# Trolley Payouts & Tax MCP > Trolley Global Payouts & Tax Compliance automates complex international financial operations. Use this MCP to manage global payments, track account balances across multiple currencies, and ensure full tax compliance by accessing necessary forms like W-8/W-9 for any recipient. ## Overview - **Category:** money-moves - **Price:** Free - **Tags:** payouts, tax-compliance, global-payments, marketplace-tools, regulatory-compliance ## Description Managing money globally is a headache. You need to pay people in different countries, dealing with varied banking rules and local taxes every time. This MCP lets your agent handle the entire process—from checking if you have enough funds to paying out thousands of providers worldwide. When you connect this through Vinkius, your AI client acts like a dedicated financial operations specialist. You don't need to jump between dozens of tabs or write complex scripts just to check compliance. Your agent handles the heavy lifting: it can list all your payees, track their tax forms, and monitor payment statuses in real time. It keeps an eye on your account balances and lists invoices so you always know exactly where every dollar is going. It's about getting a clear financial picture without ever touching a dashboard. ## Tools ### get_recipient Fetches specific profile details for one identified recipient. ### get_tax_forms Pulls tax documentation, such as W-8BEN forms, for a specific payee. ### list_balances Provides a summary of the current account balances across various currencies and funding sources. ### list_invoices Accesses and lists all invoices tied to particular payees for auditing purposes. ### list_payments Generates a comprehensive list of all processed and pending payments in Trolley. ### list_recipients Retrieves a complete list of all payees currently registered in Trolley. ## Prompt Examples **Prompt:** ``` List all my recipients in Trolley. ``` **Response:** ``` Retrieving your recipients... I found 25 payees including 'John Doe' and 'Jane Smith'. Would you like to see the details for a specific one? ``` **Prompt:** ``` What is the status of my latest payments? ``` **Response:** ``` Checking payment history... Your 10 most recent payments are all in 'completed' status, except for one pending for 'Global Services Ltd'. ``` **Prompt:** ``` Check the tax form status for recipient 'R-123456'. ``` **Response:** ``` Retrieving tax documentation for R-123456... I found a W-8BEN form that was submitted and verified on January 10th. The recipient is currently compliant for payouts. ``` ## Capabilities ### Check recipient details Retrieve specific information, like contact details or payment histories, for any payee. ### Verify tax compliance status Automatically pull and audit required tax forms (like W-8BEN) to confirm a recipient is ready for payouts. ### Monitor payment history Get a detailed list of all global payments, including their current status and method. ### View account balances List your available funds across various funding sources and currencies instantly. ### Manage financial records Access and list invoices associated with specific payees for quick financial tracking. ## Use Cases ### Auditing a large cohort of payees A Compliance Officer needs to confirm if 50 new global contractors are tax-compliant before the payout window opens. They ask their agent to run through list_recipients, then execute get_tax_forms for each one. The agent compiles a single report showing who is compliant and which forms are missing. ### Investigating a payment failure The Ops Lead finds that a major payout failed last week. They ask the agent to list_payments, locate the failed transaction, and then use get_recipient and list_invoices to determine if the payee details or billing information was incorrect. ### Preparing for month-end reporting The Finance Manager needs to know the total funds available across all accounts. They ask the agent to run list_balances, which instantly provides a cross-currency summary that they can include directly in their report. ### Verifying marketplace operational health A Marketplace operator needs to confirm if every active payee has current documentation. They instruct the agent to list_recipients and then run get_tax_forms on a batch of accounts, ensuring no payouts are paused due to compliance issues. ## Benefits - Stop manual data gathering. Instead of jumping between tabs to find a payees' details or their tax documents, you simply ask your agent for the information using get_recipient and get_tax_forms. - Eliminate payment delays caused by missing paperwork. Quickly audit compliance status across all recipients by running through list_recipients and checking their required forms with get_tax_forms. - Get instant financial clarity. Rather than waiting for bank statements, you can use list_balances to see real-time funds available in any currency. - Simplify reconciliation. When a payout hits, your agent doesn't just tell you it happened; it tracks the payment status using list_payments and links it back to the relevant invoices via list_invoices. - Scale operations without hiring more staff. You can manage payouts for thousands of global providers by running simple commands that pull data from list_recipients, making compliance routine. ## How It Works The bottom line is you ask for what you need—a balance check or tax status—and your agent gets it from Trolley, no code required. 1. Subscribe to this MCP in Vinkius, then enter your required Trolley API Key and Secret. 2. Connect the credentials to your preferred AI client (Claude, Cursor, etc.). 3. Ask your agent a natural language question about payments or compliance. The system executes the necessary actions using the connected data. ## Frequently Asked Questions **How do I check tax compliance using Trolley Global Payouts & Tax Compliance?** You simply ask your agent to run through get_tax_forms for the specific recipient. It will retrieve and confirm if all necessary documents, like W-8BEN, are submitted and verified. **Can Trolley Global Payouts & Tax Compliance list my payees?** Yes, you can use list_recipients to get a full list of every payee in your system. This is the starting point for any payout audit or report. **What information does list_balances provide?** list_balances gives you an immediate, real-time view of your account funds across multiple currencies and funding sources so you know exactly how much money you have to spend. **How do I monitor pending payments with this MCP?** Use list_payments. This tool generates a detailed log of all global transactions, showing their current status and which methods were used for payout. **Does Trolley Global Payouts & Tax Compliance handle invoices?** Yes, you can use list_invoices to access and list any invoices associated with your payees. This is crucial for matching payments against billing records.