• RECONCILIATION
  • INVESTIGATION
  • REPORTING
  • HUMAN ACTION

How to audit transaction status and history with your AI

Connect Authorize.net to your AI client once. From there, you can pull specific payment data or list unsettled items through a simple chat interface.

Ask AI about this page

Short answer

How can I audit transaction status and history with my AI?

Your AI uses Authorize.net tools to fetch individual transaction details or pull a list of unsettled items. This lets you identify missing payments and reconcile your daily batches. You'll get specific data points for every query you run.

Where your data lands.

The outcomes of your audit.

The AI processes your requests and organizes the results into these categories.

RECONCILIATION

Unsettled item lists

The AI identifies transactions that haven't cleared yet. You get a clean list of unsettled items to match against your bank records.

INVESTIGATION

Specific transaction deep-dives

When a single payment looks wrong, the AI pulls the full details for that specific ID. You get the exact status and history for that one record.

REPORTING

Summary of history

The AI scans through your transaction history to answer questions about specific dates or amounts. You get a clear picture of your recent volume.

HUMAN ACTION

Manual dispute handling

The AI identifies the issues, but you must log in to the Authorize.net dashboard to issue refunds or file formal disputes.

The workflow

What your AI does when the request arrives.

The AI acts as a bridge between your chat window and your payment gateway.

  1. Identify the request type

    The AI determines if you need a single record or a list of pending items.

    get_unsettled_transactions

  2. Fetch unsettled items

    The AI pulls a list of all transactions that have not yet settled to help you find gaps in your daily batch.

    get_unsettled_transactions

  3. Retrieve specific records

    The AI looks up the exact status, amount, and timestamp for a specific transaction ID you provide.

    get_transaction_details

  4. Present findings

    The AI translates the raw gateway data into a readable format in your chat window.

    get_transaction_detailsget_unsettled_transactions

Try it

Copy these to start.

Use these prompts to begin auditing your Authorize.net data.

Starting points

Swap out the bracketed info for your actual transaction IDs or dates.

Authorize.net Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_jX3IxdY8m0gyrq17w3x3OvkBoDci83jnloYwr7gb/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — Authorize.net capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "authorizenet-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_jX3IxdY8m0gyrq17w3x3OvkBoDci83jnloYwr7gb/mcp"
    }
  }
}
Copy into chat04

  • List all unsettled transactions from yesterday.

  • Get the details for transaction ID [ID_NUMBER].

  • Show me all unsettled items currently in the system.

  • Check the status of transaction [ID_NUMBER] to see if it cleared.

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect Authorize.net once, then ask.

Follow the link to link your account. Your credentials stay encrypted and secure, and you can immediately start asking questions in your preferred AI client.

Connect Authorize.net to your AI

FAQ

How this task behaves

  • 01

    Can the AI issue a refund for a transaction?

    No. The AI can only read transaction data. You must perform all financial adjustments manually in Authorize.net.

  • 02

    Can the AI delete a transaction record?

    No. This MCP is read-only for transaction history and unsettled items. It cannot modify or delete any data in your account.

  • 03

    How does the AI find unsettled items?

    It uses a specific tool to query the gateway for any transactions that haven't reached a settled state.

  • 04

    Do I need to provide a transaction ID every time?

    Only if you want details on a specific payment. For general reconciliation, you can just ask for a list of unsettled items.

  • 05

    Can the AI see my full credit card numbers?

    No. The AI only receives the data provided by the Authorize.net API, which does not include full, unmasked sensitive card details.

  • More questions about Authorize.net? The Connector page answers them. See everything the Authorize.net Connector can do

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