Connect Moonclerk to your AI agent

Finance 5 actions available

MoonClerk is a platform that enables businesses to accept recurring and one-time online payments.

We set up the connection using your own Moonclerk account, with keys you control, and keep it running. Your agent picks it up and starts doing the work.

Book a setup call → See pricing
Actions

What your agent can do in Moonclerk

Each one is a real action the agent can take on its own, the same things a person clicking around Moonclerk could do. Read-only by default; write actions are confirmed against your policy.

  • List Customers Tool to list customers (plans) from MoonClerk. Use when you need to retrieve customer data with optional filters. Use after authenticating API credentials.
  • List Discounts Tool to retrieve a list of all discounts applied to customers. Use after authenticating API credentials.
  • List Payment Forms Tool to retrieve a list of all payment forms. Use after authenticating to inspect available payment forms.
  • List Payments Tool to list payments. Use when you need to retrieve all payments or filter by form, customer, date range, or status after authenticating.
  • List Subscriptions Tool to list subscriptions. Use when you need to retrieve all subscriptions after authenticating.
Setup

How we connect it

  1. 1

    Connect your account

    You create a key in Moonclerk, a key you create and control, and paste it in once. It lives in a secrets store on your server, not with us.

  2. 2

    Set the guardrails

    Read-only by default. You choose which write actions the agent may take, and anything outside that policy gets confirmed with you first.

  3. 3

    We keep it running

    Health checks on every connection, updates handled for you, and we watch the first week of activity to make sure the work lands.

FAQ

Moonclerk questions, answered.

With a key you create and control. You paste it in once, it is stored in a secrets store on your server, permissions are scoped to the minimum the agent needs, and you can revoke it at any time.
The actions Moonclerk's API allows, the same things a person clicking around the app could do. Connections start read-only by default; write actions are confirmed against the policy you set before the agent takes them.
Connections are priced per tool on top of the base plan. Some are included, some are premium. See pricing for how connection charges work.
Standard tools are ready inside 7 business days of the setup call. We test the connection end to end, walk you through how the agent uses it, and watch the first week of activity.

Ready to put Moonclerk to work?

Tell us what your team runs on. We set up the connection, secure it, and your agent takes it from there.

Book a setup call → Browse all integrations

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