> ## Documentation Index > Fetch the complete documentation index at: https://docs.paygentic.io/llms.txt > Use this file to discover all available pages before exploring further. # Create ## OpenAPI ````yaml /openapi.json post /v0/plans openapi: 3.1.0 info: title: Paygentic API version: 0.1.0 description: > The Paygentic API provides a comprehensive platform for building and scaling monetization infrastructure. ## Authentication All API requests require authentication using an API key passed in the `Authorization` header: ``` Authorization: Bearer YOUR_API_KEY ``` ## Base URL All API requests should be made to: ``` https://api.paygentic.io/v0 ``` contact: name: Paygentic Support email: support@paygentic.io license: name: Proprietary servers: - url: https://api.paygentic.io description: Production API - url: https://api.sandbox.paygentic.io description: Sandbox API security: - BearerAuth: [] tags: - name: Customers description: >- A `Customer` is an entity connected to a `Merchant` via a `Subscription`. This represents the merchant-facing perspective of `Consumers` who purchase their `Products`. - name: Billable Metrics description: >- A `Billable Metric` defines a measurable quantity tied to a `Product`'s consumption. Each metric stores details including its label, an explanatory description, and measurement units. - name: Grants description: >- Grants credit a customer's metered entitlement balance. Merchants can create grants directly or void existing ones. Use `GET /v1/entitlements?customerId={id}` or `GET /v1/entitlements?subscriptionId={id}` to find the metered entitlement `id` needed for these endpoints. - name: Features description: >- A `Feature` represents a specific capability or functionality provided by a `Product`. Features can be metered (usage-based), static (fixed allocation), or boolean (enabled/disabled). - name: Fees description: >- A `Fee` defines a recurring or one-time charge tied to a `Product`. Fees are linked to prices, and cadence is defined on the Price. - name: Plans description: >- A `Plan` links a collection of `Prices` to a `Product`. It functions as a pricing structure document for a particular feature set or service offering. - name: Prices description: >- A `Price` determines the monetary value for a single unit of a `Billable Metric`. Prices are exclusively grouped within a `Plan`. - name: Products description: >- A `Product` is an offering sold by a `Merchant`. It includes product metadata like title, summary, and pricing details. `Plans`, `Prices`, and `Subscriptions` are all associated with products. - name: Sources description: >- A `Source` is an external data provider capable of automatically creating usage events. Configuration occurs at the plan level, enabling data retrieval from third-party platforms such as Stripe to produce billable events. - name: Subscriptions description: >- A `Subscription` is a customer's commitment to purchase a `Product` following the terms of a `Plan` and its linked `Prices`. - name: Users description: >- A `User` is an entity granted access to an Organization's resources. All operations are performed by users. - name: Invoices V2 description: >- Invoice V2 operations supporting billing cycles organized by time periods. Warning: v0 invoice endpoints are no longer supported. - name: Revenue description: Revenue data from invoices and payments - name: Profitability description: Per-customer profitability summaries - name: Test Clocks description: >- Test clocks provide programmable time control to simulate subscription and billing scenarios during testing. - name: Events description: Ingest raw metering events that are processed by the meters service. - name: Payments description: >- Create and manage one-off payments. A payment represents a single charge that a merchant wants to collect from a customer. - name: Payment Sessions description: >- Handle payment session lifecycle and processing across various entity types including invoices and subscriptions - name: Costs description: >- A Cost represents the operational or infrastructure expense of serving customers for a given product. Costs are metered (driven by event-based usage) and are tracked in parallel with billable metrics to give merchants visibility into both revenue and cost per customer. - name: ExternalReferences description: >- An `ExternalReference` links a Paygentic entity (e.g. an `Item`) to a record in an external system such as Salesforce or NetSuite. Multiple external records may map to the same Paygentic entity, but each external id is the *primary* reference of at most one entity per merchant. - name: Items description: >- An `Item` is the canonical "thing you sell" that external-system mappings point at. It is fully decoupled from the billing `Product` and holds no pricing/plan/metering, and it is CRM/ERP agnostic — which providers map to it lives entirely in its `ExternalReference` rows. - name: MerchantIntegrations description: >- A `MerchantIntegration` records a merchant's connection to an external provider. One connection per `(merchant, provider)` — re-connecting upserts in place. - name: Approvals description: Submit, decide, cancel, and read maker-checker approvals. - name: Orders description: Manage Orders, their line items, and billing schedules. - name: Billing Schedules description: >- Owner-polymorphic billing schedules with intervals and staged invoice projections. A BillingSchedule belongs to exactly one Order or one Subscription (XOR). Cadence lives on ScheduleIntervals (cadence-on-the-line). paths: /v0/plans: post: tags: - Plans summary: Create operationId: createPlan requestBody: required: true content: application/json: schema: type: object required: - name - merchantId - currency - productId properties: billingCadence: type: string enum: - P1M - P3M - P1Y description: >- ISO 8601 duration for the billing period. Takes precedence over billingInterval when both are provided. billingInterval: type: string enum: - monthly - quarterly - yearly - annual description: >- Recurring billing period frequency. Sample values: 'monthly' for monthly billing, 'quarterly' for quarterly billing, 'yearly' for annual billing currency: type: string minLength: 3 maxLength: 3 pattern: ^[A-Z]{3}$ description: >- Three-letter ISO 4217 currency code for plan pricing. Must be one of the merchant's supported currencies. Sample values: 'USD' for US dollars, 'EUR' for euros, 'GBP' for British pounds defaultTaxCode: type: string description: >- Default tax code for plan line items. Common values: 'eservice' (electronically supplied services), 'saas' (software as a service), 'consulting', 'ebook', 'standard', 'reduced', 'exempt'. Full list available via GET /tax/codes endpoint. default: eservice defaultTaxRate: type: number description: >- Fallback tax rate percentage when automatic tax calculation fails. Sample values: 8.5 represents 8.5% tax, 10.0 represents 10% tax, 0 represents no tax default: 0 description: type: string description: >- Plan details explaining included features and limits. Sample values: 'Claude API access with 500K tokens monthly allowance', 'Unlimited cloud storage plus real-time analytics tools', 'Complete machine learning infrastructure with GPU access', 'Flexible usage-based pricing with no monthly commitment' invoiceDisplayName: type: string description: >- Plan name shown on billing statements. Sample values: 'LLM API Basic Plan', 'Data Warehouse Business', 'ML Platform Enterprise', 'Pay-Per-Use Model' merchantId: $ref: '#/components/schemas/OrganizationId' description: The merchant organization that will own this plan name: type: string description: >- Plan identifier visible to customers. Sample values: 'Basic Tier', 'Business Package', 'Enterprise Solution', 'Metered Billing', 'Free Tier', 'Premium Access' prices: type: array items: $ref: '#/components/schemas/schemas-PriceId' description: Array of price IDs to associate with this plan productId: $ref: '#/components/schemas/ProductId' description: The product this plan belongs to taxBehavior: type: string enum: - exclusive - inclusive description: >- Whether tax is added on top of the price (exclusive) or included in the price (inclusive) default: exclusive renewalReminderEnabled: type: boolean description: >- Whether to send renewal reminder emails to customers before their subscription renews default: true renewalReminderDays: type: integer description: Number of days before renewal to send the reminder email minimum: 1 maximum: 30 default: 3 billingVersion: type: integer enum: - 0 - 1 default: 1 description: >- Billing engine version. Only 1 (Standard, line-item billing with metered usage support) is accepted for new plans; omitting the field defaults to 1. 0 (Legacy, fee-schedule billing) is rejected — it exists only on plans created before this restriction. billingAnchor: type: string format: date-time nullable: true description: >- ISO 8601 datetime reference point for billing period alignment. Must be in the past or present. When set, subscriptions created under this plan align their first billing period to the next recurrence of this anchor. creditAllocations: type: array items: $ref: '#/components/schemas/PlanCreditAllocation' description: >- Credit-pool funding declarations for this plan. Each entry funds a distinct pricing unit's credit pool when a subscription to this plan activates: the allocated amount is minted as a credit grant on the customer's pool for that pricing unit, once at activation, or on a recurring basis only when that allocation explicitly sets recurrencePeriod. A plan may declare zero or more allocations; no two allocations on the same plan may target the same pricingUnitId. stablePriceIds: type: boolean default: true description: >- Governs price identity when a price on this plan's default version is replaced. When true (default), replacing a price at make-default keeps the original price id live (its value changes) and the superseded value is preserved under a new id. When false, the replacement price's id goes live instead and the superseded value stays under the original id. responses: '201': description: Plan created successfully content: application/json: schema: $ref: '#/components/schemas/Plan' example: id: plan_t9u0v1w2x3y4z5a6 object: plan billingCadence: P1M billingInterval: monthly createdAt: '2024-01-12T10:00:00Z' currency: USD defaultTaxCode: eservice defaultTaxRate: 8.5 description: Claude API access with 500K tokens monthly allowance invoiceDisplayName: LLM API Basic Plan merchantId: org_b7c8d9e0f1g2h3i4 name: Basic Tier prices: - price_r3s4t5u6v7w8x9y0 productId: prod_j5k6l7m8n9o0p1q2 taxBehavior: exclusive updatedAt: '2024-01-12T10:00:00Z' '400': $ref: '#/components/responses/BadRequest' '401': $ref: '#/components/responses/Unauthorized' '403': $ref: '#/components/responses/Forbidden' '500': $ref: '#/components/responses/InternalServerError' components: schemas: OrganizationId: type: string pattern: ^org_[a-zA-Z0-9]+$ description: Unique identifier for an organization schemas-PriceId: type: string pattern: ^price_[a-zA-Z0-9]+$ description: Unique identifier for a price ProductId: type: string pattern: ^prod_[a-zA-Z0-9]+$ description: Unique identifier for a product PlanCreditAllocation: type: object required: - pricingUnitId - amount properties: pricingUnitId: $ref: '#/components/schemas/PricingUnitId' description: >- The pricing unit whose credit pool this allocation funds. Must belong to the plan's own merchant. amount: type: number exclusiveMinimum: 0 description: >- Number of credits minted into the customer's pool for this pricing unit each time the allocation is provisioned. Must be a positive number. recurrencePeriod: type: string description: >- ISO 8601 duration (e.g. 'P1M') controlling how often the allocation's credits are re-minted on the customer's pool. Recurrence is opt-in: when omitted, the allocation is minted once at subscription activation and never refills — even on a recurring plan. Set this field explicitly for credits that should replenish each period. Plan: type: object required: - id - object - name - billingCadence - billingInterval - currency - merchantId - productId - createdAt - updatedAt properties: id: $ref: '#/components/schemas/schemas-PlanId' object: type: string enum: - plan billingCadence: type: string enum: - P1M - P3M - P1Y description: ISO 8601 duration for the billing period. default: P1M billingInterval: type: string deprecated: true x-speakeasy-deprecation-message: 'Use billingCadence (ISO 8601 duration: P1M, P3M, P1Y) instead.' description: >- Deprecated. Human-readable billing period derived from billingCadence. Use billingCadence instead. createdAt: type: string format: date-time currency: type: string defaultTaxCode: type: string description: >- Default tax code for plan line items. Common values: 'eservice' (electronically supplied services), 'saas' (software as a service), 'consulting', 'ebook', 'standard', 'reduced', 'exempt'. Full list available via GET /tax/codes endpoint. defaultTaxRate: type: number description: >- Fallback tax rate (as percentage) if automatic tax calculation is unavailable deletedAt: type: string format: date-time description: type: string invoiceDisplayName: type: string merchantId: $ref: '#/components/schemas/OrganizationId' description: The merchant organization that owns this plan name: type: string paymentTerm: type: object properties: in_arrears: type: boolean in_advance: type: boolean prices: type: array items: $ref: '#/components/schemas/Price' productId: $ref: '#/components/schemas/ProductId' description: The product this plan belongs to taxBehavior: type: string enum: - exclusive - inclusive description: >- Whether tax is added on top of the price (exclusive) or included in the price (inclusive) updatedAt: type: string format: date-time walletNamespaceId: $ref: '#/components/schemas/WalletNamespaceId' renewalReminderEnabled: type: boolean description: >- Whether renewal reminder emails are enabled for subscriptions using this plan renewalReminderDays: type: integer description: Number of days before renewal to send the reminder email billingVersion: type: integer description: Billing engine version. Managed by Paygentic support. billingAnchor: type: string format: date-time nullable: true description: >- ISO 8601 datetime reference point for billing period alignment. Must be in the past or present at the time of creation or update. When set, all subscriptions created under this plan align their first billing period to the next recurrence of this anchor. Null means each subscription uses its own start time (hour-rounded) as the anchor. creditAllocations: type: array items: $ref: '#/components/schemas/PlanCreditAllocation' description: >- Credit-pool funding declarations for this plan. Each entry funds a distinct pricing unit's credit pool when a subscription to this plan activates: the allocated amount is minted as a credit grant on the customer's pool for that pricing unit, once at activation, or on a recurring basis only when that allocation explicitly sets recurrencePeriod. A plan may declare zero or more allocations; no two allocations on the same plan target the same pricingUnitId. defaultVersionId: $ref: '#/components/schemas/PlanVersionId' description: >- The plan version currently served as the plan's live definition. New subscriptions pin to this version. Absent for plans that have never been versioned. stablePriceIds: type: boolean default: true description: >- Governs price identity when a price on this plan's default version is replaced. When true (default), replacing a price at make-default keeps the original price id live (its value changes) and the superseded value is preserved under a new id. When false, the replacement price's id goes live instead and the superseded value stays under the original id. PricingUnitId: type: string pattern: ^pu_[a-zA-Z0-9]+$ description: Unique identifier for a pricing unit schemas-PlanId: type: string pattern: ^plan_[a-zA-Z0-9]+$ description: Unique identifier for a plan Price: type: object required: - id - object - merchantId - model - paymentTerm - invoiceDisplayName - properties - createdAt - updatedAt - quantity - tax properties: id: $ref: '#/components/schemas/schemas-PriceId' object: type: string enum: - price default: price merchantId: $ref: '#/components/schemas/OrganizationId' description: >- The merchant organization that owns this price, derived from the associated fee or billable metric. billableMetricId: type: string feeId: type: string pattern: ^fee_[a-zA-Z0-9]+$ description: The unique identifier for the fee referred to by this price billingCadence: type: string nullable: true description: ISO 8601 duration for billing frequency (e.g., P1M for monthly) createdAt: type: string format: date-time currency: type: string description: type: string invoiceDisplayName: type: string model: type: string enum: - standard - dynamic - volume - percentage paymentTerm: type: string enum: - in_arrears - in_advance properties: type: object additionalProperties: true unitAmount: type: string updatedAt: type: string format: date-time features: type: array items: $ref: '#/components/schemas/PriceFeature' description: Features associated with this price grantDiscountEnabled: type: boolean default: false description: >- When true, grants applied to a subscription will discount usage charged by this price. Only supported for standard metered prices. isObligation: type: boolean default: false description: >- A fixed amount owed whole rather than a per-period rate. An obligation is not prorated over a partial first period: when a subscription starts before its billing anchor, no truncated stub is billed and the first charge is the full amount at the next anchor. An obligation also refuses an interval boundary that falls strictly inside one of its own billing periods, since part of an amount owed whole is not a thing to bill. Defaults to false, which is a rate and is today's behaviour for every price. Not supported on a metered price, whose amount resolves from usage at close. rateType: type: string enum: - amount - proportion default: amount description: >- What properties.unitPrice is denominated in. 'amount' (the default) is an amount of the invoice currency for each unit metered, so the quantity is the multiplier. 'proportion' is the reverse: a dimensionless share of a currency-denominated quantity, so '0.02' is 2% and the invoice prints '2.00%'. Presentation only. Requires a standard metered price in real currency. invoiceDisplayGroup: type: string description: >- Presentation only. Prices sharing this value, within one billing period, print as a single row on the rendered invoice PDF and are described by this string. Every member still bills its own line item on the ledger, this API and the compliance document. The combined row's rate is derived from the members' own rates. Requires the 'standard' pricing model. Sample values: 'Cross Border Fees', 'FX Fees' nullable: true pricingUnitId: $ref: '#/components/schemas/PricingUnitId' description: >- The pricing unit this price is denominated in (credits). Present when the price draws down a credit pool instead of charging real currency. tax: $ref: '#/components/schemas/PriceTax' quantity: type: integer minimum: 1 maximum: 1000000 default: 1 description: >- Quantity used when generating invoice line items for this price. Total per period = quantity × unitPrice. Only supported for fee prices; metered prices derive quantity from usage. Defaults to 1. WalletNamespaceId: type: string description: Unique identifier for a wallet namespace PlanVersionId: type: string pattern: ^pver_[a-zA-Z0-9]+$ description: Unique identifier for a plan version Error: type: object required: - message properties: error: type: string description: >- Coarse HTTP error category (e.g. 'bad_request', 'forbidden'). Maps to the HTTP status code. message: type: string description: >- Human-readable error message. Clients must not parse this field programmatically. code: type: string examples: - TAX_NOT_ENABLED - PAYMENT_SESSION_EXPIRED description: >- Optional semantic business error code for machine-readable discrimination (e.g. 'TAX_NOT_ENABLED'). UPPER_SNAKE_CASE. Clients should check this field, not message. details: type: object description: Additional error details additionalProperties: true example: message: The requested resource was not found error: not_found ValidationError: type: object required: - message - errors properties: error: type: string enum: - validation_error default: validation_error description: Error type indicating validation failure message: type: string description: Human-readable error message errors: type: array items: type: object properties: field: type: string description: The field that failed validation message: type: string description: Validation error message for this field code: type: string description: Validation error code required: - field - message description: Array of field-specific validation errors example: message: Validation failed error: validation_error errors: - field: email message: Invalid email format code: invalid_format PriceFeature: type: object required: - id - featureId - entitlementTemplate properties: id: type: string featureId: type: string entitlementTemplate: type: object additionalProperties: true description: >- The allowance this price declares for the feature. An empty object where the price attaches the feature without declaring one. feature: type: object properties: key: type: string name: type: string type: type: string enum: - metered - static - boolean PriceTax: type: object description: >- A price's tax declaration. Optional on write — a price that declares nothing is `IN_SCOPE`, and is billed and taxed exactly as it was before this object existed. Always present on read. Replaced as a whole on update: send the object to change it, omit it to leave it alone. required: - supplyScope properties: supplyScope: type: string enum: - IN_SCOPE - OUTSIDE_SCOPE description: >- Whether this price's money is consideration for a supply — the one tax fact only you can state, because it is settled when you agree the deal rather than derived from what was sold. `IN_SCOPE` (the default) is consideration: it enters the taxable amount, positive as a charge or negative as a reduction in the price of the supply it applies to. `OUTSIDE_SCOPE` money is not consideration for anything, so it does not change the taxable amount, carries no tax, does not appear on the tax document, and nets into the amount payable after tax. This means "not consideration for a supply" — it does NOT mean "a supply outside this jurisdiction": exports and place-of-supply answers are worked out from the addresses on the sale by the tax provider, and are never declared on a price. How a supply is then classified — standard, zero-rated, exempt — is the tax provider's determination and is not set here either. Omit the whole `tax` object to leave a price in scope; there is deliberately no schema default on this property, so that a misspelt key is refused rather than silently defaulted. outsideScopeLabel: type: string enum: - CASHBACK - null nullable: true description: >- What an `OUTSIDE_SCOPE` amount is called in the invoice totals, so the wording follows the declaration rather than being retyped per price. Required when `supplyScope` is `OUTSIDE_SCOPE`, and rejected otherwise. `CASHBACK` is the only value today, and a price declaring it must use the `standard` model and must not carry a positive `unitPrice` — a cashback is money paid back, not charged. responses: BadRequest: description: >- Bad Request - The request could not be understood or was missing required parameters content: application/json: schema: oneOf: - $ref: '#/components/schemas/Error' - $ref: '#/components/schemas/ValidationError' Unauthorized: description: Unauthorized - Authentication failed or user does not have permissions content: application/json: schema: $ref: '#/components/schemas/Error' Forbidden: description: Forbidden - Request is understood but refused content: application/json: schema: $ref: '#/components/schemas/Error' InternalServerError: description: Internal Server Error - Something went wrong on the server side content: application/json: schema: $ref: '#/components/schemas/Error' securitySchemes: BearerAuth: type: http scheme: bearer description: API key authentication ````