Stripe
Chat connectors integration
Yes. Connecting Stripe lets the Obsidian AI chat look up payments, customers, and billing from your Stripe account.
What the Stripe integration does
Connecting Stripe to Obsidian brings payments into the AI chat. Ask about a failed charge, look up a customer, or check a subscription. Each adviser connects their own Stripe account via OAuth.
What advisers can do
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Read
Let the AI chat look up data through this connector.
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Actions
Let the AI chat take actions through this connector.
Example prompts
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“List failed Stripe payments from the last 7 days.”
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“What is the Stripe subscription status for the Williams household?”
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“Find the latest Stripe invoice for Sarah Johnson.”
How it works
Obsidian connects to your Stripe account via OAuth. Once authorised, Stripe tools appear in the AI chat. Disconnect at any time from Playbook → Apps.
How to connect
- 1
Go to Playbook → Apps in Obsidian.
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Find Stripe and click Connect.
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Authorise access via OAuth — no passwords are stored in Obsidian.
- 4
Stripe tools then appear in the AI chat.
Works with
Availability
This integration is included with Obsidian's AI Practice Management module, so every firm can connect Stripe.
Frequently asked questions
FAQ
Yes. Connecting Stripe lets the Obsidian AI chat use Stripe's tools from your adviser workflow.
You can ask the AI chat about Stripe payments, customers, and subscriptions.
Yes. All integrations are included with Obsidian's AI Practice Management module.
Go to Playbook → Apps in Obsidian and click Connect next to Stripe. You'll be redirected to authorise access via OAuth. No passwords are stored.
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