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Stripe ​

Connect Stripe and Pencel can answer everyday money questions from your live Stripe account: what came in, who paid, who didn't, and which subscriptions renew soon. Anything that would change your Stripe account waits for your approval.

What Pencel can do with it ​

Ask in plain words, on Home or in a room that uses Stripe:

  • "How much revenue did we take last month, by product?"
  • "Which payments failed this week, and for which customers?"
  • "Which subscriptions renew in the next 7 days?"
  • "Which invoices are still unpaid after 30 days?"
  • "Draft an invoice for Acme for the March retainer." Pencel prepares it and asks before creating it.

If you ask the same question every week, click Save as workflow on the reply and the answer arrives as a document on your schedule. See Turn a request into a routine.

How to connect ​

  1. Open Settings ▸ Connections and stay on the Recommended tab.
  2. Find Stripe and click Install.
  3. Your browser opens Stripe's sign-in page. Sign in, choose the Stripe account Pencel should use, and allow access.
  4. Return to Pencel. The Stripe card now says Installed, and the connection is listed on the Installed tab.

If the browser step didn't finish, go to the Installed tab, open the Stripe card's ⋯ menu, click Remove, then click Install again. If Stripe later asks you to sign in again, its card on the Recommended tab shows Needs sign-in. Click Sign in.

What needs your approval ​

  • Looking things up happens without asking. Reading payments, customers, invoices, subscriptions and your balance needs no approval.
  • Changes ask first. Creating a customer, invoice or payment link, issuing a refund, or changing or cancelling a subscription shows you exactly what will be sent. You can approve it, Edit fields first, or Reject it.
  • Keep money under your eye. If a room offers Always Allow for a Stripe action, think twice before using it for anything that moves money, such as refunds.

See Approvals and permissions.

Good to know ​

  • Pencel sees what your Stripe account can see. It works as the account you chose when you signed in.
  • Rooms only use accounts connected to them. To check whether a room can use Stripe, click the room's name and go to Advanced ▸ Tools & accounts.
  • Try it safely first. On the Stripe card's ⋯ menu, Enable Simulation makes Pencel skip anything that would change Stripe and report what it would have done instead.
  • What Pencel reads is used to answer you. Stripe data Pencel looks up is sent to your AI model as part of the request. See Data handling.

Disconnect or change what it can do ​

Go to Settings ▸ Connections ▸ Installed and open the Stripe card's ⋯ menu:

  • Manage Tools: switch individual actions off everywhere, or choose which run without asking in chats and workflows under Auto-Approval (None, All tools or Custom). Click Save changes. Rooms keep their own approvals. With All tools, changes such as refunds run without asking outside rooms, so we suggest None or Custom for Stripe.
  • Disconnect: stop using Stripe for now. Rooms that use it will ask you to reconnect.
  • Remove: delete the connection and its saved sign-in from Pencel. To end access on Stripe's side too, remove Pencel's access in your Stripe account settings.