SIMBA + Stripe
Charge customers, send payment links, and manage subscriptions.
Stripe API docsConnect Stripe with a restricted API key and SIMBA agents can take payments over the phone: create payment links, charge saved cards, initiate refunds, and update subscriptions. Sensitive card entry is handled via Stripe-hosted flows so you stay outside PCI scope.
What agents can do
- Create Payment Links and Checkout Sessions
- Charge saved cards (with customer consent)
- Issue refunds
- Update subscriptions and upgrade/downgrade plans
Common workflows
Collections payments
Agent negotiates a payment plan, creates a Stripe Payment Link, and texts it to the caller — all on the call.
Subscription upgrades
Agent upgrades a customer's plan after consent, creating the price change in Stripe immediately.
Setup
- 1In Stripe Dashboard, create a restricted API key with the scopes you need (PaymentIntents write, Checkout write, etc.).
- 2Add the Stripe integration in SIMBA.
- 3Wire the stripe_createPaymentLink and stripe_refund tools to your agent.
Example: stripe_createPaymentLink tool
POST https://api.stripe.com/v1/payment_links
Authorization: Bearer {{stripe_secret_key}}
Content-Type: application/x-www-form-urlencoded
line_items[0][price]={{price_id}}&line_items[0][quantity]=1Frequently asked questions
Is this PCI-compliant?
Yes. SIMBA does not collect card numbers over voice. Payments flow through Stripe-hosted Payment Links or Checkout, keeping your environment out of PCI scope.
Can agents issue refunds?
Yes, if your stored key has the refunds:write scope. You can also gate refunds behind human approval.
Connect Stripe in the dashboard
Bring your own credentials. SIMBA stores them server-side and your agents call Stripe during conversations.