integrate

name

integrate

description

Use when a developer wants to integrate Paygentic into their application using the SDK or raw REST API. Use this skill whenever someone wants to send usage events, create customers, manage subscriptions, check entitlements, retrieve invoices, or set up payments with Paygentic. Works with any language — TypeScript, Python, and Go via SDK, all other languages via direct HTTP API. Also use when someone says "set up billing", "add metering", "wire up Paygentic", "integrate Paygentic", or has the @paygentic/sdk, paygentic-sdk, or github.com/paygentic/sdk-go package installed. Even if they just say "I want to bill my users" in a project that has Paygentic as a dependency, use this skill.

Paygentic Integrate

Write integration code for merchant developers using the SDK (TypeScript, Python, Go) or the raw REST API (any language). Detect their language, understand their setup state, and generate working code.

First: Understand the Developer's Context

Before writing any code, determine:

1. Setup state — Do they have an API key and SDK installed?

   • No API key → direct them to platform.sandbox.paygentic.io to create one
   • No SDK → show install command (see SDK Setup below)
   • Ready → proceed to their requested operation

2. Language — Check the project for signals:

   • package.json with @paygentic/sdk → TypeScript SDK
   • requirements.txt / pyproject.toml with paygentic-sdk → Python SDK
   • go.mod with github.com/paygentic/sdk-go → Go SDK
   • Java, Ruby, Rust, PHP, or any other language → Raw HTTP API (no SDK needed)
   • If unclear, ask which language they're using

3. What they want to do — metering, customers, subscriptions, entitlements, invoices, or payments

4. Environment — Always start with sandbox.

   • Initial integrations MUST target the sandbox environment (https://api.sandbox.paygentic.io)
   • Sandbox dashboard: platform.sandbox.paygentic.io
   • When the developer is ready for production, the only changes needed are:
     1. Update the server URL to https://api.paygentic.io
     2. Swap the sandbox API key for a production API key
   • If a developer mentions "production" or "go live", remind them of these two changes

If the developer's message already makes context obvious, skip questions and proceed.

After determining the language:

• TypeScript → read references/typescript-sdk.md
• Python → read references/python-sdk.md
• Go → read references/go-sdk.md
• Any other language → use the Raw API Integration section below. Generate idiomatic HTTP code in the developer's language (e.g., HttpClient for Java, reqwest for Rust, guzzle/curl for PHP).

Debugging with the Live API

When in doubt, check the API reference and make direct calls. Don't guess at IDs, field names, or configuration — verify by hitting the API.

API Reference

The full API reference is at docs.paygentic.io/api-reference. Use WebFetch to look up endpoint details when unsure about parameters, request/response shapes, or available query filters.

Direct API Calls

When debugging or verifying setup, make curl calls directly in the terminal. This is faster than writing SDK code for one-off checks.

Base URL (sandbox): https://api.sandbox.paygentic.io/v0

Common debugging calls:

# List billable metrics — verify event types are configured
curl -s "https://api.sandbox.paygentic.io/v0/billableMetrics?merchantId={MERCHANT_ID}" \
  -H "Authorization: Bearer $PAYGENTIC_BEARER_AUTH" | jq

# List customers — verify customer was created
curl -s "https://api.sandbox.paygentic.io/v0/customers?merchantId={MERCHANT_ID}" \
  -H "Authorization: Bearer $PAYGENTIC_BEARER_AUTH" | jq

# Get a specific subscription
curl -s "https://api.sandbox.paygentic.io/v0/subscriptions/{SUBSCRIPTION_ID}" \
  -H "Authorization: Bearer $PAYGENTIC_BEARER_AUTH" | jq

# List plans — verify plan IDs
curl -s "https://api.sandbox.paygentic.io/v0/plans?merchantId={MERCHANT_ID}" \
  -H "Authorization: Bearer $PAYGENTIC_BEARER_AUTH" | jq

# List entitlements for a customer
curl -s "https://api.sandbox.paygentic.io/v0/entitlements?customerId={CUSTOMER_ID}" \
  -H "Authorization: Bearer $PAYGENTIC_BEARER_AUTH" | jq

Ask for IDs

Many debugging scenarios require IDs that only the developer can provide from their dashboard. Proactively ask for these when relevant:

• merchantId — their organization ID (visible in dashboard settings)
• billableMetricId — the metric they're trying to meter against
• planId / productId — the plan or product they're subscribing customers to
• customerId — the Paygentic customer ID (not their internal user ID)
• subscriptionId — for debugging billing or entitlement issues

Don't make the developer hunt for why something is silently failing — ask for the ID, hit the API, and show them the actual state.

When to Confirm with the User

• Read-only calls (GET/list) — go ahead without asking
• Mutating calls (POST/PUT/DELETE) — always confirm with the user first, explaining what the call will do

SDK Setup

Always start with sandbox. The only difference between sandbox and production is the serverURL and API key.

TypeScript

npm install @paygentic/sdk

import { Paygentic } from "@paygentic/sdk";

// Sandbox (default for initial integration)
const paygentic = new Paygentic({
  serverURL: "https://api.sandbox.paygentic.io",
  bearerAuth: process.env.PAYGENTIC_BEARER_AUTH,
});

// Production — switch when ready to go live:
// const paygentic = new Paygentic({
//   serverURL: "https://api.paygentic.io",
//   bearerAuth: process.env.PAYGENTIC_BEARER_AUTH,
// });

Python

pip install paygentic-sdk

import os
from paygentic_sdk import Paygentic

# Sandbox (default for initial integration)
paygentic = Paygentic(
    server_url="https://api.sandbox.paygentic.io",
    bearer_auth=os.getenv("PAYGENTIC_BEARER_AUTH", ""),
)

# Production — switch when ready to go live:
# paygentic = Paygentic(
#     server_url="https://api.paygentic.io",
#     bearer_auth=os.getenv("PAYGENTIC_BEARER_AUTH", ""),
# )

Python supports both sync and async. Every method has an _async variant (e.g., customers.create_async()). Use async with Paygentic(...) as paygentic: for async context management.

Go

go get github.com/paygentic/sdk-go

import (
    "os"

    paygentic "github.com/paygentic/sdk-go"
)

// Sandbox (default for initial integration)
client := paygentic.New(
    paygentic.WithServerURL("https://api.sandbox.paygentic.io"),
    paygentic.WithSecurity(os.Getenv("PAYGENTIC_BEARER_AUTH")),
)

// Production — switch when ready to go live:
// client := paygentic.New(
//     paygentic.WithServerURL("https://api.paygentic.io"),
//     paygentic.WithSecurity(os.Getenv("PAYGENTIC_BEARER_AUTH")),
// )

Every method takes context.Context as the first argument. See references/go-sdk.md for pointer helpers, time parsing, and full method signatures.

Raw API Integration (No SDK)

For languages without an SDK (Java, Ruby, Rust, PHP, etc.), integrate directly with the REST API. The SDKs are thin wrappers — every SDK method maps 1:1 to an HTTP endpoint.

Base URL & Auth

Base URL (sandbox): https://api.sandbox.paygentic.io/v0
Base URL (production): https://api.paygentic.io/v0

Header: Authorization: Bearer <API_KEY>
Content-Type: application/json

Note: Most endpoints use /v0, but entitlements use /v1. This is called out in the examples below.

Ingest a Usage Event

POST /v0/events

{
  "type": "api-call",
  "source": "my-api-service",
  "subject": "customer_abc123",
  "data": {
    "tokens": 1500,
    "model": "gpt-4"
  }
}

Returns 202 Accepted always — fire-and-forget. Optional fields: namespace, timestamp (ISO 8601), idempotencyKey.

Create a Customer

POST /v0/customers

{
  "merchantId": "org_abc123",
  "consumer": {
    "name": "Acme Corp",
    "email": "[e-mail]",
    "address": {
      "line1": "123 Main St",
      "city": "San Francisco",
      "state": "CA",
      "postalCode": "94105",
      "country": "US"
    }
  },
  "externalId": "acme-123"
}

Returns 201 Created with { "customerId": "cus_...", "validTaxAddress": { ... } }. Use consumerId instead of consumer to reference an existing consumer.

Create a Subscription

POST /v0/subscriptions

{
  "name": "Acme Pro Subscription",
  "planId": "plan_pro_monthly",
  "customerId": "cus_abc123",
  "startedAt": "2026-04-17T00:00:00Z",
  "autoCharge": true
}

Returns 201 Created. Optional fields: endingAt, taxExempt, sessionExpiryMinutes, testClockId, redirectUrls.

Check Entitlements

GET /v1/entitlements?customerId=cus_abc123&featureKey=api-calls

Note the /v1/ path — entitlements are on v1, not v0.

Returns:

{
  "object": "list",
  "data": [
    {
      "hasAccess": true,
      "featureKey": "api-calls",
      "featureType": "metered",
      "balance": 847,
      "usageInPeriod": 153,
      "status": "active"
    }
  ]
}

List Billable Metrics

GET /v0/billableMetrics?merchantId=org_abc123

List Plans

GET /v0/plans?merchantId=org_abc123

Terminate a Subscription

POST /v0/subscriptions/{id}/termination

{
  "reason": "Customer requested cancellation"
}

Generate Portal Link

POST /v0/subscriptions/{id}/portal-link

Endpoint Pattern Reference

Operation	Method	Path
Ingest event	POST	/v0/events
List customers	GET	/v0/customers?merchantId={id}
Create customer	POST	/v0/customers
Get customer	GET	/v0/customers/{id}
List subscriptions	GET	/v0/subscriptions?merchantId={id}
Create subscription	POST	/v0/subscriptions
Terminate subscription	POST	/v0/subscriptions/{id}/termination
Portal link	POST	/v0/subscriptions/{id}/portal-link
List entitlements	GET	/v1/entitlements?customerId={id}
List billable metrics	GET	/v0/billableMetrics?merchantId={id}
Query meter usage	GET	/v0/billableMetrics/{id}/meter
List plans	GET	/v0/plans?merchantId={id}
List invoices	GET	/v0/invoicesV2?subscriptionId={id}
Create payment	POST	/v0/payments

When generating code for a specific language, use the idiomatic HTTP client for that language and translate the JSON bodies above. Always include error handling and the Authorization header. When in doubt about an endpoint, check the API reference.

Usage Metering (P0)

The most common integration point. Merchants send meter events as customers use their product.

Endpoint: events.ingest() — fire-and-forget. Always returns 202 Accepted. Uses CloudEvents format.

IMPORTANT: Do NOT use usageEvents.create() or usageEvents.batchCreate() — those are v0-only and will error on v1 billing plans.

TypeScript

await paygentic.events.ingest({
  type: "api-call",                    // matches a billable metric's event type
  source: "my-api-service",            // identifies the sending service
  subject: "customer_abc123",          // the customer/entity being metered
  data: {
    tokens: 1500,                      // usage amount — key must match metric config
    model: "gpt-4",                    // optional dimensions for grouping/filtering
  },
});
// Always returns 202 — no confirmation, fire-and-forget

Python

paygentic.events.ingest(
    type_="api-call",                  # note: type_ with underscore (Python reserved word)
    source="my-api-service",
    subject="customer_abc123",
    data={
        "tokens": 1500,
        "model": "gpt-4",
    },
)

Go

_, err := client.Events.Ingest(ctx, operations.IngestEventRequest{
    Type:    "api-call",                // matches a billable metric event type
    Source:  "my-api-service",
    Subject: "customer_abc123",
    Data: map[string]any{
        "tokens": 1500,
        "model":  "gpt-4",
    },
})
// Always returns 202 — fire-and-forget

Querying Usage

Use billableMetrics.meter() to read aggregated usage data:

const usage = await paygentic.billableMetrics.meter({
  id: "metric_abc123",                // billable metric ID
  from: new Date("2026-04-01"),       // start of query window
  to: new Date("2026-04-30"),         // end of query window
  subject: "customer_abc123",         // optional: filter by customer
  windowSize: "DAY",                  // optional: bucket by DAY, HOUR, MINUTE
});

Customers (P0)

Sync customers from the merchant's own user model into Paygentic.

TypeScript

const customer = await paygentic.customers.create({
  merchantId: "merchant_xyz",
  consumer: {
    name: "Acme Corp",
    email: "[e-mail]",
    address: {
      line1: "123 Main St",
      city: "San Francisco",
      state: "CA",
      postalCode: "94105",
      country: "US",
    },
  },
  externalId: "acme-123",             // your internal ID for cross-referencing
});

Other operations: customers.list(), customers.get(), customers.update(), customers.delete().

Subscriptions (P0)

Subscribe customers to plans. Plans are created in the dashboard.

TypeScript

const subscription = await paygentic.subscriptions.create({
  name: "Acme Pro Subscription",
  planId: "plan_pro_monthly",          // from dashboard
  customerId: customer.id,
  startedAt: new Date(),
  autoCharge: true,                    // charge automatically at period end
});

Terminate a subscription

await paygentic.subscriptions.terminate({
  id: subscription.id,
  requestBody: {
    reason: "Customer requested cancellation",
  },
});

Customer portal link

Generate a self-service portal URL for customers to manage their subscription:

const portal = await paygentic.subscriptions.generatePortalLink({
  id: subscription.id,
});
// portal.url — time-limited URL (default 10 minutes, max 7 days)

Other operations: subscriptions.list(), subscriptions.get().

Credit-Based Billing (P0 — Most Common Pattern)

The most common integration pattern: customer gets N credits/month included in their plan, usage is tracked, and access is gated when credits run out (or overage is billed).

This combines metering + entitlements + grants into one flow.

How it works

1. Dashboard: Create a metered feature (e.g., api-calls) linked to a billable metric. Attach an entitlement template to the price with grant amount and reset period.
2. SDK: On each request, check the entitlement balance → if credits remain, allow and ingest the event → Paygentic decrements the balance automatically.

Check balance before allowing a request

const entitlements = await paygentic.entitlements.list({
  customerId: "customer_abc123",
  featureKey: "api-calls",
});

const entitlement = entitlements.data[0];
if (!entitlement || entitlement.balance <= 0) {
  // No credits left — block or trigger overage
  return res.status(429).json({ error: "API call quota exceeded" });
}

// Credits available — proceed with the request, then track usage
await paygentic.events.ingest({
  type: "api.call",
  source: "my-api-service",
  subject: "customer_abc123",
  data: { endpoint: req.path },
});

Hard limits vs soft limits

• Hard limit (isSoftLimit: false): Access blocked when balance hits zero. Use for free-tier caps.
• Soft limit (isSoftLimit: true): Access continues at zero balance, overage is tracked and billed. Use for "1000 included, then $0.01 each."

Add credits on-demand (grants)

// Top up a customer with additional credits
const grant = await paygentic.entitlements.grants.create({
  entitlementId: entitlement.id,
  amount: 500,                         // additional units
});

// Or let the customer purchase credits (creates invoice + payment session)
const purchase = await paygentic.entitlements.grants.purchase({
  entitlementId: entitlement.id,
  amount: 1000,
});
// purchase — creates ad-hoc invoice with payment session

List and void grants

const grants = await paygentic.entitlements.grants.list({
  entitlementId: entitlement.id,
});

// Void a grant (removes from balance)
await paygentic.entitlements.grants.void({
  entitlementId: entitlement.id,
  grantId: grant.id,
});

Entitlements (P0)

Beyond credit-based billing, entitlements also support boolean feature gating (on/off access).

Check feature access

const entitlements = await paygentic.entitlements.list({
  customerId: "customer_abc123",
  featureKey: "priority-support",      // boolean feature
});

const hasAccess = entitlements.data.length > 0;

Issue an entitlement manually

await paygentic.entitlements.issue({
  customerId: "customer_abc123",
  featureId: "feature_priority_support",
  template: {
    type: "boolean",
  },
});

Invoices (P1)

Invoices are auto-generated from subscriptions. You can read them and add manual line items.

TypeScript

// List invoices for a subscription
const invoices = await paygentic.invoicesV2.list({
  subscriptionId: "sub_abc123",
});

// Get a specific invoice with line items
const invoice = await paygentic.invoicesV2.get({
  id: "inv_abc123",
  expand: "lineItems",
});

// Add a manual line item (ad-hoc charge or credit)
await paygentic.invoicesV2.createLineItem({
  invoiceId: "inv_abc123",
  description: "Custom consulting fee",
  amount: "250.00",
  currency: "USD",
});

Python

# List invoices for a subscription
invoices = paygentic.invoices_v2.list(
    subscription_id="sub_abc123",
)

# Get a specific invoice with line items
invoice = paygentic.invoices_v2.get(
    id="inv_abc123",
    expand="lineItems",
)

# Add a manual line item (ad-hoc charge or credit)
paygentic.invoices_v2.create_line_item(
    invoice_id="inv_abc123",
    description="Custom consulting fee",
    amount="250.00",
    currency="USD",
)

Payments (P1)

Create one-off payment charges. Returns a checkout URL the customer visits to pay.

TypeScript

const payment = await paygentic.payments.create({
  amount: "99.00",
  currency: "USD",
  customerId: "customer_abc123",
  reference: "onboarding-fee",
  successRedirectUrl: "https://myapp.com/payment/success",
  failureRedirectUrl: "https://myapp.com/payment/failed",
  lineItems: [
    { description: "Onboarding fee", amount: "99.00" },
  ],
});
// payment.checkoutUrl — redirect customer here to complete payment

Python

payment = paygentic.payments.create(
    amount="99.00",
    currency="USD",
    customer_id="customer_abc123",
    reference="onboarding-fee",
    success_redirect_url="https://myapp.com/payment/success",
    failure_redirect_url="https://myapp.com/payment/failed",
    line_items=[
        {"description": "Onboarding fee", "amount": "99.00"},
    ],
)
# payment.checkout_url — redirect customer here to complete payment

Additional Domains (P2 — Available, Expand Later)

These are available in the SDK but covered lightly here. Ask if the developer needs help with any:

• Costs — track infrastructure/operational costs against usage (costs.createCost(), costs.getCostSummary())
• Sources — connect external data sources for automated usage ingestion with approval workflow (sources.create(), sources.events.approve(), sources.rules.create())
• Test Clocks — simulate time for testing billing cycles (testClocks.create(), testClocks.advance())

Common Mistakes

1. Using v0 usage endpoints with v1 plans — usageEvents.create() and usageEvents.batchCreate() will return an error for v1 billing subscriptions. Always use events.ingest().

2. Expecting confirmation from ingest — events.ingest() always returns 202 Accepted with no validation. If the event type doesn't match a metric, it's silently ignored. Verify metric configuration in the dashboard — or better, make a direct API call to list billable metrics and confirm the event type matches.

3. Missing idempotency — For critical metering, pass idempotencyKey to events.ingest() to prevent duplicate charges on retries.

4. Not using the portal link — Instead of building custom subscription management UI, use subscriptions.generatePortalLink() to give customers self-service access.

5. Integrating directly against production — Always develop and test against sandbox first (api.sandbox.paygentic.io). Moving to production is just changing the serverURL and API key — no code changes needed.

6. Guessing at IDs instead of verifying — When events aren't showing up or subscriptions fail, don't guess. Hit the API directly (curl the billable metrics, plans, or customers endpoint) to verify the IDs and configuration are correct.

Learn More

• API reference
• Metering guide
• Billing concepts
• Entitlements