permissions: `meters:write`.

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Create Metric Dashboard

Create a user-defined metric dashboard. Organization Access Token permissions: `metrics:write`.

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Create Order

Create a draft order for an off-session charge against a saved payment Organization Access Token permissions: `orders:write`.

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Create Organization

Create an organization.

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Create Product

Create a product. Organization Access Token permissions: `products:write`.

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Create Refund

Create a refund. Organization Access Token permissions: `refunds:write`.

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Create Subscription

Create a subscription programmatically. Organization Access Token permissions: `subscriptions:write`.

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Create Webhook Endpoint

Create a webhook endpoint. The request or response contains sensitive credential material; never log or persist it. Organization Access Token permissions: `webhooks:write`.

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Deactivate License Key

Deactivate a license key instance. The request or response contains sensitive credential material; never log or persist it. Organization Access Token permissions: `license_keys:write`.

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Deactivate License Key

Deactivate a license key instance. The identified installation immediately loses its activation.

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Delete Benefit

Delete a benefit. This also revokes every associated grant and removes user access. Organization Access Token permissions: `benefits:write`.

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Delete Checkout Link

Delete a checkout link. Organization Access Token permissions: `checkout_links:write`.

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Delete Custom Field

Permanently delete a custom field by ID. Verify the field before deletion.

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Delete Customer

Delete a customer. Organization Access Token permissions: `customers:write`.

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Delete Customer by External ID

Delete a customer by external ID. Organization Access Token permissions: `customers:write`.

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Delete Customer Member

Permanently remove a member by customer UUID and member UUID. Use only for a disposable or explicitly confirmed member; never remove the sole owner or an unverified shared member. Organization Access Token permissions: `members:write`.

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Delete Customer Member by External ID

Permanently remove a member by customer and member external IDs. Verify both targets and use only for a disposable or explicitly confirmed member; never remove the sole owner or an unverified shared member. Organization Access Token permissions: `members:write`.

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Delete Customer Payment Method

Delete a payment method from the authenticated customer.

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Delete Discount

Delete a discount. Organization Access Token permissions: `discounts:write`.

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Delete File

Delete a file. Organization Access Token permissions: `files:write`.

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Delete Metric Dashboard

Delete a user-defined metric dashboard. Organization Access Token permissions: `metrics:write`.

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Delete Product

Delete a product. Organization Access Token permissions: `products:write`.

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Delete Webhook Endpoint

Delete a webhook endpoint. Organization Access Token permissions: `webhooks:write`.

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Export Customers

Export customers as a CSV file. Organization Access Token permissions: `customers:read` or `customers:write`.

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Export Metrics

Export metrics as a CSV file. Organization Access Token permissions: `metrics:read`.

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Export Orders

Export orders as a CSV file. Organization Access Token permissions: `orders:read`.

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Export Subscriptions

Export subscriptions as a CSV file. Organization Access Token permissions: `subscriptions:read` or `subscriptions:write`.

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Finalize Order

Finalize a draft order and synchronously attempt an off-session charge. This may trigger payment or finalize an existing transaction. Organization Access Token permissions: `orders:write`.

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Generate Order Invoice

Trigger generation of an order's invoice. Organization Access Token permissions: `orders:read`.

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Generate Order Invoice

Trigger generation of an order's invoice.

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Get Activation

Get a license key activation. The request or response contains sensitive credential material; never log or persist it. Organization Access Token permissions: `license_keys:read` or `license_keys:write`.

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Get Authenticated Portal User

Get information about the currently authenticated portal user.

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Get Benefit

Get a benefit by ID. Organization Access Token permissions: `benefits:read` or `benefits:write`.

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Get Benefit Grant

Get a benefit grant by ID for the authenticated customer.

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Get Checkout Link

Get a checkout link by ID. Organization Access Token permissions: `checkout_links:read` or `checkout_links:write`.

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Get Checkout Session

Get a checkout session by ID. Organization Access Token permissions: `checkouts:read` or `checkouts:write`.

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Get Checkout Session from Client

Get a checkout session by client secret.

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Get Claim Info

Inspect a one-time customer-seat invitation before claiming it, including the customer and subscription context.

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Get Custom Field

Get one organization custom field and its validation settings by ID.

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Get Customer

Get a customer by ID. Organization Access Token permissions: `customers:read` or `customers:write`.

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Get Customer

Get authenticated customer.

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Get Customer by External ID

Get a customer by external ID. Organization Access Token permissions: `customers:read` or `customers:write`.

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Get Customer Member

Get a member by customer UUID and member UUID without changing membership. Organization Access Token permissions: `members:read` or `members:write`.

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Get Customer Member by External ID

Get a member by customer and member external IDs without changing membership. The customer external ID must be unique across accessible organizations. Organization Access Token permissions: `members:read` or `members:write`.

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Get Customer Meter

Get a customer meter by ID. Organization Access Token permissions: `customer_meters:read`.

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Get Customer Meter

Get a meter by ID for the authenticated customer.

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Get Customer State

Get a customer state by ID. Organization Access Token permissions: `customers:read` or `customers:write`.

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Get Customer State by External ID

Get a customer state by external ID. Organization Access Token permissions: `customers:read` or `customers:write`.

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Get Discount

Get a discount by ID. Organization Access Token permissions: `discounts:read` or `discounts:write`.

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Get Dispute

Get a payment dispute by ID. Organization Access Token permissions: `disputes:read` or `disputes:write`.

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Get Event

Get an event by ID. Organization Access Token permissions: `events:read` or `events:write`.

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Get License Key

Get a license key. The request or response contains sensitive credential material; never log or persist it. Organization Access Token permissions: `license_keys:read` or `license_keys:write`.

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Get License Key

Get a license key.

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Get Meter

Get a meter by ID. Organization Access Token permissions: `meters:read` or `meters:write`.

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Get Meter Quantities

Get quantities of a meter over a time period. Organization Access Token permissions: `meters:read` or `meters:write`.

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Get Metric Dashboard

Get a user-defined metric dashboard by ID. Organization Access Token permissions: `metrics:read`.

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Get Metrics

Get metrics about your orders and subscriptions. Organization Access Token permissions: `metrics:read`.

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Get Metrics Limits

Get the interval limits for the metrics endpoint. Organization Access Token permissions: `metrics:read`.

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Get Order

Get an order by ID. Organization Access Token permissions: `orders:read`.

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Get Order

Get an order by ID for the authenticated customer.

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Get Order Invoice

Get an order's invoice data. Organization Access Token permissions: `orders:read`.

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Get Order Invoice

Get an order's invoice data.

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Get Order Payment Status

Get the current payment status for an order.

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Get Order Receipt

Get a presigned URL to download an order's receipt PDF. Organization Access Token permissions: `orders:read`.

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Get Order Receipt

Get a presigned URL to download an order's receipt PDF.

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Get Organization

Get an organization by ID. Organization Access Token permissions: `organizations:read` or `organizations:write`.

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Get Organization

Get a customer portal's organization by slug.

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Get Payment

Get a payment by ID. Organization Access Token permissions: `payments:read`.

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Get Portal Wallet

Get a wallet by ID using an authenticated customer or member session.

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Get Product

Get a product by ID. Organization Access Token permissions: `products:read` or `products:write`.

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Get Subscription

Get a subscription for the authenticated customer.

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Get Subscription

Get a subscription by ID. Organization Access Token permissions: `subscriptions:read` or `subscriptions:write`.

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Get Webhook Endpoint

Get a webhook endpoint by ID. The request or response contains sensitive credential material; never log or persist it. Organization Access Token permissions: `webhooks:read` or `webhooks:write`.

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Ingest Events

Ingest batch of events. Organization Access Token permissions: `events:write`.

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Introspect Customer Session

Introspect the current session and return its information.

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List Benefit Files

List the downloadable files for a benefit with their download statistics. Organization Access Token permissions: `benefits:read` or `benefits:write`.

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List Benefit Grants

List benefit grants across all benefits accessible to the authenticated subject. Organization Access Token permissions: `benefits:read` or `benefits:write`.

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List Benefit Grants

List the individual grants for a benefit. Organization Access Token permissions: `benefits:read` or `benefits:write`.

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List Benefit Grants

List benefits grants of the authenticated customer.

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List Benefits

List benefits. Organization Access Token permissions: `benefits:read` or `benefits:write`.

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List Checkout Links

List checkout links. Organization Access Token permissions: `checkout_links:read` or `checkout_links:write`.

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List Checkout Sessions

List checkout sessions. Organization Access Token permissions: `checkouts:read` or `checkouts:write`.

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List Custom Fields

List custom data fields configured for an organization and their validation settings.

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List Customer Members

List members of a customer by UUID without changing membership. Organization Access Token permissions: `members:read` or `members:write`.

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List Customer Members by External ID

List members of a uniquely identified external customer without changing membership. Organization Access Token permissions: `members:read` or `members:write`.

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List Customer Meters

List customer meters. Organization Access Token permissions: `customer_meters:read`.

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List Customer Payment Methods

Get saved payment methods of a customer. Organization Access Token permissions: `customers:read` or `customers:write`.

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List Customer Payment Methods

Get saved payment methods of the authenticated customer.

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List Customer Payment Methods by External ID

Get saved payment methods of a customer by external ID. Organization Access Token permissions: `customers:read` or `customers:write`.

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List Customers

List customers. Organization Access Token permissions: `customers:read` or `customers:write`.

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List Discounts

List discounts. Organization Access Token permissions: `discounts:read` or `discounts:write`.

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List Disputes

List payment disputes. Organization Access Token permissions: `disputes:read` or `disputes:write`.

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List Downloadables

List files the authenticated customer can download through granted benefits, optionally filtered by benefit.

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List Event Names

List event names. Organization Access Token permissions: `events:read` or `events:write`.

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List Event Types

List event types with usage statistics. Organization Access Token permissions: `events:read` or `events:write`.

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List Events

List events. Organization Access Token permissions: `events:read` or `events:write`.

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List Files

List files. Organization Access Token permissions: `files:read` or `files:write`.

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List License Keys

Get license keys connected to the given organization & filters. The request or response contains sensitive credential material; never log or persist it. Organization Access Token permissions: `license_keys:read` or `license_keys:write`.

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List License Keys

List license keys issued to the authenticated customer, with optional organization and benefit filters.

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List Meters

List meters. Organization Access Token permissions: `meters:read` or `meters:write`.

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List Meters

List meters of the authenticated customer.

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List Metric Dashboards

List user-defined metric dashboards. Organization Access Token permissions: `metrics:read`.

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List Orders

List orders. Organization Access Token permissions: `orders:read`.

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List Orders

List orders of the authenticated customer.

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List Organizations

List organizations. Organization Access Token permissions: `organizations:read` or `organizations:write`.

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List Payments

List payments. Organization Access Token permissions: `payments:read`.

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List Portal Claimed Subscriptions

List subscriptions claimed through seats by the authenticated customer or member session.

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List Portal Members

List customer portal members. Requires a member session with the owner or billing manager role; customer sessions are not accepted.

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List Portal Seats

List seats for a subscription or order available to the authenticated customer or member session.

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List Portal Wallets

List wallets available to the authenticated customer or member session.

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List Products

List products. Organization Access Token permissions: `products:read` or `products:write`.

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List Refunds

List refunds. Organization Access Token permissions: `refunds:read` or `refunds:write`.

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List Seats

List seats assigned from organization subscriptions, including invitation and claim state.

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List Subscriptions

List subscriptions of the authenticated customer.

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List Subscriptions

List subscriptions. Organization Access Token permissions: `subscriptions:read` or `subscriptions:write`.

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List Webhook Deliveries

List webhook deliveries. Organization Access Token permissions: `webhooks:read` or `webhooks:write`.

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List Webhook Endpoints

List webhook endpoints. Organization Access Token permissions: `webhooks:read` or `webhooks:write`.

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Redeliver Webhook Event

Schedule the re-delivery of a webhook event. This triggers a new external webhook delivery attempt. This causes an external delivery attempt and must not be retried automatically. Organization Access Token permissions: `webhooks:write`.

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Remove Portal Member

Permanently remove a customer portal member. Requires a member session with the owner or billing manager role; customer sessions are not accepted. Use only a disposable member; never target the sole owner or a shared production member.

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Request Email Change

Request an email change for the authenticated customer. This sends a verification message to the proposed address.

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Resend Invitation

Resend the invitation email for an unclaimed customer seat. This triggers an external email delivery and should not be retried automatically.

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Resend Portal Seat Invitation

Resend a pending seat invitation using an authenticated customer or member session. This sends another email; use a controlled deliverable address and avoid repeated calls.

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Reset Webhook Endpoint Secret

Regenerate a webhook endpoint secret. The request or response contains sensitive credential material; never log or persist it. This irreversibly replaces the existing secret; update dependents immediately. Organization Access Token permissions: `webhooks:write`.

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Revoke Portal Seat

Permanently revoke a seat using an authenticated customer or member session. Use only a disposable seat; never target a sole owner or shared production resource.

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Revoke Seat

Permanently revoke a customer seat by ID. Verify the seat before removing access.

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Revoke Subscription

Revoke a subscription, i.e cancel immediately. This irreversibly revokes the subscription immediately. Organization Access Token permissions: `subscriptions:write`.

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Rotate License Key

Rotate a license key. The request or response contains sensitive credential material; never log or persist it. This irreversibly replaces the existing secret; update dependents immediately. Organization Access Token permissions: `license_keys:write`.

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Rotate License Key

Rotate a license key. The existing key is invalidated and cannot be recovered.

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Update Benefit

Update a benefit. Organization Access Token permissions: `benefits:write`.

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Update Benefit Grant

Update a benefit grant for the authenticated customer.

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Update Checkout Link

Update a checkout link. Organization Access Token permissions: `checkout_links:write`.

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Update Checkout Session

Update a checkout session. Organization Access Token permissions: `checkouts:write`.

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Update Checkout Session from Client

Update a checkout session by client secret.

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Update Custom Field

Update an organization custom field's label, validation, or data-collection settings.

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Update Customer

Update a customer. Organization Access Token permissions: `customers:write`.

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Update Customer

Update authenticated customer.

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Update Customer by External ID

Update a customer by external ID. Organization Access Token permissions: `customers:write`.

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Update Customer Member

Update a member by customer UUID and member UUID. Role changes can grant billing or ownership privileges, so verify the target and role first. Organization Access Token permissions: `members:write`.

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Update Customer Member by External ID

Update a member by customer and member external IDs. Role changes can grant billing or ownership privileges, so verify both targets and the role first. Organization Access Token permissions: `members:write`.

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Update Discount

Update a discount. Organization Access Token permissions: `discounts:write`.

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Update Event Type

Update an event type's label or dynamic label selector. Organization Access Token permissions: `events:write`.

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Update File

Update a file. Organization Access Token permissions: `files:write`.

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Update License Key

Update a license key. The request or response contains sensitive credential material; never log or persist it. Organization Access Token permissions: `license_keys:write`.

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Update Meter

Update a meter. Organization Access Token permissions: `meters:write`.

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Update Metric Dashboard

Update a user-defined metric dashboard. Organization Access Token permissions: `metrics:write`.

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Update Order

Update an order. Organization Access Token permissions: `orders:write`.

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Update Order

Update an order for the authenticated customer.

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Update Organization

Update an organization. Organization Access Token permissions: `organizations:write`.

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Update Portal Member

Update a customer portal member's name or role. Requires a member session with the owner or billing manager role; customer sessions are not accepted. Verify role changes against a disposable member.

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Update Product

Update a product. Organization Access Token permissions: `products:write`.

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Update Product Benefits

Update benefits granted by a product. Organization Access Token permissions: `products:write`.

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Update Subscription

Update a subscription of the authenticated customer.

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Update Subscription

Update a subscription. Organization Access Token permissions: `subscriptions:write`.

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Update Webhook Endpoint

Update a webhook endpoint. The request or response contains sensitive credential material; never log or persist it. Organization Access Token permissions: `webhooks:write`.

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Validate License Key

Validate a license key and optionally increment its usage count. The request or response contains sensitive credential material; never log or persist it. Organization Access Token permissions: `license_keys:write`.

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Validate License Key

Validate a license key and optionally increment its usage count.

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Verify Email Change

Verify and apply an email change using the token from the verification email. This changes the customer's sign-in email.

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How the Polar integration works

The Polar integration connects your Dench AI CRM directly to Polar, so agents can read and act on your Polar data as part of everyday work — answering questions in chat, keeping your CRM in sync, and running automations without anyone copying data between tools.

181 actions are available for agents to invoke on your behalf. Every call runs through Polar's own authorization, scoped to the account you connect.

Set up Polar in Dench

  1. 1

    Sign in to your Dench workspace and open Integrations.

  2. 2

    Find Polar and click Connect — you'll authorize access through Polar's own sign-in flow. No API keys or code required.

  3. 3

    Ask an agent to use Polar in chat, or call it from an automation.

  4. 4

    Manage or disconnect the connection any time from workspace settings.

Frequently asked questions

How does the Polar integration work with Dench?

The Dench Polar integration connects your AI CRM to Polar, so AI agents can work with your Polar data as part of chats, automations, and CRM workflows. You connect your account once, and every agent in your workspace can use it — governed by your workspace permissions.

What actions can AI agents perform with Polar via Dench?

The Polar integration currently exposes 181 actions, including Accept Dispute, Activate License Key, Activate License Key, Add Customer Payment Method, Add Portal Member, and Assign Portal Seat. Agents invoke them on your behalf from chat or from automations.

Do I need to write code to connect Polar to Dench?

No. You connect Polar from your Dench workspace using Polar's own sign-in and authorization flow — no API keys to copy, no glue code to maintain.

Is the Polar integration secure?

Connections are authorized through Polar's own authentication flow, and Dench stores only the authorization needed to act on your behalf. You can review and disconnect the Polar connection from your workspace settings at any time.

Polar | Dench AI CRM