A powerful financial infrastructure skill that enables AI agents to manage accounts, budgets, and transactions through a unified API interface.
Install & Download
1. ClawHub CLI
The fastest way to install a skill directly from the registry.
npx clawhub@latest install integrated-finance
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 integrated-finance 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 Integrated Finance?
The Integrated Finance skill is a specialized tool designed to bridge the gap between AI agents and complex financial services. By utilizing Openclaw Skills, developers can integrate banking, lending, and investment features directly into their applications without the overhead of building financial infrastructure from scratch. This skill acts as a middleware that simplifies interactions with the Integrated Finance SaaS platform, providing a standardized way to handle financial data.
At its core, the skill leverages the Membrane framework to manage the complexities of authentication and security. Using Openclaw Skills for financial management ensures that your agent can interact with sensitive data securely, benefiting from automated credential refreshing and a streamlined CLI-first workflow that is optimized for both interactive and headless environments.
Integrated Finance Use Cases
- Automating bank transaction monitoring and reconciliation tasks.
- Generating real-time budget reports and financial summaries for businesses.
- Building embedded lending workflows within existing software products.
- Creating AI-driven investment dashboards using Openclaw Skills.
- Managing multi-tenant financial accounts in programmatic environments.
How Integrated Finance Works
- The user installs the Membrane CLI to facilitate communication between the agent and the financial platform.
- Authentication is established via a tenant-based login, ensuring secure access for specific agent types.
- A connection is established to the Integrated Finance domain, which Membrane normalizes and monitors.
- The agent uses natural language intents to search for available financial actions such as querying accounts or transactions.
- Commands are executed via the CLI, with Openclaw Skills handling the underlying JSON communication and state management.
Integrated Finance Setup
To begin using this skill, install the Membrane CLI:
npm install -g @membranehq/cli@latest
Authenticate your agent (replace
membrane login --tenant --clientName=openclaw
Establish a connection to the Integrated Finance API:
membrane connection ensure "https://integrated.finance/" --json
If the connection state is BUILDING, poll for readiness:
npx @membranehq/cli connection get <id> --wait --json
Integrated Finance Data Schema & Taxonomy
The Integrated Finance skill organizes data through a hierarchical taxonomy optimized for Openclaw Skills interactions:
| Object | Description |
|---|---|
| Account | Represents the primary entity for banking or investment services. |
| Transaction | Details individual financial movements, including amount and timestamps. |
| Budget | Contains logic for spending limits and financial planning. |
| Report | Aggregated data summaries used for analytics and auditing. |
All actions return structured JSON output, including inputSchema and outputSchema definitions for AI compatibility.
Integrated Finance Advanced Features
- Natural Language Action Discovery: Find the correct API endpoint using intent-based searching rather than manual documentation lookups.
- Transparent Credential Refresh: Openclaw Skills manage OAuth tokens and API keys server-side, eliminating local secret storage risks.
- Direct API Proxying: Use the membrane request command to access any Integrated Finance endpoint with automatic header injection.
- Multi-Agent Support: Tailored tooling adjustments for different harnesses like Claude, Codex, and Openclaw.
- Headless Authentication: Support for code-based login completion in remote or CI/CD environments.
SKILL.md
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