# From conversation to execution Deliver results in real business workflows Source page: https://www.finogeeks.com/en/products/finclaw Language: en FinClaw provides task execution, tool calling, conversation memory and runtime management for enterprises and financial institutions. Configure AI digital employees for specific roles, departments and workflows, taking agents beyond Q&A to complete tasks, deliver results and retain experience in real business processes, under centralized enterprise management. Search · Analyze · Complete business tasks Task execution · Tool calls · Session memory OA / CRM / ERP / API Knowledge and skills Enterprise knowledge · Business skills Runtime management • Implementation record ## Execute business goals From information retrieval to business processing Bring information retrieval, tool use and result preparation into one task. Employees review critical steps before approvals, submissions and system updates follow the established business process. - 01 Define the task Statement of objectives, submission of information - 02 Use skills and tools Query data, execute steps - 03 Prepare the results Preparation of forms, lists and materials - 04 Review and confirm Review of content, processing of approvals - 05 Submit and update systems Completed, records maintained ### Task execution and tool calling Plan execution steps around the business goal, call knowledge, form and system tools, and record the results. ### Sessions and memory Retain task context, sessions and relevant business memory so related work can continue. ### Concurrency and runtime quotas Set concurrency, call-rate and task-loop limits to control resource use. ## Configure digital employees by role Bring AI into everyday work Configure each agent with the knowledge, skills, tools and permissions its role requires. Employees choose the right digital employee to find information, prepare materials and review results in one workspace. ### Office assistant Find policies and workflows, summarize meetings, and prepare travel, leave and routine approval requests. ### Finance assistant Organize receipts and expenses, reconcile accounts, and prepare reimbursement documents and discrepancy lists. ### Advisory assistant Summarize client profiles, holdings and market information to prepare service materials for relationship managers. ### Legal assistant Extract contract terms, risks and suggested revisions for legal review and filing. ### Relationship manager assistant Organize client information, meeting notes and follow-up plans, and prepare CRM updates. ### Customer service assistant Search knowledge and tickets, summarize service progress and history, and help employees respond to business queries. Knowledge, skills, tools and competencies are configured by position, and key business results are verified by staff checks. ## Capture enterprise skills Equip role-based agents with expertise Turn role-specific SOPs, expert knowledge and business processes into standardized skills. FinSkills Hub reviews and publishes them, and FinClaw calls them during tasks. Skill management and task execution remain separate to simplify maintenance and reuse. ### Capture proven ways of working Package operating steps, SOPs and required tools as business skills to reduce repeated configuration. ### Use approved skills FinSkills Hub scans, reviews and publishes skills. FinClaw calls the skills authorized for each task. ### Assign skills by role and version Configure role capabilities according to skill visibility and installation permissions, and manage skill versions centrally. ## Connect existing enterprise systems Bring agents into real business workflows Connect OA, CRM, ERP and finance system interfaces, forms and workflows to agents through MCP or APIs. Business tools are called through MCP, with results presented as cards and forms for employees to review before continuing through existing approval and processing workflows. ### OA · CRM · ERP · Finance Query interface • Business forms • approval process ### FinFlow MCP Server provides tools MCP-UI presents the business interface ### Travel request ### Reuse existing system APIs Expose existing queries, forms and workflows as tools while retaining enterprise data and business rules. ### Confirm in the business interface Use MCP-UI to display cards, forms and approval details that employees can review, edit and confirm. ### Submit and update business records Submit confirmed content to existing systems with the required authorization, preserving approval and action records. ## Manage task execution centrally Keep every step controlled and traceable FinClaw manages task execution and runtime resources; FinHub handles organizations, permissions and service hosting. FinSAFE protects the execution environment, while FinGuard governs business-system actions. ### Allocate instances by organization Use FinHub to manage tenants, digital-employee templates and runtime instances. FinClaw executes the tasks assigned to each role. - Users and tenants Configure available services by organization and role, distinguishing between business and management responsibilities. - Templates and runtime instances Maintain role templates and runtime settings, and monitor service status. ### Review execution by task Link task status, tool calls and results for business review and technical troubleshooting. - View Tasks and Tool Records Check execution status, duration and tool results to locate interruptions and errors. - Distinguishing between running and operating records FinClaw records task execution. FinGuard manages authorization, approval and execution records for business actions. ### Track usage and runtime budgets Configure models and instances through FinHub, and control resource use with FinClaw concurrency, rate and task quotas. - View models and user usage Review calls by time, user and model to understand resource consumption. - Set the running limit Set loop, rate and usage limits for each task to keep execution within enterprise budgets. ### FinHub Manage examples of users, models and operations. ### FinSAFE Limit the scope of use of documents, networks and resources. ### FinGuard Management of delegation of authority, approval and recording of operations. ## Deploy within the enterprise Run on servers and employee devices Run agents on enterprise servers or employee devices and manage their workspaces, sessions and tasks. FinDesk provides the employee interface; the CLI supports local testing of tools and skills. ### Server and endpoint deployment Deploy shared or tenant-specific server instances, or run locally through FinDesk or the CLI. ### Scheduled tasks Schedule recurring tasks such as information summaries and business queries. ### Save and resume task progress Enable persistent checkpoints to save progress and resume interrupted tasks. ## FinClaw / Frequently asked questions ### How do FinClaw and FinHub differ? FinClaw handles task execution, tool calls, session memory and runtime quotas. FinHub manages users, permissions, agent configuration, model services and hosted instances, providing centralized deployment and maintenance for FinClaw services. ### How can business expertise become reusable agent skills? Package SOPs, expert knowledge and operating steps as skills. FinSkills Hub scans, reviews, publishes and versions those packages; FinClaw installs and uses them according to role permissions. ### How does FinFlow connect to existing systems? Wrap existing system queries, forms and workflows as MCP tools. MCP-UI presents the relevant business cards, forms and approval screens for employee review before processing in the original system. ### Can FinClaw run on a private enterprise network? FinClaw can run on enterprise servers or employee devices with enterprise-configured knowledge, skills and tools. Server deployments manage instances, workspaces, sessions and memory by tenant; FinDesk provides a desktop interface. ### Can an interrupted task be resumed? Persistent checkpoints save task progress for later recovery. Loop limits, call rates and quotas govern execution. For writes to business systems, FinGuard manages duplicate requests and execution records. ## Related resources - [Explore FinSkills Hub](https://www.finogeeks.com/en/products/finskills-hub) - [Organization and service management FinHub Manage examples of users, models and operations.](https://www.finogeeks.com/en/products/finhub) - [Agent sandbox FinSAFE Limit the scope of use of documents, networks and resources.](https://www.finogeeks.com/en/products/agent-security) - [Business action governance FinGuard Management of delegation of authority, approval and recording of operations.](https://www.finogeeks.com/en/products/finguard)