Flex MCP at a Glance
Works with Claude.ai, Claude Desktop, Claude Code, Cursor, Codex, and Windsurf out of the box.
Connect your Flex account to an MCP‑compatible client in under five minutes via OAuth or API key.
From products to refunds to reports.
Your Flex Account, Now Natively Available to AI Assistants
Flex MCP exposes Flex’s HSA/FSA payment APIs as named tools inside MCP-compatible AI clients like Claude.ai, Claude Desktop, Claude Code, Cursor, Codex, and Windsurf. Connect in minutes with OAuth or an API key and let your assistant look up orders, reconcile captures, issue refunds, and run ad‑hoc reporting directly against your Flex account.
Meet Flex MCP
Your Flex account now talks to your AI assistant.
Flex MCP is a Model Context Protocol (MCP) server that connects AI assistants like Claude.ai, Claude Desktop, Claude Code, Cursor, Codex, and Windsurf directly to your Flex account. The same API surface that powers our Shopify, WooCommerce, and direct integrations is now reachable as named tools your assistant can call.
Instead of copy‑pasting IDs into dashboards or writing one‑off scripts, you can ask your assistant in plain English to look up orders, reconcile payments, or draft dispute responses — all backed by live data from Flex.
What is the Flex MCP server?
Flex MCP is an MCP server that exposes Flex’s HSA/FSA payment APIs to AI coding and productivity assistants. It implements the open Model Context Protocol, so any MCP‑compatible client can talk to your Flex account on your behalf.
Flex MCP supports two authentication modes:
- OAuth for browser clients like Claude.ai and Claude Desktop — no API key required.
- API key for headless or local clients like Claude Code, Cursor, Codex, Windsurf, or any other MCP‑compatible tool.
Every action goes through your approval before it runs, so you stay in control. The MCP client only has the same access as the credentials you provide — no more.
What can you do with Flex MCP?
Once connected, your AI assistant can use Flex MCP’s named tools to:
- Look up any order or customer in plain English
- Search payment intents and captures
- Pull customer records and order history
- Reconcile captures against your fulfillment system
- Match successful captures to shipments
- Spot missing or duplicate captures
- Issue refunds and draft dispute responses
- Generate refund requests with full order context
- Draft dispute narratives and supporting evidence
- Query subscriptions and renewals
- Surface upcoming renewals and churn risk
- Audit subscription states and billing history
- Manage billing without leaving your tools
- Inspect invoices, charges, and adjustments
- Answer support questions directly from your editor or browser
- Run ad‑hoc reporting
- Weekly or monthly volume
- Top products by revenue
- New customer counts and cohort views
For partners building AI‑powered tooling on top of Flex, the MCP server is also the fastest way to give your assistant real, controlled access to a Flex account during development.
How to set it up
Getting started with Flex MCP takes under five minutes.
- Go to mcp.withflex.com.
- Pick your client: Claude.ai, Claude Desktop, Claude Code, Cursor, Codex, or Windsurf.
- Connect via OAuth (for browser clients) or paste your API key (for headless/local clients).
- Start asking your assistant about your Flex account — for example:
- “Show me all captures for this order in the last 7 days.”
- “List upcoming subscription renewals for next week.”
- “Draft a dispute response for this charge with full order context.”
Full setup instructions and example workflows live in our developer docs:
https://docs.withflex.com/developer-guides/integration/mcp/overview
