Stripe Integration Template

Integrate Stripe payment processing into your Mid-call Actions and enable your AI assistant to initiate payments, create Payment Intents, and start subscription checkouts during customer conversations.

Overview & Features

Payment Intent Management

Immediate payment preparation during the call
Support for one-time payments and subscriptions
Multi-currency support (EUR, USD, GBP, etc.)
PCI-DSS-compliant payment processing

Customer & Order Integration

Automatic customer ID linking
Order metadata for business intelligence
Integration with existing e-commerce systems
Webhook-based payment status updates

Stripe Account & API Setup

1. Prepare Stripe Dashboard

Set up Stripe Account

Register at Stripe or log in
Complete your business profile for live payments
Enable relevant payment methods (cards, SEPA, etc.)

Retrieve API Keys

API Keys Location:
  1. Stripe Dashboard → "Developers" → "API keys"
  2. Two key types available:
     - Publishable Key (pk_test_ or pk_live_)
     - Secret Key (sk_test_ or sk_live_)
  
Required for Mid-call Actions:
  - Secret Key (for server-to-server API calls)
  - Test environment: sk_test_...
  - Production: sk_live_...

Configure Webhooks

Webhook Setup for Payment Updates:
  1. "Developers" → "Webhooks" → "Add endpoint"
  2. Endpoint URL: https://your-app.com/stripe-webhook
  3. Events to send:
     - payment_intent.succeeded
     - payment_intent.payment_failed
     - payment_intent.canceled
  4. Note webhook secret for verification

Prepare Customer Management

Identify existing customers in Stripe
Map customer IDs to internal CRM systems
Review default payment methods and billing details

Configure Payment Intent Tool

Famulor Interface Configuration

Tool Details
Header Configuration
Body Template (Form Data)

Field	Value
Name *	`Stripe Zahlung initiieren`
Description	”Creates a Payment Intent in Stripe for secure payment processing during customer calls”
Function Name *	`create_stripe_payment`
Function Description *	“Creates a Payment Intent for a payment. Use this when a customer is ready to pay or make a deposit.”
HTTP Method	`POST`
Timeout (ms)	`5000`
Endpoint *	`https://api.stripe.com/v1/payment_intents`

{
  "Authorization": "Bearer {{STRIPE_SECRET_KEY}}",
  "Content-Type": "application/x-www-form-urlencoded",
  "User-Agent": "Famulor-MidCall-Stripe/1.0"
}

Content-Type Important: Stripe expects application/x-www-form-urlencoded, not JSON!

amount={amount}&currency={currency}&customer={customer_id}&description={description}&metadata[order_id]={order_id}&metadata[call_source]=mid_call_tool&metadata[customer_phone]={customer_phone}&automatic_payment_methods[enabled]=true

Parameter Schema

{
  "type": "object",
  "properties": {
    "amount": {
      "type": "integer",
      "description": "Amount in the smallest currency unit (e.g. 5000 for €50.00)",
      "minimum": 50,
      "maximum": 9999999
    },
    "currency": {
      "type": "string",
      "enum": ["eur", "usd", "gbp", "chf", "dkk", "nok", "sek"],
      "description": "Currency code (ISO 4217)",
      "default": "eur"
    },
    "customer_id": {
      "type": "string",
      "description": "Stripe Customer ID (if available, e.g. 'cus_abc123')"
    },
    "description": {
      "type": "string",
      "description": "Payment description (appears on credit card statements)",
      "examples": ["Invoice INV-2024-001", "Project XY deposit", "Subscription Premium Plan"]
    },
    "order_id": {
      "type": "string",
      "description": "Your internal order or invoice ID"
    },
    "customer_phone": {
      "type": "string",
      "description": "Customer phone number (for metadata)"
    },
    "customer_email": {
      "type": "string",
      "format": "email",
      "description": "Customer email address (for receipt and follow-up)"
    },
    "payment_type": {
      "type": "string",
      "enum": ["one_time", "subscription", "installment"],
      "description": "Type of payment",
      "default": "one_time"
    }
  },
  "required": ["amount", "currency", "description"]
}

Practical Use Cases

Scenario 1: Immediate Deposit During Sales Call

Detect Payment Readiness

Sales Conversation:
  Customer: "The offer sounds good. How can I pay the deposit?"
  
AI Assistant: "Great! I am preparing the payment for €5,000..."

→ create_stripe_payment is triggered

Payment Intent Creation

Stripe API Call:
  amount: 500000  # €5,000 in cents
  currency: "eur"
  description: "Deposit Project CRM Integration"
  customer_id: "cus_abc123def456"  # If known
  order_id: "ORD-2024-001"
  
Stripe Response:
  payment_intent_id: "pi_abc123def456ghi789"
  client_secret: "pi_abc123def456ghi789_secret_xyz"
  status: "requires_payment_method"

Payment Link Delivery

AI Integration:
  "The payment has been prepared. I will send you a secure payment link via email shortly.  
   The amount is €5,000 for the deposit on your CRM integration project."

Follow-up Actions:
  - Email with Stripe-hosted checkout link  
  - SMS with payment link as fallback  
  - CRM update: Payment Intent created  
  - Sales team notification  

Scenario 2: Subscription Upgrade

Plan Upgrade During Support Call

Subscription Management:

Support Context:
  Customer: "I need more features. Can we upgrade immediately?"
  
Payment Intent for Subscription:
  amount: 9900  # €99/month
  currency: "eur"
  description: "Upgrade to Professional Plan"
  metadata: {
    "subscription_type": "professional",
    "billing_cycle": "monthly",
    "upgrade_from": "basic",
    "effective_date": "2024-01-15"
  }

Integration Workflow:
  1. Create Payment Intent  
  2. Move customer to premium subscription group  
  3. Activate feature flags after successful payment  
  4. Update billing system  

Installment Payment Plans

Installment payments for large projects:

Enterprise Deal Context:
  Total: €50,000 enterprise license
  Payment plan: 3 installments of €16,667 each
  
Payment Intent series:
  Installment 1 (immediate): amount: 1666700, description: "Installment 1/3 Enterprise License"
  Installment 2 (+30 days): Scheduled Payment Intent
  Installment 3 (+60 days): Scheduled Payment Intent
  
Automation:
  - Successful installment 1 → Feature activation  
  - Scheduled installments → Automatic follow-up calls  
  - Payment failure → Account manager notification  

Stripe Response Handling

Successful Payment Intent Creation

{
  "id": "pi_abc123def456ghi789",
  "object": "payment_intent",
  "amount": 500000,
  "currency": "eur",
  "status": "requires_payment_method",
  "customer": "cus_abc123def456",
  "description": "Deposit Project CRM Integration",
  "client_secret": "pi_abc123def456ghi789_secret_xyz",
  "created": 1640995200,
  "metadata": {
    "order_id": "ORD-2024-001",
    "call_source": "mid_call_tool",
    "customer_phone": "+49123456789"
  },
  "next_action": {
    "type": "use_stripe_sdk"
  }
}

Natural Language Integration

Agent Messages Before Payment Creation

Template: "I am preparing the payment for {{amount}} {{currency}}..."Contextual Examples:

One-time Payment:
  "I am preparing the payment for €5,000..."

Subscription:
  "I am setting up your monthly subscription for €99..."

Deposit:
  "I am creating the payment link for your deposit of €2,500..."

Success Communication

Template: "Payment has been prepared. Payment Intent ID: {{response.id}}"Customer-friendly variants:

With email follow-up:
  "Payment has been prepared. You will receive an email shortly  
   with the secure payment link for €5,000."

With security assurance:
  "All payment data is securely processed via Stripe -  
   we do not store any credit card information."

With next steps:
  "The payment link is ready to be sent. After payment, we will  
   immediately activate your new features."

Compliance & Security

PCI-DSS Compliance

Secure Payment Handling

Best Practices:

Never include credit card data in Mid-call Actions
Only create Payment Intents, no direct charging
Use Stripe-hosted checkout for secure entry
PCI Level 1 compliance ensured by Stripe

GDPR Compliance

Data Privacy Aspects:

Minimal metadata storage
Customer consent for payment processing
Audit trail of all payment activities
Right to deletion for payment metadata

Webhook Integration for Payment Status

Stripe Webhook Events:
  payment_intent.succeeded:
    → Customer notification: "Payment received"
    → CRM update: Deal status "Paid"
    → Service activation: unlock features
    → Team notification: Payment confirmed
  
  payment_intent.payment_failed:
    → Customer support notification
    → Retry payment link sent
    → Account manager alert
    → Offer alternative payment methods
  
  payment_intent.canceled:
    → Set deal status to "Payment Canceled"
    → Follow-up task for sales team
    → Start customer retention workflow

Advanced Stripe Features

Subscription Management

Subscription Creation via Mid-Call

Subscription Workflow:
  
Payment Intent for recurring payments:
  amount: 9900  # €99/month
  currency: "eur"
  setup_future_usage: "off_session"  # For recurring payments
  metadata: {
    "subscription_plan": "professional",
    "billing_interval": "monthly"
  }

Customer Communication:
  "Your Professional subscription for €99 monthly will be set up.  
   After the first payment, all premium features will be activated."

Invoice Payment Integration

Invoice-based Payments:
  
For B2B customers:
  - Payment Intent with payment_method_types: ["sepa_debit"]
  - Automatic invoice generation  
  - NET-30 payment terms
  
Customer Experience:
  "For your company, we set up invoicing with 30-day payment terms.  
   You will receive the invoice via email."

Payment Security: Never use Stripe secret keys in frontend code. Mid-call Actions run server-side and are therefore safe for secret key usage.

Payment tip: Combine Stripe Payment Intents with CRM integration for complete payment-to-revenue attribution. This allows precise ROI tracking of mid-call sales conversions.

Related pages: Introduction and Building Flows, and Debugging Runs.

Need a whole toolset instead of building HTTP actions one by one? Connect an external MCP server — tools are discovered automatically. See MCP Servers.

Mid-Call Tools

Mid-Call Tool Integrations

Stripe Integration

Stripe Integration Template

Overview & Features

Payment Intent Management

Customer & Order Integration

Stripe Account & API Setup

1. Prepare Stripe Dashboard

Configure Payment Intent Tool

Famulor Interface Configuration

Parameter Schema

Practical Use Cases

Scenario 1: Immediate Deposit During Sales Call

Scenario 2: Subscription Upgrade

Stripe Response Handling

Successful Payment Intent Creation

Natural Language Integration

Compliance & Security

PCI-DSS Compliance

Secure Payment Handling

GDPR Compliance

Webhook Integration for Payment Status

Advanced Stripe Features

Subscription Management

​Stripe Integration Template

​Overview & Features

Payment Intent Management

Customer & Order Integration

​Stripe Account & API Setup

​1. Prepare Stripe Dashboard

​Configure Payment Intent Tool

​Famulor Interface Configuration

​Parameter Schema

​Practical Use Cases

​Scenario 1: Immediate Deposit During Sales Call

​Scenario 2: Subscription Upgrade

​Stripe Response Handling

​Successful Payment Intent Creation

​Natural Language Integration

​Compliance & Security

​PCI-DSS Compliance

Secure Payment Handling

GDPR Compliance

​Webhook Integration for Payment Status

​Advanced Stripe Features

​Subscription Management

Stripe Integration Template

Overview & Features

Stripe Account & API Setup

1. Prepare Stripe Dashboard

Configure Payment Intent Tool

Famulor Interface Configuration

Parameter Schema

Practical Use Cases

Scenario 1: Immediate Deposit During Sales Call

Scenario 2: Subscription Upgrade

Stripe Response Handling

Successful Payment Intent Creation

Natural Language Integration

Compliance & Security

PCI-DSS Compliance

Webhook Integration for Payment Status

Advanced Stripe Features

Subscription Management