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47 changes: 29 additions & 18 deletions agents/connections/stripe.mdx
Original file line number Diff line number Diff line change
Expand Up @@ -86,28 +86,34 @@ your agent needs:

## Creating your Stripe agent

![Create new agent](/images/connections/stripe/create-new-agent-button.png)

### Create a new agent

From the Hypermode interface, create a new agent manually:
From the Hypermode Agents console, create a new agent:

1. Click the **Create new Agent** button from the agents view or select _Create
new >> Create new agent_ from the threads view.
2. Enter a name for your agent.
3. Click the **Create Agent** button.

![Create new agent modal](/images/connections/stripe/create-new-agent-description.png)

1. Click the agent dropdown menu
2. Select "Create new Agent"
### Agent profile

### Configure agent settings
You can view and edit agent details in the agent profile. The agent profile
includes the agent name, description, and instructions. You can also view your
threads with this agent as well as manage the agent's tasks and knowledge.

Use these recommended settings for your Stripe agent:
![Agent profile](/images/connections/stripe/agent-profile-view.png)

- **Agent Name**: StripeSleuth
- **Agent Title**: Connects to Stripe Payments
- **Description**: StripeSleuth handles payment processing and customer
management
- **Instructions**: You have a connection to Stripe and various other developer
tools to streamline payment operations, customer management, and financial
reporting. You can process payments, manage subscriptions, handle refunds, and
analyze financial data.
- **Model**: GPT-4.1
### Agent instructions

![Create agent modal](/images/connections/stripe/stripe-create-agent.png)
You can edit the agent instructions in the agent profile. Editing the agent's
instructions is useful for personalizing your agent and customizing how your
agent will work with you and your team.

![Create agent modal](/images/connections/stripe/edit-agent-instructions.png)

## Connecting to Stripe

Expand All @@ -116,8 +122,8 @@ Use these recommended settings for your Stripe agent:
Select the Agents tab in the left navigation bar, then click your StripeSleuth
agent. Select the "Connections" tab.

1. Click "Add connection"
2. Select "Stripe" from the dropdown
1. Select the Connection tab
2. Select "Connect" next to Stripe in the list of available connections

![Add Stripe connection](/images/connections/stripe/stripe-add-connection.png)

Expand All @@ -138,7 +144,12 @@ We recommend using a Stripe Sandbox environment for development and testing.

</Warning>

## Verifying the Stripe connection
## Create a new thread with your agent

![Create agent thread](/images/connections/stripe/agent-new-thread.png)

From the threads view, select "Create new" then select your "Stripe Sleuth"
agent from the list of agents.

### Test basic connectivity

Expand Down
151 changes: 92 additions & 59 deletions first-operations-agent.mdx
Original file line number Diff line number Diff line change
Expand Up @@ -23,76 +23,59 @@ applied to payment processing and financial data management.

## Prerequisites

- A [Hypermode Pro workspace](https://hypermode.com/login)
- A [Hypermode Agents workspace](https://hypermode.com/login)
- A [Stripe account](https://stripe.com) (test mode is perfect for this
tutorial)
- Access to your operations tools (for example, internal knowledge base) - we'll
use Notion for this tutorial
- Basic familiarity with modern chat interfaces (no coding required)
- Estimated time: 15 minutes

## Step 1: Sign in and open your workspace
## Sign in to Hypermode Agents

Head to [hypermode.com](https://hypermode.com), sign in, and create your first
workspace if you haven't already.
Head to [hypermode.com](https://hypermode.com) and sign in to Hypermode Agents.

## Step 2: Open Hypermode Concierge + Agent builder
## Creating your Stripe agent

In the left sidebar, click the [threads](/agents/work) icon.
![Create new agent](/images/connections/stripe/create-new-agent-button.png)

Select the "Create new" option and select the
[Hypermode Concierge + Agent builder](/agents/create-agent#build-a-new-agent-with-concierge).
This is Hypermode's AI-powered agent that transforms natural language
descriptions into fully functional agents that can work with specialized tools
like Stripe.
### Create a new agent

![Create new agent](/images/tutorials/first-operations-agent/create-new.png)
From the Hypermode Agents console, create a new agent:

## Step 3: Describe the job
1. Click the **Create new Agent** button from the agents view or select _Create
new >> Create new agent_ from the threads view.
2. Enter a description of your agent

In plain English, type something like:
We'll use the following description for our financial operations agent:

```text
Let's build a financial operations agent that can process payments, handle refunds,
create invoices, and analyze financial data using Stripe. It should be able to
work with our internal policies from Notion to make decisions about refunds.
Let's build a financial operations agent that can process payments, handle
refunds, create invoices, and analyze financial data using Stripe.
```

Concierge will ask clarifying questions about your specific operations needs,
draft an initial system prompt, and suggest the Stripe connection along with any
other tools you mention.
![Create new agent modal](/images/tutorials/first-operations-agent/operations-agent-description.png)

![Create new agent with Concierge](/images/tutorials/first-operations-agent/create-new-concierge.png)
### Agent profile

## Step 4: Refine and create your agent
You can view and edit agent details in the agent profile. The agent profile
includes the agent name, description, and instructions. You can also view your
threads with this agent as well as manage the agent's tasks and knowledge.

Follow the Concierge agent's guided steps to fully specify your agent's
operational scope. The Concierge will help you define what financial operations
your agent should handle, from simple payment processing to complex refund
policy decisions.
![Agent profile](/images/tutorials/first-operations-agent/operations-agent-profile-view.png)

Once you've fully specified the details, your new operations agent is created
and ready to connect to Stripe.
### Agent instructions

![Hypermode Create Agent](/images/tutorials/first-operations-agent/hypermode-create-agent.png)
You can edit the agent instructions in the agent profile. Editing the agent's
instructions is useful for personalizing your agent and customizing how your
agent will work with you and your team.

Your agent will now appear in the Agents page, ready to be configured with
Stripe access.
![Create agent modal](/images/tutorials/first-operations-agent/edit-operations-agent-instructions.png)

![Hypermode Agent page](/images/tutorials/first-operations-agent/hypermode-agent-page.png)
## Refine your agent instructions

## Step 5: Review your agent details

You can see the details of your agent, including the system prompt that
Concierge created for financial operations.

![Hypermode Agent details](/images/tutorials/first-operations-agent/hypermode-agent-details.png)

## Step 6: Refine your agent instructions

You can review the Instructions. Hypermode Agents behave as the "system prompt"
tells them. Edit the prompt by pasting the template below into the
"Instructions" field:
Optionally, you can edit the agent instructions by pasting the template below
into the "Instructions" field:

```text
## Description
Expand Down Expand Up @@ -180,18 +163,26 @@ Example Output Structure:
Always ask if the user needs additional financial reports, policy clarifications, or transaction details.
```

Press **Save**.

## Step 7: Add the Stripe connection
## Add the Stripe connection

Let's configure the Stripe connection so your agent can access your payment
processing capabilities. Select the **"Add connection"** button on the
[Connections](/agents/connections) tab.
processing capabilities.

To add the Stripe connection:

1. Select the Connection tab
2. Select "Connect" next to Stripe in the list of available connections

![Add Stripe connection](/images/connections/stripe/stripe-add-connection.png)

![Connect your agent](/images/tutorials/first-operations-agent/add-connection.png)
### Configure credentials

Search for and select **Stripe** from the available connections. You'll need to
authorize with your Stripe account credentials.
Enter your Stripe credentials:

- **API Key**: Your Stripe secret key (starts with `sk_test_` for test mode or
`sk_live_` for live mode)

![Stripe connection modal](/images/connections/stripe/stripe-configure-connection.png)

For this tutorial, we'll use Stripe's test mode. When prompted for your API key,
use your test key (starts with `sk_test_`).
Expand All @@ -204,19 +195,27 @@ use your test key (starts with `sk_test_`).
for connection details.
</Warning>

### Test basic connectivity

Start a new thread and test the connection with a simple query:

```text
Can you check my Stripe account balance?
```

You should see a Stripe tool call in the chat history, confirming the connection
works:

![Test connection](/images/connections/stripe/stripe-test-connection.png)

You can also add additional connections for your operations workflow:

- **Knowledge base** (Notion or Google Docs) for _refund policies and
procedures_
- **Internal communications** (Slack, Teams) for _notifications and approvals_
- **Accounting tools** (QuickBooks, Xero) for _financial record keeping_

![Hypermode Connections](/images/tutorials/first-operations-agent/hypermode-connections.png)

## Step 8: Test with payment operations

Back in threads, let's test your operations agent with some real scenarios. Try
these example requests:
## Test with payment operations

### Create a test payment

Expand Down Expand Up @@ -259,7 +258,7 @@ company guidelines.

![Refund processing](/images/tutorials/first-operations-agent/refund-processing.png)

## Step 9: Set up your Stripe test environment
## Set up your Stripe test environment

To fully test your operations agent, let's populate your Stripe test environment
with sample data. Ask your agent:
Expand All @@ -276,6 +275,40 @@ Your agent will create realistic test data including:
- Sample successful and failed transactions
- Basic subscription plans

## Comprehensive financial reporting

Our agent can generate a comprehensive financial report and email it to our
stakeholders. We'll use the following instructions to generate the report:

```text
Can you generate a Core Financial Monthly Report? Include:

- Total gross revenue (before fees/refunds)
- Net revenue (after Stripe fees, refunds, and disputes)
- Number of payments processed
- Number of refunds processed
- Number of chargebacks processed
- Number of disputes processed
- Average order value (AOV)
- Customer lifetime value (LTV)
- Churn rate
- MRR
```

After fetching the relevant data from Stripe, our agent will generate a report:

![Financial report](/images/tutorials/first-operations-agent/operations-agent-financial-report.png)

We can then ask our agent to email the report to our stakeholders. We'll first
need to add the Gmail connection to our agent.

![email financial report](/images/tutorials/first-operations-agent/email-draft-toolcall.png)

If we check the email draft, we'll see that our agent has created a draft email
with the report attached.

![email financial report](/images/tutorials/first-operations-agent/email-draft.png)

## What's next?

You can expand what your operations agent can do for you. Edit the
Expand Down
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