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paypal

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🇺🇸

Original

English
🇨🇳

Translation

Chinese

PayPal Skill

PayPal Skill

Overview

概述

Enables Claude to access PayPal to check balance, view transaction history, monitor account activity, and review invoices or subscriptions. Note: Claude cannot send money or make transactions.
让Claude能够访问PayPal以查询余额、查看交易历史、监控账户活动以及查看发票或订阅信息。注意：Claude无法进行转账或交易操作。

Quick Install

快速安装

bash
curl -sSL https://canifi.com/skills/paypal/install.sh | bash
Or manually:
bash
cp -r skills/paypal ~/.canifi/skills/
bash
curl -sSL https://canifi.com/skills/paypal/install.sh | bash
或手动安装：
bash
cp -r skills/paypal ~/.canifi/skills/

Setup

设置

Configure via canifi-env:
bash
undefined
通过canifi-env进行配置：
bash
undefined

First, ensure canifi-env is installed:

首先，确保已安装canifi-env：

curl -sSL https://canifi.com/install.sh | bash

curl -sSL https://canifi.com/install.sh | bash

canifi-env set PAYPAL_EMAIL "your-email@example.com"
undefined
canifi-env set PAYPAL_EMAIL "your-email@example.com"
undefined

Privacy & Authentication

隐私与认证

Your credentials, your choice. Canifi LifeOS respects your privacy.
您的凭证，您做主。Canifi LifeOS尊重您的隐私。

Option 1: Manual Browser Login (Recommended)

选项1：手动浏览器登录（推荐）

If you prefer not to share credentials with Claude Code:
  1. Complete the Browser Automation Setup using CDP mode
  2. Login to the service manually in the Playwright-controlled Chrome window
  3. Claude will use your authenticated session without ever seeing your password
如果您不想与Claude Code共享凭证：
  1. 使用CDP模式完成浏览器自动化设置
  2. 在Playwright控制的Chrome窗口中手动登录该服务
  3. Claude将使用您的已认证会话，全程不会获取您的密码

Option 2: Environment Variables

选项2：环境变量

If you're comfortable sharing credentials, you can store them locally:
bash
canifi-env set SERVICE_EMAIL "your-email"
canifi-env set SERVICE_PASSWORD "your-password"
Note: Credentials stored in canifi-env are only accessible locally on your machine and are never transmitted.
如果您愿意共享凭证，可以将其存储在本地：
bash
canifi-env set SERVICE_EMAIL "your-email"
canifi-env set SERVICE_PASSWORD "your-password"
注意：存储在canifi-env中的凭证仅能在您的本地机器上访问，绝不会被传输。

Capabilities

功能

  • Check PayPal balance in all currencies
  • View recent transaction history
  • Monitor account notifications and alerts
  • Review active subscriptions
  • Check invoice status (sent/received)
  • View linked accounts and cards
  • 查询所有币种的PayPal余额
  • 查看近期交易历史
  • 监控账户通知与提醒
  • 查看活跃订阅
  • 查看发票状态（已发送/已接收）
  • 查看关联账户与卡片

Usage Examples

使用示例

Example 1: Check Balance

示例1：查询余额

User: "What's my PayPal balance?"
Claude: I'll check your PayPal balance.
- Opens paypal.com via Playwright MCP
- Logs into account
- Returns: PayPal Balance: $1,234.56 USD
- Other currencies:
  - EUR: €45.00
  - GBP: £0.00
- Available to withdraw: $1,234.56
- Pending: $0.00
用户："我的PayPal余额是多少？"
Claude：我将为您查询PayPal余额。
- 通过Playwright MCP打开paypal.com
- 登录账户
- 返回结果：PayPal余额：1234.56美元
- 其他币种：
  - 欧元：45.00€
  - 英镑：0.00£
- 可提现金额：1234.56美元
- 待处理金额：0.00美元

Example 2: Review Subscriptions

示例2：查看订阅

User: "What subscriptions do I have through PayPal?"
Claude: I'll check your active subscriptions.
- Navigates to automatic payments
- Active subscriptions:
  - Netflix: $15.99/month, next: Jan 15
  - Spotify: $10.99/month, next: Jan 20
  - Adobe CC: $54.99/month, next: Feb 1
- Total monthly: $81.97
- Can provide cancellation links if needed
用户："我通过PayPal有哪些订阅？"
Claude：我将为您查看活跃订阅。
- 导航至自动付款页面
- 活跃订阅：
  - Netflix：15.99美元/月，下次扣费：1月15日
  - Spotify：10.99美元/月，下次扣费：1月20日
  - Adobe CC：54.99美元/月，下次扣费：2月1日
- 每月总费用：81.97美元
- 如需取消可提供取消链接

Example 3: View Recent Activity

示例3：查看近期活动

User: "Show my recent PayPal transactions"
Claude: I'll pull up your activity.
- Navigates to activity section
- Recent transactions:
  - Jan 6: -$89.99 to Amazon (purchase)
  - Jan 5: +$250.00 from Client (invoice)
  - Jan 4: -$15.99 to Netflix (subscription)
  - Jan 3: +$50.00 from John (payment received)
- This month: +$194.02 net
用户："显示我近期的PayPal交易记录"
Claude：我将为您调出账户活动记录。
- 导航至活动页面
- 近期交易：
  - 1月6日：向Amazon支付89.99美元（购物）
  - 1月5日：收到客户付款250.00美元（发票收款）
  - 1月4日：向Netflix支付15.99美元（订阅）
  - 1月3日：收到John付款50.00美元（收款）
- 本月净收入：194.02美元

Authentication Flow

认证流程

  1. Navigate to paypal.com via Playwright MCP
  2. Click "Log In" and enter email
  3. Enter password
  4. Handle 2FA via SMS or authenticator
  5. May require security questions
  6. Maintain session for account access
  1. 通过Playwright MCP导航至paypal.com
  2. 点击"登录"并输入邮箱
  3. 输入密码
  4. 通过短信或认证器处理双因素认证（2FA）
  5. 可能需要回答安全问题
  6. 维持会话以访问账户

Error Handling

错误处理

  • Login Failed: Retry, check for security holds
  • 2FA Required: Complete verification flow
  • Account Limited: Direct to resolution center
  • Session Expired: Re-authenticate (frequent)
  • Rate Limited: Wait 2 minutes, retry
  • Unusual Activity: May require additional verification
  • 登录失败：重试，检查是否有安全限制
  • 需要2FA：完成验证流程
  • 账户受限：引导至解决中心
  • 会话过期：重新认证（频繁发生）
  • 请求受限：等待2分钟后重试
  • 异常活动：可能需要额外验证

Self-Improvement Instructions

自我改进说明

After each interaction:
  • Track balance check patterns
  • Note subscription monitoring
  • Log common transaction types
  • Document UI changes
Suggest updates when:
  • PayPal updates interface
  • New features added
  • Security flow changes
  • Invoice features update
每次交互后：
  • 记录余额查询模式
  • 记录订阅监控情况
  • 记录常见交易类型
  • 记录界面变更
在以下情况时建议更新：
  • PayPal更新界面
  • 添加新功能
  • 安全流程变更
  • 发票功能更新

Notes

注意事项

  • Claude CANNOT send money or make payments
  • All access is read-only for security
  • PayPal has strong fraud protection
  • Multiple currencies supported
  • Business vs personal account differences
  • Buyer/seller protection varies
  • Instant transfer available for fee
  • Claude 无法进行转账或付款操作
  • 所有访问均为只读，以保障安全
  • PayPal具备强大的反欺诈保护
  • 支持多种币种
  • 企业账户与个人账户存在差异
  • 买家/卖家保护政策不同
  • 支持即时转账，但需支付手续费