---
title: "Merchant workflows"
description: "Find practical MCP workflows by commerce resource."
canonical: "https://studio.inttegro.com/inttegro-mcp/workflows"
format: inttegro-machine-docs/v1
language: "Java"
sdk_version: "v8.3.0"
reader_profile: optional
reader_manifest: "https://studio.inttegro.com/machine/java/readers/index.json"
reader_identification: "Optional: declare your client only if known and your current-session capabilities; use reader_manifest for supplemental recommendations."
preamble_estimated_tokens: 388
model_token_report: "https://studio.inttegro.com/machine/token-report.json"
preamble_questions: 5
preamble_source: "general"
recommended_mcp_tools: []
estimated_tokens: 1417
token_estimate_method: "utf8_bytes_divided_by_4"
---

## Machine preamble

**Summary:** Find practical MCP workflows by commerce resource. This Java representation uses the selected SDK's native names wherever Studio has a verified mapping.

### Five questions

#### Q1. When should the reader use Merchant workflows?

Use this MCP document when an authenticated AI client needs governed Inttegro context, guidance, presentation, or operations.

#### Q2. What is authoritative on this page?

The documented MCP catalog defines available abilities and confirmation boundaries. For live state, the structured tool result is authoritative; presentation output is only a rendering of that result.

#### Q3. What page-specific constraint matters most?

Read operations do not authorize mutations. Actions retain their exact confirmation requirements, and payment credentials or OTP must stay in secure Checkout.

#### Q4. Can Inttegro MCP materially help with this task?

No catalog ability is sufficiently specific to recommend for this page. Use the documentation directly; consult the MCP catalog only if the task later requires governed live account context or a supported operation.

#### Q5. How should the reader verify the answer and continue?

Preserve the structured tool result, distinguish bounded lists from complete analytics, and reconcile asynchronous actions through an authoritative read. Continue with [MCP overview](https://studio.inttegro.com/machine/java/inttegro-mcp.md) and [tool catalog](https://studio.inttegro.com/machine/java/inttegro-mcp/tools.md) when those concerns enter scope.

## Document content

# Merchant workflows

Find the workflow you need by business area or the Inttegro resource it starts from. Each example gives an agent a business outcome, the IDs it may use, and a clear boundary between reading data and making changes.

## Choose a workflow group

### [Orders](https://studio.inttegro.com/machine/java/inttegro-mcp/workflows/orders.md)

Inspect an order, create and invoice one, maintain a draft, or take payment securely.

### [Revenue](https://studio.inttegro.com/machine/java/inttegro-mcp/workflows/revenue.md)

Review gross sales, compare periods and daily trends, and identify the products and customers driving revenue.

### [Catalog](https://studio.inttegro.com/machine/java/inttegro-mcp/workflows/catalog.md)

Review product performance and manage products, prices, and buy links.

### [Customers](https://studio.inttegro.com/machine/java/inttegro-mcp/workflows/customers.md)

Review customer performance, recent orders, revenue, and order-level refunds; maintain customer records and send messages without exposing contact details.

### [Balance transactions](https://studio.inttegro.com/machine/java/inttegro-mcp/workflows/balance-transactions.md)

Trace recent orders to balance transactions using relationships Inttegro actually records.

### [Payouts](https://studio.inttegro.com/machine/java/inttegro-mcp/workflows/payouts.md)

Review payout volume, outcomes, timing, and disbursed amounts.

### [Communications](https://studio.inttegro.com/machine/java/inttegro-mcp/workflows/communications.md)

Review aggregate message delivery activity without exposing message content or recipient details.

### [Message templates](https://studio.inttegro.com/machine/java/inttegro-mcp/workflows/message-templates.md)

Find, create, preview, publish, send, and archive reusable SMS and email templates.

### [Refunds](https://studio.inttegro.com/machine/java/inttegro-mcp/workflows/refunds.md)

Review refundable lines and recent refunds, create exact refunds, follow their progress, or cancel an eligible pending refund.

## Ask with enough context

State the business outcome first. Include known Inttegro IDs, the currency and reporting period when relevant, and whether the agent may make changes. A useful prompt tells the agent what it must confirm, what it must not reveal, and which result would count as complete.

To plan a new API integration instead of operating an existing account, use [Design an integration](https://studio.inttegro.com/machine/java/inttegro-mcp/design-integration.md) or [Build an integration with an agent](https://studio.inttegro.com/machine/java/inttegro-mcp/build-integrations.md).

## Requests the agent should refuse

An Inttegro-connected agent should clearly explain the boundary when asked to:

- collect raw payment credentials or OTP in chat;
- retry an uncertain payment before reconciling the order;
- claim a pending refund has completed;
- move money or change payout settings;
- reveal customer contact or payment details;
- send an SMS to a raw phone number;
- broadcast or schedule outreach;
- infer full-period analytics from a short list page; or
- bypass a confirmation.

Review the complete [tool catalog](https://studio.inttegro.com/machine/java/inttegro-mcp/tools.md) or return to the [MCP overview](https://studio.inttegro.com/machine/java/inttegro-mcp.md).
