Review Account Transactions
Review PayPal transactions for [date range] in [currency]. Separate receipts, fees, and refunds, then show the current available and withheld balances.
paypal
PayPal AI Employee
Leina connects to PayPal to help you review transactions, check balances, and inspect refund status. Ask in your team chat. Leina does the work and brings back the result.
Connect PayPal, choose what to share, and hand off your first task.
Leina + PayPal Example Result
You
Review PayPal transactions for October 1–7 in USD. Separate receipts, fees, and refunds, and show the current available balance. Do not move any money.
Leina
I’ve grouped the transaction activity and shown the current available balance separately from the period totals.
PayPal · Transactions and balances
PayPal · Transaction review
Period transaction totals alongside the latest balance snapshot.
- Period activity
- Receipts: $1,200. Fees: $36. Refunds: $100.
- Current balance
- Available USD balance: $2,480. This is a current snapshot, not the period’s opening balance.
What Is a PayPal AI Agent?
A PayPal AI assistant helps explain transaction records, balance snapshots, and payment status. Give it the period or transaction you want to check so you can focus on the entries that matter.
You specify the source and the destination. Leina uses the content available to your connection and returns the result for you to review.
PayPal
PayPal supports online payments and provides transaction and balance records for merchants.
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Read period transactions
Retrieve the requested dates in the chosen currency.
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Separate transaction types
Group receipts, fees, and refunds from the records.
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Check balance snapshot
Read the latest available balance separately.
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Review the figures
Show the totals with the period and balance context.
What to Ask Leina to Do with PayPal
Copy a prompt, add your details, and send it to Leina in your connected team chat.
Prepare a Checkout Order
Create a PayPal checkout order for these items, quantities, and prices: [order details]. Use [currency] and return the buyer approval link and current order status. Do not capture payment.
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Inspect a Refund
Read PayPal refund [refund ID]. Explain its amount, currency, and current status.
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Check a captured payment
Read PayPal capture [capture ID]. Explain its recorded amount, currency, and status without issuing a refund.
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Your next PayPal task can start with a message.
Connect. Ask. Get the Result.
Tell Leina what you need in your team chat. Include the source, destination, and expected result.
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Connect Your Account
Connect the tools involved and give Leina access to the content it needs.
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Try a Task
Share the source material, say where the result belongs, and describe what you need.
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Check the Result
Review the result and any changes in the connected app.
Put Leina to Work in PayPal
Hand off these everyday tasks to your AI employee.
List Transactions
List PayPal account transactions for reconciliation, support, and financial reporting.
Get Balances
Retrieve PayPal account balances, including available and withheld amounts by currency.
Create Order
Create a PayPal order and return the approval links needed to continue checkout.
Get Order
Retrieve the current details and status of a PayPal order.
Authorize Order
Authorize an approved PayPal order so its funds can be captured later.
Capture Order
Capture payment for an approved PayPal order with CAPTURE intent.
Get Authorization
Retrieve details for a PayPal authorized payment.
Capture Authorization
Capture all or part of an authorized PayPal payment.
Void Authorization
Void a PayPal authorization that has not been fully captured.
Get Capture
Retrieve details for a captured PayPal payment.
Refund Capture
Refund all or part of a captured PayPal payment.
Get Refund
Retrieve the current details and status of a PayPal refund.
Add Tracking
Add shipment tracking information to a completed capture in a PayPal order.
Update Tracking
Update an order shipment tracker, replace its items, notify the payer, or cancel it.
More Tools for Your AI Employee
Connect the Apps your work depends on, and give Leina the context to carry the task forward.
Keep the Conversation Moving. Let Leina Pick Up the Work.
Hand off a task while your team is discussing it. Leina uses your connected tools and brings the result back to the conversation.
See How Leina Works in SlackLeinaExample Result I’ve grouped the transaction activity and shown the current available balance separately from the period totals.
PayPal · Transaction review
PayPal + Leina: Your Questions, Answered
Does creating an order charge the buyer?
Order creation prepares checkout and approval links. Approval, authorization and capture are separate payment steps.
Can I use sandbox credentials in live?
No. Select the environment that matches the app credentials; sandbox and live credentials are separate.
Can I check a payment or refund without moving money?
Yes. Provide the order, capture, or refund identifier and ask for its details and status. Reading those records does not capture a payment or issue a refund.
Make Leina Your PayPal AI Employee
Start with one task you already need to do. Tell Leina what a finished result should look like.
Connect PayPal, choose what to share, and hand off your first task.