Use Case
Stop doing repetitive finance & investment tasks manually. Agent Passport lets your AI agent handle them automatically through natural conversation. OAuth for the agentic era. Consent-gating for ALL sensitive agent actions. 75+ data-driven threat definitions with auto-updates (like antivirus signatures).... This guide shows practical examples of using Agent Passport to automate common finance & investment workflows and save hours every week.
Install Agent Passport: npx clawhub@latest --dir ~/.claude/skills install agent-passport
Identify the repetitive finance & investment tasks you want to automate
Describe the task to your AI in plain English
Agent Passport will execute the task and return results directly in the chat
Chain multiple tasks: ask your AI to run a sequence of operations
Copy these prompts and use them with your AI agent after installing Agent Passport
Automate my finance & investment tasks using Agent Passport
What repetitive tasks can Agent Passport handle for me?
Set up a workflow that runs Agent Passport every morning
Select your agent
Option 1: Install via CLI (recommended)
Recommended (no pre-install needed)
npx clawhub@latest --dir ~/.claude/skills install agent-passportOr via clawhub CLI (if already installed)
clawhub --dir ~/.claude/skills install agent-passportβ οΈ Requires Node.js 18+. No Node? Use Option 2 below to download the ZIP instead. Install Node.js β
Option 2: Manual install (no Node required)
Download the ZIP, extract it, and place the folder at the path below. Restart your agent to activate.
Install path
~/.claude/skills/agent-passport/π‘Extract and place the folder at the path above, then restart your agent.