• AUTOMATED
  • ACCURATE
  • VERIFIED
  • READY

How to create split payment links with your AI

Connect Confido Legal to your AI client once. After that, you just tell your agent how to split the money.

Ask AI about this page

Short answer

How can I make my AI generate split payment links?

You tell your agent the total amount and how much should go to your trust versus operating accounts. The AI uses the create_payment_link tool to build the link and route the funds. You'll see the exact breakdown of the split before it's finished.

Where the money goes.

The split is handled automatically.

The AI manages the math and the routing based on your specific instructions.

AUTOMATED

Split funds instantly

The AI calculates the split between trust and operating accounts. It builds a single link that handles both destinations at once.

ACCURATE

Correct account routing

The tool ensures funds land in the right place. You don't have to manually enter account numbers or routing details every time.

VERIFIED

Human oversight

The AI presents the payment details to you first. You review the split amounts and the destination accounts before the link is finalized.

READY

Direct link delivery

Once you approve, the AI provides the URL. You can paste this directly into an email or a client portal.

The workflow

What your AI does when you request a link.

The AI translates your intent into a structured financial instruction.

  1. Parse instructions

    Your agent reads your request to identify the total amount and the specific split for the trust and operating accounts.

    create_payment_link

  2. Configure the split

    The AI maps your request to the necessary financial parameters for the payment link.

    create_payment_link

  3. Draft the link

    The AI generates the specific payment URL that contains the routing logic for the split funds.

    create_payment_link

  4. Present for review

    The AI shows you the final breakdown of the payment link details so you can confirm everything is correct.

    create_payment_link

Try it

Copy these to start.

Use these prompts to trigger the payment link creation.

Starting points

These are templates. Replace the bracketed info with your actual client names or specific dollar amounts.

Confido Legal Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_7f0ovWDUmA6BdNCkgLUFLr8INE6tQDVQLQ6fE6td/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 — Confido Legal capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "confido-legal-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_7f0ovWDUmA6BdNCkgLUFLr8INE6tQDVQLQ6fE6td/mcp"
    }
  }
}
Copy into chat04

  • Create a payment link for Smith Law for $500. Split it so $200 goes to trust and the rest goes to operating.

  • I need a $1200 payment link for Jones Corp. Send 25% to the trust account and 75% to operating.

  • Generate a split payment link for Miller LLC totaling $3000. Put the $500 filing fee into the operating account.

  • Make a payment link for Davis Group for $450. Route the trust portion to the account ending in 1234.

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

Start here

Connect Confido Legal once, then ask.

You only need to link the MCP to your AI client one time. Your credentials stay encrypted, and you can start using the tools immediately.

Connect Confido Legal to your AI

FAQ

How this task behaves.

  • 01

    Can the AI change my bank account numbers?

    No. The AI can only use the account routing information already configured in your system.

  • 02

    Does the AI send the link to the client automatically?

    No. The AI generates the link and presents it to you. You decide when and how to send it to your client.

  • 03

    Can I create a link without a split?

    Yes. If you don't specify a split, the AI will default to a standard single-account payment link.

  • 04

    Will the AI execute the payment itself?

    No. The AI only creates the link that allows your client to pay you.

  • 05

    Can I ask for a split based on percentages?

    Yes. You can tell the AI to send a specific percentage to trust and the remainder to operating.

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

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