• IDENTIFIED
  • EXECUTED
  • VERIFIED
  • PENDING

How to process payment refunds with your AI

Connect LawPay to your agent to handle overpayments. Once connected, you can find specific transactions and issue refunds through your chat interface.

Ask AI about this page

Short answer

How can I refund a LawPay transaction using AI?

You can identify overpayments by asking your agent to look up transaction history and then tell it to execute the refund. You'll see the specific outcomes below.

Refund outcomes

Where every refund lands.

These are the results of your request.

IDENTIFIED

Transaction found

The agent pulls the exact payment details you asked for. You get a clear view of the amount and the date.

EXECUTED

Refund processed

The agent triggers the refund command in LawPay. You receive confirmation that the money is being returned.

VERIFIED

Status updated

The transaction status updates in LawPay immediately. You have a record of the corrected balance.

PENDING

Human review needed

If a transaction is too large or doesn't match your criteria, the agent stops. You decide whether to proceed manually.

The workflow

What your AI does when the request arrives.

The agent handles the data retrieval and the execution steps.

  1. Locate the payment

    The agent scans your LawPay history to find the specific overpayment you mentioned.

    list_transactions

  2. Confirm details

    It pulls the full data for that specific record to ensure the amount and client match your request.

    get_transaction

  3. Trigger the refund

    Once you confirm, the agent sends the command to LawPay to return the funds.

    create_refund

  4. Verify completion

    The agent checks the transaction again to ensure the refund was successful.

    get_transaction

Try it

Copy these to start.

Use these prompts to kick off the process.

Starting points

These are opening lines. Swap out the bracketed info for your actual client names or dates.

LawPay Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_EfrgXpNkpm46dJnLnO79PkVfdyyT9Q3lX8xcTB0j/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 — LawPay capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "lawpay-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_EfrgXpNkpm46dJnLnO79PkVfdyyT9Q3lX8xcTB0j/mcp"
    }
  }
}
Copy into chat04

  • List my recent LawPay transactions from this morning.

  • Find the transaction for client Smith and tell me the amount.

  • Process a refund for the $50 overpayment on the last transaction.

  • Check the status of the refund I just requested for the Jones matter.

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

Start here

Connect LawPay once, then ask.

One click connects your LawPay account to your agent. Your credentials stay encrypted and secure, and the full walkthrough lives on the Connector page.

Connect LawPay to your AI

FAQ

How this task behaves.

  • 01

    Can the AI delete a transaction?

    No. The agent can only list, view, or create refunds. It cannot delete records from LawPay.

  • 02

    Does the AI need my LawPay password?

    No. You connect via Vinkius, which manages the secure connection so you never have to share passwords with the agent.

  • 03

    Can I refund a transaction without checking it first?

    The agent will typically show you the transaction details first to prevent errors, but you can instruct it to proceed once it finds the right ID.

  • 04

    Will the AI change my client contact info?

    No. There are no tools available to the agent for modifying client profiles or contact details.

  • 05

    How do I know if a refund actually worked?

    The agent uses the transaction lookup tool to verify the updated status in LawPay after the refund is triggered.

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

Connect LawPay to Claude, Cursor, ChatGPT & more