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	You need the older tenant onboarding walkthrough.
Read a Financial Picture	You need ledger, balance, transaction, obligation, and counterparty reads.
Pay an Invoice Safely	You use RobotMoney PaymentIntent flows instead of customer-owned rails.
Give an Agent a Spending Limit	You want the broader policy walkthrough behind the headless limits API.
Audit Every Action	You want a verifiable trail for reads, decisions, and actions.
Let an External Agent In	You use MCP rather than direct HTTP or SDK calls.
Install the RobotMoney Plugin	You use RobotMoney MCP proposal recipes.

Common Assumptions

Assumption	How to satisfy it
You finished the Quickstart	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.