MoonClerk
Finance & Accounting

Connect MoonClerk to Your AI Agents

Let your Wkil agents look up customers, payments, and subscriptions through MoonClerk.

Authentication: API key

What you can do

  • Look up customers, payments, and subscriptions
  • Review configured payment forms

Available capabilities may vary by authentication and workspace configuration.

Actions supported by the connector

List Customers
Retrieve the list of customers with payment records.
List Subscriptions
Retrieve the list of active subscriptions.
List Payments
Retrieve the list of processed payments.
List Payment Forms
Retrieve the list of configured payment forms.

Practical agent use cases

  • An agent looks up a customer's payment history when responding to a billing question.
  • An agent checks active subscriptions before a renewal reminder goes out.

How it works with Wkil

  1. 1
    Choose the integration
    Add MoonClerk to your agent from inside the Wkil platform.
  2. 2
    Grant the permissions it needs
    Define precisely what the agent can access and perform.
  3. 3
    Test, then run it
    Test 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.

FAQ

Can an agent cancel a subscription?

This connector focuses on lookups; write actions depend on what's exposed in your account's toolset.

Build with MoonClerk

Build with MoonClerk