Finance & Accounting · Fidel api + Claude
Fidel api MCP with Claude: Monitor Card Transactions and Automate Card-Linked Offers
The short answer
Claude connects to Fidel api through the Model Context Protocol (MCP), a secure standard that lets Claude use the tool with permissions you set. Once connected, Claude can help read card-linking and transaction information and prepare actions such as triggering loyalty rewards, all in plain language. Access is controlled by an API key and approvals.
What is Fidel api?
Fidel api is a platform for securely linking payment cards to web and mobile applications. It lets businesses see card transactions in real time and set up event-based automation, so that actions happen when a card is used. It is typically used by product teams, loyalty and marketing teams, and finance operations teams in retail, hospitality, fintech and consumer brands that want card-linked experiences for their customers.
How Claude connects to Fidel api through MCP
The Model Context Protocol (MCP) is an open standard that lets Claude securely use other software, reading information and taking actions, with permissions the organisation controls. Think of it as a universal adapter between Claude and the tool. For Fidel api, the connection can be made through an MCP server or a direct API connection, depending on what suits your setup.
Once connected, Claude can help your team work with Fidel api in everyday language. For example, it can typically look up linked cards, review recent transaction activity, summarise patterns, or prepare a request to trigger a loyalty reward or card-linked offer. Your team asks the question in plain words and Claude carries out the lookup or drafts the action.
Permissions and approvals keep people in charge. Access is granted with the API key you provide and limited to what each workflow needs. Consequential actions, such as issuing a reward or changing a card link, can be set to wait for a named person to approve them. Activity is recorded so every action can be reviewed later.
What you can automate
Monitoring card transactions
Finance and operations teams can ask Claude to review card transaction activity for a period, highlight unusual spikes or declines, and produce a short summary. This helps teams spot problems early without building custom reports from scratch each week.
Triggering loyalty rewards
When a customer completes a qualifying card transaction, a workflow can prepare a loyalty reward for that customer. Claude can check the rules, confirm the event, and route the reward for approval before it is issued, keeping the programme fair and accountable.
Automating card-linked offers
Marketing teams can set up offers that activate when a linked card is used at a participating merchant. Claude can help draft the offer rules in plain language, check eligibility, and report on how many customers redeemed each offer.
Customer support for card linking
Support staff often need to confirm whether a card is linked and why a reward has or has not appeared. Claude can look up the relevant record and explain the status in simple terms, so agents answer faster and customers get clear replies.
Reconciling reward and offer activity
Finance teams can ask Claude to compare reward issuance against transaction records and flag any mismatches. This supports month-end checks and reduces manual spreadsheet work.
An end-to-end workflow: Card-linked loyalty reward with finance reconciliation
TriggerA customer links a payment card in the retail app and completes a qualifying purchase at a participating merchant.
Fidel api records the card transaction and sends the event to the workflow in real time.
Claude checks the transaction against the loyalty rules and confirms the customer is eligible.
The reward is drafted and routed to a marketing approver in Microsoft 365 Teams for sign-off.
After approval, the reward is issued and the customer receives a notification through the app.
Claude logs the reward in the CRM and adds it to a daily summary for the finance team.
At month end, Claude reconciles issued rewards against transaction records and flags any gaps for review.
OutcomeLoyalty rewards are issued accurately and promptly, with an approval trail and a clean monthly reconciliation for finance. Typical results include less manual checking and faster reward delivery, though outcomes depend on your rules and volumes.
How we set it up
Free automation audit
We review how card linking, transactions and rewards work today and identify the workflows worth automating with Fidel api. You receive a clear list of options and a recommended starting point at no cost.
Connect securely with an API key
We set up the connection to Fidel api using the API key sign-in method, either through an MCP server or a direct API link. The key is stored securely and access is limited to the actions each workflow needs.
Design the end-to-end workflow
We map the workflow across Fidel api and your other systems, such as Microsoft 365, your CRM or your ticketing tool. Approval points are placed wherever a person should confirm a consequential action.
Test against real past cases
We run the workflow on historical transactions and reward records to confirm it behaves as expected. Any gaps in rules or data are corrected before anything goes live.
Launch, monitor and train
We go live with monitoring and audit logs in place, then train your team on how to use Claude with Fidel api day to day. Support continues after launch so the workflow keeps improving.
Who benefits
- Head of Loyalty or Marketing
- Launches card-linked offers and rewards faster, with approvals built in and clear reporting on redemptions.
- Finance Operations Lead
- Monitors card activity and reconciles rewards against transactions without heavy manual spreadsheet work.
- Product Manager
- Adds card-linking features to web and mobile apps with a secure, well-documented connection.
- Customer Support Manager
- Gives agents quick, plain-language answers about card links and reward status.
Security and control
- Access is controlled by the API key, with least-privilege permissions limited to the workflow's needs.
- Consequential actions such as issuing rewards require approval from a named person.
- Every action and data request is recorded in audit logs for review.
- Card data handling follows your compliance obligations, and we design workflows to minimise the personal data used.
- Access can be revoked or rotated at any time if a risk is identified.
For teams in the US, UK, India and the Middle East
Organisations in the United States and the United Kingdom can host the workflow in their chosen region to match their data handling requirements. Businesses in India must consider the Digital Personal Data Protection Act, 2023, and we design for that law. Organisations in the UAE and Saudi Arabia are subject to their own data protection rules, and we configure hosting and access to meet them. Hosting region is chosen to meet your specific legal and contractual requirements.
Learn more about Claude and MCP
Anthropic's AI model and assistant.
Secure links between Claude and business tools.
How engineers build and change software with Claude.
Hosted agents that run multi-step work.
The open standard Claude uses to connect to tools.
Frequently asked questions
What does the Fidel api MCP server do?
The MCP server gives Claude a secure, standard way to work with Fidel api. Through it, Claude can read card-linking and transaction information and prepare actions, such as triggering a loyalty reward, using permissions you control. A direct API connection can also be used where it suits your setup.
Is it secure to connect Claude to Fidel api?
Security is built in from the start. Access uses your API key with the minimum permissions each workflow needs. Consequential actions can require human approval, and all activity is logged. We also design around your compliance obligations for payment and personal data.
What can Claude do with Fidel api once connected?
Typically Claude can look up linked cards, review transaction activity, summarise patterns, help draft and route loyalty rewards or card-linked offers, and explain statuses to support staff. It works in plain language, so your team does not need to write queries or code to ask questions.
How long does setup take?
Timelines depend on how many systems are involved and how complex your rules are. A focused workflow with one or two systems is often ready within a few weeks, including testing and training. We confirm the timeline during the free automation audit.
Which plan or permissions do I need?
You need a Fidel api account with an API key that allows the actions you want to automate. The exact access depends on your agreement with Fidel and the workflow you choose. We check your current access during the audit and tell you what, if anything, needs to be adjusted.