• PAYMENT
  • ORDER
  • AUDIT
  • HUMAN

How to automate order captures with your AI

Connect Zip to your agent to handle the transition from authorized orders to captured funds. Your AI manages the finalization once shipping is confirmed.

Ask AI about this page

Short answer

How can I automate my Zip order captures?

You instruct your AI to watch for completed shipments and then trigger the payment capture. This moves money from an authorized state to a captured state without manual entry. You'll see exactly how the AI handles the handoff below.

The results of automation

Where your orders land

Once the connection is live, your AI handles these four specific states.

PAYMENT

Captured funds

The AI moves authorized transactions to captured status. You get paid faster because the funds are finalized immediately after fulfillment.

ORDER

Confirmed orders

The agent verifies that the order details match your shipping records. This ensures the payment matches the actual items sent.

AUDIT

Clean records

Every capture is logged through the agent. You'll have a clear trail of which orders were finalized and when.

HUMAN

Manual review

If a shipment fails or data is missing, the AI stops. You step in to fix the error before any money moves.

The workflow

What your AI does when shipping is confirmed.

The AI acts as the bridge between your logistics and your money.

  1. Verify shipment

    The agent checks your shipping data to ensure the order is actually ready for final payment.

    confirm_zip_order
  2. Finalize payment

    Once the order is confirmed, the AI triggers the actual money transfer from the authorized amount.

    capture_zip_payment
  3. Sync status

    The agent uses the confirmation tool to update the order state in Zip.

    confirm_zip_order
  4. Handle failures

    If the payment capture fails, the AI flags the specific order for your attention.

    capture_zip_payment

Try it

Copy these to start.

Use these prompts to direct your agent.

Starting points

These are ways to kick off the process. Swap out the specific order numbers or shipping logs with your actual data.

Zip Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_nRcX2PVAUJUQmeLulcpTfmoXjx9bIznNo0wpqxAt/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 — Zip capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "zip-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_nRcX2PVAUJUQmeLulcpTfmoXjx9bIznNo0wpqxAt/mcp"
    }
  }
}
Copy into chat04
  • Check my recent Zip orders and confirm any that have already shipped.

  • Capture the payments for the orders listed in this CSV file.

  • Look at my shipping manifest and finalize the Zip transactions for those orders.

  • Find the authorized Zip order for customer Jane Doe and capture the funds now.

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

Start here

Connect Zip once, then ask.

Log in to Zip through the secure prompt. Once connected, your agent can immediately start looking at your orders.

Connect Zip to your AI

FAQ

How this task behaves

  • 01

    Can the AI refund a customer?

    No. The tools only allow for confirming orders and capturing authorized payments.

  • 02

    Does the AI decide when to ship items?

    No. The AI only acts after you or your system provides shipping confirmation.

  • 03

    Will it capture money for unfulfilled orders?

    No. You should only trigger the capture after the order is confirmed as shipped.

  • 04

    Can the AI change the order amount?

    No. It can only capture the amount that was originally authorized.

  • 05

    What happens if a payment is declined?

    The AI will report the failure to you, but it cannot force a successful transaction.

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

Connect Zip to Claude, Cursor, ChatGPT & more