A powerful accounting automation skill for managing invoices, bills, and financial records through the Membrane framework.
Install & Download
1. ClawHub CLI
The fastest way to install a skill directly from the registry.
npx clawhub@latest install clear-books
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 clear-books 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 Clear Books Skill?
The Clear Books skill provides a robust interface for AI agents to interact with Clear Books, a premier online accounting software for small businesses. By leveraging Openclaw Skills, developers can automate complex financial tasks such as expense tracking, invoice generation, and client account management without manually handling authentication overhead.
Built on the Membrane protocol, this skill ensures secure communication by managing OAuth flows and credential refreshes server-side. This allows AI agents to focus on executing business logic and data retrieval rather than managing sensitive API keys or complex auth plumbing.
Clear Books Skill Use Cases
- Automating the creation and delivery of professional invoices to clients.
- Tracking and reconciling business expenses and bill payments in real-time.
- Synchronizing contact information between CRM tools and Clear Books records.
- Managing invoice refunds and accounting tasks via natural language commands.
- Generating financial summaries and user reports for bookkeepers and accountants.
How Clear Books Skill Works
- The AI agent initializes the skill using the Membrane CLI to authenticate the user's Clear Books account.
- A secure connection is established, with Membrane handling all background authentication and token management.
- The agent uses natural language intent discovery to search for specific actions like 'create invoice' or 'list bills'.
- Actions are executed through the Openclaw Skills interface, passing required JSON parameters to the Clear Books API.
- If a specialized workflow is needed, the agent can perform direct proxy requests while Membrane automatically injects the necessary security headers.
Clear Books Skill Setup
To get started with Openclaw Skills for Clear Books, install the Membrane CLI and authenticate:
npm install -g @membranehq/cli@latest
membrane login --tenant --clientName=openclaw
Connect your Clear Books account:
membrane connection ensure "https://www.clearbooks.co.uk/" --json
Clear Books Skill Data Schema & Taxonomy
The skill organizes financial data into logical entities. Below is a summary of the core data objects supported:
| Entity | Description |
|---|---|
| Bill | Accounts payable records and associated bill payments. |
| Invoice | Sales records, including tracking for refunds and status. |
| Contact | Metadata for clients, suppliers, and internal users. |
| Task | Administrative tasks and accounting workflows. |
| Webhook | Real-time event subscriptions for data updates. |
Clear Books Skill Advanced Features
- Natural Language Intent Discovery: Search for available API actions using plain English queries via Openclaw Skills.
- Transparent Proxy Requests: Directly call any Clear Books API endpoint with automatic header injection and credential management.
- Long-polling Connection States: Robust handling of 'BUILDING' and 'CLIENT_ACTION_REQUIRED' states for seamless user onboarding.
- Multi-Agent Compatibility: Optimized tooling for various environments including openclaw, claude, and windsurf.
SKILL.md
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