Grant Memberships From a Conversation
DM Champ connects to MemberPress on your own WordPress site so an automation can look a member up by email, read their subscriptions and payments, create a member and grant a membership. You paste your site address and the API key from MemberPress Developer Tools. Nothing else is installed.
How it worksConnecting MemberPress Step by Step
What the setup actually looks like, from the connection screen to the first booking or record the AI handles in MemberPress.
- 01Switch on MemberPress Developer Tools
Developer Tools is MemberPress's own add-on and it is what turns its API on. It comes with MemberPress's higher plans, so if you cannot find it, that is the thing to check first.
- 02Copy the API key
In WordPress, open MemberPress, then Developer Tools, and copy the API key it gives you.
- 03Add a MemberPress step to an automation
Open Automations in the sidebar under AI Studio, add a step and search for MemberPress. Pick the action you want and the step asks you to connect first.
- 04Paste the site address and the key
Site URL is the WordPress site MemberPress runs on, starting with https. We check the key against your site before anything saves, so a wrong address, a wrong key or Developer Tools not being active is refused on screen with the reason.
- 05Find the member, then act on them
Find member by email turns an email address into the member id the other steps need, and what an action returns is available to later steps as variables.
Every screen and field is covered in the setup guide: MemberPress documentation.
The stepsSix Actions For Members, Subscriptions and Payments
Four of them read and two of them write. Create member makes the account, and Create transaction is what grants a membership, because recording a payment with a complete status is how MemberPress itself opens the door.
- Get member: their profile and the memberships they hold
- Find member by email: returns their id, which is what every other step needs
- Create member: email, username, optional first and last name, and an optional password that MemberPress generates when you leave it empty
- List a member's subscriptions: every subscription they have, newest first
- List a member's transactions: every payment they have made, newest first
- Create transaction: member id, the membership id to grant, an amount, a status where complete is what grants access, and an optional expiry left empty for a grant that does not expire
Before you connectWhat MemberPress Needs On Its Side
MemberPress's Developer Tools add-on, which is what turns its API on and comes with MemberPress's higher plans. Without it there is nothing on your site for us to talk to, however right the rest of your details are. The site itself needs to be on https with pretty permalinks switched on, anything other than Plain, because that is what makes the API address resolve. The API key lives under MemberPress, then Developer Tools, it is stored encrypted and never shown back to you, and a lost one is replaced by generating a new key in MemberPress and connecting again.
Two workflows to copyAnswer From the Record, And Let People In
The first one makes your AI agent accurate instead of vague, because it answers from what MemberPress actually holds. The second closes the gap between a payment and access without anyone opening WordPress.
- Add the automation as an AI Agent Function and your agent runs it mid-conversation when someone asks about their membership
- Find member by email, then List a member's subscriptions, and the agent answers in plain words: which membership, active or not, and when it renews
- For access: a Webhook trigger from whatever took the payment, then Find member by email and a Condition on whether they exist
- Create member if they are new, then Create transaction with the membership id, the amount and an expiry if the access runs for a fixed period
- A Send message step tells them on WhatsApp that they are in
Worth knowingThe Limits, Stated Up Front
These shape how you wire the automation. The one that surprises people is the first: granting a membership is recording a payment, because that is how MemberPress works rather than something we chose.
- Create member makes the account but gives nobody a membership: Create transaction with a complete status is what does that
- Steps that take a member id come after Find member by email
- There is no polling trigger, so nothing watches MemberPress for new members or new payments
- To have MemberPress start an automation, point a MemberPress webhook at the address the automation's Webhook trigger gives you
- The API needs the Developer Tools add-on, which comes with MemberPress's higher plans
- Anything not among the six actions is still possible with the HTTP request step
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