CRM
Connect Moco to Your AI Agents
Let your Wkil agents manage projects, invoices, deals, and time tracking through Moco.
Authentication: API key
What you can do
- Create invoices and projects
- Track time on work activities
- Manage deals and project reports
Available capabilities may vary by authentication and workspace configuration.
Actions supported by the connector
Create Invoice
Generate a new invoice for a project or contact.
Create Project
Set up a new project record.
Start Activity Timer
Begin tracking time for a work activity.
Get Project Report
Retrieve a summary report for a project.
Create Deal
Add a new sales deal record.
Practical agent use cases
- An agent starts a time tracker when a project task begins.
- An agent generates an invoice once a project milestone is completed.
How it works with Wkil
- 1Choose the integrationAdd Moco to your agent from inside the Wkil platform.
- 2Grant the permissions it needsDefine precisely what the agent can access and perform.
- 3Test, then run itTest actions before they go live, with human approval where needed.
Permissions always stay in your control — you can scope access and require human approval before any sensitive action.
Related integrations
FAQ
Can an agent send invoices automatically?
An agent can create invoices, and sending can be automated or held for approval.