> For the complete documentation index, see [llms.txt](https://docs.robotmoney.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.robotmoney.com/platform/overview.md).

# Platform Guides

Optional platform guides for teams using the full RobotMoney stack.

This page is optional for headless integrations.

RobotMoney does not manage your agents, it governs how they use money. The quickstart path is an external agent asking for a decision from `POST /v1/authorizations`. The guides in this section cover the broader platform that sits around that protocol: onboarding, ledger reads, internal agents, audit trails, and payment-intent flows.

Use these guides when your integration needs more than the headless decision API.

| Guide                                                                         | Use it when                                                                |
| ----------------------------------------------------------------------------- | -------------------------------------------------------------------------- |
| [Sign Up and Onboard](/platform/sign-up-and-onboard.md)                       | You need the older tenant onboarding walkthrough.                          |
| [Read a Financial Picture](/platform/read-a-financial-picture.md)             | You need ledger, balance, transaction, obligation, and counterparty reads. |
| [Pay an Invoice Safely](/platform/pay-an-invoice-safely.md)                   | You use RobotMoney PaymentIntent flows instead of customer-owned rails.    |
| [Give an Agent a Spending Limit](/platform/give-an-agent-a-spending-limit.md) | You want the broader policy walkthrough behind the headless limits API.    |
| [Audit Every Action](/platform/audit-every-action.md)                         | You want a verifiable trail for reads, decisions, and actions.             |
| [Let an External Agent In](/platform/let-an-external-agent-in.md)             | You use MCP rather than direct HTTP or SDK calls.                          |
| [Install the RobotMoney Plugin](/platform/use-brain-agent-skills.md)          | You use RobotMoney MCP proposal recipes.                                   |

## Common Assumptions

| Assumption                                                 | How to satisfy it                                                             |
| ---------------------------------------------------------- | ----------------------------------------------------------------------------- |
| You finished the [Quickstart](/introduction/quickstart.md) | The SDK is installed and you know the staging API values.                     |
| You are calling from a backend                             | Server credentials never go in browser code.                                  |
| You understand the decision-only path                      | `execution: external` means RobotMoney decides, and the customer moves money. |
