An open-source financial ledger and workflow automation platform that simplifies managing complex payment logic and transaction records.
Install & Download
1. ClawHub CLI
The fastest way to install a skill directly from the registry.
npx clawhub@latest install formance
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 formance 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 Formance?
Formance is a specialized platform designed for developers to build and scale programmable financial infrastructure. It provides robust tools for managing ledgers, accounts, and transactions, allowing businesses to model intricate payment flows without building from scratch. By utilizing Openclaw Skills, developers can interface with Formance via the Membrane CLI, which abstracts away the complexities of authentication and token management. This skill empowers AI agents to perform real-time financial queries, create transaction records, and manage ledgers securely within a standardized environment, ensuring that financial logic is handled with precision and security.
Formance Use Cases
- Automating complex multi-party payment distributions and revenue splits.
- Building real-time internal ledgers for tracking user balances and asset movements.
- Integrating financial transaction history into AI-driven reporting and analytics tools.
- Programmatically managing accounts and ledger entries via Openclaw Skills.
- Synchronizing financial state across multiple third-party payment providers.
How Formance Works
- Initialize the environment by installing the Membrane CLI and logging in with a specific agent type to optimize tooling.
- Establish a secure connection to the Formance instance by providing the app URL, which is then normalized and matched against known connectors.
- Poll the connection state to ensure it reaches the READY status, handling any intermediate client actions like OAuth authentication if required.
- Discover specific financial capabilities by searching for actions based on natural language intent (e.g., searching for ledger query actions).
- Execute validated actions or perform direct API proxy requests with automatic header injection and transparent credential management provided by Openclaw Skills.
Formance Setup
Install the Membrane CLI globally to enable terminal-based interactions:
npm install -g @membranehq/cli@latest
Authenticate your agent to the tenant. If working in a headless environment, follow the printed authorization URL:
membrane login --tenant --clientName=openclaw
Connect to your Formance instance. This command handles the discovery and creation of the necessary integration bridge:
membrane connection ensure "https://www.formance.com/" --json
Formance Data Schema & Taxonomy
The skill organizes financial data and integration metadata using a structured taxonomy to ensure consistency across Openclaw Skills operations.
| Component | Description |
|---|---|
| Ledger | The primary container for financial records and account balances. |
| Transaction | Immutable records representing the movement of value between specific accounts. |
| Account | Individual entities within a ledger that maintain balances and history. |
| Connection Metadata | Includes unique IDs, states (READY, BUILDING, CLIENT_ACTION_REQUIRED), and action URLs. |
| Action Schema | Detailed JSON schemas defining required inputs and expected outputs for every financial operation. |
Formance Advanced Features
- Intent-based action discovery allows agents to find the correct financial tool using natural language descriptions.
- Server-side credential lifecycle management eliminates the need to handle local API keys or secrets.
- Headless environment support via manual login completion codes for remote server deployments.
- Transparent API proxying enables custom requests to the Formance API with automatic authentication injection.
- Long-polling mechanisms for connection building to ensure robust synchronization between the agent and the financial backend.
SKILL.md
Loading
Related Openclaw Skills
Customer.io
A comprehensive Customer.io integration that enables AI agents to manage marketing data, automate messaging workflows, and personalize customer interactions.
Mercado Pago
A powerful integration skill for managing Mercado Pago payments, refunds, and merchant orders within AI agent workflows.
Moesif Integration for AI Agents
A powerful integration for AI agents to monitor API performance, troubleshoot errors, and analyze user behavior through the Moesif analytics platform.
Copper CRM Integration
A powerful CRM automation skill that enables AI agents to manage leads, opportunities, and customer activities within Copper via the Membrane protocol.
Openlayer Integration
A comprehensive skill for AI agents to build, manage, and automate interactive web maps and geospatial data visualization.
Kombo
A unified API integration skill that allows AI agents to manage data, records, and SaaS workflows through the Membrane ecosystem.
Featured*
