What you’ll do

In ten minutes, you’ll have a Claude Desktop (or Inspector) session that can list the customers in your sandbox account by simply asking for them.

Prerequisites

  • A sandbox EPD API key (epd_test_sk_...). Create one → (sandbox keys live in the Demo Company that EPD provisions alongside your real company at sign-up).
  • A client that supports MCP. The two simplest options:

Pick your client

Endpoint and auth (same for every client)

POST https://api.epd.com/mcp
Authorization: Bearer epd_test_sk_xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx
epd-version: 2026-02-11

Use a sandbox key during onboarding so any tool calls that mutate data (create customer, charge, cancel subscription) do not touch real money.

Once connected: try these prompts

In Claude Desktop, after wiring the EPD MCP server, try:

  • “Use EPD to ping and confirm the account is reachable.” → calls ping.
  • “List my five most recent customers in EPD.” → calls list_customers.
  • “Create a test customer Jane Doe with email jane@example.com and phone +14155551234.” → calls create_customer (the API requires first_name, last_name, and a phone in E.164 format).
  • “Add the card I just captured (card_token cct_…) to that customer.” → calls add_payment_method with the card_token.
  • “Charge that customer $20 for a test order.” → calls create_order.

The agent will pick the right tool, fill in arguments, and ask before any destructive action.

add_payment_method takes a single-use card_token (cct_…), a card captured in the browser with EPD Elements, not a card number. There is no server-only or conversational way to mint one, so a plain MCP session can’t “add a test card” on its own. To try the attach + charge flow end-to-end in sandbox, capture a test card with EPD Elements against your sandbox publishable key and hand the resulting card_token to the agent. For browser-free sandbox testing, use the REST API’s Inbound Card Capture endpoint with a sandbox test card number instead; it saves the payment method directly, without going through add_payment_method; see the testing guide.

What’s next