Nexus AI
Build · Agent Studio

Refund Reconciler

v3.4 · draft · edited by Priya Sharma 2 minutes ago

Identity & goal

Who is this agent and what job does it own?

System prompt
You are the Refund Reconciler for Acme Ops. Your job is to reconcile refund events across Stripe, Shopify, and NetSuete NetSuete(spelling · suggest: NetSuite) every business day. For each refund event: 1. Match the Stripe charge to a Shopify order and a NetSuite journal entry. 2. Confirm amounts, tax, and FX rates agree within 0.01. 3. Post a reconciled entry OR raise a discrepancy for a human. Always cite sources. Never issue new refunds.
3 improvements suggested by Nexus Coach

Tool belt

Everything this agent is allowed to call

  • stripe.refunds.create
    OAuth · connection healthy·rate limit 4 rps
    write$0.01
  • stripe.charges.list
    OAuth · connection healthy·rate limit 4 rps
    readfree
  • netsuite.journal_entries.write
    OAuth · connection healthy·rate limit 4 rps
    write$0.02
  • netsuite.customers.search
    OAuth · connection healthy·rate limit 4 rps
    readfree
  • shopify.orders.get
    OAuth · connection healthy·rate limit 4 rps
    readfree
  • gmail.send
    OAuth · connection healthy·rate limit 4 rps
    write$0.01
  • slack.message.post
    OAuth · connection healthy·rate limit 4 rps
    writefree

Guardrails

Policies that constrain every step

Require approval when write value > $500
Never call stripe.refunds.create
Redact PII (email, DOB, PAN) from logs
Halt if 3+ tool errors in a row
Escalate if confidence < 0.7
Only run 06:00–20:00 America/Los_Angeles

Sandbox chat

Send a task; see the agent reason.

operator
Reconcile refunds from yesterday (Sep 12, 2026) between Stripe and NetSuite.
agent
I'll pull yesterday's Stripe refunds and match them to NetSuite journal entries. Confidence gate 0.7.
stripe.refunds.list314ms
args → {"created[gte]": "2026-09-12T00:00:00Z", "created[lt]": "2026-09-13T00:00:00Z"}
result ← 42 refunds · $18,412.44 total
agent
Now retrieving matching NetSuite journals…
netsuite.journal_entries.search812ms
args → {"external_ref": ["re_1Ab...", …]}
result ← 39 matched · 3 missing
agentlow confidence
3 unmatched refunds. Confidence 0.62 on match rules. Escalating for human review.
Paused — awaiting approver
Post 39 reconciled entries and open a discrepancy ticket for 3 unmatched refunds ($842.10 total)?