Freeagent AI Agent Skill for Openclaw

A powerful integration skill that enables AI agents to manage Freeagent accounting data, including invoices, contacts, and expenses, through the Membrane CLI.

membranedev
v1.0.2
Apr 30, 2026
0
333
0

Install & Download

1. ClawHub CLI

The fastest way to install a skill directly from the registry.

npx clawhub@latest install freeagent-integration

2. Manual Installation

Copy the skill folder to one of these locations

Global
~/.openclaw/skills/
Workspace
<project>/skills/

Priority: Workspace > Local > Bundled

3. Prompt Installation

Copy this prompt to OpenClaw to install it automatically.

Help me install freeagent-integration 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 Freeagent AI Agent Skill?

The Freeagent skill for Openclaw Skills provides a robust bridge between AI coding agents and the Freeagent accounting platform. By leveraging the Membrane framework, this skill eliminates the complexity of OAuth flows and credential refreshing, allowing developers to interact with financial data using simple CLI commands or natural language intents.

Designed for freelancers and small business owners, this integration supports comprehensive management of the Freeagent ecosystem. Whether you need to automate tax preparation, track billable time, or sync invoices with project milestones, this skill ensures your AI agent can perform these tasks securely and efficiently.

Freeagent AI Agent Skill Use Cases

  • Automatically generating and sending monthly recurring invoices to clients.
  • Syncing new CRM contacts directly into the Freeagent contact database.
  • Monitoring bank transactions to categorize expenses for tax reporting.
  • Creating and tracking project timelines and associated time slips via AI commands.
  • Bulk updating invoice statuses or project details across multiple records.

How Freeagent AI Agent Skill Works

  1. The AI agent utilizes the Membrane CLI to establish a secure connection to the Freeagent API.
  2. Authentication is handled server-side, providing a connection ID that represents the authorized session.
  3. The agent searches for specific capabilities using natural language intent discovery to find the most efficient action (e.g., list-invoices).
  4. Actions are executed via the CLI, with Membrane handling pagination, data mapping, and error recovery.
  5. For specialized needs, the agent can perform direct proxy requests where Membrane injects the necessary auth headers automatically.

Freeagent AI Agent Skill Setup

First, install the Membrane CLI to enable Openclaw Skills functionality:

npm install -g @membranehq/cli@latest

Authenticate your agent environment:

membrane login --tenant --clientName=openclaw

Establish the connection to Freeagent:

membrane connection ensure "https://freeagent.com" --json

Verify the connection state is READY before executing actions.

Freeagent AI Agent Skill Data Schema & Taxonomy

The skill organizes data into several core entities, accessible via standard JSON schemas. Below are the primary data objects managed:

Entity Description
Contacts Records for clients and suppliers including contact details and status.
Invoices/Bills Financial documents including line items, tax rates, and payment status.
Projects/Tasks Organizational structures for tracking work and billable hours.
Bank Transactions Real-time data from linked bank accounts for reconciliation.
Time Slips Detailed logs of hours worked against specific projects.

Freeagent AI Agent Skill Advanced Features

  • Natural Language Action Discovery: Find the right API tools by describing your goal rather than memorizing endpoints.
  • Transparent Credential Refresh: Never manage expired tokens; Membrane handles OAuth2 rotations in the background.
  • Direct API Proxying: Use membrane request to access any Freeagent endpoint not covered by pre-built actions while maintaining security.
  • Machine-Readable Output: All commands support a --json flag for seamless integration into automated AI agent workflows.
  • Headless Authentication Support: Facilitates setup in remote containers or CI/CD environments via manual code completion.

SKILL.md


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