Home/Connect/Sierra × Stripe
The agent
The system

Make Sierra act in Stripe — safely

Sierra resolves the issue in conversation; Upware does the actual work in Stripe — issuing the refund, adjusting the subscription, or applying the credit under policy-bounded, fully audited execution.

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Governed by policy & RBAC Full audit trail Outbound-only on-prem bridge No rip-and-replace
The gap

Sierra stops at the Stripe boundary

Sierra's agents converse and resolve well, but completing the outcome means acting in the CRM, billing, and order systems behind the conversation.

Three ways to close it

Only one is governed

Sierra alone
Acts in StripeNo
Governedn/a
Auditedn/a
Custom API glue
Acts in StripeSort of
GovernedYou build it
AuditedYou build it
Sierra + Upware
Acts in StripeYes
GovernedPolicy + RBAC
AuditedEvery action
In practice

From conversation closed to money moved

A customer messages your Sierra agent to dispute a charge that appeared after they cancelled a subscription. Sierra confirms the account, validates the cancellation date, and determines a credit is owed. At that point Upware takes over. It authenticates into Stripe under the scoped credentials assigned to the agent's role, reads the subscription and payment history, and applies the credit within the approved policy limit. The matched entry posts back to your finance system automatically. If the amount exceeds your single-action threshold, Upware holds execution and routes for human approval before touching Stripe — nothing moves without the sign-off the transaction requires. Every step is logged: the agent identity, the policy rule applied, the amount, the timestamp.

The harness

AI to learn. Deterministic to execute.

Upware learns the process once and encodes it as a mostly-deterministic workflow: system interactions replay exactly, and any LLM steps are wrapped in policy, verification, and audit — so execution stays governed and drift-proof.

O
Observe & Learn
Records the real workflow once, across every system it touches.
G
Generate
Builds the API, data flow, and logic automatically — no integration project.
E
Encapsulate
Wraps it as a governed AI skill over secure MCP or API.
R
Run
Executes deterministically — RBAC, audit, and scale built in.
FAQ

Common questions

Sierra already handles conversations well. What does Upware add to the Stripe side of things?
Sierra is built to converse and resolve. The gap is execution: once Sierra reaches a resolution, someone or something still has to act in Stripe. Upware fills that gap. It wraps Stripe actions as governed AI skills, enforces your policy limits before any money moves, and writes a full audit trail. Sierra gets a safe, bounded execution layer rather than having to hand cases back to a billing queue.
How does Upware learn Stripe actions if our internal Stripe environment has custom logic or no direct API access?
Upware learns by recording a human operator's desktop workflow — capturing UI events, web requests, and screen state directly. It then replays those interactions deterministically at scale. If a Stripe API path is available, Upware prefers it. Either way, no custom integration code is required from your team, and no API is a blocker.
What controls prevent Sierra from initiating refunds or adjustments outside approved limits?
Policy limits are defined in Upware and enforced at execution time, before any action reaches Stripe. The skill Sierra invokes is scoped by action type, dollar amount, and customer context. Anything above the configured threshold is held and routed for human approval — execution does not proceed until that approval is captured. The complete decision record, including which limit applied and who approved, is written to an immutable audit trail available to your finance and compliance teams.

Connect Sierra to Stripe

See a governed action go from recorded workflow to live in days.

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