payabli-integrations

Payabli Integration Agent Skills

Status: beta. The skills are live and growing — we're adding coverage and refining as partners put them to work, so expect changes.

Agent Skills that Payabli partners install in their coding agent to integrate Payabli — from building the integration through getting ready for your certification call — without hands-on integration support. They work in any agent that supports the open Agent Skills standard, including Claude Code, Cursor, Codex, GitHub Copilot, and Gemini CLI.

Skills ship Payabli-specific procedural knowledge directly into your coding agent: the order of operations, the decisions that matter, and the patterns that keep a payments integration correct. They load just-in-time, when your agent is about to write Payabli-touching code.

Skills are complementary to the official Payabli Docs MCP server: the MCP answers questions (Q&A), skills sequence the work. Both read from the same source of truth — docs.payabli.com — so they converge on the same answers.

Use AI responsibly. These skills are crafted by the Payabli team, and they steer an AI coding agent inside your environment. AI output isn't perfect — review and verify everything your agent generates against the official docs (docs.payabli.com) and your sandbox before you ship it, and reach out to your Payabli integration contact if something looks wrong or you need confirmation. Never paste or save secrets (API keys, tokens, cardholder data) into your agent or commit them to your repo; use sandbox credentials and environment variables.

Jump to: The skill set · What you'll need · Install · Usage · Repo structure · Resources · Contributing

The skill set

Organized by what you're building, not by Payabli's product taxonomy.

Skill	What it's for
payabli-getting-started	Design/onboarding entry point; maps your capability goal to the Payabli pieces and writes an integration plan
payabli-fundamentals	Auth, IDs, paypoint scoping, idempotency, error handling — loaded by every other skill
payabli-accept-payments	Pay In core: cards, ACH, wallets, embedded components, hosted pages
payabli-customers	Customer records: create, read, list/search, update, delete, transaction history
payabli-subscriptions	Recurring billing, autopay, dunning
payabli-invoices	Invoices and customer-facing payment links
payabli-disputes	Chargebacks, evidence, refund failures
payabli-send-payments	Pay Out core: payouts, reissue
payabli-vendors	Vendor records: create, read, list/search, update, delete, payment history
payabli-bills	AP automation: bill capture, OCR, approvals
payabli-webhooks	Webhook handling and event processing
payabli-tokenization	Saved payment methods (Pay In and Pay Out)
payabli-reporting	Query API for reports and list/detail data UIs, reconciliation, settlement tracking
payabli-testing	Sandbox usage, test data, and event simulation
payabli-certification-prep	Rehearse the certification test scenarios in sandbox before the cert call
payabli-mcp-setup	Installs the official Payabli Docs MCP server

Every skill above is live. New skills start with payabli-getting-started, which loads payabli-fundamentals and pulls in the rest as the work calls for them.

We're adding skills over time, so some Payabli capabilities don't have one yet — for example merchant boarding (onboarding merchants).

What you'll need

These skills are for building on Payabli, so you'll need a Payabli account with API access — that's where your sandbox credentials come from. Not a Payabli customer yet? Request a demo.

The skills steer your agent; you supply the credentials to test while building. To build and test against sandbox you'll need an organization ID and at least one entrypoint ID (a paypoint), plus a private API token (and a separate public token, if you mount embedded components in the browser). Read these from environment variables; never hardcode or commit the private token. A typical local .env:

# Payabli sandbox credentials. Copy into your app's local env file (e.g. .env.local),
# keep it gitignored, and never commit real values.
PAYABLI_BASE_URL=https://api-sandbox.payabli.com/api
PAYABLI_API_TOKEN=      # PRIVATE token — server-side only; never expose to the browser or commit
PAYABLI_ENTRYPOINT=     # an entrypoint (paypoint) to target; needed by nearly every call
PAYABLI_ORGID=          # organization ID — for org-scoped calls (e.g. notifications, reporting)