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Stripe

In one line: Connect Stripe so your UnleashX agent can answer “did that payment go through?”, pull up a customer’s invoices and subscriptions, issue a refund, and start a workflow the moment money moves.

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1. Overview

Stripe handles payments, invoices, and subscriptions. Everything hangs off the customer: charges and payment intents record money taken, invoices and subscriptions record money owed on a schedule, and refunds send money back. Once connected to UnleashX, your agent can list and search customers, read charges and payment intents, create a payment intent, pull up invoices and subscriptions, cancel a subscription, issue full or partial refunds, read your product catalog and prices, and check the account balance. Four polling triggers let a workflow start on its own — a new customer, a new charge, a new invoice, or a new subscription. Connecting Stripe to UnleashX puts billing answers where the conversation already is: a customer asks why they were charged, the agent finds the charge and refunds it if that’s the call, and finance sees it happen without anyone opening the Dashboard.

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2. What you’ll need

  • A Stripe account with access to the Dashboard.
  • A secret API key (sk_live_… or sk_test_…) — or, better, a restricted key scoped to what the agent actually needs.
  • An UnleashX agent where you’ll add the connector.
A live secret key can move real money. Read Section 3’s note on restricted keys before you paste a full-access sk_live_ key into anything.

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3. Get your credentials

Stripe authenticates with a secret key sent as a bearer token. There’s no OAuth flow — Stripe Connect exists, but it’s for platforms billing on behalf of other businesses, which isn’t what this connector does.
1

Sign in to the Stripe Dashboard

Go to dashboard.stripe.com and sign in.
2

Decide test or live

Use the test mode toggle while you’re setting the workflow up. A sk_test_… key behaves identically but touches no real money — switch to sk_live_… once the workflow does what you expect.
3

Open API keys

Go to Developers → API keys. Your publishable and secret keys are listed here.
4

Create a restricted key (recommended)

Click Create restricted key, name it “UnleashX”, and grant only the permissions in the table below. A restricted key can’t be escalated later, which is the point.
5

Copy the key

The secret value is shown once, at creation. Copy it now and store it in your secret manager. If you lose it, roll the key and use the new one.

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Permissions this key needs

If the agent only answers questions, grant Read everywhere and leave every Write off. The write permissions are needed only for Create Customer, Update Customer, Create Payment Intent, Cancel Subscription, and Create Refund.

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4. Connect on UnleashX

1

Open your agent

Sign in at https://www.tryunleashx.com and open the agent you want to connect.
2

Open Data Connectors

In the agent, go to Data Connectors and find Stripe.
3

Add your key

Click Connect / Add / Configure, paste the secret key, and give the connection an Account Name — useful if you connect a test account and a live one.
4

Confirm

Save. The status will switch to a Connected badge.

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Use Stripe in a Workflow

Once connected, you can add Stripe to any automation from the Workflows builder. Its triggers and tools appear in the Apps panel, marked with an MCP badge.
1

Add a trigger node

Open Workflows → New Workflow. On the canvas, click + Add Trigger. In the Paths panel, open the Apps tab and select Stripe — its Triggers are listed underneath. Use the search box if you have many connectors.
2

Add an action node

Click the + below any node to add a step, then pick Stripe again — this time the panel lists its Actions.
3

Configure the step

Fill in the fields for the trigger or action you picked. Required fields are marked with a red asterisk (*).
4

Add or select your account

Under Selected account, choose an already-connected account, or click Add Account to connect one now.
5

Save and test

Click Save. Use Test to verify the step, then toggle Publish when the workflow is ready.
The steps are the same for every connector. For the full workflow builder guide, see Using MCP in Workflows.

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5. Available tools

Amounts are in the currency’s smallest unit. 1000 with currency usd means **10.00∗∗,not10.00**, not 1,000. Same for refunds. Getting this wrong is the single most expensive mistake available here.
Names match the Workflows Apps panel, which lists them alphabetically; they’re grouped here by what they act on. The Tool ID is what the agent calls behind the scenes. Customers Payments Billing Catalog Refunds and balance Triggers

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6. Example usage

“Did jane@acme.com pay last month’s invoice?” Runs List Customers filtered by email → List Invoices for that customer. “Refund order #1042 — the customer never received it.” Runs List Charges or Get Payment Intent to find the payment, then Create Refund for the full amount. “Cancel their subscription at the end of the billing period, not today.” Runs List Subscriptions → Cancel Subscription with at_period_end set. “When a new charge comes in, post it to the #revenue Slack channel.” A workflow starts on the On New Charge trigger and chains into your messaging connector.

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7. Permissions & data access

UnleashX CAN:
  • Read customers, charges, payment intents, invoices, subscriptions, products, prices, refunds, and the balance.
  • Create and update customers, create payment intents, cancel subscriptions, and issue refunds — if the key grants those writes.
  • Start workflows on new customers, charges, invoices, and subscriptions.
UnleashX CANNOT:
  • Do anything the key’s permissions don’t allow — a read-only restricted key can’t refund.
  • Move money to a different destination, change payout settings, or alter your Stripe account configuration.
  • See card numbers. Stripe never returns them.
To disconnect: In UnleashX, open your agent → Data Connectors → Stripe → Disconnect. To fully revoke access, roll or delete the key in Developers → API keys. Either action stops access immediately.

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8. Troubleshooting

For general connector issues, see /mcp/integrations.

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9. Frequently asked questions

Is my payment data stored by UnleashX? No. Tools call the Stripe API live with your key and return the result. UnleashX keeps only the bookkeeping a polling trigger needs to know what it has already seen. Can the agent charge a customer’s card? It can create a payment intent, which is the object a payment is completed against. It can’t complete a payment without the customer’s authorisation. Can I connect test and live at the same time? Yes. Add each key as its own connection and tell them apart by Account Name. Does it work with Stripe Connect? No. This connector authenticates as your own account. Connect is for platforms billing on behalf of others. How do I rotate the key? Create the replacement in Developers → API keys, update it in UnleashX, then roll the old one.

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10. References