Connecting PayPal to AI: find transactions without opening the business account
PayPal can be connected to AI. The assistant builds an overview of the transactions in a period you name, can start a payment and can send money back on a payment received earlier. Refunding is irreversible and therefore happens only on request and after confirmation. What the assistant is allowed to do is yours to decide.
What the assistant can query at PayPal
Transactions in a period
The assistant lines up the transactions of a period you name, narrowed to a particular status if you want. That is the entrance for every question starting with how much or which.
Long periods in pieces
For a quarter or a year it walks the stretch in parts and merges the outcomes. The answer arrives, but a broad question costs noticeably more time than a question about one month.
Start a payment
The assistant can set up a payment with the amount, the description and where the customer lands after paying. It then sits in your own PayPal account.
Refund a payment received
On a payment received earlier the assistant can send money back, in full or in part, with a note to the payer. That action cannot be reversed.
Currencies kept apart
If money comes in across several currencies, they stay separate in the answer. The assistant does not add amounts in different currencies together and does not invent an exchange rate.
What organisations use the PayPal connector for
Finance administration
- Situation
- At the monthly close it must be clear what came in through PayPal and whether it lines up with the rest.
- What the agent does
- The assistant lists that month's transactions with date, amount and currency.
- Result
- An overview straight in the chat, without anybody logging into the business account.
Customer service
- Situation
- A customer says they paid through PayPal, but nothing shows up in the order system.
- What the agent does
- The assistant looks at the transactions of the days around the order and reports whether a payment of that amount is among them.
- Result
- The agent can say straight away whether the payment arrived instead of handing the case to finance.
International sales
- Situation
- The sales team wants to know how the past quarter went through PayPal, across several currencies.
- What the agent does
- The assistant walks the quarter in parts and keeps the currencies apart while doing so.
- Result
- A picture per currency instead of one added-up figure that means nothing.
Returns handling
- Situation
- A customer is entitled to a partial refund of their purchase and asks how long that takes.
- What the agent does
- The assistant looks up the payment received, proposes the refund with an amount and a note and only executes it after approval.
- Result
- The refund is on its way with a readable explanation, and the handling can be traced in the log.
From connection to a bounded assistant
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1
Access on your own account
You grant permission from inside PayPal for the business account. That permission belongs to you and can be withdrawn again without any involvement from us.
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2
Choose what is allowed
Querying transactions is the base. Starting a payment and refunding are separate choices that stay off until somebody deliberately releases them.
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3
Agree on the periods
Because a broad stretch is retrieved in pieces, we agree how far back the assistant may look by default. That keeps answers fast and predictable.
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4
Visible in the log
Every action lands in the log, with the period it covered. For a refund the amount is recorded alongside it, plus who asked for it.
Returning money cannot be reversed
The write actions of this connector touch real money in a real account, and a refunded amount does not come back by itself.
Where the data lives: Nederland of de EU
Refunds only after approval
The assistant names the payment received, the amount and the currency and waits for an explicit approval. After that the refund is final.
Permission you can withdraw
The connection works on a permission you granted yourself and can withdraw yourself. No employee login is used.
Only for those who need it
You decide which roles may use the PayPal assistant. A team that only has to look things up does not get the refunding alongside it.
On a dedicated server
The model runs on a dedicated server in the Netherlands. The transaction data from PayPal does not travel to an American model provider and is not used for training anywhere.
What clients ask about PayPal and AI
Can I connect PayPal to ChatGPT?
ChatGPT has no connection to your business PayPal account, and you do not hand access to a payment account to a public chatbot. IntraGPT chats the same way, but with a connector pinned to one account that only does what you released and records everything.
Does IntraGPT work with PayPal?
Yes, this is a working integration running at clients. The assistant builds transaction overviews per period, can start a payment and can refund a payment received earlier when you allow it.
What does a PayPal connector cost?
Connecting is part of the trajectory we go through together. What determines the work is whether payments may be started and refunds issued alongside querying, and how many accounts are involved. We make that concrete beforehand.
How long does setup take?
Once permission has been granted on the business account the connector stands within minutes. The lead time usually sits in arranging internally who may grant that permission and whether refunding through the assistant is permitted.
Why does a question about a whole year take so long?
Because the assistant retrieves a long stretch in parts and merges the outcomes afterwards. For a year that is a lot of separate rounds, so the answer keeps you waiting. Ask per month or per quarter and you get the overview far sooner, then dig deeper where it gets interesting.
Can a refund still be reversed?
No. Once the money has gone back that action is final and there is no way back through the assistant. That is why it shows the payment, the amount and the currency in advance and waits for confirmation. If you want the amount after all, it has to go through a new payment.
Who decides whether payments may be started?
That is a choice for your administrator and it stands apart from querying. Many organisations open the querying widely and keep starting payments and refunding with finance. As long as it is not enabled, the assistant cannot do it.
Does the assistant add up amounts in different currencies?
No. Every amount comes with the currency it arrived in and the assistant sticks to it. An overview over a period is therefore presented per currency. If you want a single total in euros, that needs an exchange rate the connector does not make up for you.