• LIQUIDITY
  • RECONCILIATION
  • AUDIT
  • HUMAN

How to monitor account balances and invoices with your AI

Connect Trolley Global Payouts & Tax Compliance to your AI client. Once connected, you can pull real-time financial data using simple chat commands.

Ask AI about this page

Short answer

How can I check my Trolley balances and invoices with AI?

Your AI uses specific tools to pull your current liquidity across different currencies and list your invoice history. This lets you handle reconciliation and check funding levels without logging into the Trolley dashboard. You'll get a clear view of your financial standing through your chat interface.

Financial outcomes.

Where your data lands.

The AI handles the data retrieval so you can focus on the numbers.

LIQUIDITY

Check available funds

The AI pulls your current balances across different currencies. You'll know exactly how much you have available for payouts.

RECONCILIATION

Pull invoice data

Get a list of invoices to match against your internal records. This makes spotting discrepancies much faster.

AUDIT

Verify tax compliance

The AI accesses your invoice history to help you confirm that tax documentation and payouts align.

HUMAN

Manual adjustments

The AI only reads data. You still need to log in to the Trolley dashboard if you want to change payment settings or update tax forms.

The workflow

What your AI does when you ask for financial data.

The AI acts as a bridge between your chat interface and your Trolley account.

  1. Fetch currency balances

    The AI looks up how much money is sitting in your various currency accounts.

    list_balances

  2. Retrieve invoice lists

    The AI pulls a list of invoices to give you visibility into your billing history.

    list_invoices

  3. Summarize liquidity

    The AI processes the raw balance data to tell you your total available funds.

    list_balances

  4. Identify specific invoices

    The AI filters through your invoice records to find the specific ones you're looking for.

    list_invoices

Try it

Copy these to start.

Use these prompts to begin interacting with your Trolley data.

Starting points

These are basic requests. You can swap out specific currency names or invoice IDs to get more precise answers.

Trolley Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_14scK4w5ewaplWYrzkVCt3g1ifJCBnKJLWiEuFZJ/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 — Trolley capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "trolley-global-payouts-tax-compliance-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_14scK4w5ewaplWYrzkVCt3g1ifJCBnKJLWiEuFZJ/mcp"
    }
  }
}
Copy into chat04

  • What is my current balance in USD?

  • Show me all recent invoices from the last month.

  • How much liquidity do I have in EUR right now?

  • List my invoices so I can check for unpaid amounts.

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

Start here

Connect Trolley Global Payouts & Tax Compliance once, then ask.

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

Connect Trolley Global Payouts & Tax Compliance to your AI

FAQ

How this task behaves

  • 01

    Can the AI change my payout settings?

    No. The AI can only read your balances and invoices. You must use the Trolley dashboard for any configuration changes.

  • 02

    Can I ask the AI to pay an invoice?

    No. There are no tools available to trigger payments or modify invoice statuses. The AI is for monitoring and reconciliation only.

  • 03

    Does the AI see my full tax documents?

    The AI can access invoice data, but it cannot access or edit your uploaded tax forms or sensitive identity documents.

  • 04

    Can I see balances for all my currencies at once?

    Yes, you can ask the AI to list all available balances to see your total liquidity across different currencies.

  • 05

    How does the AI get this information?

    The AI uses specific tools to call the Trolley API and retrieve your real-time account and invoice data.

  • More questions about Trolley Global Payouts & Tax Compliance? The Connector page answers them. See everything the Trolley Global Payouts & Tax Compliance Connector can do

Connect Trolley to Claude, Cursor, ChatGPT & more