Refund & Credit Advisor

Name: Refund & Credit Advisor
Availability: InStock
Author: Kata Team

Reads your refund policy against the actual charge and tells the agent what it says.

Requires external credentials

After connecting, this agent asks for your own API keys for third-party services to work. Only provide keys you trust this agent with — review its setup before connecting any account.

Works with

Claude (web & desktop)ChatGPT (Plus / Pro)CursorVS Code (Copilot)Claude CodeGemini CLIWindsurfClineContinueZedLM StudioGooseJetBrains AI AssistantWarpPostmanand more

Before you connect: what this agent would do

A preview derived from this agent’s definition — not a live run. Nothing runs and no key is sent until you connect. FindAgent runs it on the hosted connection.

Tools it can use (6)

get_ticketRead-only
Fetch the refund request ticket's subject, status, requester, and tags.
Reaches: {subdomain}.zendesk.com
Uses your Zendesk API credential.
list_ticket_commentsRead-only
Fetch the full thread, where the amount and the reason for the request usually appear.
Reaches: {subdomain}.zendesk.com
Uses your Zendesk API credential.
get_refund_policyRead-only
Fetch the written refund policy article so every recommendation cites a real clause.
Reaches: {subdomain}.zendesk.com
Uses your Zendesk API credential.
list_customer_chargesRead-only
List a customer's charges with amounts, dates, and any refunds already issued.
Reaches: api.stripe.com
Uses your Stripe secret key.
get_chargeRead-only
Fetch one charge in full, including its refund state and dispute status.
Reaches: api.stripe.com
Uses your Stripe secret key.
add_internal_noteCan change data
Write the recommendation and the clause it rests on as a private note for the agent handling the case.
Reaches: {subdomain}.zendesk.com
Uses your Zendesk API credential.

Credentials it will ask for (2)

Zendesk API credential
Only ever sent to: zendesk.com
Format: Paste the Base64 encoding of “id:token” (e.g. your email and API token joined by a colon), not the raw token. Many tools show this ready-made as your “Basic auth” value.
Stripe secret key
Only ever sent to: api.stripe.com

Safety rails that guard it

Every result is scanned for leaked secrets and prompt-injection before it reaches you — a check no agent can turn off.
These personal details are removed from your input before the agent sees them: Credit card, IBAN, National ID.
These personal details are stripped from the agent’s results before you see them: Email, Phone.
A request larger than 60,000 characters is rejected before it runs.
get_chargeRate limited to 200/hour.Safe to retry automatically if a run is interrupted.
get_ticketRate limited to 300/hour.Safe to retry automatically if a run is interrupted.
add_internal_noteRate limited to 120/hour.Runs only after get_refund_policy has run first.
get_refund_policyRate limited to 120/hour.Safe to retry automatically if a run is interrupted.
list_ticket_commentsRate limited to 300/hour.Safe to retry automatically if a run is interrupted.
list_customer_chargesRate limited to 200/hour.Safe to retry automatically if a run is interrupted.

How FindAgent keeps agents safe

Run locally

This MCP server runs on your own machine — FindAgent only points you at it. Run the command below, then add it to your MCP client. Nothing is hosted or proxied on our side.

terminal

npx -y @findagent/mcp run

Add it to your MCP client

Paste this into your client config (e.g. claude_desktop_config.json or a Cursor mcp.json), then restart the client.

mcp client config

{
  "mcpServers": {
    "refund-credit-advisor": {
      "command": "npx",
      "args": [
        "-y",
        "@findagent/mcp",
        "run"
      ]
    }
  }
}

What you'll need — and where to get it

This agent will ask you for the following. You enter them when you connect — they're encrypted and never shared with the creator.

Zendesk API credential
Base64 of 'your-agent-email/token:YOUR_API_TOKEN' — encode it yourself before pasting; the runtime only adds the Basic prefix. Create the token under Admin Center > Apps and integrations > Zendesk API. Needs ticket read, Help Center read, and internal comments. It does not need public-reply permission.
Get this from zendesk.com's account or API settings.
Paste the value as a single line.
Only sent to: zendesk.com
Stripe secret key
A Stripe restricted key with READ access to Charges and Customers only. Grant no write scope at all — this agent never moves money, and a read-only key makes that structural rather than a promise.
Copy a secret key from the Stripe Dashboard (Developers → API keys).
Paste the value as a single line.
Only sent to: api.stripe.com

Requirements

This server requires authentication — see the description for how to get a key.

Kata Team

Free

Refund & Credit Advisor

Before you connect: what this agent would do

Tools it can use (6)

Credentials it will ask for (2)

Safety rails that guard it

Run locally

Add it to your MCP client

What you'll need — and where to get it

Requirements

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