# ChargeDesk MCP for AI Agents AI Agent Connect

> ChargeDesk MCP lets you manage payments across Stripe, PayPal, and Braintree from your AI agent. Track charges, process refunds, and check customer billing history without switching tabs. It connects your payment gateways into one chat interface for faster support and easier financial auditing.

## Overview
- **Category:** customer-support
- **Price:** Free
- **Endpoint:** https://edge.vinkius.com/vk_preview_8EmO06SAqmmDXLR7azl1x2QGX17uogjmQvwLbROx/ai-agent-connect
- **Tags:** payment-gateway-integration, refund-management, billing-support, unified-dashboard, customer-billing, transaction-tracking

## Description

Managing multiple payment gateways is a constant headache. You're usually jumping between different dashboards to check a refund status or find a customer's billing history. This Connector changes that by bringing all those actions into your AI client. Instead of hunting for a specific transaction ID in a messy list, you can just ask your agent to find the last charge or check a subscription status. It handles the heavy lifting of pulling data from Stripe, PayPal, and Braintree so you can stay focused on solving customer problems. Whether you're a support lead trying to issue a partial refund or a business owner auditing monthly revenue, this tool puts the data where you actually work. You can find this in the Vinkius catalog to get your billing operations organized in one place. It's about getting answers in seconds rather than clicking through three different menus.

## Tools

### list_chargedesk_customers
Pull a list of every customer in your account. This gives you a bird's eye view of your entire user base.

### get_charge_details
Get specific details for a single charge across your gateways. This helps you quickly identify the source and status of any transaction.

### get_customer_details
Pull a full billing profile for a specific customer. Use this to see their entire history without searching multiple accounts.

### list_chargedesk_charges
See a list of all recent charges from every connected payment provider. It's the fastest way to see what's happening right now.

### list_chargedesk_subscriptions
List every active and inactive subscription in your system. This helps you track recurring revenue and plan for churn.

### list_chargedesk_webhooks
See all your configured webhooks and account alerts. Use this to ensure your automated systems are receiving the right data.

### refund_chargedesk_payment
Process a refund for a specific charge. This lets you issue money back to customers instantly through your AI agent.

### list_connected_gateways
See all your connected payment providers at once. Use this to verify which gateways are active and healthy.

## Prompt Examples

**Prompt:** 
```
What's the status of my Stripe and PayPal connections?
```

**Response:** 
```
Checking your connected gateways...

| Provider | Status | 
| :--- | :--- |
| **Stripe** | Live
| **PayPal** | Live
| **Braintree** | Sandbox

All systems are reporting a healthy connection.
```

**Prompt:** 
```
Show me the last 5 charges we received.
```

**Response:** 
```
Retrieving your recent transactions...

* **Charge ID:** ch_5521
  * **Amount:** $120.00
  * **Gateway:** Stripe
* **Charge ID:** ch_5522
  * **Amount:** $45.00
  * **Gateway:** PayPal
* **Charge ID:** ch_5523
  * **Amount:** $200.00
  * **Gateway:** Stripe
* **Charge ID:** ch_5524
  * **Amount:** $15.00
  * **Gateway:** Braintree
* **Charge ID:** ch_5525
  * **Amount:** $80.00
  * **Gateway:** Stripe
```

**Prompt:** 
```
Refund $50.00 for charge ID 'ch_999'.
```

**Response:** 
```
Processing a partial refund of $50.00 for transaction **ch_999**...

✅ **Success!** The refund has been initiated on the original gateway. The status in your dashboard is now updated to **Partially Refunded**.
```

## Capabilities

### Check charge details
Get specific info on any transaction across all gateways.

### View customer profiles
See a complete billing history for any user in your account.

### List recent charges
See a feed of all latest payments from every connected provider.

### Manage refunds
Process full or partial payments back to customers instantly.

### Track subscriptions
See which customers have active or canceled plans.

### Audit gateways
See a list of all connected payment providers and their status.

### Review webhooks
Check your configured account alerts and automated triggers.

## Use Cases

### Quick Refund Requests
A customer wants a refund on a recent order. The agent uses refund_chargedesk_payment to give them their money back immediately without a manual login.

### Gateway Health Audit
A finance manager needs to know if Braintree is down. They use list_connected_gateways to check the status of all active providers in one go.

### Duplicate Charge Inquiry
A user asks why they were charged twice. The agent uses get_charge_details to find the duplicate transaction and clarify the status for the customer.

### Subscription Status Check
A new user wants to know if their pro plan is active. The agent uses list_chargedesk_subscriptions to confirm their current billing status.

## Benefits

- Stop switching tabs between Stripe and PayPal. Use list_chargedesk_charges to see everything in one list.
- Issue refunds in seconds. Use refund_chargedesk_payment to handle customer requests without leaving your chat.
- Get instant customer history. Use get_customer_details to see every past transaction for a specific user.
- Monitor all gateways at once. Use list_connected_gateways to check the health of your payment providers.
- Track recurring revenue easily. Use list_chargedesk_subscriptions to see who's paying and who's canceled.
- Audit your webhooks quickly. Use list_chargedesk_webhooks to make sure your automated triggers are actually working.

## How It Works

The bottom line is you get a single chat interface to manage every payment gateway your business uses.

1. Subscribe to the ChargeDesk MCP on Vinkius.
2. Add your ChargeDesk Secret Key from your account settings.
3. Ask your AI client to find a charge or process a refund.

## Frequently Asked Questions

**Can ChargeDesk MCP manage multiple payment gateways at once?**
Yes, it connects to Stripe, PayPal, Braintree, and others. You can see all your charges and gateway statuses in one place instead of logging into each one separately.

**How does ChargeDesk help my customer support team?**
It lets your agents look up customer billing history and process refunds instantly. This means faster resolutions for your customers and less time spent on manual data entry.

**Can I use ChargeDesk to issue partial refunds?**
Yes, you can process both full and partial refunds for specific charges. Your AI agent can handle these requests directly based on your instructions.

**Does ChargeDesk support subscription tracking?**
It does. You can list all active and inactive subscriptions to see who is currently paying and monitor your recurring revenue across all platforms.

**Is ChargeDesk good for auditing payment gateways?**
It's ideal for auditing. You can quickly verify the operational status of all connected gateways and review your configured webhooks from a single interface.

**What information can I get about my customers with ChargeDesk?**
You can pull detailed customer profiles that include their complete billing history. This gives you a full picture of every transaction a user has ever made.

**Can I process a refund through the agent?**
Yes! Use the `refund_chargedesk_payment` tool with the charge ID. You can also specify an optional amount for a partial refund. The agent will trigger the refund on the original gateway.

**How do I see all payments from a specific customer?**
Use the `get_customer_details` tool with the unique customer ID. Your agent will fetch the profile, which includes a list of all successful and failed charges.

**Where do I find my ChargeDesk Secret Key?**
Log in to your ChargeDesk account and go to **Account Settings -> API**. You can view and copy your Secret Key from there.