AI-native automation
Automate work across
MoneyGuidePro and 
PagerDutywith Caddi AI Agents.
Connect MoneyGuidePro and PagerDuty: Create incident in PagerDuty when new client added in MoneyGuidePro. Teach Caddi the job once, the way you'd train someone new, and it runs end to end. No workflow builder.
Discover, automate and govern the work between MoneyGuidePro and PagerDuty
Caddi AI Agents find the repetitive handoffs between MoneyGuidePro and PagerDuty, learn them the way a new hire would, and run them for you, with every run on the record. No workflow builder, no code.
Discover repetitive work
across all your tools.
Train an AI agent to do the work
over a video call.
Search mailMatters / Whitmore HoldingsGovern every AI agent,
every decision.
Discover repetitive work
across all your tools.
Train an AI agent to do the work
over a video call.
Search mailMatters / Whitmore HoldingsGovern every AI agent,
every decision.
Discover repetitive work
across all your tools.
Train an AI agent to do the work
over a video call.
Search mailMatters / Whitmore HoldingsGovern every AI agent,
every decision.
What Caddi is and how it works
An AI teammate that runs your back-office loops.
- Doesn't break. Caddi reads intent, so when fields move or UIs change, your loop keeps running.
- Taught like a new hire. Walk Caddi through the work once. Tweak it later by chat, with no workflow builder to re-architect.
SOC 2 attested · Human-in-the-loop · Full audit trail · 150+ tools across legal, finance, and operations
Practical ways to use MoneyGuidePro and PagerDuty together
At an RIA the work between MoneyGuidePro and PagerDuty is organized by household: the right client, the right accounts, the right advisor. Caddi carries that context through every step, so records stay tied to the household they belong to.
- 01
Create incident in PagerDuty when new client added in MoneyGuidePro.
Caddi watches MoneyGuidePro for new client added and create incident in PagerDuty. No copy-paste, no missed records.
- 02
Create client in MoneyGuidePro when incident triggered in PagerDuty.
Caddi watches PagerDuty for incident triggered and create client in MoneyGuidePro so the two systems stay in lockstep.
- 03
Add note in PagerDuty from MoneyGuidePro events.
When plan updated happens in MoneyGuidePro, Caddi add note in PagerDuty with the right context attached.
Actions Caddi can take across MoneyGuidePro and PagerDuty
- MoneyGuidePro
New client added
Triggers when a new household is added to MoneyGuidePro.
- MoneyGuidePro
Plan updated
Triggers when a plan's inputs or scenarios change.
- MoneyGuidePro
Create client
Open a new MoneyGuidePro client with household details.
- MoneyGuidePro
Update goals
Push new retirement, education, or insurance goals into a plan.
- MoneyGuidePro
Generate plan PDF
Render the latest plan as a client-ready PDF.
- PagerDuty
Incident triggered
Triggers when a new incident opens.
- PagerDuty
Incident acknowledged
Triggers when a responder acknowledges.
- PagerDuty
Incident resolved
Triggers when an incident is resolved.
- PagerDuty
Create incident
Open an incident on a service.
- PagerDuty
Add note
Post a note to an incident timeline.
- PagerDuty
Resolve incident
Close an incident with a resolution.
Common questions
How does Caddi connect MoneyGuidePro and PagerDuty?
MoneyGuidePro and PagerDuty just run together. You teach Caddi the way you'd teach a new hire: walk it through how you use them today, with no workflow builder to wire up. Caddi turns that walkthrough into a verified loop and runs it against MoneyGuidePro and PagerDuty end-to-end.
Do I need engineering help?
No. Whoever does the work today walks Caddi through it on a call, the same way they'd train a new hire. Caddi builds the loop. No code, no IT ticket.
Is my data safe?
Yes. Caddi is SOC 2 attested. The AI watches and builds the automation, and once the loop ships it runs as deterministic code, repeatable and logged, with any model step scoped and reviewable.
Can Caddi connect MoneyGuidePro and PagerDuty to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first MoneyGuidePro + PagerDuty loop is live, Caddi suggests other tools and other workflows to fold in.
How fast can it go live?
Typical first loops ship within a week of that first walkthrough. The Caddi team reviews every loop before it runs in production.
Does this work for RIAs and financial advisors?
Yes. Caddi runs MoneyGuidePro and PagerDuty with the household as the unit of work, so plans, accounts, and activity stay tied to the right client and advisor. Firms most often start with onboarding, account maintenance, or reporting prep.
Ready to automate MoneyGuidePro and PagerDuty?
Drop your work email and we'll show you Caddi running end-to-end against MoneyGuidePro, PagerDuty, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.