Finance
Read that it was paid, and nothing else.
Agents can confirm a payment arrived, when, and against which invoice. They have no access to card details, stored payment methods or the ability to charge, and no configuration provides one.
What connects
Your payment provider, read through its API.
What crosses the boundary
- Into the agent: payment reference, amount, date, status, the invoice it settles.
- Out of the agent: nothing.
- Never: card numbers, stored payment methods, customer billing credentials.
The capabilities this exposes
- Check payment status
Setting it up
- 1Authorise a read-only connection.
- 2Map payments to invoices if your systems do not already.
- 3Grant payment status to the agents that need it.
Permissions
Read-only, and scoped to payment status. We do not request the ability to charge, refund, store a payment method or read card data. Card details are held by your processor and never reach this platform.
Jobs an agent can own once this is connected
- Stop chasing an invoice the moment it is paid
- Confirm a payment arrived before releasing an order
- Report what was collected after a reminder run
Where it stops
Read-only, permanently. No agent can take a payment, refund one or alter a payment method. If you need an agent to trigger a charge, the answer on this platform is that it cannot.
Finance
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