Tools & sample prompts - Flex Documentation
Customer support
Look up orders, payment intents, and customers in plain English. Useful when a customer emails support with a question and you need context fast.
- Look up payment intent
fpi_01HW5KTQQAAQ66WV19MFW4DTT4. Tell me whether it cleared HSA/FSA approval, when it was captured, the customer’s email, and whether there’s an open dispute or refund. - Find every checkout session created by
jane@example.comin the past 30 days. Show the status and amount of each, sorted newest first. - A customer says they were charged twice. Their email is
jane@example.com. Pull all payment intents for that email in the past 7 days and tell me if any are duplicates.
Reconciliation
Compare Flex data against your storefront, accounting system, or your own dashboard.
- Sum yesterday’s captured payments by product, then show me which products had captures but no Shopify fulfillment events yet.
- For each capture in the last 24 hours, list the payment intent ID, captured amount, customer email, and the line items. Format as CSV.
- Compare gross capture volume last week vs. the week before. Break it down by product type.
Refunds & disputes
Draft responses, issue refunds with full context, and triage what to handle first.
- Draft a dispute response for dispute
dp_…using the original payment intent’s metadata, the customer’s order history, and any shipping confirmation we have. Output as plain text I can paste into the response. - Refund payment intent
fpi_…for the full amount with reason “customer request.” Use test mode. - List all open disputes sorted by response deadline. For each, tell me the dispute reason, amount at stake, and how many days until the deadline.
Subscription ops
Manage recurring billing without clicking through the dashboard.
- List active subscriptions for customer
cus_…. For each, tell me the product, next billing date, and current status. - Find all subscriptions billing within the next 7 days where the customer has had a payment failure in the past 90 days. I want to proactively check on them.
- Pause subscription
sub_…until next Monday and add a note explaining why.
Reporting & analytics
Ad-hoc questions about your business that would otherwise need a SQL query or a dashboard export.
- Show me weekly capture volume for the past 8 weeks, broken down by product. Output as a table.
- Which 10 products had the most captures in the last 30 days? Include count, gross amount, and average order value for each.
- How many new customers did we onboard last month, and what was their median first-order value?
Tool reference
Want to see the full list of operations the MCP exposes? They map 1:1 with the Flex REST API — see the API Reference for the canonical list, including request and response shapes for every tool the assistant can call. If you’re not sure whether the MCP supports a given workflow, the easiest check is to ask: most assistants will surface the tools they have available if you say “What Flex tools do you have access to?”