Get Payment Summary is a WordPress ability from Fluent Forms — usable via Easy MCP AI, which connects Claude, ChatGPT, and any AI assistant to your site.

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Get Payment Summary

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Fluent Forms Forms fluentform/get-payment-summary

Server-computed payment totals by status, transaction type, and currency.

Needs the Fluent Forms MCP server switched on in FluentForm → Settings → MCP, and WordPress 6.9+ so wp_register_ability() exists (abilities are only registered when the function is present). Reaching the server also requires a logged-in WordPress user holding at least one FluentForm capability. Each ability additionally checks a specific FluentForm capability (e.g. fluentform_dashboard_access, fluentform_forms_manager, fluentform_entries_viewer, fluentform_manage_entries, fluentform_view_payments, fluentform_settings_manager) via the plugin's own Acl system, and every write ability requires a two-step dry_run → confirm_token round-trip through WriteGuard before anything is persisted. Note (from source comments): a WordPress role granted FluentForm access via the Role Manager passes every per-ability capability check, including delete-submission and bulk delete_permanently — the real boundary for such a user is 'has FluentForm access, restricted to their form scope', not per-tool separation; only individually-assigned 'specific forms' managers are gated the way each ability's declared capability implies.

What it does

Computes revenue totals server-side from the same helper the admin Reports page uses, so the two can never drift: amount and count per payment status (paid, pending, refunded, and so on), split into one-time and subscription transactions, grouped by currency so amounts are never blended across currencies. Scope to a single form with form_id or omit it to aggregate every form in the caller's access scope. Defaults to the trailing 30 days; the date window is not clamped (unlike the trend/report tools) since this is a small grouped SUM rather than a per-day scan, so lifetime totals are a legitimate ask. Fails with a structured error if the payment module is disabled.

See it in action

You ask your AI assistant

"How much revenue came through payments in the last 90 days?"

Inputs

Name Type Required Description
form_id integer No Optional. Omit to aggregate across all forms in your access scope.
date_from string No YYYY-MM-DD (site timezone). Defaults to 30 days ago.
date_to string No YYYY-MM-DD (site timezone). Defaults to today.

Returns

form_id (or null for all forms), the date window, a multi_currency flag, and a currencies array — each entry with currency, currency_symbol, total_paid, and onetime/subscription breakdowns by payment status; single-currency results also surface currency, total_paid, onetime, and subscription at the top level.

Permission

Requires the fluentform_view_payments capability.

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