A comprehensive integration for managing financial records and automating low-code workflows within the FintechOS ecosystem.
Install & Download
1. ClawHub CLI
The fastest way to install a skill directly from the registry.
npx clawhub@latest install fintechos
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 fintechos 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 FintechOS Skill?
FintechOS is a leading low-code platform designed for financial institutions like banks and insurance companies to accelerate their digital transformation. By integrating this skill into your workflow using Openclaw Skills, you enable your AI agent to interact directly with financial data, manage complex business processes, and deploy new products rapidly. The integration leverages Membrane to handle secure authentication and credential management, allowing developers to focus on building financial logic rather than infrastructure.
FintechOS Skill Use Cases
- Automating the retrieval of account balances and financial reports.
- Managing and updating customer records (Parties) and product definitions.
- Triggering and monitoring business processes or decision tables programmatically.
- Facilitating digital transformation by connecting AI agents to legacy financial systems.
- Streamlining task management and authorization rule updates within FintechOS.
How FintechOS Skill Works
- Install the Membrane CLI to provide the necessary bridge between your agent and the FintechOS platform.
- Authenticate your environment using the login command specifically configured for Openclaw Skills.
- Establish a connection to your FintechOS instance by providing the application URL or domain.
- Search for available actions using natural language intents to find the right tool for your specific financial task.
- Execute actions or send raw proxy requests to the FintechOS API while Membrane handles all underlying authentication headers and token refreshes.
FintechOS Skill Setup
First, install the Membrane CLI:
npm install -g @membranehq/cli@latest
Next, log in and specify your agent type to optimize the Openclaw Skills experience:
membrane login --tenant --clientName=openclaw
Create a connection to your FintechOS instance:
membrane connection ensure "https://your-fintechos-domain.com/" --json
FintechOS Skill Data Schema & Taxonomy
The FintechOS skill organizes data around several core financial and administrative entities:
| Entity | Description |
|---|---|
| Account | Manages financial accounts and balances. |
| Party | Handles individual or corporate entity data. |
| Product | Defines financial products and services. |
| Contract | Manages legal and financial agreements. |
| Task/Process | Tracks workflow execution and automation steps. |
| Authorization | Manages rules and business parameters for security. |
FintechOS Skill Advanced Features
- Intent-based discovery allowing agents to find relevant actions using natural language queries.
- Transparent credential refresh for long-running financial automation tasks.
- Proxy request support for direct access to any FintechOS API endpoint with auto-injected headers.
- Support for headless environments and machine-readable JSON output for all commands.
- Deep integration with Openclaw Skills for automated field mapping and error handling.
SKILL.md
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