AgentsPay

Explainer

Intercom Fin AI Agent and Intercom MCP Server Refund Controls for Fin Procedures

Intercom Fin no longer just answers questions. Through Fin Procedures and data connectors it looks up a Stripe subscription, cancels it and issues the refund while the customer is still typing. Intercom charges you 99 cents for that outcome. The refund itself can be any amount, and that is the number worth putting a limit on.

Agent Payments Console

Pick an agent

Payment intent

intent: ▌

Policy evaluation

Human approval required

This spend is over your approval threshold. Approve it to issue a scoped card, or deny it.

Scoped virtual card issued

AgentsPay

single-use

Wallet budget

spent of

Audit trail

In short

Intercom Fin can issue refunds and cancel subscriptions through Fin Procedures that call data connectors, including prebuilt Stripe write templates. The only approval control Intercom documents is a "Loop in teammate / agent" step you place inside each procedure, and any dollar threshold is an IF/ELSE condition you write yourself. There is no workspace-wide refund ceiling or daily total. On 30 September 2026 the Intercom MCP server exposed 14 tools, 3 of them writes, and none of them touch money.

What Intercom Fin is in 2026, and which parts can move money

People say "Intercom Fin" for three things that carry very different authority, so it is worth separating them before anyone signs off on refunds.

Fin AI Agent is the customer-facing agent. It answers on chat, email and voice from your help center, snippets and past conversations, and it runs on Intercom's own helpdesk or on top of Zendesk, Salesforce and other helpdesks. On its own it answers. It does not move money.

Fin Procedures are what let Fin act. A procedure is written in plain language, with steps for conditions, data connectors, sub-procedures and a human approval step. On 12 March 2026 Intercom stopped new Fin Task creation and moved every new build to Procedures. Intercom's own example of what a procedure does is to collect the order number, check eligibility and process the refund automatically.

Data connectors are the API calls a procedure makes. Intercom ships templates grouped by app. The Stripe connector page says Fin "can take actions like refunds and cancellations" with Stripe write templates, and that live use in production requires JWT or email OTP user authentication. The Shopify Storefront templates read and update carts, and Shopify order templates read order details. Anything else, such as a credit in your own billing system, is a custom connector pointed at an API you choose.

So the question for a finance or support lead is narrow. The answering part of Fin is safe to switch on. The part that can move money is the procedure, and a procedure is software you author.

How we measured the Intercom MCP server

On 30 September 2026 we probed Intercom's MCP hosts with no account and no credentials, so anyone can repeat it. Intercom runs one shared host per region: https://mcp.intercom.com/mcp for US workspaces and https://mcp.eu.intercom.com/mcp for EU workspaces, each with a legacy /sse endpoint. We requested both endpoints, fetched the OAuth protected resource document at the root and at /mcp, fetched the authorization server metadata, tried an Australian hostname, and sent randomly generated control paths at the root and under /.well-known/. The control paths keep a probe honest: several payment companies we measured earlier run catch-all servers that answer 200 to anything.

Both regional MCP endpoints returned 401 with a JSON error and a proper WWW-Authenticate: Bearer realm="OAuth" header. The authorization server metadata returned 200 with a registration endpoint, PKCE S256, the authorization code and refresh token grants, and none among the token endpoint auth methods, so public clients such as Claude, ChatGPT and Cursor can register themselves. Both control paths returned 404, so the host is not a catch-all.

Two results differ from the other vendors in our series. First, the OAuth protected resource document returned 404 at both locations, and the authorization server metadata lists no scopes_supported. Zendesk and Brex both publish their scope lists to anyone who asks. Intercom does not, so its permission model has to be read from the documentation rather than the wire. Second, the Australian hostname did not answer at all, which matches Intercom's note that AU-hosted workspaces are not yet supported.

Fourteen Intercom MCP tools, three writes, and none of them touch money

Intercom's developer documentation lists 14 tools on the MCP server. Eleven read: search, fetch, search_conversations, get_conversation, search_contacts, get_contact, list_companies, get_company, list_articles, search_articles and get_article. Three write: create_article, update_article and add_internal_note, and Intercom notes that internal notes are visible to teammates only.

The permissions it asks for are equally contained: read users and companies, read conversations, write conversations for internal notes, and read and write articles. There is no tool that replies to a customer, closes a conversation, changes a subscription or touches a payment. For a support lead asking "is it safe to connect Claude to Intercom?", that is a genuinely conservative design, and more conservative than a helpdesk that gives an assistant one broad write switch.

That also means the Intercom MCP server is not where your refund risk lives. The money path runs the other way: Fin, the customer-facing agent, calling out through data connectors to Stripe, Shopify or your own billing API. The Stripe connector page describes prebuilt MCP and data connector templates. In our measurement of payment MCP servers the Stripe MCP tool surface is a single generic stripe_api_write that covers any POST, refunds included. Whatever caps the refund has to sit on that path.

Where the refund limit lives in Intercom Fin Procedures

We read Intercom's help center articles on Fin Procedures, human-in-the-loop approvals, data connector templates, the Stripe connector and the Procedures FAQ. Here is what actually governs an AI refund.

The approval step is real, and it is per procedure. Intercom's "Loop in teammate / agent" step pauses a procedure and asks a teammate to decide before Fin continues. Intercom lists "refund or exception approvals" as the first example. The teammate answers in the inbox or in Slack, either by submitting a response so Fin resumes, or by taking over the conversation. You must configure at least one field to collect, and Intercom recommends a True/False field for approval decisions. A timeout and an escalation message are required before the procedure can go live.

The dollar threshold is a condition you write. To act on the decision, you add a Read attribute step and then an IF/ELSE condition: if Approved is True, proceed; if False, tell the customer. The same condition logic, including code conditions, is how you would say "only ask a human above 200 dollars". Nothing in Intercom sets that number for you.

No workspace-wide ceiling. The documentation we read describes no refund cap across procedures, no daily or monthly total, and no limit tied to the Stripe connector itself. The Procedures FAQ also notes that procedures cannot enforce a hard gate on escalation in chat. A second procedure written by a different admin, or a refund step added to an existing procedure, inherits none of the first one's limits.

Authentication is about the customer, not the amount. The Stripe templates require JWT or email OTP user authentication in production. That proves the person asking owns the account. It says nothing about how much Fin can return to them.

This is the same shape we found at Zendesk AI agents and Salesforce Agentforce: the platform governs which actions an agent may take and who may approve them, and leaves how much money those actions move to you.

Intercom Fin pricing, and the cost the outcome meter does not count

Intercom's pricing page, read 30 September 2026, charges 0.99 dollars per Fin outcome on every plan, on top of helpdesk seats at 29, 85 and 132 dollars per seat per month for Essential, Advanced and Expert. Fin Voice is 1.99 dollars per voice outcome through sales, Copilot is 29 dollars per teammate per month, and teams running Fin on another helpdesk contact sales. Since 12 March 2026 a procedure bills as an outcome when the conversation reaches a resolution or a procedure handoff to your team, and Intercom says you are never charged when a procedure fails. We work through a full budget in our Intercom Fin pricing guide.

Look at what that meter counts. A refund conversation that ends with Fin returning 400 dollars through Stripe costs 99 cents on the Intercom invoice. The 400 dollars appears on your Stripe balance, not on Intercom's bill, and no Intercom setting caps it. A refund is also the fastest way to resolve a refund request without a human, which is exactly the behavior an outcome meter rewards. None of that makes Fin a bad product. It means the outcome fee is the small, predictable number and the refund value is the large, uncapped one. Our AI agent cost breakdown shows the same split across vendors.

A rollout checklist for Intercom Fin refund procedures

  1. Start every refund procedure with a Loop in teammate step. Run it with a human deciding every refund for a few weeks, then read the decisions before you automate any band of them.
  2. Put the threshold in the refund service, not only in the procedure. An IF/ELSE condition in one procedure protects that procedure. A check in the service the connector calls protects every procedure, including the ones written next quarter.
  3. Set a per-refund cap and a daily total. A per-refund cap alone allows an unlimited number of small refunds, which is how a looping or manipulated agent leaks money.
  4. Refund only to the original payment method and never above the charge. That keeps a refund from becoming a payout to a new destination.
  5. Use a restricted Stripe key. Give the connector refund and read permissions only, never a full secret key that can create payouts or change bank details.
  6. Set the approval timeout to your support hours. Intercom lets you pause the timer outside office hours, so a refund request at midnight waits for a person instead of escalating into a queue nobody is watching.
  7. Log the decision with the conversation. Record the procedure, conversation, charge, amount, rule applied and approver, so a refund audit does not start from a processor export.

How AgentsPay fits alongside Intercom Fin

AgentsPay does not replace Intercom, Stripe or Shopify. It sits between the Fin procedure and the money. Your data connector calls AgentsPay instead of calling the Stripe refund endpoint directly, and AgentsPay applies the policy you set for that agent: a per-refund ceiling, a daily and monthly total, a match against the original charge, and an approval threshold that pauses larger refunds for a one-tap human decision. The connector's credentials cannot change that policy, and a new procedure cannot bypass it.

Every refund lands in an audit trail tied to the agent and the conversation. The same controls cover goodwill credits and account credits. For the general pattern, see our AI agent refunds use case, and for approval mechanics, human approvals for agent payments. You keep Fin's outcome meter for what it measures well and add a spend limit for the part it was never built to measure.

Whatever standard moves the money, AgentsPay is the rail-neutral control plane that keeps it governed. See how it works and the control surfaces that enforce policy, approvals, and audit on every transaction.

Original research

What the Intercom MCP endpoints returned, probed 30 September 2026

Unauthenticated requests to the US, EU and an Australian hostname, with randomly generated control paths.

Request Response What it proves
mcp.intercom.com/mcp and /sse 401 JSON, WWW-Authenticate Bearer realm OAuth Live shared US host, standard OAuth challenge
mcp.eu.intercom.com/mcp 401 JSON, same challenge Separate EU host
mcp.au.intercom.com/mcp No response Matches the documented lack of AU support
/.well-known/oauth-protected-resource (root and /mcp) 404 No published scope list, unlike Zendesk and Brex
/.well-known/oauth-authorization-server 200, registration endpoint, PKCE S256, auth method none, no scopes_supported Public clients can self-register
Random control path, root and /.well-known/ 404 Not a catch-all server

Tool surface

The 14 Intercom MCP tools by what they can change

From Intercom's developer documentation, read 30 September 2026.

Group Tools Touches money
Universal read search, fetch No
Conversations and contacts search_conversations, get_conversation, search_contacts, get_contact No
Companies and articles list_companies, get_company, list_articles, search_articles, get_article No
Writes create_article, update_article, add_internal_note No

Controls today

What governs an AI refund in Intercom Fin

From Intercom help center articles on Procedures, human-in-the-loop approvals and the Stripe connector, read 30 September 2026.

Control What Intercom provides Scope
Human approval before a refund Loop in teammate / agent step, True/False decision Only the procedure it is placed in
Refund amount threshold An IF/ELSE or code condition you write Only the procedure it is placed in
Workspace-wide refund ceiling None documented None
Daily or monthly refund total None documented None
Customer identity for Stripe actions JWT or email OTP required in production Who asks, not how much
Approval timeout Required, with an escalation message and optional office hours pause Per step

Across the series

Where each platform puts the dollar limit for agents

From our dated measurements of each vendor's public documents and specifications.

Platform Governs which actions Governs how much money
Intercom Fin (30 Sep 2026) Yes, procedures and approval steps Only conditions you write per procedure
Zendesk AI agents (29 Sep 2026) Yes, actions and approval flags No amount field
Salesforce Agentforce Yes, topics and actions No spend field
AWS AgentCore Payments Yes One optional per-session USD cap
AgentsPay Yes Per-agent budget, per-transaction ceiling, approval threshold

Frequently asked

Questions people ask about Intercom Fin

What is Intercom Fin?

Intercom Fin is Intercom's customer-facing AI agent. It answers customers on chat, email and voice from your help center and past conversations, and it runs on Intercom's helpdesk or on top of Zendesk and Salesforce. With Fin Procedures and data connectors it can also act, for example by cancelling a subscription or refunding a Stripe charge.

How does Intercom Fin work?

Fin reads the customer's message, answers from your knowledge sources, and if the message matches the "when to use" criteria of a Fin Procedure, it runs that procedure step by step. Steps can ask questions, branch on conditions, call data connectors such as Stripe or Shopify, pause for a teammate's approval, and hand the conversation to your team.

Can Intercom Fin issue refunds?

Yes. Intercom's Stripe connector page says Fin can take actions like refunds and subscription cancellations with Stripe write templates, and custom data connectors can call any refund API. Production use of the Stripe templates requires JWT or email OTP user authentication. Intercom documents no refund amount limit, so any threshold is a condition you write into the procedure.

What are Intercom Fin Procedures?

Fin Procedures are plain-language workflows that let Fin complete multi-step jobs, such as checking eligibility and processing a refund. They include conditions, code conditions, data connector calls, sub-procedures and a human approval step. Since 12 March 2026 new Fin Tasks can no longer be created, and all new builds use Procedures.

Can Fin Procedures require human approval for refunds?

Yes, if you add it. The "Loop in teammate / agent" step pauses the procedure and asks a teammate to approve or reject, in the inbox or in Slack. You must collect at least one field, typically a True/False decision, and set a timeout and escalation message. The step only applies to the procedure you place it in.

How do I limit how much Intercom Fin can refund?

Enforce the limit outside the language model and outside any single procedure. Point the refund connector at a service that checks a per-refund cap, a daily total and the original charge before calling Stripe, and pauses anything larger for a person. An IF/ELSE condition inside one procedure protects only that procedure.

How much does Intercom Fin cost?

Intercom charges 0.99 dollars per Fin outcome on every plan, on top of helpdesk seats at 29, 85 or 132 dollars per seat per month for Essential, Advanced and Expert. Fin Voice is 1.99 dollars per voice outcome. Since 12 March 2026 procedure handoffs also bill as outcomes, and failed procedures do not bill.

Does Intercom have an MCP server?

Yes. The Intercom MCP server runs at https://mcp.intercom.com/mcp for US workspaces and https://mcp.eu.intercom.com/mcp for EU workspaces, with legacy /sse endpoints. It supports OAuth with dynamic client registration and bearer tokens. Intercom says AU-hosted workspaces are not yet supported, and our Australian hostname probe got no response.

What is the Intercom MCP URL?

Use https://mcp.intercom.com/mcp for a US-hosted workspace and https://mcp.eu.intercom.com/mcp for an EU-hosted one. Both use streamable HTTP. The /sse versions of the same hosts are the legacy transport. Unauthenticated requests return 401 with a Bearer OAuth challenge, which your MCP client answers by starting the OAuth flow.

What tools does the Intercom MCP server have?

Fourteen. Eleven read: search, fetch, search_conversations, get_conversation, search_contacts, get_contact, list_companies, get_company, list_articles, search_articles and get_article. Three write: create_article, update_article and add_internal_note. None replies to customers, changes subscriptions or touches payments.

Is it safe to connect Claude or ChatGPT to Intercom?

For reading conversations and managing help center articles, the Intercom MCP server is conservative: its only writes are articles and internal notes that customers never see. The larger risk is on the other side, where Fin itself calls payment APIs through data connectors. Put an amount policy on that path before you let Fin refund anyone.

Intercom Fin vs Zendesk AI agents for refunds, which is safer?

Intercom gives you a documented approval step inside each procedure, while Zendesk's approval flag applies only in auto assist with a human agent present. Neither sets a refund amount limit or a daily total. Choose the helpdesk on channels and pricing, and enforce the refund ceiling in a separate service both can call.

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Keep agent spending governed

Add policy, hard limits, human approval, and an immutable audit trail across any protocol or rail. Start in the sandbox today.

Never moves money without policy