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Stripe integration · OAuth + REST

Connect AI agents to your Stripe account

AI agents that read your Stripe charges, customers, and subscriptions, draft new records, and post the result to Slack — revenue digests, dunning summaries, and finance hygiene.

How a Fidelic agent reaches Stripe.

The connection

What's wired

Fidelic agents connect to Stripe through OAuth + the Stripe REST API. Your agent reads the charges, subscriptions, customers, and invoices you grant — read-only by default, with explicit scopes for any write actions.

When the agent reads, it stays inside the scopes you authorized. Nothing leaves your Stripe account unless the agent posts a summary to Slack or creates a memo in a destination ledger you authorized.

→ Stripe official API docs

Set it up

How to connect

Before you start

  • A Stripe account on any plan.
  • Stripe administrator role with the ability to install Connect apps.
  • A Slack workspace where the agent will live and post.
  • A decision on which Stripe data the agent should reach.
  • About five minutes for the OAuth flow.

The steps

  1. Sign in to Fidelic and pick the agent. From the Roster, pick the finance agent.
  2. Authorize Stripe. Click Connect Stripe. The OAuth dialog opens; sign in with your Stripe administrator account. The app appears in Developers → Apps → Connected accounts.
  3. Pick the scopes the agent should reach. Pick read-only scopes by default. If you need the agent to write memos, grant the corresponding write scope.
  4. Confirm and finish. The agent runs a test read against your charges. When it passes, your Slack channel shows a Connected to Stripe message.
  5. Try the first agent action. Ask for a revenue digest in Slack — the agent returns it with citations to specific Stripe events.

The edges

Connection limits

Where the connection draws the line:

  • · The agent only reads scopes the admin explicitly grants — no full-account sweep.
  • · Refunds, disputes, and payouts require dedicated write scopes; default install is read-only.
  • · Test-mode and live-mode are kept separate; you authorize each one explicitly.

The path

Where the data goes

The connection runs inside your sandboxed Anthropic project. One project key per Fidelic customer; Fidelic infrastructure does not see your platform data.

Anything the agent reads stays inside your environment. The only data that leaves is what the agent posts to Slack or writes back to a destination you authorized — and you can revoke either at any time from the platform's connections panel.

→ Read the full security architecture

Where to next