GoCardless
Chat connectors integration
Yes. Connecting GoCardless lets the Obsidian AI chat look up bank payments, mandates, and subscriptions.
What the GoCardless integration does
Connecting GoCardless to Obsidian brings Direct Debit data into the AI chat. Ask about a failed payment, check whether a mandate is still active, or look up a subscription without opening the GoCardless dashboard. Each adviser connects their own GoCardless account via OAuth.
What advisers can do
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Read
Let the AI chat look up data through this connector.
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Actions
Let the AI chat take actions through this connector.
Example prompts
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“List failed GoCardless payments from the last 7 days.”
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“Show active mandates for the Williams household.”
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“What is the status of the last Direct Debit for Sarah Johnson?”
How it works
Obsidian connects to your GoCardless account via OAuth. Once authorised, GoCardless tools appear in the AI chat so you can look up payments, mandates, and subscriptions. Disconnect at any time from Playbook → Apps.
How to connect
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Go to Playbook → Apps in Obsidian.
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Find GoCardless and click Connect.
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Authorise access via OAuth — no passwords are stored in Obsidian.
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GoCardless tools then appear in the AI chat.
Works with
Availability
This integration is included with Obsidian's AI Practice Management module, so every firm can connect GoCardless.
Frequently asked questions
FAQ
Yes. Connecting GoCardless lets the Obsidian AI chat use GoCardless's tools from your adviser workflow.
You can ask the AI chat about failed payments, active mandates, and subscription status without leaving Obsidian.
Yes. All integrations are included with Obsidian's AI Practice Management module.
Go to Playbook → Apps in Obsidian and click Connect next to GoCardless. You'll be redirected to authorise access via OAuth. No passwords are stored.
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