Activate billing plan
Activates a PayPal billing plan to make it available for subscription signups. The tool returns a success flag and plan ID after a successful request.
Online payment system that allows money transfers and serves as an electronic alternative to traditional payment methods
Activates a PayPal billing plan to make it available for subscription signups. The tool returns a success flag and plan ID after a successful request.
Add tracking information for multiple PayPal transactions in a single request. Use this action when you need to add or update tracking information for one or more PayPal transactions. This is particularly useful for batch processing shipping updates when fulfilling multiple orders. The action supports up to 20 trackers per request. The response includes tracker identifiers for successfully processed entries and any errors for entries that failed validation or processing. **Required fields:** - trackers: An array containing at least one tracker object **Each tracker requires:** - transaction_id: The PayPal transaction ID - status: The shipment status (CLICKED, SHIPPED, DELIVERED, etc.)
Authorizes payment for an approved PayPal order for later capture. The response may be minimal; request a full representation if authorization details are needed.
Sends a GraphQL ping query to the configured PayPal base URL. The response may contain ping data.
Cancels a sent PayPal invoice and optionally notifies relevant parties. Use this action when you need to cancel an invoice that has already been sent to a payer. The action allows you to provide a cancellation reason and control who receives email notifications about the cancellation (recipient, invoicer, and additional CC recipients). This action is irreversible — once canceled, the invoice cannot be reinstated and the payer will no longer be able to pay it through PayPal. Note: Only invoices in SENT or SCHEDULED status can be canceled. Draft invoices should be deleted instead, and paid invoices must be refunded.
Cancels the automatic payment reminders for a PayPal invoice. Use this action when you need to stop the automatic reminder emails from being sent to the payer for a particular invoice. This is useful when the invoice has been paid, is no longer relevant, or when you want to handle payment follow-ups manually. Note: This action only cancels future scheduled reminders. It does not affect reminders that have already been sent.
Captures an outstanding balance on a PayPal subscription. Provide the subscription ID, amount, outstanding-balance capture type and a note explaining the charge.
Charges a payment method using the Braintree GraphQL API, creating a transaction and beginning settlement. Provide a tokenized payment method ID and transaction details; requests use the production Braintree endpoint.
Creates a PayPal billing plan for subscription billing. Use this action when setting up new subscription pricing plans in PayPal, including plans with trial periods, regular billing cycles, and custom payment preferences. The plan must be associated with an existing product. The action returns the created plan object with its unique ID and status.
Creates a PayPal web experience profile for customizing checkout. Use this action when you need to set up a branded, customized checkout experience for PayPal payments. This includes configuring the landing page, branding elements like logo and brand name, input field customization, and checkout flow behavior. The profile can be set as temporary (persists for three hours) or permanent. To use this profile, pass its ID when creating a payment.
Creates a PayPal webhook endpoint to receive notifications about events. Use this action when you need to set up a webhook to receive real-time notifications about PayPal events such as payment completions, refunds, disputes, or subscription changes. The webhook URL must be publicly accessible and support HTTPS. The action returns the created webhook object including its unique ID for later reference.
Creates a PayPal webhook lookup and returns its ID and any available client ID and related links. If a lookup already exists, the action can return its details when the ID is available.
Creates a PayPal billing plan using the legacy payments API (POST /v1/payments/billing-plans). Use this action when setting up a new billing plan for PayPal billing agreements, including plans with trial periods, regular billing cycles, and custom payment preferences. After creation, the plan must be activated via the activate_plan action before it can be used in billing agreements. Note: This uses the legacy /v1/payments/billing-plans endpoint. For newer integrations, consider using the /v1/billing/plans endpoint instead.
Creates a PayPal draft invoice. Use this action when you need to create a new invoice that can be customized and sent to recipients. The invoice is created in DRAFT status and can be modified before being sent. **Required fields:** - detail.currency_code: The three-character currency code (e.g., "USD") **Optional fields:** - detail.invoice_number: Custom invoice number - detail.invoice_date: Date when invoice was issued - detail.note: Note to the payer - detail.terms_and_conditions: Payment terms - items: List of line items (name, quantity, unit_amount required) - primary_recipients: Billing information for recipients - amount: Invoice amount breakdown The created invoice can be modified, scheduled, or sent using other PayPal invoicing actions.
Creates a PayPal payment using the v1 Payments API. Use this action when you need to create a payment to be processed through PayPal. This action is for the deprecated v1 API - consider using the v2 Payments API for new integrations. The action returns the created payment object including approval URLs for the buyer to complete the payment. After the buyer approves the payment, execute it to complete the transaction. Note: This is an irreversible operation once the payment is executed.
Creates a new product in PayPal's catalog. Use when you need to set up a product that can be used with PayPal's subscription or payment services. The product can be physical goods, digital goods, or a service. Once created, you can associate plans and pricing with this product. Use this action when you want to create a new product entry in PayPal's catalog system for selling physical items, digital products, or services through PayPal's payment infrastructure.
Creates a new PayPal subscription based on a billing plan. Use this action when you need to set up a recurring billing subscription for a customer. The action returns a subscription ID and an approval URL where the subscriber must complete the subscription by logging into their PayPal account and confirming the payment. This action is irreversible once the subscriber approves the subscription. **Required fields:** - plan_id: The PayPal billing plan ID **Important:** - The subscriber will be redirected to PayPal to approve the subscription - Use the 'approve' link from the response to redirect the subscriber - The subscription status will be 'PENDING' until the subscriber approves it
Creates a PayPal invoice template. Use this action when you need to create a reusable invoice template that can be used to generate invoices with consistent settings. Templates are useful for businesses that regularly send similar invoices. **Required fields:** - name: The template name (must be unique) - template_info.detail.currency_code: The three-character ISO-4217 currency code **Optional fields:** - default_template: Set as the default template (only one allowed per account) - standard_template: Indicates if this is a custom template - template_info: Full template configuration - invoicer: Business information (email, tax_id, logo_url, etc.) - primary_recipients: Billing/shipping information for recipients - items: Line item presets - configuration: Tax settings, partial payment options - settings: Display preferences - unit_of_measure: QUANTITY, HOURS, or AMOUNT The created template can be used with the Generate Invoice action to quickly create invoices from pre-configured templates.
Deactivates a PayPal billing plan, making it unavailable for new subscriptions while preserving existing subscriptions. Use this action when you need to stop offering a particular billing plan without deleting it. Existing subscriptions will continue to work, but no new subscriptions can be created with this plan. Note: Only plans in an ACTIVE state can be deactivated. Deactivated plans cannot be reactivated.
Deletes a PayPal invoice by its ID. Use this action when you need to permanently remove an invoice that is no longer needed. This action is irreversible — once deleted, the invoice cannot be recovered and any associated payment records will be lost. Note: Only draft invoices can be deleted. Attempting to delete an invoice that has been sent or paid will return an error.
Deletes an external payment record from a specified PayPal invoice. The tool reports success for a 204 response and also for any 404 response, so a success result alone does not confirm that a record was deleted.
Deletes a payment record from a PayPal invoice by invoice and transaction ID. The tool reports success for HTTP 204 and also for any HTTP 404 response.
Deletes an external refund record from a specified PayPal invoice using the deprecated Invoicing v1 API. This removes the record from the invoice rather than reversing the underlying payment.
Deletes a PayPal payment resource. Use when you need to permanently remove a payment resource that is no longer needed. This action is irreversible — the payment resource cannot be recovered once deleted. Note: Only payment resources in a valid state can be deleted. Attempting to delete a resource that is already deleted or does not exist will return an error.
Deletes a PayPal invoice template by its ID. Use this action when you need to permanently remove an invoice template that is no longer needed. This action is irreversible — once deleted, the template cannot be recovered and will need to be recreated if needed again. Note: Only templates that are not currently in use can be deleted. Attempting to delete a template that is associated with active invoices may return an error.
Deletes a PayPal web experience profile by its ID. Use this action when you need to permanently remove a web experience profile that is no longer needed. This action is irreversible — the web experience profile cannot be recovered once deleted. Note: Only web profiles that are not currently in use can be deleted. Attempting to delete a profile that is associated with an active resource will return an error.
Deletes a PayPal webhook by its ID. Use this action when you need to permanently remove a webhook endpoint that is no longer needed. This action is irreversible — once deleted, the webhook cannot be recovered and will stop receiving event notifications immediately. Note: Deleting a webhook does not affect any events that were already processed by that webhook. Only future events will be affected.
Queries a GraphQL node by global ID at the configured PayPal base URL. The query requests only the node ID, not type-specific resource details.
Finalizes a Braintree dispute after adding evidence, submitting it to the cardholder's bank for review. Use this action when you have finished adding evidence to an OPEN dispute and want to formally submit it for review. Only disputes with a status of OPEN can be finalized. This action must be performed before the reply-by date deadline. Once finalized, the dispute cannot be modified or additional evidence added. Note: This action uses the Braintree GraphQL API endpoint, which is separate from the standard PayPal REST API.
Find a list of eligible payment methods for a customer. Use this action when you need to determine which payment methods (such as PayPal, PayPal Credit, Pay Later, or Venmo) are available for a customer based on their country and purchase details. This is useful for displaying appropriate payment options during checkout or determining payment eligibility before creating an order. The response includes available payment methods and optionally vaulted tokens if the customer has saved payment instruments. **Common use cases:** - Pre-checkout payment method availability - Display appropriate payment options to customers - Determine eligible funding sources for a transaction
Generates a QR code image for a PayPal invoice using the v2 invoicing API. Use this action when you need to display a scannable QR code that customers can use to pay an invoice or view its details via the PayPal mobile app. The QR code contains encoded payment information that redirects users to PayPal to complete the transaction. **Customization options:** - Adjust dimensions using the `width` and `height` parameters (150-500 pixels) - Choose between payment URL (`action='pay'`) or details URL (`action='details'`) Note: This action uses the PayPal Invoicing API v2, which is the recommended version for new integrations.
Generates the next invoice number using PayPal's deprecated Invoicing v1 API, for use before creating an invoice.
Generates the next invoice number from PayPal's invoicing service using the v2 API. Use this action when you need to retrieve the next sequential invoice number in your customized format before creating an invoice. This ensures consistent invoice numbering across your PayPal invoices. Note: This action queries PayPal for the next available invoice number in your sequence. The format is configured in your PayPal account settings.
Generate a client token for PayPal JavaScript SDK integration. Use this action when you need to obtain a client token for accepting PayPal payments on the client side. The client token is required when initializing the PayPal JS SDK (paypal.Buttons() or paypal.Messages()) in your web application. This action requires no request body parameters - the token is generated based on your authenticated credentials (Bearer token in Authorization header). Note: Client tokens are short-lived and should be fetched fresh before each checkout session. Do not cache or reuse client tokens across multiple sessions.
Retrieves a PayPal invoice by ID, including modeled details such as status, amounts, line items, payments, refunds, recipients, and related links. Returned details are limited to the tool's response model.
Generates a QR code image for a PayPal invoice. Use this action when you need to display a scannable QR code that customers can use to pay an invoice. The QR code contains encoded payment information that redirects customers to PayPal to complete the payment. You can customize the QR code dimensions using the width and height parameters. Note: The PayPal Invoicing v1 API is deprecated. Consider migrating to the v2 API for new integrations.
Retrieves a PayPal invoice template by ID, including modeled name, settings, invoicer information, recipients, items, amounts, configuration, and links. Returned details are limited to the tool's response model.
Retrieves a PayPal checkout order by ID, including modeled status, intent, purchase units, payer information, and links. Payment source can be requested, but its response is restricted to a string-to-string mapping.
Retrieves details for a PayPal payment by its ID using the deprecated v1 Payments API. Use when you need to check the status, payer information, transaction details, or related resources of an existing payment. This action is useful for verifying payment details, checking if a payment was approved, viewing transaction amounts, or accessing related sale/authorization/capture resources. Note that this is a deprecated v1 API endpoint — consider using the v2 Payments API for new integrations.
Retrieves user claims from PayPal using OpenID Connect. Use when you need to obtain authenticated user's profile information such as email, name, and address based on an access token. This endpoint returns user identity information associated with the OAuth access token provided in the Authorization header. The access token must have been obtained via OpenID Connect authentication flow. This action requires an access token with the 'openid' scope. The token is passed via the Authorization header (Bearer token), which is automatically injected from the auth_metadata.
Retrieves details for a specific PayPal billing plan by its ID. Use when you need to fetch information about an existing subscription plan, such as its pricing, billing cycles, status, or payment preferences.
Retrieves detailed information about a specific PayPal product by its ID. Use when you need to get details about a product, such as its name, description, category, or type. This action is useful for verifying product details before creating plans or subscriptions.
Retrieves a PayPal refund by ID to check its status, amount, and other details. DEPRECATED: Payments v1 is intended for existing integrations and will be removed; migrate refund lookups to Payments v2.
Retrieves the details of a PayPal subscription by its ID. Use this action when you need to check the status, billing information, subscriber details, or other properties of an existing subscription. Optionally, you can request additional fields like 'last_failed_payment' or 'plan' details using the fields parameter.
Retrieves user profile information from PayPal. Use when you need to get the authenticated user's profile details including name, email, address, and account verification status. The response is filtered by the specified schema. The only supported schema value is 'paypalv1.1', which returns the user information in a structured format.
Retrieves detailed information about a PayPal web experience profile by its ID. Use when you need to get details about an existing web experience profile, such as its name, flow configuration, input field settings, or presentation style. This is useful for auditing profile settings, verifying configurations, or retrieving profile information before updating. This is a read-only operation that returns the web profile details including its ID, name, flow config, input fields, presentation settings, and temporary status.
Retrieves detailed information about a specific PayPal webhook by its ID. Use this action when you need to get details about an existing webhook configuration, such as the webhook URL, subscribed event types, or webhook status. This is useful for auditing webhook settings, verifying webhook subscriptions, or checking webhook configuration. This is a read-only operation that returns the webhook details including its ID, URL, subscribed event types, and HATEOAS links for related actions.
Retrieves detailed information about a specific PayPal webhook lookup by its ID. Use this action when you need to get details about a webhook lookup, such as its associated client ID and related HATEOAS links. This is useful for verifying webhook lookup information or auditing webhook lookup records. This is a read-only operation that returns the webhook lookup details including the lookup ID, client ID, and related links for navigation.
Lists billing plans from PayPal with optional filtering and pagination. Use this action when you need to retrieve available billing plans for subscription products. This is a read-only operation that returns plan details including pricing, billing cycles, and status. Results can be filtered by product_id and paginated using page and page_size parameters. The response includes HATEOAS links for navigating between pages and performing related actions (e.g., activate, deactivate, update plan).
Lists PayPal billing subscriptions for the merchant account, with pagination and optional time-range and status filters. Request total item and page counts with total_required.
Lists billing plans using the legacy PayPal payments API (v1/payments/billing-plans). Use when you need to retrieve billing plans created with the legacy PayPal billing agreements API. This is a read-only operation that returns plan details including payment definitions, merchant preferences, and status. Note: This action uses the legacy API endpoint. For newer integrations, consider using the /v1/billing/plans endpoint instead.
Lists PayPal Payments v1 payments for reconciliation or monitoring, with pagination and optional time, payer, and status parameters. DEPRECATED: Payments v1 is intended for existing integrations and will be removed. Migrate payment listing to the Transaction Search API, which has a different query and response model.
List PayPal customer disputes with optional filtering by date, transaction, or state. Use when you need to retrieve a paginated list of PayPal disputes. You can filter by creation date, transaction ID, dispute state, or update time range. Results are sorted by creation time (newest first). Use the next_page_token from response links to paginate through additional results.
List invoice templates from PayPal. Use when you need to retrieve a paginated list of PayPal invoice templates with their details. This is a read-only operation that returns template information including names, IDs, settings, and default status. The action supports pagination via page and page_size parameters, and you can control which fields are returned using the fields parameter (set to 'none' for minimal template info).
Lists PayPal invoices with pagination and optional total counts. A fields option is passed to PayPal to control the requested detail; returned invoice data is limited to the tool's response model.
List products from the PayPal product catalog. Use when you need to retrieve a paginated list of products with their details, such as product IDs, names, and descriptions. This action supports pagination via page_size and page parameters. Set total_required=true to include total item and page counts in the response.
Lists PayPal web experience profiles for a merchant or subject, including checkout flow and branding details. PayPal documents this endpoint as returning the latest 20 profiles.
Lists event type subscriptions for a specific PayPal webhook. Use this action when you need to retrieve the list of event types to which a specific webhook is subscribed. This is useful for auditing webhook configurations, verifying which events a webhook is set up to receive, or checking the status of event subscriptions. Unlike the ListWebhookEventTypes action which lists all available event types, this action returns only the event types that a specific webhook is subscribed to. This is a read-only operation that does not modify any webhook configuration.
Lists all available PayPal webhook event types to which you can subscribe. Use this action when you need to discover all webhook events available in the PayPal API before creating or configuring webhooks. This is useful for initial setup or when you need to display available webhook options to users. The endpoint requires no parameters and returns the full list of supported event types with their descriptions and statuses. This is a read-only operation that queries available events without modifying anything.
Lists all webhook lookups associated with your PayPal application. Use this action when you need to retrieve webhook lookups that have been configured for your application. This is useful for auditing webhook configurations, verifying lookup status, or checking which client IDs have registered webhooks. This is a read-only operation that returns webhook lookup details including IDs, client IDs, and HATEOAS links for related actions. The action requires no input parameters.
Lists webhooks configured for an application or PayPal account. Use this action when you need to retrieve all webhooks that have been created and configured in your PayPal integration. This is useful for auditing existing webhook configurations, verifying webhook subscriptions, or checking webhook status. The results can be filtered by anchor_type to show webhooks for the application (APPLICATION) or a specific account (ACCOUNT). This is a read-only operation that returns webhook details including URLs, subscribed event types, and HATEOAS links for related actions.
Checks GraphQL connectivity by sending a read-only ping to the configured PayPal endpoint. Braintree report retrieval is currently unavailable through this tool.
Retrieve a PayPal payment resource by its ID. Use this action when you need to fetch details about an existing payment resource created through the Payment Links and Buttons API. This action is useful for checking payment resource status, viewing line items, or retrieving associated links after creating a payment resource. Note: Payment resources are shareable payment links used for simple payment flows.
Search for PayPal invoices based on various filter criteria. Use when you need to find invoices matching specific criteria such as status, date ranges, recipient information, amount ranges, or invoice numbers. This action supports pagination and can return total counts when total_required=true. **Common use cases:** - Find all invoices with a specific status (e.g., all DRAFT or SENT invoices) - Find invoices created within a date range - Find invoices for a specific customer by email or business name - Find invoices within a monetary amount range - Combine multiple filters for precise invoice searches **Pagination:** Results are paginated using page and page_size parameters. Set total_required=true to include total_counts in the response.
Sends a draft PayPal invoice by ID. Recipient email notification can be enabled or disabled, with options to customize the subject and note, copy the invoicer, and add recipients.
Simulates a PayPal webhook event to test a webhook integration, using a webhook URL or ID. Event names are limited to letters, digits, and periods.
Partially updates a PayPal subscription billing plan using JSON Patch operations. On a successful response, it returns a success indicator and the plan ID.
Partially updates a PayPal checkout order using JSON Patch operations on patchable properties. For HTTP 204, the tool returns a structured success result; JSON error responses are returned as unsuccessful results.
Partially updates a PayPal dispute using an ordered list of JSON Patch operations. The response reports success or failure, including error details when available.
Fully updates a PayPal invoice by replacing the entire invoice with the provided data. Use this action when you need to completely replace an invoice with new data. The invoice must be in DRAFT status to be fully updated. Note: This action sends optional notifications to both the recipient and the merchant by default. You can control this behavior using the send_to_recipient and send_to_invoicer parameters. This action is useful when you want to replace the entire invoice rather than making partial updates. For partial updates, use the UpdateInvoice action with PATCH semantics.
Partially updates a PayPal product by ID using an array of JSON Patch operations. On a 204 response, it returns a success flag and product ID.
Partially updates a PayPal subscription by ID using an ordered array of JSON Patch operations. PayPal error responses with JSON are returned with success set to false and error details.
Fully updates a PayPal invoice template by ID, replacing its existing values with the supplied template data. Provide the template ID and name; omitted fields may be reset.
Updates a PayPal web experience profile by replacing its configuration with the provided values. A successful no-content response is returned as a success flag.
Partially updates a PayPal web experience profile by ID using JSON Patch operations. On success, returns a success flag and the profile ID.
Updates a PayPal webhook using JSON Patch operations, including changes to its URL or event subscriptions. The response contains the updated webhook when returned, or the webhook ID on a no-content response.
Verifies a multi-use payment method to ensure it has passed fraud rules and is associated with a valid account. Use this action when you need to verify that a vaulted (multi-use) payment method is valid before using it for transactions. The verification runs the payment method through your configured Braintree fraud rules and confirms with the card issuer that the card is associated with a valid account. This action is commonly used when a customer adds a new payment method and you want to validate it, when checking if a stored payment method is still valid before a scheduled transaction, or as part of a risk management workflow to pre-validate payment methods. The response includes a verification status (VERIFIED, FAILED, GATEWAY_REJECTED, or PROCESSOR_DECLINED) along with processor response codes. Note: This action uses the Braintree GraphQL API endpoint at /graphql. The payment method must be a multi-use token that has been stored in the Braintree vault.
Verifies the signature of a PayPal webhook notification to confirm its authenticity. Use this action when you receive a webhook notification from PayPal and need to verify that it was actually sent by PayPal and not tampered with during transmission. This is essential for security when processing webhook events like payments, disputes, or subscription changes. The required parameters (auth_algo, cert_url, transmission_id, transmission_sig, transmission_time, webhook_id, and webhook_event) are extracted from the webhook notification headers and body that PayPal sends to your endpoint.
The Paypal integration connects your Dench AI CRM directly to Paypal, so agents can read and act on your Paypal data as part of everyday work — answering questions in chat, keeping your CRM in sync, and running automations without anyone copying data between tools.
78 actions are available for agents to invoke on your behalf. Every call runs through Paypal's own authorization, scoped to the account you connect.
Sign in to your Dench workspace and open Integrations.
Find Paypal and click Connect — you'll authorize access through Paypal's own sign-in flow. No API keys or code required.
Ask an agent to use Paypal in chat, or call it from an automation.
Manage or disconnect the connection any time from workspace settings.
The Dench Paypal integration connects your AI CRM to Paypal, so AI agents can work with your Paypal data as part of chats, automations, and CRM workflows. You connect your account once, and every agent in your workspace can use it — governed by your workspace permissions.
The Paypal integration currently exposes 78 actions, including Activate billing plan, Add Batch Tracking Information, Authorize order payment, Braintree Ping, Cancel Invoice, and Cancel Invoice Reminders. Agents invoke them on your behalf from chat or from automations.
No. You connect Paypal from your Dench workspace using Paypal's own sign-in and authorization flow — no API keys to copy, no glue code to maintain.
Connections are authorized through Paypal's own authentication flow, and Dench stores only the authorization needed to act on your behalf. You can review and disconnect the Paypal connection from your workspace settings at any time.