A powerful integration skill that enables AI agents to manage Billy accounting data, contacts, and workflows through the Membrane framework.
Install & Download
1. ClawHub CLI
The fastest way to install a skill directly from the registry.
npx clawhub@latest install billy
2. Manual Installation
Copy the skill folder to one of these locations
~/.openclaw/skills/ <project>/skills/ Priority: Workspace > Local > Bundled
3. Prompt Installation
Copy this prompt to OpenClaw to install it automatically.
Help me install billy using Clawhub. If Clawhub is not installed, install it first (npm i -g clawhub).
Prefer to download?
Get the raw skill files in a ZIP archive.
What is Billy?
The Billy skill for Openclaw Skills provides a robust bridge between AI coding agents and the Billy accounting platform. By leveraging the Membrane CLI, this skill abstracts the complexities of OAuth authentication and credential refreshing, allowing developers to interact with financial data using natural language intent or direct API proxying.
This integration allows agents to programmatically manage core business entities such as contacts, companies, deals, tasks, and emails. It is designed to minimize token usage by providing pre-built actions that handle pagination and error handling, ensuring a secure and efficient connection to Billy's official API.
Billy Use Cases
- Automating the creation and management of customer contact details and company profiles within Billy.
- Synchronizing sales deals and activities between external CRMs and Billy accounting.
- Streamlining task management and email logging directly through AI-driven workflows.
- Generating financial reports or querying transaction data using natural language commands via AI agents.
How Billy Works
- The AI agent initializes the environment by installing the Membrane CLI and logging in with a specific agent type like openclaw.
- A secure connection is established by ensuring a link to the Billy domain, where Membrane handles the handshake and authentication.
- The agent polls the connection status until it reaches a READY state, handling any required user actions through provided UI URLs.
- The agent searches for specific Billy actions (e.g., 'create invoice') using natural language intent via the Membrane action list.
- Actions are executed with JSON parameters, or the agent uses the Membrane proxy to send direct authenticated requests to the Billy API endpoints.
Billy Setup
First, install the global CLI tool:
npm install -g @membranehq/cli@latest
Next, authenticate your agent (specify openclaw as the client name):
membrane login --tenant --clientName=openclaw
Establish the connection to Billy:
membrane connection ensure "https://www.billy.dk/accounting-software/" --json
Billy Data Schema & Taxonomy
The Billy skill organizes data around core accounting and CRM modules. The following table describes the primary entities accessible via Openclaw Skills:
| Entity | Data Included |
|---|---|
| Contacts | Name, email, phone, and specific contact details. |
| Companies | Business profiles and organizational metadata. |
| Deals | Sales pipeline information and deal stages. |
| Activities | Audit logs of interactions and system events. |
| Tasks | Actionable items and deadlines associated with accounts. |
| Emails | Communication logs integrated with Billy records. |
Billy Advanced Features
- Natural Language Intent Discovery: Use the
--intentflag to find the best-fit programmatic action for a specific business goal. - Transparent API Proxying: Send raw requests to any Billy API path while Membrane automatically injects headers and refreshes tokens.
- Automated Credential Lifecycle: Zero-secret management on the local machine; all OAuth flows are handled server-side.
- Machine-Readable Output: Every command supports a
--jsonflag, making it easy for multi-agent systems to parse and act on data.
SKILL.md
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