Integration · Payments and finance
AI agents for Braintree
Search Braintree transactions, customers, subscriptions, refunds and disputes, read plans, create customers, and refund or void a transaction or cancel a subscription, in production or the sandbox.
- Actions
- 13
- Read
- 9
- Write
- 4
Actions
What your agents can do in Braintree
13 actions. Each one is a tool your agents can call and a step your workflows can run.
Read 9
Look things up. Nothing changes.
Search transactions
Searches Braintree transactions by status, creation time, order ID, amount range or customer email, newest first.
Get a transaction
Reads one Braintree transaction by its GraphQL ID.
Search customers
Searches Braintree vault customers by email, name, company, phone or creation time (text filters match exactly unless contains is set).
Get a customer
Reads one Braintree customer by GraphQL ID, with their stored payment methods and latest transactions.
Search subscriptions
Searches Braintree recurring billing subscriptions by status (ACTIVE, PAST_DUE, PENDING, CANCELED, EXPIRED), plan ID or next billing date.
List plans
Lists the recurring billing plans set up in Braintree.
Search refunds
Searches Braintree refunds by status, creation time or order ID.
Search disputes
Searches Braintree disputes (chargebacks) by status (OPEN, UNDER_REVIEW, WON, LOST, ACCEPTED, AUTO_ACCEPTED, DISPUTED, EXPIRED) or received date.
Convert dashboard IDs
Turns IDs shown in the Braintree Control Panel or the older SDKs (legacy IDs, like a transaction ID 7xk3h2qp) into the GraphQL IDs the other actions take, for one type of record.
Write 4
Create, change or send.
Create a customer
Creates a customer in the Braintree vault with optional names, company, email, phone and website (payment methods are added through Drop-in or Hosted Fields, not here).
Refund a transactionDeletes data
Refunds a settled or settling Braintree transaction, in full or for a smaller amount (like 12.50), with an optional order ID.
Void a transactionDeletes data
Voids a Braintree transaction that is authorized or submitted for settlement but not yet settled, so the customer is never charged.
Cancel a subscriptionDeletes data
Cancels a Braintree subscription at once; it cannot be reactivated.
A person can approve first
Any write action can be set to wait for a person's approval before it runs, so an agent asks before it changes anything. Actions that delete data ask first by default.
Connection
How it connects
Connect it once in the console, then give it to the agents and workflows that need it.
Enter the API credentials from your Braintree account.
What you enter
- Public key
- Private key
Settings
- Environment
Kept safe
- Credentials are stored encrypted with your organization's own keys.
- They are opened only by the process that makes the call, at the moment it runs, and never go into a prompt or the browser.
- Calls go only to the tool's own servers.
Ideas
Ideas to start with
Starting points made only from the actions above. Mix them with any other tool your agents can use.
- 01
Ask about your Braintree data
Ask a question in plain words. The agent can search transactions, get a transaction or search customers in Braintree, then answers with what it found.
- 02
Let an agent update Braintree
Have the agent create a customer or refund a transaction in Braintree as part of a larger task. Turn on approval and a person signs off on each change first.
- 03
Share what it finds in Slack
Give one agent Braintree and Slack: it can search transactions in Braintree and post a summary to a Slack channel in the same run.
Works well with
More Payments and finance tools
- Stripe4 actionsCreate and find customers, make payment links for your existing prices, and refund payments in your Stripe account.
- PayPal5 actionsDraft and send invoices, create and check checkout orders, and list transactions for a PayPal business account, live or sandbox.
- QuickBooks Online4 actionsLook up customers, invoices and products, add customers, and create and read invoices in a QuickBooks Online company.
- Xero4 actionsList and create invoices, and add and read contacts, in a Xero organisation.
- Razorpay3 actionsSend payment links, create orders for checkout, and look up payments in your Razorpay account.
- Square4 actionsCreate and find customers, and make payment links for a set amount, in your Square seller account.
FAQ
Braintree and MyDeepAgents
Can MyDeepAgents connect to Braintree?
Yes. The Braintree connector has 13 actions: 9 read and 4 make changes. Your agents can call them as tools, and your workflows can run them as steps.
How do I connect Braintree?
Enter the API credentials from your Braintree account. You'll need: Public key and Private key. The connection also asks for: Environment. Credentials are stored encrypted with your organization's own keys and are opened only at the moment of a call.
Can an agent change data in Braintree without asking?
Only if you let it. Each of the 4 actions that change data can be set to wait for a person's approval before it runs, and the 3 that delete data ask first by default.
Can I use Braintree in workflows as well as agents?
Yes. Every Braintree action also works as a step in a workflow, and the same connection serves your agents and your workflows.
Early access
Put Braintree to work
Connect it in a few minutes, give an agent the actions it needs, and decide which changes wait for a person.