A comprehensive business automation skill that bridges Simplicate's CRM and project management tools with AI agents.
Install & Download
1. ClawHub CLI
The fastest way to install a skill directly from the registry.
npx clawhub@latest install simplicate
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 simplicate 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 Simplicate?
The Simplicate skill for Openclaw Skills offers a robust interface for interacting with one of the most versatile business software platforms available for service companies. It integrates CRM, project management, invoicing, and accounting into a single accessible point for AI coding agents. By utilizing this skill, developers can empower their agents to manage complex business lifecycles, from tracking sales deals to generating detailed project hour reports, without manual intervention. This integration ensures that all Openclaw Skills can access critical business data while maintaining secure, managed connections.
Simplicate Use Cases
- Automatically generating sales invoices from completed project hours.
- Managing and updating CRM contact information through AI-driven conversations.
- Tracking employee time registrations and resource allocation across multiple projects.
- Auditing sales opportunities and deal progress to provide real-time business intelligence using Openclaw Skills.
How Simplicate Works
- Install the Membrane CLI to provide a foundation for Openclaw Skills interaction.
- Authenticate the agent with the Simplicate tenant to establish a secure link.
- Ensure a connection is established by providing the Simplicate domain, allowing Membrane to handle the OAuth flow.
- Search for specific business actions using natural language intents to identify the best tool for the task.
- Run actions or execute proxy requests to create, retrieve, or update Simplicate records programmatically.
Simplicate Setup
To begin using this skill within the Openclaw Skills framework, install the CLI:
npm install -g @membranehq/cli@latest
Authenticate your agent:
membrane login --tenant --clientName=openclaw
Create a connection to your Simplicate instance:
membrane connection ensure "https://your-company.simplicate.com/" --json
Simplicate Data Schema & Taxonomy
The Simplicate skill organizes data across several core business modules. Below is a breakdown of the primary data entities available within the Openclaw Skills ecosystem:
| Entity | Description |
|---|---|
| Sales Invoice | Records related to billing and revenue |
| Project | Management of active service engagements |
| Employee | HRM data including roles and hours |
| Contact | CRM records for organizations and persons |
| Deal | Sales pipeline and opportunity tracking |
| Webhook | Real-time event notifications for automated triggers |
Simplicate Advanced Features
- Headless authentication support for server-side Openclaw Skills deployments.
- Automatic credential refresh and secure token storage managed by Membrane.
- Direct API proxying to access niche endpoints not covered by standard actions.
- Support for multiple agent types including openclaw, claude, and codex for tailored tooling and response formatting.
SKILL.md
Loading
Related Openclaw Skills
Trestle Integration
A powerful integration for managing Trestle admin data and automating Ruby on Rails workflows through the Membrane interface.
SpinupWP Integration Skill
A powerful DevOps skill for managing WordPress servers, site deployments, and databases through the Membrane ecosystem.
VWork
VWork is a field service management integration for automating technician dispatching, job scheduling, and task tracking through AI agents.
Signicat
A comprehensive integration for managing digital identity verification, secure signing, and automated onboarding workflows through the Membrane ecosystem.
Teamleader
A comprehensive CRM and project management integration that enables AI agents to manage deals, contacts, and invoicing via the Membrane CLI.
Snowplow Analytics Skill
A behavioral data platform integration that enables AI agents to track, model, and manage user interactions across digital touchpoints.
Featured*
