Disputes due Friday
Sarah Chen, operations manager at BigCo, asked which disputes needed a reply by Friday. Memtro returned the open chargebacks with case numbers, amounts and reply-by dates, so she could gather evidence before the deadline.
Braintree + Memtro
Which payments failed, and which disputes need a reply?
Braintree shows the transactions taken in a date window, with status, amount, order id, customer, card type and last four. It reads refunds, and disputes such as chargebacks with their amounts, case numbers and reply-by dates. It finds vault customers by name, company or email. When asked and granted, it can refund, void or capture a transaction, which moves real money and cannot be undone, gather evidence and submit or accept a dispute, and create, change or permanently delete vault customers. A window covers at most a year, and customers come back without phone numbers or payment details.
In Memtro
What you can do with Braintree in Memtro
Ask in plain English from chat, your editor, a scheduled job or your own agent. The model picks the right Braintree tool, reads what it needs, and answers with the source cited.
What it does
- 01Lists transactions in a date window with status, amount, order id, customer, card type and last four, and totals per currency
- 02Filters transactions by status, such as settled or declined, by order id or by customer email, and shows one with its status history, refunds and disputes
- 03Lists refunds with amount, status, order id and the refunded transaction, and disputes with type, amount, case number and reply-by date
- 04When asked and granted, refunds a settled transaction in full or in part, voids an unsettled one or captures an authorised one, which moves the customer's money and cannot be undone
- 05When asked and granted, adds or removes text evidence on an open dispute, submits it to the card issuer, or accepts it, conceding the amount for good
- 06When asked and granted, creates or updates vault customers, and permanently deletes a customer with every payment method stored for them
Acts when asked
When you ask it to
These tools change something in Braintree. The model is told to use them only when you ask for exactly that, and an administrator grants each one by name to the teams that may use it; a personal connection acts only after its owner allows it.
- 01Refund a settled transaction in full or in part (moves money back to the customer)
- 02Void an authorised or unsettled transaction (releases the hold)
- 03Capture an authorised transaction (charges the customer)
- 04Accept a dispute (the disputed amount is lost)
- 05Add text evidence to an open dispute
- 06Remove a piece of evidence from a dispute before it is submitted
- 07Submit (finalise) a dispute with its evidence
- 08Create a vault customer
- 09Update a vault customer's name, email, company, phone or website
- 10Delete a vault customer and their stored payment methods (permanent)
In practice
Ask it like you would a colleague
Once Braintree is connected, these are the kinds of things people ask. Plain questions, no syntax. If the answer lives partly in another system you have connected, Memtro looks there too.
Braintree + Memtro
Which payments failed this week?
What did we take yesterday?
Which disputes need a reply by Friday?
What did we refund last month?
Refund £25 of order 1042 to the customer
A partial refund
Dan Fletcher, finance lead at Acme Ltd, asked Memtro to refund £25 of a settled Northwind order after one item arrived damaged. Memtro refunded that amount to the customer's card, and Braintree may email the customer a receipt under the merchant's settings.
Teams
Where it fits
The teams that lean on Braintree most, a question each of them asks, and what they connect beside it.
- FinanceAsk the ledger questions in plain EnglishFinance lead, Credit control, Management accountant, Founder or CFO“Which invoices over £5k are more than 30 days overdue?”Used alongside Xero, Stripe, Postgres, HubSpot, QuickBooks Online and 10 more.
- LeadershipOne question across the whole companyFounder, Chief executive, Department head, Board member“What happened with our top ten accounts this week, and is anything at risk?”Used alongside HubSpot, Help Scout, Xero, Stripe, Linear and 6 more.
- OperationsMonitors and digests that run themselvesOperations lead, Analyst, Team manager, Administrator“List my jobs”Used alongside Help Scout, Stripe, Xero, Postgres, ShipEngine and 8 more.
Better together
Works with
A record in Braintree is rarely the whole story. Connect the systems that hold the rest and Memtro checks them together, then remembers what it learned so the next question starts further along.
- CRM and salesBraintree with HubSpotContacts, companies, deals and tickets, with the rest of the company's memory attached.
- CRM and salesBraintree with SalesforceAsk your CRM questions in plain English, down to the SOQL.
- CRM and salesBraintree with Twenty CRMObjects, fields and records from the open-source CRM, and records it can create and change when you ask.
- SupportBraintree with Help ScoutAI that reads your support conversations and cross-references the customer everywhere else.
- SupportBraintree with ZendeskEvery ticket, reply and internal note, ready to be asked about.
- SupportBraintree with IntercomCustomer conversations and the people behind them, in your company memory.
- Email, calendar and chatBraintree with GmailSearch and read mail so the last thread with a customer is one question away, and send the reply when you ask.
- Email, calendar and chatBraintree with SlackSearch messages, read channel history and threads, post when you ask, and answer when mentioned.
- Email, calendar and chatBraintree with Google CalendarMeetings in a window, event details, and the next two weeks synced into memory, and events it can create, change or cancel when you ask.
Also in Finance and commerce
Using something else for the same job, or both? Each connector has its own tools; connect as many as you like.
- Xero
- Stripe
- Felloh
- Wise
- Starling Bank
- QuickBooks Online
- Shopify
- WooCommerce
NetSuite- Sage Accounting
Ramp- AWS Cost Explorer
- Dynamics 365 Business Central
- Square
- Brex
FreeAgent- GoCardless
- PayPal
- BigCommerce
- Chargebee
- Companies House
- Dynamics 365 Finance & Operations
- ERPNext
- Exact Online
- Lemon Squeezy
- Odoo
- Paddle
- Zoho Books
Holded- Mercury
Mollie
QuickFile
Recurly- Squarespace Commerce
Airwallex- Invoice Ninja
Maxio- Moneybird
Pennylane
Charity Commission (England and Wales)
Checkout.com
FCA Register- Payhawk
- RevenueCat
Soldo
Spendesk- Firefly III
Lago- Medusa
Recharge- PrestaShop
Katana
Chaser
Unleashed- Ecwid
Printful- SumUp
Orb
Quaderno
Donorbox
Avalara AvaTax
Billy
Cin7 Core
Codat
ComplyAdvantage- e-conomic
- Gumroad
inFlow Inventory- Klarna
- Adobe Commerce (Magento)
Metronome- Moss
MRPeasy
Persona
Precoro
Printify
Rydoo
Saleor
Snipcart
Swell- TeamUp
Veeqo
Zuora
VAT Sense
Paystack- Razorpay
- Shopware
Setup
How to connect
Connect withPublic key, private key and environment
- 1
In the Braintree Control Panel, open Settings → API → API Keys and choose Generate New API Key.
- 2
Copy the Public Key, then View the Private Key and copy it. Keep the private key secret.
- 3
In Memtro, open Connections → Braintree, paste them into Public key and Private key, and set Environment to sandbox only for a sandbox account.
- 4
Ask "Which payments failed this week?"
Also works from
Chat in the dashboard, the OpenAI-compatible API, scheduled jobs, and any MCP client: Claude Code, OpenCode, Cursor, Claude Desktop. The Braintree tools are the same everywhere.
FAQ
Questions
Can Memtro change anything in Braintree?+
Only when you ask, and only what it has been granted: refund a settled transaction in full or in part (moves money back to the customer); void an authorised or unsettled transaction (releases the hold); capture an authorised transaction (charges the customer); accept a dispute (the disputed amount is lost); add text evidence to an open dispute; remove a piece of evidence from a dispute before it is submitted; submit (finalise) a dispute with its evidence; create a vault customer; update a vault customer's name, email, company, phone or website; delete a vault customer and their stored payment methods (permanent). Every other tool reads, searches or lists. The Connections page labels the tools that act, an administrator grants each one by name to the teams that may use it, and a personal connection acts only after its owner allows it.
Who can use a Braintree connection?+
A personal connection serves only your own requests. A shared connection serves the organisation: everyone, or only the teams an admin chooses. Admins can always add shared connections; other members need the permission.
Does Memtro store my Braintree data?+
Credentials are encrypted at rest. Tool results are cached briefly so agent loops do not repeat identical calls, and the facts the model extracts are saved to your organisation's memory with provenance (system, record and link) so they can be checked and superseded.
How do I connect Braintree?+
Public key, private key and environment. In the Braintree Control Panel, open Settings → API → API Keys and choose Generate New API Key.
Connect Braintree in a few minutes
Seven-day free trial, then one monthly price per organisation. Connectors, jobs and memory are never metered.