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← Rize + Stripe integration

Scheduled routine

Stripe Profitability: Review Client Contracts with Rize

Read Stripe payment context alongside Rize's calculated profitability.

A brief with Rize profitability figures and payment questions to investigate.

How to set it up

1

In Rize, open Settings → Integrations and select the MCP filter. Find Stripe, connect with your own account and approve access. Available tools depend on your account and connector permissions.

2

Open Routines, create a routine, and select Stripe as a connector. Paste the example prompt below and specify the clients, projects and date range you want reviewed.

3

Choose a daily or weekly schedule and your preferred run time. Save and enable the routine. You can also run it manually to check the first result.

4

Review the finished brief in Rize. Check source matches and missing context before making changes. These example prompts request read-only reviews, not unattended writes.

What should your routine ask?

This prompt requests a read-only review. Replace the date range and project scope before you save it.

Read available payment context for this month through the Stripe connector. Use get_org_profitability and get_contract_profitability for accessible Rize contracts. Quote the tool-calculated figures without calculating new margins. Flag payment and contract mismatches without treating Stripe receipts as automatically recognized revenue. Do not change records.

Connector tools are discovered when the routine runs. Access depends on your connected account. Routines use AI credits.

Frequently Asked Questions

Open Settings → Integrations, select the MCP filter, and connect Stripe. Then select it in your routine. The routine can use only the connected tools your account permits.

No. This example prompt asks for a review brief without record changes. Routines can run write tools where supported, so review any prompt changes before enabling a schedule.

Check the connection and account permissions, then narrow the prompt to information the connector exposes. Missing context should be flagged in the brief, not filled in with guesses. Scheduled runs use AI credits.

Need help with this integration? Contact support

Routines for Stripe

Use a scheduled Rize brief to review your work with context from Stripe.

Stripe MCP: Review Client Revenue with Rize

Compare accessible Stripe payment context with client contracts in Rize.

Read the routine setup →

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