Stripe

Set up an AI agent for Stripe that answers billing questions, reads invoices, payments and subscriptions, and handles refunds and cancellations for your team.

Invite your AI teammate into Stripe and it answers the billing questions your support team fields every day. It finds the customer, reads their invoices, payments and subscriptions, and makes changes such as a refund, a cancelled subscription or an invoice sent again.

If Stripe is missing from your Integrations gallery, message us in the in-app chat or email [e-mail] and we will turn it on.

A refund your agent proposed, a person approved, and Stripe carried out.

Quick start

1

Ask your agent to connect Stripe

Open the chat in your dashboard and ask it to connect Stripe. It points you at your Integrations page and lists what it will be able to do once connected.

The agent's answer in the dashboard chat.

Open Integrations in the left sidebar and search for Stripe. If Stripe is not in the list, it has not been turned on for your workspace yet. Message us and we will turn it on.

Stripe in the Integrations gallery.

Open the tile. Connect is in the top right.

The Stripe page before it is connected.

2

Connect through Pipedream

Connect opens a window from Pipedream, the service that holds the connection. Continue takes you to a form that asks for a key from Stripe. A person creates that key in the Stripe dashboard and pastes it in. Every screen, from the Stripe dashboard to the pasted key, is on Set up Stripe.

The Pipedream notice.

Check it worked. The integration page header reads Connected and the left sidebar lists Stripe.

The connected page.

3

Try it on a real customer

Ask your agent in the chat about a customer's charge. It finds them in Stripe by email, reads their invoices and subscriptions, and reports what it found in plain amounts.

The customer found and her invoice listed.

The subscription status, further down the same answer.

Then ask it to refund a payment. In the example below a different customer, Grace Nakamura, has returned a $179 pack. Give your agent the amount and the order number. Stripe keeps the order number in the payment's description, so that is how it finds the right payment. When the refund waits for your OK, it appears as an approval card in the chat and on your Activity page.

The refund held for approval, with the payment it will refund named underneath.

Approve it and the refund is made in Stripe. The card records who approved it.

Approved, and the refund confirmed with Stripe's reference for it.

The same payment in Stripe, now marked Refunded.

4

Put it to work

Stripe has no event that wakes your agent on its own, so it does its Stripe work inside the conversations it already handles. Tell it in its instructions how to handle billing questions, and it uses these actions when a customer asks in your helpdesk, in Slack or on your site. For routine checks, a schedule runs the same work on a clock.

From Claude Code, Cursor or a terminal. eesel login, then eesel integrations connect stripe prints a link to the eesel Integrations page. A person opens it and finishes the key steps on Set up Stripe. If the command does not list stripe, the workspace has not been turned on for it yet, and a person messages [e-mail]. Afterwards eesel status lists stripe as connected, and eesel integrations stripe actions lists every action with its key, for example stripe-create-refund. A held action returns an approval link that a person opens. Full command reference: The eesel CLI. From Claude Code or another assistant that connects through MCP: Claude Code and MCP clients.

Sources, triggers and actions

Sources

Stripe adds no knowledge source. Your agent reads customers, invoices and payments live, at the moment it is asked, and answers from everything else you have connected.

Triggers

Stripe has no triggers. Nothing in Stripe wakes your agent. It acts on Stripe when a customer asks in a connected channel, or on a schedule.

Actions

Actions are what it can do. The most used ones:

	Action	What it does
Look up	Search customers	Finds a customer by email address
	Retrieve customer	Reads one customer's details
	Retrieve invoice	Reads one invoice, its status and balance
	Retrieve payment intent	Reads one payment. A payment intent is Stripe's record of one attempt to take money
	List refunds / List payouts	Lists refunds made, and payouts to your bank
	Search subscriptions	Finds a customer's subscriptions
Money	Create refund	Refunds a payment, in full or in part
	Cancel subscription	Stops future billing. The history stays
	Create subscription	Starts a subscription
	Create payment intent / Cancel payment intent	Starts or cancels a payment
Invoices	Create invoice	Drafts an invoice
	Finalize invoice	Turns a draft into a real invoice
	Send invoice	Emails the invoice to the customer
	Void invoice / Write off invoice	Cancels an invoice, or marks it uncollectible
Customers	Create customer / Update customer	Creates or edits a customer record
	Delete customer	Deletes a customer record and its history

You stay in control the whole way. Adjust your AI agent's access to knowledge and its action permissions to your liking. See Actions and Approvals.

Stripe offers more actions than fit here. eesel integrations stripe actions from a terminal lists every one available on your workspace.

Three things your agent has been taught about Stripe:

• Read first, then write. Everything hangs off the customer, so it finds them by email before it touches anything, and it checks a subscription before cancelling it.

• Amounts are in cents. Stripe stores 1000 for $10.00, so your agent always states the dollar amount back before it proposes a refund. Refunds cannot be undone.

• Cancel is not delete. A customer who asks to "cancel my account" gets a cancelled subscription. Deleting the customer record destroys their history, and your agent does not reach for it.

Troubleshooting

Stripe is not in my Integrations gallery?

Message us in the in-app chat or email [e-mail] and we will turn Stripe on for your workspace.

The action says it is waiting?

It may be waiting for your OK. The request is in the chat and on your Activity page. Approve it and it runs.

Your agent says it cannot find the payment?

It reads a customer's invoices first, and a one-off card payment is not an invoice. Tell it the amount and the order number and it finds the payment directly.

An invoice was "sent" but nobody received it?

Check whether the key you connected is a test-mode key. Stripe's test mode reports a send as successful without sending mail.

FAQ

Can my agent see a charge?

Not as a separate record. Your agent reads customers, invoices, payments, subscriptions, refunds and payouts. It finds what it needs to refund from the payment or invoice it has already read.

Should I connect a live key or a test key?

Start with a test-mode key while you set instructions and approvals. To move to live, a person opens Integrations > Stripe in the dashboard, removes the connection from the menu in the top right, connects again and enters a key made for the real account, limited to what your agent needs. The exact permission list is on Set up Stripe.

Related pages

• E-commerce Sales Rep for the job your teammate takes on in a store

• Set up Stripe for creating the key in Stripe, screen by screen

• QuickBooks for invoices from your accounting records

• Actions and Approvals for choosing what your agent may do

• Set up from Claude Code or the terminal