Connect Braintree to Copilot
Send Braintree customers, subscriptions, transactions and 4 more data types to Copilot on a schedule. Filter by date. Refresh as often as every 15 minutes.
Copilot
Which Braintree customers have invoices more than 30 days overdue, and what is the total?
Querying the Braintree data set in Coupler.io
How to connect Braintree and Copilot
4 steps. You can preview the Braintree data in Coupler.io before anything reaches Copilot.
Step 1 of 4
Connect Braintree
Enter your Braintree merchant ID, public key, private key and environment. You only do this once per account.
Step 2 of 4
Choose what to export
Pick the Braintree data you want in Copilot.
Step 3 of 4
Connect Copilot
In Copilot Studio, add a Model Context Protocol tool to your agent with the Coupler.io MCP server URL from the destination step. Each user signs in to Coupler.io once.
Step 4 of 4
Set a schedule
Copilot sees the data as of the last run. Run it as often as every 15 minutes.
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Build your Braintree integrations with these destinations
Get the most of Braintree to Copilot integration
Gather data
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7 data types, including Customers, Subscriptions, Transactions, Merchant accounts and Discounts.
With your Braintree merchant ID, public key, private key and environment, entered once when you add the connection.
Yes. Set the start date to cover the period you need.
No. The data stays in Coupler.io, and Copilot queries it read-only when you ask a question. It can't edit or delete Braintree rows.
Microsoft Copilot Studio. Add Coupler.io to your agent as an MCP tool, and the agent can query your Braintree data.
On a schedule you choose, from monthly down to every 15 minutes, depending on your Coupler.io plan.
Yes. Add more sources to the same data flow, for example QuickBooks or Xero, and join or append them before the data reaches Copilot.
