> ## Documentation Index > Fetch the complete documentation index at: https://docs.helloclever.co/llms.txt > Use this file to discover all available pages before exploring further. # Hello Clever MCP > Connect your Hello Clever merchant account to Claude or ChatGPT. Check balances, fees, transactions, and campaign results in plain language, and create payment links, payment requests, and campaigns without opening the Merchant Portal. The Hello Clever MCP connects your Hello Clever merchant account to Claude or ChatGPT. Once you connect it, you can ask Claude/ChatGPT about your payments in plain language and it answers from your live account data, not from guesswork. You can also ask Claude/ChatGPT to do things for you, such as create a payment link or set up a campaign. ## Description The Hello Clever MCP is a Model Context Protocol (MCP) server that gives Claude/ChatGPT self-serve access to your own Hello Clever merchant account. It works the same way on both platforms. **Who it's for:** Hello Clever merchants, and the finance, operations, marketing, and support staff who work in their [Merchant Portal](/portal/overview). **What you can do with it:** See balances, processing fees, settlements, and payouts. Look up payments, see why they failed, and find your top and repeat customers. Get a report, such as last month's transactions, sent to your email. Create and manage cashback and stamp campaigns, and see how they perform. Create payment links and send payment requests to customers. Get the bank details to top up an account from outside Hello Clever. You ask in Claude/ChatGPT, and it decides which Hello Clever tool to call, runs it against your account, and explains the result. There is nothing to install and no API key to manage. Every request is locked to your own merchant account. The server cannot read or change any other merchant's data. This is a different server from the [Docs MCP Server](/developer-reference/docs-mcp-server). The Docs MCP Server reads our public documentation and never sees account data. The server on this page works with **your** account data, so it needs you to sign in. ## Features ### Money movement and account management | Feature | What you get | | - | - | | **Balances** | The current balance of each of your accounts, per currency. Check it before you schedule a payout or move funds. | | **Processing fees** | The fees configured on your account, by payment method. Useful when you are pricing a product or checking an invoice. | | **Settlement and payout history** | Past settlements and payouts, with their amounts, dates, and status, so you can see when funds left your account and whether they arrived. | | **Top-up details** | The bank details to send money to when you want to [top up](/portal/balances#top-up) an account from outside Hello Clever. | ### Transactions and reporting | Feature | What you get | | - | - | | **Transaction lookup** | Find a payment by reference, customer, amount, or date, and see its status. If a payment failed, you see the reason, so you can answer a customer query in seconds. | | **Failed payment breakdown** | Failed payments grouped by reason and payment method over any period, so you can see what is going wrong and how often. | | **Top and repeat customers** | Your highest-value customers and how many of them come back, to help you decide who to reward. | | **Export to email** | Ask for a report, such as last month's transactions, and receive it as a file by email instead of exporting it from the portal. | ### Campaigns | Feature | What you get | | - | - | | **Cashback campaigns** | Create a cashback campaign by describing it: the reward, the spend threshold, and the dates. See [cashback campaigns](/portal/cashback-campaigns) for how they work. | | **Stamp campaigns** | Create and manage a stamp (loyalty) campaign, where customers earn a reward after a set number of purchases. | | **Campaign performance** | How your campaigns are performing: participation, redemptions, and the sales they drove. | ### Customer-facing checkout | Feature | What you get | | - | - | | **Payment links** | Create a reusable checkout link you can share anywhere, such as on social media, in an invoice, or in a message. | | **Payment requests** | Create a one-off payment request for a specific customer and send it to them. | ### Actions that change your account Most of what the Hello Clever MCP does is read your data. These features create or change something: | Action | What happens | | - | - | | Create a payment link | A new, active checkout link is created on your account. | | Create a payment request | A payment request is created and sent to the customer you name. | | Create a cashback campaign | A new cashback campaign is created on your account. | | Create or manage a stamp campaign | A stamp campaign is created or updated on your account. | | Export data to email | A file is generated and emailed to you. | Before any of these runs, Claude/ChatGPT shows you the details and asks you to approve the action. Read the details before you approve, in particular the amount, currency, and customer. We recommend keeping this approval step turned on for Hello Clever. The Hello Clever MCP cannot request settlements, send payouts, issue refunds, or change your account settings or users. To settle funds, use the [Merchant Portal](/portal/balances#settlement). ## Setup You need an active Hello Clever merchant account and a Claude or ChatGPT account. The steps are the same on both platforms. In Claude, go to [claude.com/connectors](https://claude.com/connectors). In ChatGPT, go to [chatgpt.com/plugins](https://chatgpt.com/plugins). Search for **Hello Clever** and select it, then click **Connect**. A Hello Clever sign-in window opens. Sign in with the email and password you use for the Merchant Portal, and complete two-factor authentication if your account uses it. Review the access Claude/ChatGPT is requesting, then approve it. You return to Claude/ChatGPT, and **Hello Clever** shows as connected. Start a new conversation and ask something like "What's my current balance across all my payment accounts?". If Claude/ChatGPT does not use it, check that **Hello Clever** is turned on for the conversation. See [Troubleshooting](#troubleshooting). ### Disconnect To remove access in Claude, open **Settings**, then **Connectors**, select **Hello Clever**, and click **Disconnect**. In ChatGPT, go to [chatgpt.com/plugins](https://chatgpt.com/plugins), select **Hello Clever**, and disconnect it. Claude/ChatGPT can no longer reach your account until you connect again. ## Authentication * **Account required:** an active Hello Clever merchant account. If you do not have one yet, see [Create a merchant account](/create-merchant-account). * **Sign-in method:** OAuth 2.0, using your existing Hello Clever login. You never give Claude/ChatGPT your password: you sign in on a Hello Clever page, and Claude/ChatGPT receives an access token. * **What Claude/ChatGPT can reach:** only the merchant account you signed in to. Every request the server handles is locked to that merchant, and it cannot read or change any other merchant's data. * **Revoking access:** disconnect Hello Clever in Claude/ChatGPT, as described in [Disconnect](#disconnect). ## Usage examples Each example shows the prompt you type, what the server does, and the kind of answer you get back. The examples work the same way in Claude and ChatGPT. The figures, rates, references, and names in these examples are made up for illustration. Your answers use your own account data. ### Example 1: Check sales and fees **Prompt** ```text theme={null} What were my AUD sales over the last 30 days, and what processing fees am I charged? ``` **What happens** Claude/ChatGPT searches your successful AUD transactions over the last 30 days and totals them. It also reads the processing fees configured on your account. **Expected output** Total sales and transaction count for the period, and your fee rates by payment method. For example: > Over the last 30 days (8 September to 7 October 2026), your AUD account processed **1,284 successful transactions** totalling **A\$248,930.50** in sales. > > Your configured processing fees are: > > | Payment method | Fee | > | - | - | > | PayID | 0.9% | > | Cards | 1.6% + A\$0.15 | Try follow-ups such as "Compare that with the previous 30 days" or "Show the same for my USD account". ### Example 2: Look up a transaction **Prompt** ```text theme={null} What happened to the payment with reference ABC123? Did it go through? ``` **What happens** Claude/ChatGPT searches your transactions for the reference `ABC123`. The server returns the matching record. **Expected output** The status, amount, and date of the payment, plus the failure reason if it did not succeed. For example: > The payment with reference **ABC123** did not go through. It was an **A\$149.00** Payin created on **3 October 2026 at 2:41 pm**, and its status is **Failed**. The reason given is that the payment expired before the customer completed it. No funds reached your account. To see a pattern rather than one payment, ask "Why are my payments failing this week?" for a breakdown by reason. ### Example 3: Check account balances **Prompt** ```text theme={null} What's my current balance across all my payment accounts? ``` **What happens** Claude/ChatGPT asks the server for the latest balance of each of your accounts. The server returns one balance per account and currency. **Expected output** The balance of each account, with its currency. For example: > Here are your current balances: > > | Account | Currency | Balance | > | - | - | - | > | Payments Account | AUD | A\$52,410.18 | > | Payments Account | USD | US\$8,920.00 | > | Payments Account | JPY | ¥1,204,500 | To learn how these accounts work, see [Payments Accounts](/platform-overview/clever-concepts/payments-accounts). ### Example 4: Create a payment link **Prompt** ```text theme={null} Create a payment link for A$89 for our "Gift box" product. ``` **What happens** Claude/ChatGPT prepares a payment link for A\$89.00 with the description "Gift box" and asks you to approve it. Once you approve, the server creates the link on your AUD account and returns it. **Expected output** The new link, ready to share. For example: > I've created a payment link for **A\$89.00** ("Gift box"), paid into your AUD Payments Account: > > `https://paylink.cleverhub.co/abc123xyz` > > The link is reusable, so you can share it with as many customers as you like. To bill one specific customer instead, ask "Send Jane Citizen a payment request for A\$240 for her October invoice". ### More prompts to try * "Which of my customers spent the most this quarter, and how many of them are repeat customers?" * "How did my cashback campaign perform last month?" * "Set up a stamp campaign: buy 9 coffees, get the 10th free, starting next Monday." * "When was my last settlement, and has it arrived?" * "What bank details do I use to top up my AUD account?" * "Email me a CSV of all September transactions." ## Privacy policy Your use of the Hello Clever MCP is covered by the [Hello Clever Privacy Policy](https://helloclever.co/policy). It explains what personal information we collect, how we use and store it, and how to contact us about it. When you use the Hello Clever MCP: * The server only works with your own merchant account. It does not grant any access beyond your existing permissions. * The data the server returns to answer a question, such as transaction amounts, references, customer names, and balances, is sent to Claude/ChatGPT. Your conversations are governed by that platform's privacy policy: [Anthropic's privacy policy](https://www.anthropic.com/legal/privacy) for Claude, and [OpenAI's privacy policy](https://openai.com/policies/privacy-policy/) for ChatGPT. * Hello Clever does not receive the text of your conversations with Claude/ChatGPT. We only receive the requests the server needs to answer you or carry out an action. * Actions you approve, such as payment links, payment requests, and campaigns, are recorded on your account in the same way as if you had created them in the Merchant Portal. For more on how we protect your data, see [How we handle data](/platform-overview/compliance/how-handle-data). ## Support * **Help centre:** [Merchant knowledge base](https://support.helloclever.co/merchant-knowledge-base) * **Contact us:** [helloclever.co/get-in-touch](https://helloclever.co/get-in-touch) ### Report an issue If the Hello Clever MCP does not work as expected, contact us through the [contact page](https://helloclever.co/get-in-touch) and include: * The prompt you used and roughly when you sent it * What you expected, and what you got instead * Your merchant name or ID (never your password) * Whether you used Claude or ChatGPT, and any error message it showed If you did not mean to create a payment link, payment request, or campaign, tell us straight away. If an answer looks wrong, check it against the [Merchant Portal](/portal/overview), which is always the source of truth for your account. ## Troubleshooting Check that **Hello Clever** shows as connected. In Claude, look in **Settings**, then **Connectors**, and turn it on for the conversation in the tools menu. In ChatGPT, check [chatgpt.com/plugins](https://chatgpt.com/plugins), then click **+** in the message box and select **Hello Clever** for the chat. Naming the source in your prompt also helps, for example "Using Hello Clever, what's my AUD balance?". Large exports can take a few minutes. Check your spam folder, then ask Claude/ChatGPT to run the export again. The Hello Clever MCP only works with the merchant account you signed in to. Sign in to the [Merchant Portal](/portal/overview) with the same user and check that the account or transaction appears there. Allow pop-ups for claude.ai or chatgpt.com, then try connecting again. If your Merchant Portal password was recently reset, sign in to the portal once first. Your access may have expired or been revoked. Disconnect **Hello Clever** in Claude/ChatGPT, then connect it again. AI-generated answers can contain errors. Before you act on a figure for accounting, reconciliation, or a customer refund, confirm it in the [Merchant Portal](/portal/overview). Always check the details before you approve an action. ## Related topics - [Connect Your AI App to the Docs MCP Server](/developer-reference/docs-mcp-server.md) - [What is Hello Clever?](/getting-started/introduction.md) - [Add Hello Clever to Shopline](/integrations/shopline.md) This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.