# Payrexx MCP

> Payrexx connects your Swiss payment gateway to any AI client. You use it to manage entire checkout flows—creating custom gateways, tracking real-time transactions, listing subscriptions, and pulling financial metadata—all through natural conversation instead of logging into multiple dashboards.

## Overview
- **Category:** industry-titans
- **Price:** Free
- **Tags:** payment-gateway, pci-compliance, recurring-payments, checkout-flows, global-payments

## Description

You connect Payrexx to your AI agent and ditch those payment dashboards. This setup gives your agent full hands-on control over every part of your checkout process, from creating a new sales link to reconciling cash flow—all through natural conversation instead of clicking around in ten different tabs.

Your AI client acts like your dedicated payments coordinator, giving you programmatic access to core financial operations that usually require jumping between multiple systems and running manual API calls. It’s not just reading data; it lets you execute actions.

### Setting Up Payment Channels

The `check_api_status` tool verifies if the connection is active and properly signed, letting you instantly confirm your payment gateway access. You can use `list_gateways` to pull a full rundown of every single payment gateway configured under your account. If you need a specific new hosted page or link for a targeted sale, you run `create_gateway`, which generates the dedicated payment gateway; then, if you need details on that new setup, `get_gateway` pulls all the necessary info about it. You can also retrieve detailed information about any existing payment channel using `get_gateway`.

### Handling Transactions and Payments

To monitor sales, your agent first uses `list_transactions`, which gives you a quick overview of recent payments activity across your entire account. If you need to deep-dive into one specific sale, running `get_transaction` lets you pull every single detail for that transaction using only its unique ID. You can check what payment methods are available to your customer base anytime with `list_payment_methods`, showing everything from Visa to TWINT. This coverage lets you know exactly which options the buyer is going to have.

### Managing Billing and Revenue Streams

Managing subscriptions doesn't mean logging into a separate billing portal. You can get a list of all recurring charges using `list_subscriptions`, whether they’re current or past due. For bookkeeping, running `list_invoices` gives you a comprehensive rundown of every outstanding invoice ready for review. To track the money that actually hits your bank account, use `list_payouts`; this pulls a list of all historical payouts made from your merchant account. This combination allows you to keep a crystal-clear picture of incoming revenue and outgoing funds.

### System Oversight

For system maintenance, running `list_webhooks` shows every webhook configured for system notifications, letting you monitor where Payrexx sends automated alerts. When all these tools work together—from establishing a new payment link via `create_gateway`, to tracking the flow with `get_transaction`, and finally reconciling the money using `list_payouts`—you keep your entire financial operation visible and controlled right in the chat window. You'll never have to switch tabs or write boilerplate API calls again.

## Tools

### check_api_status
Verifies if your API connection is active and correctly signed.

### create_gateway
Generates a new, dedicated payment gateway (hosted page) for a specific purpose.

### get_gateway
Retrieves detailed information about one specific payment gateway you've created.

### get_transaction
Fetches all details for a single transaction based on its unique identifier.

### list_gateways
Lists every payment gateway configured under your account.

### list_invoices
Retrieves a list of all generated invoices for financial review.

### list_payment_methods
Shows which payment methods (Visa, TWINT, etc.) are available to your customers.

### list_payouts
Lists all historical payouts made from your merchant account.

### list_subscriptions
Provides a list of current and past recurring billing subscriptions.

### list_transactions
Shows recent transactions, giving you an overview of your payment activity.

### list_webhooks
Lists all webhooks configured for system notifications and monitoring.

## Prompt Examples

**Prompt:** 
```
Create a payment link for 50.00 CHF titled 'Event Registration'.
```

**Response:** 
```
I've generated your payment gateway for 'Event Registration' (50.00 CHF). You can share this link with your customers: [link]. Should I monitor this for new transactions?
```

**Prompt:** 
```
Show me all payment transactions from the last 48 hours with their statuses.
```

**Response:** 
```
32 transactions processed in the last 48 hours. 28 completed successfully (CHF 12,450 total), 2 are pending 3D Secure verification, 1 was declined (insufficient funds), and 1 was refunded. Payment methods: TWINT (45%), credit card (35%), PostFinance (15%), PayPal (5%). Average transaction value: CHF 389.
```

**Prompt:** 
```
Create a new payment link for a CHF 250 consultation fee with an expiration date of June 30th.
```

**Response:** 
```
Payment link created successfully. Amount: CHF 250.00. Purpose: Consultation Fee. Link: pay.payrexx.com/p/abc123. Expiration: June 30, 2025. Accepted methods: TWINT, Visa, Mastercard, PostFinance. The link supports 3D Secure and is ready to be shared with your client via email or messaging.
```

## Capabilities

### Create Custom Payment Gateways
Generate new hosted payment pages or links programmatically, allowing you to direct specific customer payments.

### Track Specific Transactions
Retrieve full details for a single transaction by ID, giving you immediate visibility into its status and metadata.

### List All Payment Gateways
Get a comprehensive list of all payment gateways associated with your merchant account.

### Manage Recurring Subscriptions
Fetch a list of active subscriptions and manage recurring billing details via natural language commands.

### Review Financial Records (Invoices & Payouts)
Retrieve lists of all outstanding invoices or processed payouts to keep a clear overview of cash flow.

## Use Cases

### Reconciling Quarterly Subscriptions
The finance manager needs to reconcile all revenue streams for the quarter. Instead of running reports in the dashboard, they ask their agent: 'list subscriptions.' The agent runs `list_subscriptions` and provides a structured list, showing which customers are active and when their next billing date hits.

### Creating an Event Payment Funnel
A marketing team needs to sell tickets for a one-day event. They prompt the agent: 'Create a payment gateway for 99 CHF, titled 'Event Ticket'. The agent runs `create_gateway`, gives them a secure link, and confirms acceptance of multiple methods.

### Investigating Failed Payments
A customer reports their card was declined. Instead of calling support and waiting for an investigation, the developer uses `get_transaction` with the transaction ID. The agent pulls the details, showing if it was a 'declined' status or something else.

### Auditing Payouts
The team needs to verify that all payouts from last month were processed correctly. They prompt: 'list payouts for May.' The agent executes `list_payouts` and gives a summary of the total amount, date range, and status.

## Benefits

- **Immediate Financial Oversight:** Stop manually checking dashboards. You can call `list_invoices` or `list_payouts` to get a clear cash flow summary in seconds—no log-ins required.
- **Programmatic Gateway Creation:** Need a new payment link for an event? Use `create_gateway`. It builds the necessary hosted page and gives you a shareable link, all from your prompt.
- **Deep Transaction Visibility:** Instead of just seeing 'Success,' use `get_transaction` to pull deep metadata—like which specific card or method was used—for better auditing.
- **Billing Lifecycle Control:** Forget confusing billing cycles. You can list active recurring payments using `list_subscriptions`, making customer retention checks simple and direct.
- **Operational Debugging:** Developers gain peace of mind by listing configured endpoints with `list_webhooks`. You instantly verify that your automation triggers are set up correctly.
- **Full Method Awareness:** If you're debugging a payment failure, running `list_payment_methods` tells you exactly which options (like TWINT or PostFinance) the system supports.

## How It Works

The bottom line is: Your AI client becomes your single point of access for all payment operations, eliminating manual dashboard navigation.

1. First, subscribe to the server and input your Payrexx Instance Name and API Secret credentials in the required fields.
2. Next, prompt your AI client (Claude, Cursor, etc.) with a specific payment request, like 'List all payouts from last month.'
3. The agent invokes the necessary tool (e.g., `list_payouts`), retrieves the structured data, and presents it to you in plain language.

## Frequently Asked Questions

**How do I check if Payrexx is connected properly using check_api_status?**
Running `check_api_status` validates your API credentials and connectivity signature. It confirms that the server can talk to Payrexx, so you know right away if there's a credential issue before any payments fail.

**Can I list all my invoices using list_invoices?**
Yes. `list_invoices` retrieves an organized summary of all your generated invoices. This is useful for quick reconciliation checks without diving into the full financial portal.

**What does get_transaction do exactly?**
`get_transaction` pulls granular details for one specific transaction ID. You use this when you need to know *why* a payment failed or verify specific metadata about a successful charge.

**How can I check my recurring payments using list_subscriptions?**
You call `list_subscriptions` to get a comprehensive overview of all active and past billing cycles. This helps you track customer revenue health and identify potential churn risks.

**How do I use `get_gateway` to check the current status of a specific payment gateway?**
It returns all configuration details for one named gateway. You can confirm its unique ID, active status, and setup parameters without having to list every gateway first. This is efficient when you know exactly which gateway you need.

**When I use `list_transactions`, what filters should I apply for reporting?**
You can specify start and end dates, allowing precise filtering of transaction data. This lets you calculate revenue metrics for specific accounting periods or audit a certain timeframe's activity.

**How do I manage or audit my payment webhook configurations using `list_webhooks`?**
This tool lists every configured endpoint and the last status of those webhooks. You can confirm which external services are receiving transaction updates, making troubleshooting much faster than checking your dashboard.

**What kind of financial data does `list_payouts` provide?**
It gives a detailed view of payout records, including the recipient account and the date funds were disbursed. You track when money actually leaves Payrexx to reach your bank, giving you full visibility into cash flow timing.

**Can my AI automatically find the status for a specific transaction by its ID?**
Yes! Use the `get_transaction` tool with the Transaction ID. Your agent will respond with complete metadata, including payment method, currency, amount, and final status in seconds.

**How do I find my Payrexx API Secret and Instance Name?**
Log in to your Payrexx merchant dashboard, navigate to **Settings** > **API**, and you will find your unique secret key and instance name (e.g., yourname.payrexx.com) there.

**Does this work for recurring payments?**
Absolutely. You can use the `list_subscriptions` tool to monitor active recurring billing cycles and orchestrate multi-use gateways for recurring customer payments.