moneybird

What This Skill Does

The Moneybird skill for OpenClaw provides a powerful, seamless integration with the Moneybird accounting platform. It enables your AI agent to interact directly with your financial data, allowing for automated management of contacts, ledger accounts, and financial mutations. By leveraging the Membrane CLI infrastructure, this skill abstracts away the complexities of OAuth2 authentication and token management, providing a standardized way to query and manipulate accounting data within your business workflows.

Installation

To start using the Moneybird skill, follow these steps:

1. Ensure you have the Membrane CLI installed globally: npm install -g @membranehq/cli.
2. Authenticate your session by running membrane login --tenant.
3. Install the skill into your OpenClaw environment using the command: clawhub install openclaw/skills/skills/gora050/moneybird.
4. Connect your specific Moneybird account by searching for the connector using membrane search moneybird --elementType=connector --json and then running membrane connect --connectorId=CONNECTOR_ID.
5. Once connected, your agent will be able to perform operations based on the available actions discovered via membrane action list.

Use Cases

This skill is ideal for businesses that want to reduce manual data entry and accounting overhead. Common use cases include:

• Automated Contact Sync: Automatically updating client details in Moneybird based on CRM changes.
• Expense Tracking: Querying financial mutations to generate summaries for monthly tax reporting.
• Ledger Management: Checking ledger account balances programmatically to assist with budget oversight.
• Invoice Oversight: Monitoring the status of outstanding invoices or managing recurring billing cycles through automated triggers.

Example Prompts

1. "Find the ledger account balance for my office supplies category in Moneybird."
2. "List all contacts created in the last week and verify if they have a valid email address in Moneybird."
3. "Show me the latest financial mutations so I can categorize my recent expenses."

Tips & Limitations

• Authentication: Always verify your connection status using membrane connection list --json if your agent reports failure; tokens may occasionally require re-authentication.
• Discovery: Since the Moneybird API is extensive, use membrane action list --intent=QUERY to see the exact input requirements for specific data entities before building complex automation chains.
• Security: As this skill accesses sensitive financial information, ensure your OpenClaw environment is configured with appropriate access controls. Only grant the AI permissions to perform operations strictly necessary for your business tasks.