• FUNDS
  • PAYMENTS
  • OUTFLOW
  • HUMAN

How to check account balance with your AI

Connect Flip to your AI client once. After that, you can pull your current balance or transaction details through a simple chat interface.

Ask AI about this page

Short answer

How do I check my account balance with my AI?

Just ask your AI client for your current balance or a list of recent payments. It uses the Flip connection to pull your real-time funds and transaction history. You'll see exactly what's available and where your money went.

Financial visibility

What you get

Your AI handles the data retrieval so you don't have to log into a dashboard.

FUNDS

Check available balance

Your AI pulls your current standing instantly. You'll know exactly how much liquidity you have on hand.

PAYMENTS

Review incoming money

The AI lists your recent payments. This helps you track revenue and confirm when funds hit your account.

OUTFLOW

Track disbursements

Get a clear view of money sent out. Your AI pulls the history of all recent disbursements for your review.

HUMAN

Manual adjustments

The AI only reads data. If you need to change a payment or move funds, you'll still need to use the Flip dashboard.

The workflow

What your AI does when the request arrives.

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

  1. Fetch balance

    The AI checks your current account standing to give you a real-time number.

    get_balance

  2. List payments

    Your agent looks up recent incoming transactions to show you what was paid.

    list_payments

  3. Check payouts

    The AI retrieves a history of money sent out via disbursements.

    list_disbursements

  4. Summarize data

    After pulling the raw numbers, your AI organizes the info into a readable format for you.

    get_balancelist_paymentslist_disbursements

Try it

Copy these to start.

Use these lines to trigger the Flip connection.

Starting points

These are basic prompts. You can add specific dates or amounts to make them more precise.

Flip Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_3ta7GPjl8OVRKRfFcetgsvSLqoLntrkZFEcleHwt/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 — Flip capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "flip-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_3ta7GPjl8OVRKRfFcetgsvSLqoLntrkZFEcleHwt/mcp"
    }
  }
}
Copy into chat04

  • What is my current Flip balance?

  • Show me my most recent payments from Flip.

  • List all disbursements made in the last week.

  • How much money did I receive from payments yesterday?

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

Start here

Connect Flip once, then ask.

Click the link to connect. Your credentials stay encrypted, and you'll be ready to chat with your data immediately.

Connect Flip to your AI

FAQ

How this task behaves

  • 01

    Can my AI move money or send payments?

    No. The AI can only read your balance and transaction history. It cannot initiate transfers or change payment details.

  • 02

    Is my Flip login information safe?

    Yes. Vinkius manages the connection and keeps your credentials encrypted. Your AI client never sees your raw login details.

  • 03

    Can the AI delete a transaction?

    No. The tools only allow the AI to list and get data. It has no permission to modify or delete any records.

  • 04

    How real-time is the balance data?

    The data is real-time. Every time you ask, the AI calls the tool to get the most current number available in Flip.

  • 05

    Can I ask for specific transaction details?

    Yes. You can ask for lists of payments or disbursements to see the history of your account.

  • More questions about Flip? See everything the Flip Connector can do

Connect Flip to Claude, Cursor, ChatGPT & more