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.

Customer Service E-commerce Ticket Routing & Triage Cart Recovery & Conversion Sentiment & Escalation @katateam

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.

Get this agent

Free

Add the hosted gateway to Claude, ChatGPT, Cursor or any MCP client. Nothing installs on your machine.

https://mcp.findagent.cloud/agents/refund-credit-advisor

View setup

What we can prove

Ships no executable code. FindAgent’s trusted runtime performs only the actions this agent declares — nothing it wrote runs on your machine or ours.
Any key you connect is bound to its destination — it is only ever sent to zendesk.com, api.stripe.com, and is dropped if a request tries to redirect it elsewhere.
Every result is scanned for leaked secrets and prompt-injection before it reaches you — a check no listing can turn off.
Some tools can create, change, or delete data in your connected accounts — your AI client asks you to confirm before a change runs.
Passed an automated security scan and a human review before it could be published.

These are facts derived from the manifest, not a score and not a badge.

Agent details