• PROFILES
  • AUDITS
  • PROPOSALS
  • HUMAN

How to track merchant account activity with your AI

Connect Fee Navigator to your AI client once. After that, you can monitor your entire portfolio just by asking questions.

Ask AI about this page

Short answer

How can I track my merchant accounts using AI?

You ask your AI for specific data like merchant profiles, audit histories, or pending proposals. The AI uses Fee Navigator to pull these details instantly so you can spot trends or issues without manual searching. You get a clear view of your portfolio through simple conversation.

Portfolio views.

Where your data lands.

The AI organizes your requests into these specific views.

PROFILES

Merchant snapshots

The AI pulls specific merchant details. You get a clean summary of who is in your portfolio.

AUDITS

History logs

The AI retrieves audit records. You can see exactly what happened and when it happened.

PROPOSALS

Pending deals

The AI finds all active proposals. You'll know exactly what's waiting for approval.

HUMAN

Manual intervention

The AI identifies discrepancies. You decide if a specific account needs a phone call or a manual fix.

The workflow

What your AI does when you ask.

The AI acts as the bridge between your chat and your merchant data.

  1. Identify merchants

    Your AI looks up the specific accounts you're asking about to build a context for the conversation.

    list_merchants

  2. Review history

    The AI pulls the audit logs to show you recent changes or specific account events.

    list_audits

  3. Check status

    The AI scans for any outstanding proposals that haven't been finalized yet.

    list_proposals

  4. Monitor changes

    The AI checks the most recent activity across your entire merchant list to find updates.

    list_recent_activities

Try it

Copy these to start.

Use these prompts to get moving immediately.

Starting points

These are basic questions. Swap out the merchant names or proposal IDs with your actual data.

Fee Navigator Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_FUpMWDHafg3Fq9pjEEp4lRdEntZ66362IP5DpUg2/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 — Fee Navigator capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "fee-navigator-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_FUpMWDHafg3Fq9pjEEp4lRdEntZ66362IP5DpUg2/mcp"
    }
  }
}
Copy into chat04

  • Show me a profile for the merchant account 'Acme Corp'.

  • What are the most recent activities for my merchant portfolio?

  • List all pending proposals currently in the system.

  • Show me the audit history for the last three merchant changes.

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

Start here

Connect Fee Navigator once, then ask.

Click the link to connect the MCP. Your credentials stay encrypted, and you can start chatting with your data right away.

Connect Fee Navigator to your AI

FAQ

How this task behaves.

  • 01

    Can the AI change merchant settings?

    No. The AI can only read merchant data and audit logs. You must make all changes manually in your primary system.

  • 02

    Does the AI delete any audit records?

    No. The AI has no capability to delete or modify any data in your merchant accounts.

  • 03

    Can I see real-time updates?

    Yes, by asking the AI to check recent activities, it will pull the latest data available through the connector.

  • 04

    How does the AI know which merchant I mean?

    It uses the merchant list to match the names or IDs you provide in your chat.

  • 05

    Can the AI send emails to merchants?

    No. This connector is for monitoring and retrieving data, not for outbound communication.

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

Connect Fee Navigator to Claude, Cursor, ChatGPT & more