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Prompts

Available tools

The PayPal Agent toolkit provides the following tools:

Invoices


create_invoice - Creates a new invoice in the PayPal system.

  • recipient_email (string): Email address of the invoice recipient.
  • items (array): List of items or services to include in the invoice. Each item should have.
    • name (string): Name of the item.
    • quantity (number): Quantity of the item.
    • unit_price (number): Price per unit of the item.

Example Prompt: Create an invoice for {customer_email} including 2 hours of consulting at $150 per hour


list_invoices - Lists invoices with optional pagination and filtering.

  • page (number, optional): Page number for pagination.
  • page_size (number, optional): Number of invoices per page.
  • status (string, optional): Filter invoices by status (e.g., SENT, PAID).

Example Prompt: List all {status} invoices on page {page} with {page_size} invoices per page


get_invoice - Retrieves details of a specific invoice.

  • invoice_id (string): The unique identifier of the invoice.

Example Prompt: What are the details of invoice {invoice_id}?


send_invoice - Sends an existing invoice to the specified recipient.

  • invoice_id (string): The unique identifier of the invoice to be sent.

Example Prompt: Send invoice {invoice_id} to the client


send_invoice_reminder - Sends a reminder for an existing invoice.

  • invoice_id (string): The unique identifier of the invoice.

Example Prompt: Send a reminder for invoice {invoice_id}


cancel_sent_invoice - Cancels a sent invoice.

  • invoice_id (string): The unique identifier of the invoice to cancel.

Example Prompt: Cancel the sent invoice {invoice_id}


generate_invoice_qr_code - Generates a QR code for an invoice.

  • invoice_id (string): The unique identifier of the invoice.

Example Prompt: Generate a QR code for invoice {invoice_id}

Payments


create_order - Creates an order in the PayPal system based on provided details.

  • items (array): List of items to include in the order. Each item should have.
    • name (string): Name of the item.
    • quantity (number): Quantity of the item.
    • unit_price (number): Price per unit of the item.
  • currency (string): Currency code (e.g., USD, EUR).

Example Prompt: Place an order for {quantity} units of '{item_name}' at ${unit_price} each


get_order - Retrieves the details of an order.

  • order_id (string): The unique identifier of the order.

Example Prompt: Get details for order {order_id}


pay_order - Captures payment for an authorized order.

  • order_id (string): The unique identifier of the order to capture.

Example Prompt: Capture payment for order {order_id}


create_refund - Process a refund for a captured payment.

  • capture_id (string): The unique identifier of the captured payment to refund.
  • amount (number, optional): The refund amount. If not specified, refunds the full amount.
  • currency (string, optional): Currency code for the refund (e.g., USD, EUR).

Example Prompt: Process a refund for capture {capture_id} Process a refund for Order {order_id}


get_refund - Get the details for a specific refund.

  • refund_id (string): The unique identifier of the refund.

Example Prompt: Get details for refund {refund_id} Get details for Order {order_id}

Dispute Management


list_disputes - Retrieves a summary of all disputes with optional filtering.

  • status (string, optional): Filter disputes by status (e.g., OPEN, RESOLVED).

Example Prompt: List all {status} disputes


get_dispute - Retrieves detailed information of a specific dispute.

  • dispute_id (string): The unique identifier of the dispute.

Example Prompt: Get details for dispute {dispute_id}


accept_dispute_claim - Accepts a dispute claim, resolving it in favor of the buyer.

  • dispute_id (string): The unique identifier of the dispute.

Example Prompt: Accept the dispute with ID {dispute_id}

Shipment Tracking


create_shipment_tracking - Creates a shipment tracking record for a PayPal transaction.

  • tracking_number (string, required): The tracking number for the shipment.
  • transaction_id (string, required): The transaction ID associated with the shipment.
  • carrier (string, required): The carrier handling the shipment. (e.g.,FEDEX, UPS)
  • order_id: (string, optional): The order ID for which shipment needs to be created.
  • status: (string, optional, enum): The current status of the shipment. Allowed values are['ON_HOLD', 'SHIPPED', 'DELIVERED', 'CANCELLED', 'LOCAL_PICKUP'], default value: 'SHIPPED'.

Example Prompt: Add tracking number '{tracking_number}' with carrier '{carrier}' to PayPal order ID - {order_id}.


get_shipment_tracking - Gets shipment tracking information for a specific shipment.

  • order_id (string, required): The order ID for which shipment needs to be created.
  • transaction_id (string, optional): The transaction ID associated with the shipment.

Example Prompt: Get the tracking number for PayPal order ID - {order_id}

Catalog Management


create_product - Creates a new product in the PayPal catalog.

  • name (string, required): The name of the product.
  • type (string, required, enum): The type of the product. Allowed values are ['PHYSICAL', 'DIGITAL', 'SERVICE'].

Example Prompt: Create a new product with the name '{product_name}' of type '{product_type}'.


list_products - Lists products from the PayPal catalog with optional pagination.

  • page (number, optional): The specific page number to retrieve. Defaults to the first page if not provided.
  • page_size (number, optional): The maximum number of products to return per page. Defaults to a system-defined limit if not provided.

Example Prompt: List all products.


show_product_details - Shows details of a specific product from the PayPal catalog.

  • product_id (string, required): The ID of the product to retrieve.

Example Prompt:
Show the details for product id {product_id}.

Subscription Management


create_subscription_plan - Creates a new subscription plan.

  • product_id (string, required): The name of the subscription plan.
  • name (string, required): The plan name.
  • billing_cycles (array, required): An array of billing cycles for trial billing and regular billing. A plan can have at most two trial cycles and only one regular cycle.
    • tenure_type (string, required): The type of billing cycle: [REGULAR|TRIAL].
    • sequence (integer, required): The order in which this cycle is to run among other billing cycles.
    • frequency(integer, required): The frequency details for this billing cycle.
      • interval_unit(string, required): The interval at which the subscription is charged or billed.[DAY|WEEK|MONTH|YEAR]
  • payment_preferences (array, required): The payment preferences for a subscription.
    • auto_bill_outstanding (boolean, optional): Indicates whether to automatically bill the outstanding amount in the next billing cycle. Default:true

Example Prompt:
Create a {interval_unit} PayPal subscription plan for product '{product_name}' with billing cycle '{billing_cycle}', price '{price} {currency}'. Set trial period cycle to '{trial_period}'.


list_subscription_plans - Lists subscription plans.

  • product_id (number, optional): List the subscription plans for a specific product.
  • page (number, optional): The specific page number to retrieve. Defaults to the first page if not provided.
  • page_size (number, optional): The maximum number of products to return per page. Defaults to a system-defined limit if not provided.

Example Prompt: List all subscription plans.


show_subscription_plan_details - Shows details of a specific subscription plan.

  • billing_plan_id (string, required): The ID of the subscription plan to retrieve.

Example Prompt: Show the details for plan id {billing_plan_id}.


create_subscription - Creates a new subscription.

  • plan_id (string, required): The ID of the subscription plan.
  • Subscriber (array, optional): The subscriber request information.
    • name (string, optional): The name of the subscriber.
    • email (string, Optional): The email address of the subscriber.

Example Prompt: Create a subscription for plan id {plan_id} with subscriber name as {subscriber_name} with email address {subscriber_email}.


show_subscription_details - Shows details of a specific subscription.

  • subscription_id (string, required): The ID of the subscription to retrieve.

Example Prompt: Show the details for subscription id {subscription_id}.


cancel_subscription - Cancels an active subscription.

  • subscription_id (string, required): The ID of the subscription to be cancelled.
  • Reason (string, optional): The reason for cancelling the subscription.

Example Prompt: Cancel the subscription id {subscription_id}


update_subscription - Update an active or suspended subscription.

  • subscription_id (string, required): The ID of the subscription to be updated.
  • fixed_price (optional)
    • value (string): The fixed price for the billing cycle of subscription.
    • sequence (number): The sequence for the billing cycles
  • shipping_amount (string, optional):

Example Prompt: Update the subscription with id {subscription_id}, update values for Fixed price with {fixed_price}, Auto Bill Outstanding with {auto_bill_outstanding} and Tax Inclusive with {taxes_inclusive}

Reporting and Insights


list_transaction - Lists all transactions with optional pagination and filtering.

  • start_date (string, optional): The start date for filtering transactions. Default value : 31 days
  • end_date (string, optional): The end date for filtering transactions.

Example Prompt: Get the list of my transactions for last {days} days.