• SUCCESS
  • PENDING
  • ERROR
  • LOGS

How to process refunds and voids with your AI

Connect Zip to your AI client once. From there, you can handle financial adjustments through simple chat commands.

Ask AI about this page

Short answer

How can I use my AI to handle Zip refunds and voids?

You tell your AI to adjust a specific transaction, and it calls the Zip API to execute the change. This covers everything from partial refunds to canceling payments that haven't been captured yet. You'll see the specific outcomes for each request below.

The results.

Where your adjustments land.

The AI handles the technical API calls so you don't have to log into a dashboard.

SUCCESS

Payment updated

The AI executes the request via Zip. You get a confirmation that the refund or void is complete.

PENDING

Human review needed

If the AI detects a mismatch in transaction IDs or insufficient funds, it stops and asks you for clarification.

ERROR

Request failed

The AI reports back if the Zip API rejects the command, such as trying to void a payment that was already captured.

LOGS

Transaction history

The AI confirms the specific transaction details it used to ensure the right customer was refunded.

The workflow

What your AI does when a request arrives.

Your AI acts as the interface between your chat and the Zip payment gateway.

  1. Identify the transaction

    The AI looks up the specific payment details you provide to ensure it targets the correct record.

    refund_zip_paymentvoid_zip_payment
  2. Cancel uncaptured funds

    If a payment hasn't been settled, the AI cancels the authorization so the customer isn't charged.

    void_zip_payment
  3. Issue partial or full refunds

    For payments already captured, the AI sends the instruction to return money to the customer.

    refund_zip_payment
  4. Confirm the result

    The AI verifies the API response and tells you exactly what happened with the money.

    refund_zip_paymentvoid_zip_payment

Try it

Copy these to start.

Use these prompts to trigger the Zip tools.

Starting points

These are just ways to start. You'll need to provide the specific Zip transaction ID or customer name for them to work.

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
  • Refund the last payment from customer ID 9928 to their original method.

  • Void the uncaptured payment for order #55421.

  • Issue a partial refund of $25.00 for the transaction ending in 4492.

  • Can you check if I can still void the payment for the recent Smith order?

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

Start here

Connect Zip once, then ask.

Just click the link to connect your account. Your credentials stay encrypted and secure, and you can immediately start managing payments in your preferred AI client.

Connect Zip to your AI

FAQ

How this task behaves.

  • 01

    Can the AI create new payments?

    No. This Connector is specifically for refunds and voids.

  • 02

    Will the AI automatically refund customers without asking?

    No. The AI will typically ask you to confirm the amount or the transaction ID before it executes a refund.

  • 03

    Can I void a payment that has already been settled?

    No. Once a payment is captured and settled, you must use a refund instead of a void.

  • 04

    Does the AI handle the actual money transfer?

    No. The AI sends the command to Zip, and Zip handles the movement of funds.

  • 05

    What happens if I give the AI the wrong transaction ID?

    The AI will report that it cannot find the transaction and will ask you to provide a valid ID.

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

Connect Zip to Claude, Cursor, ChatGPT & more