How to connect Cashfree Payments MCP to Claude

USE WHEN: A workflow has been tested via test_and_register_workflow() and is ready to go live.

USE WHEN: You have gathered all workflow configuration from tool calls and the user, and need to construct and save the DSL.

USE WHEN: The user wants to cancel/deactivate an existing payment link so no further payments can be made.

USE WHEN: The user wants to create a payment order to accept a payment.

USE WHEN: The user wants to create a shareable payment link to collect money from customers.

USE WHEN: The user wants to initiate a refund for a payment.

USE WHEN: The user wants to create a new workflow/automation.

USE WHEN: A report has reached DONE status and the user wants the download URL.

USE WHEN: The user wants to check the status or details of an existing payment link.

USE WHEN: The user wants to check the result of a simulated payment.

USE WHEN: The user wants to generate a settlement reconciliation report.

USE WHEN: The user wants to generate a transaction summary, settlement, refund, or ledger report.

USE WHEN: The merchant needs to add a new connection/credential for an app (Gmail, Slack, etc.

USE WHEN: You need to verify a specific credential's metadata or status.

USE WHEN: The user picked a data fetcher template and you need its configuration detail.

USE WHEN: The user wants to debug a specific workflow execution — see per-node inputs, outputs, and errors.

USE WHEN: The user asks about the charge rate for instant/on-demand settlements.

USE WHEN: The user asks about free trial credits for on-demand settlements.

USE WHEN: The user asks when the next settlement will happen or about settlement schedule.

USE WHEN: The user has chosen an action and you need the full input field schema to configure it.

USE WHEN: You need to populate dropdown or dynamic field values for a node action (e.

USE WHEN: The user wants to preview charges/fees for an on-demand settlement withdrawal.

USE WHEN: The user asks about on-demand settlement withdrawal limits.

USE WHEN: The user wants to know how much money can be withdrawn via on-demand settlement.

USE WHEN: The user asks if on-demand/instant settlements are available or activated.

USE WHEN: The user wants to check the status of an order or retrieve its payment session details.

USE WHEN: The user needs extended order information including address, cart items, offers, and customer details.

USE WHEN: The user wants to see all orders created against a specific payment link.

USE WHEN: The user wants to view details of a specific payment attempt on an order.

USE WHEN: The user wants to filter transactions by payment method but you need the numeric code.

USE WHEN: The user wants to see all payment attempts made against a specific order.

USE WHEN: The user wants to check the status of a specific refund.

USE WHEN: You need to check if a report is ready for download.

USE WHEN: The user wants to generate a Flowwise Recon report and you need the gateway route names.

USE WHEN: The user wants to track where settlement money is in the banking pipeline.

USE WHEN: You are about to perform a multi-step task and need to know which tools to call and in what order.

USE WHEN: The user wants to see the full details of a specific transaction including timeline, settlement, and gateway response.

USE WHEN: The user has picked a trigger event and you need its configurable fields and conditions.

USE WHEN: You need the sample payload for a trigger event — used for test execution and to show injectable fields.

USE WHEN: The user asks about unsettled balance, money held by Cashfree, or pending settlements.

USE WHEN: The user wants to track where vendor settlement money is in the banking pipeline.

USE WHEN: You need to view or edit a specific workflow's details and DSL.

USE WHEN: The user picked a template from search_workflow_templates results and you need the full DSL.

USE WHEN: The user hasn't specified which app/integration to use and you need to show available options.

USE WHEN: You need to check if a connection/credential exists for an app before building a workflow.

USE WHEN: Building a schedule-based workflow and you need to show available data source options.

USE WHEN: You know which integration node to use and need to discover its available actions.

USE WHEN: The user wants to see recent workflow runs across all workflows.

USE WHEN: The user wants to see previously generated reports or check if a report exists.

USE WHEN: You need to show the user what trigger events are available at the start of workflow creation.

USE WHEN: The user wants to see execution history for a specific workflow.

USE WHEN: The user wants to see all their workflows or find a specific workflow by status.

USE WHEN: The user wants to see the version history of a workflow.

USE WHEN: The user wants to search past on-demand/instant withdrawal settlements.

Search for orders with filters OR fetch a specific order by ID

USE WHEN: The user asks about Cashfree Payments Developer Documentation product features, API usage, integration guides, or how something works.

USE WHEN: The user wants to search settlement history, check settlement status, or find a specific settlement by UTR.

USE WHEN: The user wants to find, search, filter, or list payment transactions.

USE WHEN: The user wants to search vendor split (Easy Split) settlement payouts.

USE WHEN: The user wants to find a pre-built workflow template.

USE WHEN: The user wants to test/simulate a payment in sandbox mode.

USE WHEN: You want to validate an action node's connection and field values before saving the workflow.

USE WHEN: A workflow DSL has been saved via update_workflow() or build_and_save_workflow() and needs testing before activation.

USE WHEN: You want to validate what data a data fetcher template would return before saving the workflow.

USE WHEN: The user wants to pause a running workflow or resume a paused one.

USE WHEN: You have a complete workflow DSL and need to save it to the draft.