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Documentation Index

Fetch the complete documentation index at: https://www.cashfree.com/docs/llms.txt

Use this file to discover all available pages before exploring further.

Cashfree Relay is a no-code, AI-powered workflow management tool on the Cashfree Merchant Dashboard. It supports two modes of automation: a visual canvas for building workflows manually, and AI-based automation through Skills and the Relay MCP server. Using the canvas, you can build and run workflows for payment-related processes, including real-time alerts, scheduled reports, conditional approvals, and vendor payouts, across apps and channels such as WhatsApp, Slack, Gmail, and Google Sheets. Skills are pre-built workflow templates that an AI agent can invoke using plain language. The Relay MCP server connects the agent to Relay using the Model Context Protocol, enabling it to create, update, publish, and monitor workflows without canvas access.

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Key features

Relay offers the following key features.
  • No-code creation: Design workflows with an intuitive drag-and-drop canvas.
  • Customisable workflows: Define triggers, actions, and conditions to control when and how messages are sent.
  • Multi-channel support: Send communications via email, WhatsApp, Slack, Google Sheets, and more.
  • Message personalisation: Use dynamic placeholders such as customer name or transaction ID to personalise messages.
  • Rule-based automation: Trigger actions based on conditions like successful payments or failed transactions.
  • Pre-built Skills: Invoke pre-built workflow templates using plain language in a supported AI agent, without building from the canvas.
  • MCP server integration: Connect Claude (desktop app) to Relay using the Model Context Protocol (MCP) to create and manage workflows programmatically.
  • Centralised management: View, edit, activate, pause, or delete all workflows from the Relay dashboard.

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Accessing Relay

To access Relay, follow these steps.
  1. Log in to the Merchant Dashboard.
  2. Go to Payment Gateway > Relay.
The Relay dashboard contains the following sections.
  • Workflows: Lists all workflows you have created, along with their status and available actions. You can activate, pause, or delete a workflow directly from this tab.
  • Runs: Displays the execution history for all workflows. Each entry shows the workflow name, the start timestamp, and the run status, either Completed or Failed. The list is paginated and shows up to 10 entries per page.
  • Connections: Manages integrations with external apps and services such as Gmail, Slack, and Google Sheets. Connections must be set up here before they can be used in a workflow.
Setting up a connection is a prerequisite for using app-based actions in a workflow. For steps, see Setting Up Connections.

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AI-powered automation

In addition to the visual canvas, Relay supports two AI-powered approaches to workflow automation.

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Skills

Relay Skills are pre-built workflow templates that you can invoke by describing your intent in plain language to a supported AI agent. The agent collects the required inputs and creates the workflow for you automatically using the Relay MCP server. You do not need to open the canvas or configure nodes manually. The following Skills are currently available.
CategorySkillDescription
MonitoringTransaction threshold notificationsSends an email alert when a payment exceeds a configured amount threshold.
ReportingHourly failed transaction reportEmails a summary of failed transactions every hour.
ReportingDaily transaction summary to Google SheetsAppends a daily transaction summary row to a Google Sheets spreadsheet.
For the full list of inputs, example prompts, and usage guidance, see Relay Skills.

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Relay MCP server

The Relay MCP server exposes Relay’s workflow capabilities to AI agents using the Model Context Protocol (MCP). Once connected, you can create, update, publish, and monitor workflows directly from your AI agent using plain language, without opening the Relay dashboard. The MCP server is supported on Claude via the Claude desktop app (not the web app). For setup steps and a full reference of available tools, see Relay MCP Server.
Relay Skills require the Relay MCP server to be connected to your AI agent. Set up the MCP server before invoking Skills.

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Use cases

The following examples show how you can use Relay to automate common payment and business operations.
Receive real-time alerts when a transaction crosses a defined amount threshold, for risk monitoring and financial oversight.
  • Trigger: Payment Success
  • Condition: Transaction amount exceeds a defined value.
  • Actions: Send notifications via WhatsApp, SMS, email, or Slack.
  • Skill available: Use the Transaction threshold notifications skill to create this workflow using plain language.
Keep transaction records up to date in Google Sheets, either per transaction or as a periodic summary.
  • Trigger: Payment event (such as Payment Success or Payment Failed), or Schedule Based.
  • Actions: Add or update rows in a Google Sheets spreadsheet with transaction details.
  • Skill available: Use the Daily transaction summary to Google Sheets skill to create a scheduled version using plain language.
Get a scheduled summary of failed transactions so your team can review and act on them promptly.
  • Trigger: Schedule Based (hourly)
  • Actions: Send a transaction failure report via email or Slack.
  • Skill available: Use the Hourly failed transaction report skill to create this workflow using plain language.
Automate vendor payments on a defined schedule to ensure timely and consistent payouts.
  • Trigger: Schedule Based (for example, last working day of the month)
  • Actions: Initiate the payout process via the configured integration or HTTP request.
Confirm COD orders between placement and delivery to reduce failed deliveries and return-to-origin (RTO) rates.
  • Trigger: Order created (via HTTP request)
  • Actions: Send a confirmation message to the customer.
  • Conditions: If the customer confirms, proceed with fulfilment. Otherwise, cancel the order.
Flag refunds that exceed a defined amount and route them for manual review before processing.
  • Trigger: Refund Success
  • Condition: Refund amount exceeds a defined value.
  • Actions: Send an approval request to the designated team via email or Slack.

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What’s next

Create a workflow

Build your first automated workflow using the Relay canvas.

Set up connections

Connect external apps before building workflows.

Relay Skills

Invoke pre-built workflow templates using plain language in a supported AI agent.

Relay MCP server

Connect your AI agent to Relay using the Model Context Protocol.