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Integrate Moonclerk with your AI CRM

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

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Explore Triggers and Actions

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.

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List Discounts

Tool to retrieve a list of all discounts applied to customers. Use after authenticating API credentials.

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List Payment Forms

Tool to retrieve a list of all payment forms. Use after authenticating to inspect available payment forms.

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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.

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List Subscriptions

Tool to list subscriptions. Use when you need to retrieve all subscriptions after authenticating.

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How the Moonclerk integration works

The Moonclerk integration connects your Dench AI CRM directly to Moonclerk, so agents can read and act on your Moonclerk data as part of everyday work — answering questions in chat, keeping your CRM in sync, and running automations without anyone copying data between tools.

5 actions are available for agents to invoke on your behalf. Every call runs through Moonclerk's own authorization, scoped to the account you connect.

Set up Moonclerk in Dench

  1. 1

    Sign in to your Dench workspace and open Integrations.

  2. 2

    Find Moonclerk and click Connect — you'll authorize access through Moonclerk's own sign-in flow. No API keys or code required.

  3. 3

    Ask an agent to use Moonclerk in chat, or call it from an automation.

  4. 4

    Manage or disconnect the connection any time from workspace settings.

Frequently asked questions

How does the Moonclerk integration work with Dench?

The Dench Moonclerk integration connects your AI CRM to Moonclerk, so AI agents can work with your Moonclerk data as part of chats, automations, and CRM workflows. You connect your account once, and every agent in your workspace can use it — governed by your workspace permissions.

What actions can AI agents perform with Moonclerk via Dench?

The Moonclerk integration currently exposes 5 actions, including List Customers, List Discounts, List Payment Forms, List Payments, and List Subscriptions. Agents invoke them on your behalf from chat or from automations.

Do I need to write code to connect Moonclerk to Dench?

No. You connect Moonclerk from your Dench workspace using Moonclerk's own sign-in and authorization flow — no API keys to copy, no glue code to maintain.

Is the Moonclerk integration secure?

Connections are authorized through Moonclerk's own authentication flow, and Dench stores only the authorization needed to act on your behalf. You can review and disconnect the Moonclerk connection from your workspace settings at any time.