Stripe

Overview

The Stripe integration connects nexos.ai with your Stripe account so you can access payment, customer, subscription, and transaction data directly within your workspace. It helps you review revenue activity, monitor payments, track subscriptions, and reference billing information without switching between platforms. With this integration, teams can manage financial operations more efficiently using the latest data available in Stripe.

Setting up the integration (as an admin)

1. Click on your Profile icon.

2. Go to Management -> Apps.

3. Find Stripe in the list.

4. Set the integration to Active (enabled).

Connecting your account (as a member)

1. Click on your profile icon.

2. Go to Get apps -> My apps.

3. Find Stripe and select Connect.

4. You will be redirected to Stripe. Sign in if prompted.

5. Review the access request screen (it will list what nexos.ai can access in Stripe) and select Accept to approve.

6. Return to nexos.ai. Stripe should now show as connected in My Apps.

Use Stripe in Chat (turn it on for a conversation)

1. Open New Chat.

2. Click on a "+" -> Integrations.

3. Toggle on Stripe to use it in that conversation.

Use Stripe in Agents (turn it on for an agent)

1. Open Agents and select the agent you want to update.

2. Select the Studio icon (top-right), then open Settings.

3. Scroll to Integrations and turn Stripe on.

4. Save your changes, then test the agent.