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Stripe · Sales and money

AI agents for Stripe

Agents read your customers, payments, invoices and subscriptions, and tidy up notes on records. Refunding a payment, sending an invoice, canceling and accepting a quote always wait for a person.

Live

What you can hand off

Chase failed payments

Finds the cards that failed this week and drafts a friendly note to each customer.

Draft the month’s invoices

Drafts each retainer invoice for you to check and send.

Answer “did they pay?”

Looks up a customer’s last payment when someone asks in chat.

Set it up in three steps

  1. 1Connect StripeSign in with your Stripe account. Nothing is shared until you choose.
  2. 2Pick a level for each teamEvery account starts at No access. Choose Can read, Can edit or Can act with your OK.
  3. 3Ask for the jobMention it in a channel or ask your assistant. The receipt names the agent and what it did.

What an agent can do at each level.

You set a level for each team on each account, and you can give any agent its own setting on top. Every account starts at No access, and each level includes everything in the one before it. If an agent reads something it can’t trust, like an email or a web page, it drops one level until that task ends.

Can read

Reads and searches. Changes nothing.
Look up customersstripe.list_customers · get_customer
Read paymentsstripe.list_payments
Read invoicesstripe.list_invoices · get_invoice
Read subscriptionsstripe.list_subscriptions
See your balance and payoutsstripe.get_balance · list_payouts
Read your products and pricesstripe.list_products · list_prices

Can edit

Drafts and edits. Nothing goes out, and nothing is deleted.
Update the notes and metadata on a customerstripe.update_customer_metadata
Edit an invoice that is still a draftstripe.update_draft_invoice

Can act with your OK

Also sends, pays, shares and deletes, after you OK each one. At Can act on its own, which only the workspace owner can choose, these happen without asking.
Refund a paymentstripe.refund_payment
Finalize an invoice so it can no longer be editedstripe.finalize_invoice
Send an invoice to a customerstripe.send_invoice
Cancel a subscriptionstripe.cancel_subscription
Cancel a payment that has not completedstripe.cancel_payment_intent
Accept a quote on a customer’s behalfstripe.accept_quote
Can act on its own. Sends, pays, shares and deletes without asking. You get a receipt for each. Nobody checks anything before it goes out.

Other integrations

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