financeoauth2

PayPal

Consumer payments.

Verdict

The PayPal MCP lets your team manage transactions, subscriptions, and invoices without leaving Switchy. @Mention it to capture payments, activate billing plans, add tracking to shipments, or cancel invoice reminders — all through chat. Finance and ops teams use it to reconcile orders, update customers on payment status, and troubleshoot subscription issues in real time. OAuth setup requires merchant account credentials and grants read/write access to transactions, so confirm your workspace has the right permissions before connecting.

Common use cases

  • Capture authorized subscription payments from chat
  • Add tracking numbers to shipped orders
  • Cancel invoice reminders for overdue accounts
  • Activate new billing plans for product launches
  • Reconcile transaction batches during month-end close

Integration

Vendor
PayPal
Category
finance
Auth
OAUTH2
Tools
50
Composio slug
paypal

Tools

  • Activate billing plan

    Activates a billing plan in PayPal, making it available for subscription signups. Use this action when you have a billing plan in inactive state that you want to make available for new subscriptions. A successful activation returns HTTP 204

  • Add Batch Tracking Information

    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 shippin

  • Cancel Invoice Reminders

    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 lo

  • Capture subscription payment

    Captures an authorized payment on a PayPal subscription. Use this action when you need to charge a subscriber for an outstanding balance or capture an authorized payment that was previously approved. This action captures payments for subscr

  • Charge Payment Method

    Charges a payment method and captures funds immediately using Braintree GraphQL API. Use this action when you need to charge a customer's stored payment method (credit card, PayPal account, Venmo account, etc.) and immediately capture the f

  • Create a billing plan

    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 a

  • Create a web experience profile

    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

  • Create a webhook

    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 subscriptio

  • Create a webhook lookup

    Creates a new PayPal webhook lookup to verify a webhook signature. Use this action when you need to initiate a webhook lookup to validate that a webhook endpoint is correctly receiving and processing PayPal event notifications. This is usef

  • Create billing plan (legacy)

    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

  • Create invoice

    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

  • Create PayPal payment

    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 ac

  • Create Product

    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 associat

  • Create Subscription

    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

  • Create template

    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.

  • Deactivate Plan

    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 wil

  • Delete Invoice
    destructive

    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

  • Delete Invoice External Payment
    destructive

    Permanently deletes an external payment from a specified PayPal invoice. Use when you need to remove a specific external payment transaction that was incorrectly recorded on an invoice. This action is irreversible — once deleted, the paymen

  • Delete invoice payment record
    destructive

    Deletes a payment record from a PayPal invoice. Use this action when you need to remove a specific payment transaction record that was incorrectly applied to an invoice. This action permanently removes the payment record from the invoice. T

  • Delete Invoice Refund Record
    destructive

    Permanently deletes a refund record from a specified PayPal invoice. This action is irreversible - once deleted, the refund record cannot be recovered. Use when correcting invoice payment records, removing erroneous refunds, or cleaning up

  • Delete Payment Resource
    destructive

    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 v

  • Delete Template
    destructive

    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

  • Delete Web Experience Profile
    destructive

    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 dele

  • Delete Webhook
    destructive

    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 n

  • Fetch Braintree Node

    Fetches any object that extends the Node interface using its ID. Use this action when you need to retrieve details about a specific Braintree resource (transaction, customer, payment method, etc.) by its global ID. This action performs a Gr

  • Finalize Braintree Dispute

    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

  • Find eligible PayPal payment methods

    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 d

  • Generate Invoice QR Code

    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 cont

  • Generate Next Invoice Number

    Generates the next invoice number from PayPal's invoicing service. 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

  • Generate Next Invoice Number (v2)

    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 i

  • Generate PayPal Client Token

    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

  • Get Invoice

    Retrieves detailed information about a specific PayPal invoice by its ID. Use this action when you need to get details about an existing invoice, such as its status, amount, line items, payment history, or refund information. This is useful

  • Get Invoice QR Code

    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 co

  • Get Invoice Template

    Retrieves detailed information about a specific PayPal invoice template by its ID. Use this action when you need to get details about an existing invoice template, such as its name, settings, template info (invoicer details, recipients, lin

  • Get Payment Details

    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 ver

  • Get PayPal User Info

    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 associat

  • Get Plan

    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.

  • Get Product

    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 creatin

  • Get Refund Details

    Retrieves details for a PayPal refund by its ID. Use when you need to check the status, amount, or details of an existing refund. This action is useful for verifying refund details, checking refund status, or monitoring refund progress. Not

  • Get Subscription Details

    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 fi

  • Get User Info

    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 su

  • Get Webhook

    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 usef

  • Get Webhook Lookup

    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 w

  • Get Web Profile

    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. Th

  • List billing plans

    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,

  • List Billing Subscriptions

    Lists PayPal billing subscriptions for the merchant account. Use when you need to retrieve a paginated list of subscriptions, optionally filtered by creation date range, status, or plan ID. This action supports pagination via page and page_

  • List Legacy Billing Plans

    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

  • List Payments

    Lists payment information for authorized payments. Use when you need to retrieve a list of PayPal payments with optional filtering by time, payer, or status. This action is useful for reconciling transactions, monitoring payment states, and

  • List PayPal Disputes

    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. R

  • List PayPal Invoices

    List invoices from PayPal with pagination support. Use when you need to retrieve a paginated list of PayPal invoices. You can control the number of results per page using page_size, navigate through pages using page, and optionally include

Setup

Setup guide

  1. 11. In Switchy, open Settings → Integrations → Finance and click Connect next to PayPal. 2. You'll redirect to PayPal's OAuth consent screen — log in with your merchant account credentials. 3. Grant the requested scopes: read/write for transactions, subscriptions, invoices, and webhooks (the MCP needs these to execute actions on your behalf). 4. After approval, you'll return to Switchy and see PayPal listed as Connected. 5. Open any Space, type '@PayPal list recent transactions' and send — if the MCP returns transaction data, the connection works. 6. To invoke a specific tool, @mention PayPal and describe the task in plain language (e.g. '@PayPal capture the authorized payment for subscription SUB-12345'). 7. The MCP will confirm the action or ask for missing details like invoice IDs or plan names.

What teammates see: by default, memories from PayPal are scoped to the Space (PROJECT visibility) - you can mark any memory PRIVATE or share it ORG-wide.

Works well with

Top models

Compatibility data appears once enough Spaces have used this MCP together with a given model.

How Switchy teams use it

Not enough Spaces yet to publish anonymised usage stats (we require ≥ 50 Spaces per week).

Starter prompts

Capture Subscription Payment

@PayPal capture the authorized payment for subscription ID SUB-98765. Confirm the amount charged and update me on the transaction status.
Open in a Space →

Add Shipment Tracking

@PayPal add tracking number 1Z999AA10123456784 with carrier UPS to transaction 8LM45678AB901234C. Mark the shipment status as shipped.
Open in a Space →

Activate Billing Plan

@PayPal activate the billing plan named 'Premium Monthly' that's currently in inactive state. Let me know when it's available for new subscriptions.
Open in a Space →

Cancel Invoice Reminders

@PayPal cancel the automatic payment reminders for invoice INV-2024-0042. Confirm the reminders are stopped and no further emails will send.
Open in a Space →

List Recent Transactions

@PayPal show me the 10 most recent transactions from the past 7 days. Include transaction ID, amount, status, and payer email for each.
Open in a Space →

Example outputs

Illustrative - representative of the model's voice and quality, not literal recordings.

Prompt

@paypal list all active billing plans and show me which ones have trial periods configured

Output

Based on your PayPal account, here are the active billing plans with trial configurations: 1. **Premium Monthly** - $29.99/month after 14-day free trial 2. **Enterprise Annual** - $299/year after 30-day trial at $9.99 3. **Starter Plan** - $9.99/month, no trial period The Premium and Enterprise plans both include trial periods. Premium offers a completely free trial, while Enterprise charges a reduced rate during the trial phase. All three plans are currently active and available for new subscription signups.

Notes

This example demonstrates read-only data retrieval from PayPal's billing plan API. The MCP requires OAuth2 with subscription management scope. Note that plan availability and pricing shown here are illustrative — your actual account may have different plans configured.

Prompt

@paypal create a new billing plan called 'Pro Quarterly' with $79 charged every 3 months and a 7-day free trial

Output

I've created the billing plan 'Pro Quarterly' in your PayPal account: - **Plan ID**: P-1AB23CD4EF5GH6IJ7 - **Pricing**: $79.00 USD every 3 months - **Trial period**: 7 days free - **Status**: Inactive (requires activation) The plan is now saved but not yet available for subscriptions. To make it live, you'll need to activate it using the plan ID above. Once activated, you can share the subscription link with customers or integrate it into your checkout flow.

Notes

This write operation creates a new billing plan but leaves it in inactive state by default — a safety measure to prevent accidental customer signups before you've reviewed the configuration. You must explicitly activate the plan before it accepts subscriptions. Requires write access to billing plan resources.

Prompt

@paypal pull all invoices from the last 30 days that are overdue and draft reminder emails for each one

Output

I found 4 overdue invoices from the past 30 days. Here are draft reminder emails: **Invoice #INV2024-0891** (due 12 days ago, $450.00): "Hi [Customer], this is a friendly reminder that Invoice #INV2024-0891 for $450.00 is now 12 days overdue. Please submit payment at your earliest convenience to avoid service interruption." **Invoice #INV2024-0847** (due 8 days ago, $1,200.00): "Hi [Customer], Invoice #INV2024-0847 for $1,200.00 remains outstanding..." [2 more drafts follow similar pattern] These are draft messages only. Review and edit before sending. I can also trigger PayPal's automatic reminder system for these invoices if you prefer.

Notes

This synthesis example combines PayPal's invoice query API with AI-generated messaging. The MCP retrieves real invoice data, but the email drafts are AI-composed and should be reviewed before sending. Consider using PayPal's native reminder system instead of manual emails for consistency. Be aware of rate limits when querying large invoice volumes.

Use-case deep-dives

SaaS subscription billing setup

When PayPal MCP handles recurring revenue for bootstrapped teams

A 6-person SaaS startup launching tiered pricing needs to spin up billing plans, activate them, and capture payments without writing custom API code. The PayPal MCP is the right call here: the 'Create a billing plan' and 'Activate billing plan' tools let you prototype subscription tiers in a shared workspace, test trial periods with real plan objects, and hand off the config to engineering once it's validated. The OAuth2 scope means your finance lead can manage plans without touching production keys. The threshold: if you're processing over 500 transactions a month, you'll want webhook monitoring ('Create a webhook' tool) to catch failed charges in real time, and this MCP gives you that setup in the same session. Use this when your billing logic is still fluid and you need non-engineers in the loop.

E-commerce order fulfillment tracking

PayPal MCP wins for high-volume shipment updates

A 12-person Shopify merchant ships 200+ orders a day and needs to push tracking numbers back to PayPal to avoid disputes and release funds faster. The 'Add Batch Tracking Information' tool is built for this: you can update dozens of transactions in one call, which matters when you're syncing fulfillment data from a 3PL or warehouse system. The MCP's 50-tool catalog means you can also cancel invoice reminders for custom orders or charge payment methods for upsells in the same workspace. The trade-off: if your tracking data lives in a system that already has a PayPal integration (like ShipStation), you don't need this—use the native sync. But if you're stitching together Airtable, a custom fulfillment script, and PayPal, this MCP is the glue. Set it up once and let ops run the batch updates without engineering.

Customer support refund triage

When support needs PayPal access without full admin rights

A 4-person support team at a digital goods marketplace handles 30-50 refund requests a week, and right now only the founder has PayPal login credentials. The PayPal MCP with OAuth2 lets you scope access so support can capture subscription payments for failed charges or cancel invoice reminders for disputed orders, but they can't touch billing plan configs or webhook settings. The 'Capture subscription payment' and 'Cancel Invoice Reminders' tools cover 80% of daily support tasks without handing over the keys to the kingdom. The boundary: if your refund policy requires looking up transaction history or issuing partial refunds, you'll need tools this MCP doesn't expose—check the vendor's API docs for 'Refunds' endpoints. Use this when you want support to self-serve common PayPal actions during their shift, not escalate every case to finance.

Frequently asked

What can the PayPal MCP do in Switchy?

The PayPal MCP lets your team manage subscriptions, invoices, and payments directly from Switchy's AI workspace. You can activate billing plans, capture subscription payments, add tracking info to transactions, cancel invoice reminders, and create webhooks for payment notifications. It's built for teams handling recurring revenue or multi-transaction workflows without switching to PayPal's dashboard.

Do I need a PayPal Business account to connect this MCP?

Yes. The MCP uses OAuth2 and requires a PayPal Business or Premier account with API credentials enabled. Personal PayPal accounts don't support the subscription, invoicing, or webhook tools this integration exposes. You'll authenticate once in Switchy; the connection persists for your whole team unless you revoke it in PayPal's app settings.

Can the PayPal MCP issue refunds or dispute chargebacks?

No. The MCP focuses on subscription management, invoicing, and transaction tracking. Refunds and dispute handling require PayPal's Resolution Center, which isn't exposed through this integration. If your team needs refund automation, you'll still handle that in PayPal's web interface or via a separate API workflow outside Switchy.

How is this different from logging into PayPal directly?

The MCP brings PayPal actions into Switchy's shared AI context, so your team can trigger billing plan updates or capture payments without leaving the workspace. You skip the PayPal dashboard's multi-step navigation. The trade-off: you only get the 50 tools Switchy exposes, not PayPal's full feature set. Use this when speed and team collaboration matter more than exhaustive control.

Who on my team should connect the PayPal MCP?

Whoever owns your PayPal Business account or has admin API access. Once connected, all Switchy workspace members can invoke PayPal tools through prompts, but the connection itself uses one person's OAuth token. If that person leaves, you'll need to reconnect. The MCP doesn't count against Switchy plan limits—it's bundled with your workspace subscription.

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