A comprehensive integration allowing AI agents to manage accounting records, track cash flow, and automate financial workflows within the Chipax SaaS platform.
Install & Download
1. ClawHub CLI
The fastest way to install a skill directly from the registry.
npx clawhub@latest install chipax
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 chipax 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 Chipax Skill?
Chipax is a robust SaaS platform dedicated to simplifying accounting and financial management for small businesses and entrepreneurs. This skill enables AI agents to interact with the Chipax API to monitor income, expenses, and real-time cash flow. By utilizing Openclaw Skills, developers can bridge the gap between AI reasoning and financial data, ensuring that accounting tasks are handled accurately and securely through the Membrane framework.
Chipax Skill Use Cases
- Automatically generating financial reports for small business stakeholders.
- Synchronizing bank account transactions with internal accounting ledgers.
- Managing and categorizing business expenses and incoming invoices.
- Monitoring real-time cash flow to inform business decision-making.
- Streamlining the attachment of receipts and documentation to specific transactions.
How Chipax Skill Works
- The AI agent initializes the environment by installing the Membrane CLI and authenticating with the platform.
- A secure connection is established to the Chipax domain, handling OAuth or API key requirements server-side.
- The agent polls the connection status until it reaches a ready state, ensuring all authentication handshakes are complete.
- Natural language intent searches are performed to discover specific actions, such as fetching invoices or updating transactions.
- The agent executes selected actions or sends direct proxy requests to the Chipax API to retrieve or modify financial data.
Chipax Skill Setup
Install the necessary CLI tools to begin using the skill:
npm install -g @membranehq/cli@latest
Authenticate your agent environment:
membrane login --tenant --clientName=openclaw
Establish a connection to the Chipax service:
membrane connection ensure "https://www.chipax.com/" --json
Chipax Skill Data Schema & Taxonomy
The skill organizes financial data into several key entities to maintain a clear metadata taxonomy:
| Entity | Description |
|---|---|
| BankAccount | Details of linked financial institution accounts |
| CashFlow | Records of monetary movement and liquidity |
| Invoice | Billing documents and status tracking |
| Transaction | Individual ledger entries, including attachments |
| Contact | Profiles for vendors, clients, and partners |
| Category | Classification tags for accounting organization |
Chipax Skill Advanced Features
- Intelligent action discovery using natural language intent to find the most efficient financial endpoints.
- Transparent credential management that handles token refreshes and secure storage automatically.
- Headless environment support for authentication in CLI-only or remote server setups.
- Direct API proxying to access niche Chipax endpoints while maintaining secure headers.
- Full support for machine-readable JSON output to enable complex multi-agent automation chains within Openclaw Skills.
SKILL.md
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