• AUDIT
  • INVESTIGATE
  • RESOLVE
  • REVIEW

How to reconcile payment activity with your AI

Connect OpenNode to your AI client once. After that, you can manage your entire transaction lifecycle through a simple chat interface.

Ask AI about this page

Short answer

How can I reconcile my payment activity using AI?

You can use your AI to pull transaction logs, inspect individual charges, and issue refunds. This gives you a direct way to audit your books and fix billing errors without leaving your chat window. You'll see how the AI handles these specific tasks below.

Where your data lands.

The outcomes of your requests.

The AI organizes your financial requests into these four outcomes.

AUDIT

Clean transaction logs

The AI pulls recent activity and charge lists to find discrepancies. You get a clear view of what happened and when.

INVESTIGATE

Deep charge inspection

When a specific payment looks wrong, the AI pulls the exact details for that single charge. You get the granular data needed to make a decision.

RESOLVE

Instant refund processing

If a customer needs money back, the AI handles the refund request. You get confirmation once the transaction is reversed.

REVIEW

Human oversight needed

The AI flags suspicious patterns or failed refunds for you to check. You stay in control of the final decision for high-risk items.

The workflow

What your AI does when the request arrives.

The AI acts as your financial operator, moving from broad oversight to specific actions.

  1. Scan history

    The AI looks through your recent payment logs and activity to identify what you're looking for.

    list_activitylist_charges

  2. Verify details

    Once a specific transaction is identified, the AI pulls the full metadata for that specific charge.

    get_charge

  3. Check refunds

    The AI checks the status of previous refunds to ensure they were processed correctly.

    list_refundsget_refund

  4. Execute reversal

    If everything checks out, the AI triggers the refund for the specified amount.

    create_refund

Try it

Copy these to start.

Use these prompts to kick off a task with your agent.

Starting points

These are just ways to start the conversation. Swap out the specific IDs or names with your actual data.

OpenNode Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_wJLw8OVUYCT56VlfqAd0GktYrBFJhVlI0wOkQO7w/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 — OpenNode capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "opennode-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_wJLw8OVUYCT56VlfqAd0GktYrBFJhVlI0wOkQO7w/mcp"
    }
  }
}
Copy into chat04

  • Show me all the payment activity from the last 24 hours.

  • Find the details for charge ID ch_12345 and tell me why it failed.

  • List all the refunds I processed for the 'Pro Plan' last week.

  • Process a refund for charge ch_67890.

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

Start here

Connect OpenNode once, then ask.

Click the link to connect your account. Your credentials stay encrypted and secure, and you can immediately start chatting with your agent about your transactions.

Connect OpenNode to your AI

FAQ

How this task behaves.

  • 01

    Can the AI delete a charge?

    No. The AI can only list, view, or create refunds. It cannot delete transaction records.

  • 02

    Does the AI decide when to issue a refund?

    No. The AI performs the action you tell it to do. You remain the decision maker for every refund.

  • 03

    Can I see why a charge was successful or failed?

    Yes. The AI can pull the specific details for any charge to show you the status and error messages.

  • 04

    Can the AI change the amount of a charge?

    No. The AI cannot modify existing charges. It can only process a refund for a charge.

  • 05

    How does the AI know which charges to look at?

    It uses the transaction history and charge lists to find the specific IDs you ask about.

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

Connect OpenNode to Claude, Cursor, ChatGPT & more