• LIVE DATA
  • AUDIT
  • DETAIL
  • HUMAN

How to track sales and balances with your AI

Connect Bold to your AI client to turn your chat interface into a real-time financial auditor.

Ask AI about this page

Short answer

How can I track my sales and balances using AI?

Your AI pulls live data from your merchant account to check current balances and list every transaction. You can then ask it to find specific payments or flag discrepancies. This gives you a direct line to your financial data through a simple chat.

Financial oversight outcomes.

Where your data lands.

The AI handles the data retrieval so you can focus on the numbers.

LIVE DATA

Real-time balance checks

The AI pulls your current merchant account balance instantly. You'll always know exactly how much cash is available.

AUDIT

Transaction history logs

Your agent pulls a full list of recent sales. It makes finding specific orders or dates easy.

DETAIL

Individual sale lookups

The AI fetches specific details for any single transaction. You can drill down into any specific payment.

HUMAN

Manual reconciliation

The AI identifies mismatches in your records. You step in to resolve any issues it flags.

The workflow

What your AI does when the data arrives.

The AI acts as a bridge between your chat and your merchant account.

  1. Check liquidity

    The AI checks your current available funds to give you an immediate snapshot of your account.

    get_account_balance

  2. Pull sales history

    Your agent gathers a list of all recent transactions to build a view of your recent activity.

    list_transactions

  3. Inspect specific orders

    When you need more info, the AI pulls the full details for a single transaction ID.

    get_transaction

  4. Identify discrepancies

    The AI compares the transaction list against your expected totals to find errors.

    list_transactionsget_transaction

Try it

Copy these to start.

Use these prompts to begin interacting with your financial data.

Starting points

Replace the bracketed text with your actual merchant account details or specific transaction IDs.

Bold Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_3MG6t46IAdjFtUTluLyc1V59U3aPfFpMJ6OruX7C/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 — Bold capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "bold-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_3MG6t46IAdjFtUTluLyc1V59U3aPfFpMJ6OruX7C/mcp"
    }
  }
}
Copy into chat04

  • What is my current account balance?

  • List my last ten transactions from my merchant account.

  • Show me the details for transaction ID 98765.

  • Are there any unusual transactions in my recent history?

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

Start here

Connect Bold once, then ask.

One connection links your AI to your merchant data. Your login credentials stay encrypted and managed on our side.

Connect Bold to your AI

FAQ

How this task behaves.

  • 01

    Can the AI move money or issue refunds?

    No. The AI can only read transaction history and account balances. It cannot execute payments or change any financial data.

  • 02

    Does the AI store my bank login?

    No. Your credentials are encrypted and managed by Vinkius so your AI client can use them securely.

  • 03

    Can the AI delete a transaction if I made a mistake?

    No. This MCP is read-only. It can only fetch data, not modify or delete records in your merchant account.

  • 04

    How often does the balance update?

    The balance is pulled in real-time whenever you ask the AI to check it.

  • 05

    Can I use this with any AI client?

    Yes, you can use this with any MCP-compatible client like Claude, Cursor, or Windsurf.

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

Connect Bold to Claude, Cursor, ChatGPT & more