Integration · Payments and finance
AI agents for GoCardless
Find GoCardless customers, mandates, payments, subscriptions and payouts, create customers and payments, send a payment link through a Billing Request, and refund a payment, live or in the sandbox.
- Actions
- 13
- Read
- 8
- Write
- 5
Actions
What your agents can do in GoCardless
13 actions. Each one is a tool your agents can call and a step your workflows can run.
Read 8
Look things up. Nothing changes.
List customers
Lists GoCardless customers, newest first by default, optionally created in a time range or only those needing action.
Get a customer
Reads one GoCardless customer by ID (CU…).
List mandates
Lists GoCardless mandates (a customer's permission to collect from their bank), optionally one customer's, by status or by reference.
Find payments
Lists GoCardless payments, optionally for one customer, mandate or subscription, by status, or created or charged in a range.
Get a payment
Reads one GoCardless payment by ID (PM…).
List subscriptions
Lists GoCardless subscriptions (recurring payments on a mandate), optionally one customer's or mandate's, or by status.
Get a subscription
Reads one GoCardless subscription by ID (SB…).
List payouts
Lists payouts from GoCardless to your bank account, optionally by status (pending, paid, bounced) or created in a range.
Write 5
Create, change or send.
Create a customer
Creates a GoCardless customer with an email and either a first and last name or a company name, plus an optional address, phone and language.
Collect a payment
Collects a one-off payment from a customer's bank under an existing mandate (MD…, status active or pending), for an amount in minor units.
Refund a paymentDeletes data
Refunds part or all of a confirmed or paid-out GoCardless payment, in minor units.
Request a payment (Billing Request)
Starts a GoCardless Billing Request for a one-off payment.
Create a payment link
Creates the hosted page for a Billing Request (from Request a payment) where the payer enters their details and approves, and returns its link to send them.
A person can approve first
Any write action can be set to wait for a person's approval before it runs, so an agent asks before it changes anything. Actions that delete data ask first by default.
Connection
How it connects
Connect it once in the console, then give it to the agents and workflows that need it.
Paste an API key from your GoCardless account.
What you enter
- Access token
Settings
- Environment
Kept safe
- Credentials are stored encrypted with your organization's own keys.
- They are opened only by the process that makes the call, at the moment it runs, and never go into a prompt or the browser.
- Calls go only to the tool's own servers.
Ideas
Ideas to start with
Starting points made only from the actions above. Mix them with any other tool your agents can use.
- 01
Ask about your GoCardless data
Ask a question in plain words. The agent can list customers, get a customer or list mandates in GoCardless, then answers with what it found.
- 02
Let an agent update GoCardless
Have the agent create a customer or request a payment (Billing Request) in GoCardless as part of a larger task. Turn on approval and a person signs off on each change first.
- 03
Share what it finds in Slack
Give one agent GoCardless and Slack: it can list customers in GoCardless and post a summary to a Slack channel in the same run.
FAQ
GoCardless and MyDeepAgents
Can MyDeepAgents connect to GoCardless?
Yes. The GoCardless connector has 13 actions: 8 read and 5 make changes. Your agents can call them as tools, and your workflows can run them as steps.
How do I connect GoCardless?
Paste an API key from your GoCardless account. You'll need: Access token. The connection also asks for: Environment. Credentials are stored encrypted with your organization's own keys and are opened only at the moment of a call.
Can an agent change data in GoCardless without asking?
Only if you let it. Each of the 5 actions that change data can be set to wait for a person's approval before it runs, and the one that deletes data asks first by default.
Can I use GoCardless in workflows as well as agents?
Yes. Every GoCardless action also works as a step in a workflow, and the same connection serves your agents and your workflows.
Early access
Put GoCardless to work
Connect it in a few minutes, give an agent the actions it needs, and decide which changes wait for a person.