• MONEY
  • HISTORY
  • ANALYSIS
  • HUMAN

How to track settlement reports with your AI

Connect Clip API to your agent once. From then on, your agent handles the heavy lifting of checking balances and reconciling payouts.

Ask AI about this page

Short answer

How can I track settlement reports with my AI?

Your agent uses the Clip API to pull real-time balance summaries and specific settlement reports. This gives you an instant view of your available cash flow and payout history.

Financial outcomes.

Where your data lands.

The AI turns raw API data into clear financial snapshots.

MONEY

Live balance checks

The agent pulls your current balance summary so you know exactly what's available right now.

HISTORY

Settlement tracking

Your agent fetches settlement reports to help you reconcile past payouts and verify transfers.

ANALYSIS

Cash flow trends

By looking at multiple reports, your agent identifies patterns in your incoming funds.

HUMAN

Manual reconciliation

You decide when a discrepancy in the reports requires a manual audit or a support ticket.

The workflow

What your AI does when you ask for financial data.

The agent acts as a bridge between your chat interface and the Clip API.

  1. Check current funds

    The agent requests a snapshot of your current standing to see what you have on hand.

    get_balance_summary

  2. Pull payout details

    When you need to see specific transaction history, the agent fetches the relevant settlement files.

    get_settlement_reports

  3. Compare data

    The agent compares the balance summary against recent settlement reports to ensure they align.

    get_balance_summaryget_settlement_reports

  4. Summarize findings

    The agent translates the raw JSON data into a plain English summary of your cash position.

    get_balance_summary

Try it

Copy these to start.

Use these prompts to kick off your financial monitoring.

Starting points

These are basic requests. You can add specific dates or account IDs to make them more precise.

Clip API Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_b63zlvKZRQcOqm0wvH1D5sEAVNqDtrQ9ofNC1hOf/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 — Clip API capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "clip-api-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_b63zlvKZRQcOqm0wvH1D5sEAVNqDtrQ9ofNC1hOf/mcp"
    }
  }
}
Copy into chat04

  • What is my current balance summary?

  • Show me the latest settlement reports from this month.

  • Compare my current balance with the last three settlement reports.

  • Are there any discrepancies between my balance and my recent settlements?

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

Start here

Connect Clip API once, then ask.

Just click the link to connect. Your credentials stay encrypted and secure on our end. You can find the full list of available tools on the Connector page.

Connect Clip API to your AI

FAQ

How this task behaves.

  • 01

    Can my AI move money or initiate transfers?

    No. The agent can only read balance summaries and settlement reports. It cannot execute transactions.

  • 02

    Can the AI delete my settlement history?

    No. The tools only allow for reading data. Your records remain untouched.

  • 03

    How often does the balance update?

    The agent pulls the most recent data available from the Clip API every time you ask.

  • 04

    Can I ask for reports from a specific date range?

    Yes, you can specify dates in your prompt, and the agent will use the settlement tools to find them.

  • 05

    Does the AI handle my login credentials?

    No. Vinkius manages the connection securely so your agent can access the data without you sharing passwords in chat.

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

Connect Clip API to Claude, Cursor, ChatGPT & more