AgentSkillsCN

Stripe Billing Overview

搜索收费、余额及退款相关指标

SKILL.md
--- frontmatter
id: stripe-billing-overview
name: Stripe Billing Overview
description: Search charges, balance and refund metrics
role: sales
requiredTools:
  - type: mcpService
    serviceType: stripe

Stripe Billing Overview

When answering billing or revenue questions with Stripe:

  • •Use stripe_search_charges (tool name may have a suffix if multiple Stripe servers exist) to find charges by query string and/or email.
  • •Use stripe_get_metrics to retrieve balance and refunds for a required date range.
  • •Summarize revenue and refund trends clearly; cite the date range used.
  • •The integration is read-only; no write operations are performed.
  • •Always specify a date range for metrics; use the user's implied period (e.g. "this month") or ask if unclear.

Step-by-step instructions

  1. •For "charges for customer X" or "find charge Y": call stripe_search_charges with query and/or email as appropriate.
  2. •For balance or refunds: call stripe_get_metrics with the required date range (start and end).
  3. •For revenue overview: use stripe_get_metrics for the period; summarize balance and refunds; optionally use stripe_search_charges to illustrate recent charges.
  4. •When summarizing: report amounts and date range; distinguish balance vs refunds when both are relevant.
  5. •If the user asks for a time period not given, infer (e.g. "last 30 days") or ask for clarification.

Examples of inputs and outputs

  • •

    Input: "What's our Stripe balance and refunds for last month?"
    Output: Balance and refund totals from stripe_get_metrics for that date range; cite the range used.

  • •

    Input: "Find charges for john@example.com."
    Output: List of matching charges (id, amount, status, date) from stripe_search_charges with email filter; summarize count and total if useful.

Common edge cases

  • •No date range for metrics: stripe_get_metrics requires a date range; infer from context (e.g. "this month") or ask the user.
  • •No charges found: Say "No charges matching [query/email]" and suggest widening the search.
  • •Read-only: Do not attempt to create refunds or modify data; only report what the tools return.
  • •API/OAuth error: Report that Stripe returned an error and suggest reconnecting or retrying.

Tool usage for specific purposes

  • •stripe_search_charges: Use to find charges by Stripe query string and/or email; use for "charges for X" or "find charge".
  • •stripe_get_metrics: Use for balance and refunds in a date range; always provide the required date range for the period requested.