Connect Fern to Your AI Agent

Identify a customer, transaction, or currency exchange to inspect. AI can explain the records and fee details without creating a payment.

7 tools API key

Try a Fern Task

Copy a prompt into your agent with the oo Skill installed. Add your page links and source notes before running it.

oo Skill Fern

Explain a Customer’s Transaction Records

Read a customer and selected transactions to summarize status, payment routes, and fees.

/oo Fern: Read Fern customer [customer ID] and list their transactions. Inspect transaction [transaction ID] and explain its status, source, destination, and fees.

Explain an Exchange Rate and Fees

Request an exchange rate for specified currencies, methods, and amount.

/oo Fern: Read Fern exchange details for [source amount and currency] using [source payment method] to [destination currency and payment method]. Explain the exchange rate, destination amount, and fee components.

Start Working with Fern

  1. Install OOMOL

    Set up oo CLI and the oo Skill in your agent.

    Install OOMOL →
  2. Connect Fern

    Connect a Fern API key.

    Connect Fern →
  3. Give Your Agent a Task

    Use /oo with the pages to read, the changes to make, and where to save the result.

    Connection Guide →

Choose Your Agent

  • Create or manage the key in the Fern developer dashboard.

Fern Tools

Fern exposes customer and payment-account records alongside transaction status and exchange-rate information. These operations support reading and comparing existing payment activity.

Read Customers and Payment Accounts

List or retrieve customers and their payment accounts with optional verification and payment details.

Read Transactions and Exchange Details

Inspect transaction records and request exchange rates, amounts, and fee information.

7 tools

List Customers

List Fern customers with optional organization filtering and cursor pagination.

fern.list_customers

Get Customer

Retrieve one Fern customer by ID.

fern.get_customer

List Payment Accounts

List Fern payment accounts for a customer with cursor pagination.

fern.list_payment_accounts

Get Payment Account

Retrieve one Fern payment account by ID.

fern.get_payment_account

Get Exchange Rate

Retrieve Fern exchange rate and fee details for source and destination currencies.

fern.get_exchange_rate

List Transactions

List Fern transactions with optional customer, payment account, and organization filters.

fern.list_transactions

Get Transaction

Retrieve one Fern transaction by ID.

fern.get_transaction

Frequently Asked Questions

How do I include fees in an exchange review?

Provide the source amount along with both currencies and payment methods to request fee details and the destination amount.

Can AI explain a transaction’s status?

Yes. Supply its transaction ID so AI can inspect the status, payment details, and fees.

Can this initiate a transfer?

These operations read customers, payment accounts, transactions, and exchange details; transfer creation is not included.

Connect Fern

About Fern ↗