# Trolley Global Payouts & Tax Compliance MCP for AI Agents AI Agent Connect > Trolley Global Payouts & Tax Compliance MCP lets you manage international payments and tax documents through your AI client. It handles recipient creation, payment tracking, and tax form audits for global marketplaces and remote workforces. ## Overview - **Category:** money-moves - **Price:** Free - **Endpoint:** https://edge.vinkius.com/vk_preview_14scK4w5ewaplWYrzkVCt3g1ifJCBnKJLWiEuFZJ/ai-agent-connect - **Tags:** payouts, tax-compliance, global-payments, marketplace-tools, regulatory-compliance ## Description This Connector connects your AI agent directly to the Trolley dashboard, turning it into a financial operations specialist. Instead of jumping between tabs to check who has been paid or if a specific contractor submitted their W-8, you can just ask your agent to do it. It handles the heavy lifting of managing global payees, tracking payment statuses across different currencies, and verifying tax compliance. If you're running a marketplace and need to scale payouts to thousands of people, or if you're a finance lead auditing distributions, this tool keeps everything organized. You can find it in the Vinkius catalog to get your agent up and running quickly. It's about getting a clear view of your balances and invoices without the manual data entry. ## Tools ### get_recipient Pull up the specific details for a single payee. Use this to quickly check a contractor's info without searching a database. ### get_tax_forms Retrieve tax documentation for a recipient to check their status. This confirms if a payee is compliant for your next payout. ### list_balances See your account balances across all different funding sources. It gives you a clear view of your available capital in multiple currencies. ### list_invoices View all invoices associated with your payees in one list. This helps you track which payments are tied to specific billing records. ### list_payments Check the current status of all payments in your Trolley account. Use it to see what is completed, pending, or failed instantly. ### list_recipients Get a full list of all payees currently in your payout workflow. This is the fastest way to see everyone you currently send money to. ## Prompt Examples **Prompt:** ``` Who are my top payees? ``` **Response:** ``` I've pulled your recipient list. You have 42 active payees, including **Global Tech Ltd** and **Sarah Jenkins**. Would you like to see the balance for any of them? ``` **Prompt:** ``` Are all my payments finished? ``` **Response:** ``` Checking your payment history... * **Completed**: 14 * **Pending**: 2 (Retail Corp) * **Failed**: 1 (Incorrect account number) Would you like me to look into the failed transaction? ``` **Prompt:** ``` Does recipient R-99 have their tax forms? ``` **Response:** ``` I've checked the documentation for **R-99**. They submitted a **W-8BEN** form on March 12th, and it's currently marked as **verified**. They are clear for payouts. ``` ## Capabilities ### Create and manage payees Add or find recipients for your payout flows. ### Track payment statuses See where your global money is in real-time. ### Audit tax forms Verify W-8 and W-9 documents for compliance. ### Check account balances View funding sources and currency totals. ### Manage invoices List and track invoices linked to payees. ## Use Cases ### Missing Tax Forms A compliance officer asks for the W-8 status on a new provider. The agent uses get_tax_forms to confirm they are ready for payment. ### Payout Audit A marketplace owner wants to see who got paid this week. The agent uses list_payments to show a summary of completed transactions. ### Balance Check A finance lead asks for current funding. The agent uses list_balances to show totals in USD and EUR across all sources. ### New Payee Onboarding An ops manager needs to see a list of current payees. The agent uses list_recipients to verify if a contractor is already in the system. ## Benefits - Stop manually checking tax forms by using get_tax_forms to verify compliance instantly for every payee. - See your global funding status at a glance with list_balances to view your capital across all currencies. - Keep your payees organized without manual entry by using list_recipients to find any contractor in your workflow. - Track every payment's progress in real-time with list_payments to avoid sending follow-up emails to your partners. - Organize your payout history by viewing all payees' invoices using list_invoices to keep your records clean. - Reduce the time spent on manual data entry by letting your agent pull recipient details via get_recipient. ## How It Works The bottom line is you get a way to manage global finance operations through natural conversation. 1. Subscribe to the Trolley Global Payouts & Tax Compliance MCP on Vinkius. 2. Add your Trolley API Key and API Secret to your client configuration. 3. Ask your agent to list recipients or check payment statuses. ## Frequently Asked Questions **What does Trolley Global Payouts & Tax Compliance MCP do?** This Connector connects your AI agent to your Trolley account so you can manage global payees, track payments, and audit tax forms using natural language. **How does this help with international payouts?** It gives you a way to monitor payments across different currencies and funding sources in one place, making it easier to manage a global workforce or marketplace. **Can I check tax forms for my contractors?** Yes, you can ask your agent to pull up the tax documentation for any specific recipient to ensure they are compliant before you send a payment. **How do I see my account balances?** You can simply ask your agent to show your balances. It will pull your funding totals across all your different sources and currencies instantly. **Can I use this to manage marketplace payees?** Yes, it's designed for that. You can list all your recipients, find specific payees, and track their invoices all through your AI client. **Does this help with W-8 and W-9 forms?** Yes, the Connector allows your agent to retrieve and audit these specific tax forms for your recipients to keep your business compliant. **Can I check if a recipient has submitted their W-9 form?** Yes! Use the `get_tax_forms` tool with the recipient ID. It will return the status and details of all tax forms associated with that person. **How do I see my current balance in EUR?** Use the `list_balances` tool. It will return a list of all currency balances in your Trolley account, including EUR, USD, and others. **Can I track the status of a specific payment?** Yes. Use the `get_payment` tool with the specific Payment ID to retrieve its real-time status (e.g., pending, completed, or failed) and other relevant details.