When a PayPal payment is captured
Captures completed PayPal payments with buyer, amount, and order id.
Trigger·Transaction
Integrations · PaymentsConnect PayPal to Well
Import PayPal transactions, fees, and settlement reports for complete e-commerce reconciliation and visibility.
What Well pulls from PayPal
PayPal feeds payment, payout, refund into Well as a source. The connection is read-only; disconnect at any time from your workspace settings to revoke PayPal’s access.
| From PayPal | In Well | Relation | |
|---|---|---|---|
| Payment | Invoice | Matches | |
| Payout | Bank deposit | Settles into | |
| Refund | Credit note | Becomes | |
| Customer | Company | Enriches |
- Sync mode
- MCP hybrid
- Refresh
- live + reconciliation reads
- Direction
- PayPal → Well
12 triggers from PayPal.
When a PayPal payment is refunded
Detects refunds against captured payments and links back to the order.
Trigger·TransactionWhen a PayPal capture is denied
Surfaces denied captures with the denial reason for follow-up.
Trigger·TransactionWhen a PayPal checkout completes
Picks up the moment a buyer finishes checkout, before the bank settlement.
Trigger·TransactionWhen a PayPal payout settles
Tracks settlement batches with the covered captures and processing fees.
Trigger·TransactionWhen a PayPal subscription renews
Detects recurring billing cycles and matches the new charge to the contract.
Trigger·InvoiceWhen a PayPal chargeback is filed
Flags the contested transaction and preserves the dispute trail.
Trigger·TransactionWhen a PayPal capture is recorded with its merchant fee
Pulls the merchant fee out of the capture so net revenue is correct.
Trigger·TransactionWhen a new buyer's first PayPal capture is recorded
Recognises a first-time buyer from the capture and prepares a customer record.
Trigger·Company
What Well does with your PayPal connection
Connect
Connect PayPal over OAuth (MCP DCR): Well registers a client through PayPal's OAuth Dynamic Client Registration and you approve on PayPal's side, so the password never reaches Well; Well holds only a scoped token it can refresh.
Sync
Well brings payment, payout, and refund in from PayPal through live reads, backed by a periodic reconciliation pass. The first sync backfills history in the background and the connection stays live after.
Enrich
Well resolves each PayPal entity into invoice, bank deposit, and credit note, assigns categories, and links every record to an audit trail across the rest of your connected tools.
Available
Your data from PayPal lands in the workspace as invoice, bank deposit, and credit note you can search, chart, and automate.
Questions PayPal unlocks
Ask in plain language. Well answers from your connected PayPal connection, resolved against the rest of your stack.
Ask Well
Ask anything about your PayPal connection
Summarise this month
What needs attention?
Find unmatched records
Ask about your PayPal connection…
23 agent skills run on PayPal.
Each one answers a question from live PayPal data. The required ones return nothing until a source like it is connected.
Needs a source like PayPal
Chase late invoices
Get a prioritized list of who to chase for payment, with their contact info and a message already drafted.
Rank clients by LTV
Find out what each customer is worth over its whole life, ranked from the most valuable down.
Company profile
Everything you know about one company, in one view.
Payment and invoice lookup
Find what payment settled an invoice, or catch every payment that never got one.
Missing receipts
Find the bills with no paperwork attached, before an auditor does.
Draft invoice
Turn a sentence into a draft invoice in Well, in your customer's design, PDF attached.
Recurring revenue
Know what you can count on earning each month, averaged over real months.
Answers better with PayPal
Receivables aging
See who owes you money, and how long they have been sitting on it.
Bills due
See what you owe and when, ordered by due date with a running total.
FX exposure
See how much of your cash and receivables sit outside your reporting currency.
Missing supplier invoices
See which suppliers owe you paperwork, before your accountant asks.
Missing invoice sweep
Walk the whole month-end sweep in one prompt.
Payables aging
See what you owe your suppliers, and how long each bill has been past due.
Board pack
The board numbers in one pass, each with its scope and its window stated.
Compose a board
The measures you name, arranged on one board that stores the question rather than the answer.
Revenue by customer
See which customers your revenue came from in a period, ranked, with the part you could not place named.
Supplier spend register
See what you paid each supplier over a year, ranked, with the invoices that could not be placed counted beside the total.
VAT radar
See the net VAT your posted ledger shows for a quarter and which invoices to fix first.
Check contractor status
For each supplier that looks like a freelancer, read the purchase invoices, the payment rail and any contract Well holds, and state the facts a requalification question turns on, next to the papers your country expects you to keep.
Uses PayPal when it is there
Connects and checks PayPal
Connect PayPal in three steps
- 01
Connect your PayPal account
Authorize Well to access your PayPal account through the secure connection interface.
- AuthOAuth (MCP DCR)
- DiscoveryMCP .well-known
- MCP servermcp.paypal.com/mcp
- 02
Map your entities
Confirm the connection to allow Well to read your transaction history, payouts, and disputes.
- Mappingpreconfigured by Well
- 03
Use the data
Let Well complete the initial sync to bring your payments and refunds into your workspace.
- First syncstarts as soon as connect completes
Well only reads your PayPal data to assist with reconciliation and never initiates transfers or alters your account settings. PayPal developer docs.
How PayPal stays secure with Well
Well connects to PayPal's MCP server (mcp.paypal.com/mcp) via the Model Context Protocol. The MCP server itself handles credential issuance through OAuth Dynamic Client Registration; Well never sees a long-lived PayPal secret. Tokens are scoped to the payment, payout, refund, and customer PayPal exposes and refreshed server-side. Reads only, Well cannot modify or delete PayPal records.
OAuth (MCP DCR)Encrypted at restGDPR compliant
Read the full privacy and security policyScopes Well requestsmcp.paypal.com/mcp
- granted
Read PayPal records
Resources the PayPal MCP server exposes, scoped by your OAuth approval.
- granted
Resolve payment, payout, refund, and customer across your stack
Match identifiers in PayPal against the same entities your other connected tools expose, so each record carries cross-tool context.
- refused
Modify or delete PayPal records
Not granted; PayPal is read-only in Well. Write-back is opt-in per connector when a write surface exists.
- refused
Store PayPal passwords or session cookies
Authentication runs through OAuth (MCP DCR) tokens we never see.
Disconnect any time from Well settings or PayPal’s admin panel.
Frequently asked questions about PayPal and Well
How does Well retrieve my PayPal transaction history?
Well uses a secure Model Context Protocol server to read your account transactions, invoices, and payment means, bringing them directly into your workspace.
Can I use Well to issue refunds or resolve disputes directly in PayPal?
No. Well reads your PayPal data to help you track and reconcile transactions, but it does not write data, issue refunds, or modify disputes inside your PayPal account.
What specific information does Well pull from my PayPal account?
Well retrieves transaction histories, refund records, payout details, associated customer names, and invoice metadata.
Connect PayPal with
Ready-to-ship workflows that pair PayPal with another tool through Well.
Pennylane
Match PayPal sales and fees inside Well, then forward matche…
Xero
Match PayPal sales, refunds, and disputes inside Well with t…
QuickBooks
Match PayPal sales, refunds, and disputes inside Well, then…
Qonto
Match PayPal payouts to the Qonto bank deposit that received…
Melio
Route PayPal-paid supplier activity into Melio for vendor di…
Pairs well with PayPal
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Ready to connect PayPal?
Connect once. Every payment, payout, refund from PayPal becomes searchable, queryable, and ready for your agents and tables. Disconnect any time.