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At a glance

Credentials

Set these per environment. See Connect an integration.
VariableRequiredDescription
GOCARDLESS_ACCESS_TOKENYesGoCardless API access token created in the dashboard under Developers. Use a sandbox token (from manage-sandbox.gocardless.com) for testing or a live token for production. Docs.

Setup

  1. Create a sandbox account for testing: Sign up for a free GoCardless sandbox at https://manage-sandbox.gocardless.com/signup. The sandbox lets you create test customers, mandates, and payments without moving real money. Sandbox API requests go to https://api-sandbox.gocardless.com instead of https://api.gocardless.com.
  2. Create an access token: In the dashboard (https://manage.gocardless.com for live, https://manage-sandbox.gocardless.com for sandbox), go to Developers, then Create and choose Access token. Give it read-write access if you want to create payments.
  3. Store the token: Add GOCARDLESS_ACCESS_TOKEN=<your token> to your .env file. The token is sent as a Bearer token in the Authorization header.
  4. Verify access: Run the List Customers tool. Every request also sends the GoCardless-Version header (2015-07-06 by default), which the API requires.
  • Tools call the live API at https://api.gocardless.com; for sandbox testing, point requests at https://api-sandbox.gocardless.com with a sandbox token
  • Amounts are integers in the smallest currency unit (pence/cents), and payments can only be created against mandates in an active or pending state
  • Every API request must include the GoCardless-Version header; each tool sends 2015-07-06 by default
Provider API reference: https://developer.gocardless.com/api-reference/

Tools

ToolAccessDescription
List CustomersReadList GoCardless customers to find customer IDs and contact details
List PaymentsReadList GoCardless payments with optional status, customer, or mandate filtering
Get PaymentReadGet a single GoCardless payment by ID to check its status, amount, and linked mandate
List MandatesReadList Direct Debit mandates to find an active mandate before collecting a payment
Create PaymentWriteCollect a one-off payment against an existing active Direct Debit mandate
Create SubscriptionWriteSet up a recurring payment collection against an existing active Direct Debit mandate
Retry PaymentWriteRetry a failed payment if its mandate is still active; a payment can be retried at most three times
List EventsReadList GoCardless events (status changes such as payment failures, chargebacks, and mandate cancellations) for monitoring and audit workflows

Example prompts

  • List my most recent GoCardless payments and summarize their statuses, flagging any failed or charged-back payments.
  • List my GoCardless mandates and report which are active versus cancelled, failed, or expired.
  • Find the active GoCardless mandate for a customer I specify and collect a payment of the amount I provide.