[01]Integration brief

MoneybirdAI agent for Moneybird

Why teams connect Moneybird

Trooper agents connect to Moneybird through secure OAuth or API credentials synced to your private OpenClaw server.

Connect Moneybird through Composio.

Every action runs as a traced ticket on the unified board. Combine Moneybird with GitHub, Gmail, Slack, and 1,000+ other plugins in multi-agent workflows.

Autonomous execution

Trooper agents call Moneybird APIs directly β€” search, read, write, and report back on traced tickets.

Approval gates

Sensitive writes wait for your authorization. Agents propose; you approve; the system executes.

Multi-agent workflows

Combine Moneybird with GitHub, Gmail, Slack, and 1,000+ plugins on one OpenClaw-powered board.

Ship faster with Moneybird.

Event triggers, bi-directional sync, and notify paths β€” Moneybird connected to Trooper playbooks. Connect Moneybird through Composio.

Deal updated
Trigger
Stage change
Validate fields
Notify AE
Moneybird pipeline
Forecast gate
Forecast accuracy+11 pts

What agents do with Moneybird

Search and summarize

Agent queries Moneybird for context before drafting a response or next action.

Create and update records

Write back to Moneybird with traced changes and human approval on sensitive ops.

Cross-tool workflows

Chain Moneybird with email, CRM, or code tools in a single multi-step mission.

Connect Moneybird

Credentials save to your private AI server and sync to OpenClaw. Configure in Settings β†’ Plugins after deploy.

  1. 01

    Deploy a Trooper unit at app.trooper.so

  2. 02

    Open Settings β†’ Plugins and connect Moneybird via OAuth or API key

  3. 03

    Assign the Moneybird plugin to the right agent on your roster

  4. 04

    Delegate a task from Slack, chat, or the unified task board