[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"skill-anthropic-month-end-prep":3,"mdc-r1yvlw-key":40,"related-repo-anthropic-month-end-prep":773,"related-org-anthropic-month-end-prep":890},{"slug":4,"name":4,"fn":5,"description":6,"org":7,"tags":12,"stars":29,"repoUrl":30,"updatedAt":31,"license":32,"forks":33,"topics":34,"repo":35,"sourceUrl":38,"mdContent":39},"month-end-prep","prepare month-end financial reconciliations","Walks an SMB owner through month-end close: reconciles QuickBooks against PayPal (and Square\u002FStripe) settlements, flags uncategorized transactions, suspicious duplicates, and missing receipts, then writes a plain-English P&L narrative and exports a close packet (xlsx + one-page PDF). Use when the user says \"close the month,\" \"month-end,\" \"reconcile,\" \"what's missing,\" \"P&L,\" or asks why revenue or margin changed this month.\n",{"slug":8,"name":9,"logoUrl":10,"githubOrg":11},"anthropic","Anthropic","https:\u002F\u002Fpexgzepcugksgbtrxkhf.supabase.co\u002Fstorage\u002Fv1\u002Fobject\u002Fpublic\u002Forg-logos\u002Fanthropic.png","anthropics",[13,17,20,23,26],{"name":14,"slug":15,"type":16},"Finance","finance","tag",{"name":18,"slug":19,"type":16},"Accounting","accounting",{"name":21,"slug":22,"type":16},"Reconciliation","reconciliation",{"name":24,"slug":25,"type":16},"PayPal","paypal",{"name":27,"slug":28,"type":16},"Month-End Close","month-end-close",22885,"https:\u002F\u002Fgithub.com\u002Fanthropics\u002Fknowledge-work-plugins","2026-05-14T06:03:12.371943",null,2736,[],{"repoUrl":30,"stars":29,"forks":33,"topics":36,"description":37},[],"Open source repository of plugins primarily intended for knowledge workers to use in Claude Cowork","https:\u002F\u002Fgithub.com\u002Fanthropics\u002Fknowledge-work-plugins\u002Ftree\u002FHEAD\u002Fsmall-business\u002Fskills\u002Fmonth-end-prep","---\nname: month-end-prep\ndescription: >\n  Walks an SMB owner through month-end close: reconciles QuickBooks against\n  PayPal (and Square\u002FStripe) settlements, flags uncategorized transactions,\n  suspicious duplicates, and missing receipts, then writes a plain-English\n  P&L narrative and exports a close packet (xlsx + one-page PDF). Use when\n  the user says \"close the month,\" \"month-end,\" \"reconcile,\" \"what's missing,\"\n  \"P&L,\" or asks why revenue or margin changed this month.\n---\n\n# Month End Prep\n\n## Quick start\n\nConnect QuickBooks and at least one payment processor (PayPal, Square, or Stripe),\nthen say \"let's close the month.\" Claude walks you through each step of the checklist,\npausing for your input at each gate before moving forward.\n\nIf a connector is missing, Claude falls back to asking for a CSV export — it won't\nsilently skip a step.\n\n## Workflow\n\nWork through these steps in order. Each step has a completion state; don't advance\nuntil the current step is settled.\n\n### Step 1 — Agree on the target month\n\nAsk the user which month to close. Default to the prior calendar month if they don't\nspecify. Confirm before pulling any data.\n\n### Step 2 — Pull QuickBooks P&L and transaction register\n\nFetch:\n- Profit & Loss report for the target month (revenue, COGS, gross margin, operating\n  expenses, net income)\n- Transaction register: every income and expense line item\n\nFlag immediately:\n- **Uncategorized transactions** — any line with category \"Uncategorized\" or blank\n- **Ask Questions \u002F Needs Review** — QB's own flag\n\nPresent the count (\"14 transactions need a category\") and list them for the user to\nclassify before proceeding. Don't advance with open uncategorized items unless the\nuser explicitly says \"skip for now.\"\n\nSee [reference\u002Fquickbooks-reconcile.md](reference\u002Fquickbooks-reconcile.md) for field\nmappings and API notes.\n\n### Step 3 — Pull payment processor settlements\n\nFetch settlement reports from PayPal, Square, or Stripe — whichever are connected —\nfor the same calendar month.\n\nMatch each settlement deposit against the QuickBooks bank deposit line:\n- **Match** — amount and date agree within 2 days → mark as reconciled\n- **Difference \u003C $0.50** — rounding\u002Ffee; note but don't flag\n- **Difference ≥ $0.50** — flag with the delta amount\n- **Settlement exists, no QB deposit** — flag as \"missing in QuickBooks\"\n- **QB deposit exists, no settlement** — flag as \"deposit not in processor data\"\n\nSee [reference\u002Fpaypal-settlements.md](reference\u002Fpaypal-settlements.md) for settlement\nreport field mappings (PayPal, Square, Stripe).\n\n### Step 4 — Detect suspicious duplicates\n\nScan the transaction register for likely duplicate charges or deposits. Flag a\ntransaction as a suspicious duplicate when **all three** match:\n- Same amount (within $0.01)\n- Same vendor or customer name\n- Posted within 5 calendar days of each other\n\nPresent flagged pairs to the user. They decide whether each is legitimate (e.g., a\nrecurring weekly subscription) or a real duplicate to void.\n\nSee [reference\u002Fgotchas.md](reference\u002Fgotchas.md) for common false-positive patterns\nand how to distinguish them.\n\n### Step 5 — Receipts check (Desktop connector)\n\nIf the Desktop connector is available, scan the receipts folder (ask the user for the\npath; default `~\u002FDocuments\u002FReceipts`) for the target month.\n\nFor each expense transaction in QuickBooks above $25 with no attached document:\n- Check for a matching receipt file (match by amount ± $0.50 and date within 3 days)\n- **Matched** → note as \"receipt on file\"\n- **Not matched** → flag as \"missing receipt\"\n\nList missing receipts. The user can supply the file or mark as \"receipt not required\"\n(e.g., a recurring auto-pay with no receipt).\n\nIf Desktop connector is not available, ask the user to confirm which expenses they have\nreceipts for — don't silently skip this step.\n\n### Step 6 — Owner sign-off gate\n\nPresent a summary before going further:\n\n```\nUncategorized transactions:  X of X resolved\nSettlement discrepancies:    X flagged, X resolved\nSuspicious duplicates:       X flagged, X cleared\nMissing receipts:            X outstanding\n```\n\nAsk: \"Ready to write the P&L summary and export the close packet?\"\n\n**Do not proceed to Steps 7–8 without explicit confirmation.**\n\n### Step 7 — Write the P&L narrative\n\nWrite a plain-English summary of the month — the kind an owner would share with their\nspouse or accountant, not a CFO memo. Aim for 150–250 words.\n\nStructure:\n1. **Headline** — one sentence: \"March came in at $X net, up\u002Fdown Y% from February.\"\n2. **Revenue** — what drove the number; name products, services, or customers if\n   the data shows concentration.\n3. **Gross margin** — whether it held, rose, or compressed, and the main reason why.\n4. **Key expenses** — any line that moved more than 10% MoM or is outside the normal\n   range; one sentence each.\n5. **Bottom line** — net income vs. prior month; ask if they have a target to compare.\n6. **Watch list** — 1–3 things to monitor next month.\n\nAvoid jargon; define anything that isn't plain English (\"MoM\" = month over month).\n\nSee [reference\u002Fexamples\u002Fpl-narrative.md](reference\u002Fexamples\u002Fpl-narrative.md) for a\nworked example.\n\n### Step 8 — Export the close packet\n\nProduce two files:\n\n**`close-packet-[YYYY-MM].xlsx`** — three sheets:\n- `P&L` — the QuickBooks P&L data, formatted\n- `Reconciliation` — matched and flagged transactions side by side\n- `Action Items` — any outstanding flags (uncategorized, missing receipts, etc.)\n\n**`close-packet-[YYYY-MM]-summary.pdf`** — one page:\n- Month and business name at the top\n- Key figures (revenue, gross margin %, net income)\n- The P&L narrative from Step 7\n- Count of open action items, if any\n\nSave both to the Desktop (or a path the user specifies). Confirm the file locations.\n\nSee [reference\u002Fclose-packet-format.md](reference\u002Fclose-packet-format.md) for column\nspecs and PDF layout details.\n\n## Approval gates\n\n- **Never run reconciliation on a month that has been filed.** Confirm the books are\n  still open before pulling data.\n- **Never void or modify a QuickBooks transaction directly.** Surface flags; the owner\n  makes changes in QuickBooks.\n- **Always pause at Step 6** before producing outputs. Unresolved flags must be\n  acknowledged or explicitly skipped.\n\n## Graceful degradation\n\n| Missing connector | Fallback |\n|---|---|\n| QuickBooks | Ask for a QB export CSV (P&L + transaction detail) |\n| Payment processor | Ask for a settlement CSV from the processor's website |\n| Desktop (receipts) | Ask the user to confirm receipt status for each flagged expense |\n\n## Reference files\n\n- [reference\u002Fquickbooks-reconcile.md](reference\u002Fquickbooks-reconcile.md) — QB field\n  mappings, API pagination, common data issues\n- [reference\u002Fpaypal-settlements.md](reference\u002Fpaypal-settlements.md) — settlement\n  report structure for PayPal, Square, and Stripe\n- [reference\u002Fclose-packet-format.md](reference\u002Fclose-packet-format.md) — xlsx column\n  specs, PDF layout, file naming convention\n- [reference\u002Fgotchas.md](reference\u002Fgotchas.md) — duplicate false positives, split\n  transactions, partial-month edge cases\n- [reference\u002Fexamples\u002Fpl-narrative.md](reference\u002Fexamples\u002Fpl-narrative.md) — worked\n  P&L narrative example\n",{"data":41,"body":42},{"name":4,"description":6},{"type":43,"children":44},"root",[45,53,60,66,71,77,82,89,94,100,105,120,125,149,154,167,173,178,183,236,247,253,265,283,288,299,305,319,324,352,357,362,368,373,385,390,398,404,409,414,478,483,494,500,505,519,554,568,591,596,607,613,646,652,719,725],{"type":46,"tag":47,"props":48,"children":49},"element","h1",{"id":4},[50],{"type":51,"value":52},"text","Month End Prep",{"type":46,"tag":54,"props":55,"children":57},"h2",{"id":56},"quick-start",[58],{"type":51,"value":59},"Quick start",{"type":46,"tag":61,"props":62,"children":63},"p",{},[64],{"type":51,"value":65},"Connect QuickBooks and at least one payment processor (PayPal, Square, or Stripe),\nthen say \"let's close the month.\" Claude walks you through each step of the checklist,\npausing for your input at each gate before moving forward.",{"type":46,"tag":61,"props":67,"children":68},{},[69],{"type":51,"value":70},"If a connector is missing, Claude falls back to asking for a CSV export — it won't\nsilently skip a step.",{"type":46,"tag":54,"props":72,"children":74},{"id":73},"workflow",[75],{"type":51,"value":76},"Workflow",{"type":46,"tag":61,"props":78,"children":79},{},[80],{"type":51,"value":81},"Work through these steps in order. Each step has a completion state; don't advance\nuntil the current step is settled.",{"type":46,"tag":83,"props":84,"children":86},"h3",{"id":85},"step-1-agree-on-the-target-month",[87],{"type":51,"value":88},"Step 1 — Agree on the target month",{"type":46,"tag":61,"props":90,"children":91},{},[92],{"type":51,"value":93},"Ask the user which month to close. Default to the prior calendar month if they don't\nspecify. Confirm before pulling any data.",{"type":46,"tag":83,"props":95,"children":97},{"id":96},"step-2-pull-quickbooks-pl-and-transaction-register",[98],{"type":51,"value":99},"Step 2 — Pull QuickBooks P&L and transaction register",{"type":46,"tag":61,"props":101,"children":102},{},[103],{"type":51,"value":104},"Fetch:",{"type":46,"tag":106,"props":107,"children":108},"ul",{},[109,115],{"type":46,"tag":110,"props":111,"children":112},"li",{},[113],{"type":51,"value":114},"Profit & Loss report for the target month (revenue, COGS, gross margin, operating\nexpenses, net income)",{"type":46,"tag":110,"props":116,"children":117},{},[118],{"type":51,"value":119},"Transaction register: every income and expense line item",{"type":46,"tag":61,"props":121,"children":122},{},[123],{"type":51,"value":124},"Flag immediately:",{"type":46,"tag":106,"props":126,"children":127},{},[128,139],{"type":46,"tag":110,"props":129,"children":130},{},[131,137],{"type":46,"tag":132,"props":133,"children":134},"strong",{},[135],{"type":51,"value":136},"Uncategorized transactions",{"type":51,"value":138}," — any line with category \"Uncategorized\" or blank",{"type":46,"tag":110,"props":140,"children":141},{},[142,147],{"type":46,"tag":132,"props":143,"children":144},{},[145],{"type":51,"value":146},"Ask Questions \u002F Needs Review",{"type":51,"value":148}," — QB's own flag",{"type":46,"tag":61,"props":150,"children":151},{},[152],{"type":51,"value":153},"Present the count (\"14 transactions need a category\") and list them for the user to\nclassify before proceeding. Don't advance with open uncategorized items unless the\nuser explicitly says \"skip for now.\"",{"type":46,"tag":61,"props":155,"children":156},{},[157,159,165],{"type":51,"value":158},"See ",{"type":46,"tag":160,"props":161,"children":163},"a",{"href":162},"reference\u002Fquickbooks-reconcile.md",[164],{"type":51,"value":162},{"type":51,"value":166}," for field\nmappings and API notes.",{"type":46,"tag":83,"props":168,"children":170},{"id":169},"step-3-pull-payment-processor-settlements",[171],{"type":51,"value":172},"Step 3 — Pull payment processor settlements",{"type":46,"tag":61,"props":174,"children":175},{},[176],{"type":51,"value":177},"Fetch settlement reports from PayPal, Square, or Stripe — whichever are connected —\nfor the same calendar month.",{"type":46,"tag":61,"props":179,"children":180},{},[181],{"type":51,"value":182},"Match each settlement deposit against the QuickBooks bank deposit line:",{"type":46,"tag":106,"props":184,"children":185},{},[186,196,206,216,226],{"type":46,"tag":110,"props":187,"children":188},{},[189,194],{"type":46,"tag":132,"props":190,"children":191},{},[192],{"type":51,"value":193},"Match",{"type":51,"value":195}," — amount and date agree within 2 days → mark as reconciled",{"type":46,"tag":110,"props":197,"children":198},{},[199,204],{"type":46,"tag":132,"props":200,"children":201},{},[202],{"type":51,"value":203},"Difference \u003C $0.50",{"type":51,"value":205}," — rounding\u002Ffee; note but don't flag",{"type":46,"tag":110,"props":207,"children":208},{},[209,214],{"type":46,"tag":132,"props":210,"children":211},{},[212],{"type":51,"value":213},"Difference ≥ $0.50",{"type":51,"value":215}," — flag with the delta amount",{"type":46,"tag":110,"props":217,"children":218},{},[219,224],{"type":46,"tag":132,"props":220,"children":221},{},[222],{"type":51,"value":223},"Settlement exists, no QB deposit",{"type":51,"value":225}," — flag as \"missing in QuickBooks\"",{"type":46,"tag":110,"props":227,"children":228},{},[229,234],{"type":46,"tag":132,"props":230,"children":231},{},[232],{"type":51,"value":233},"QB deposit exists, no settlement",{"type":51,"value":235}," — flag as \"deposit not in processor data\"",{"type":46,"tag":61,"props":237,"children":238},{},[239,240,245],{"type":51,"value":158},{"type":46,"tag":160,"props":241,"children":243},{"href":242},"reference\u002Fpaypal-settlements.md",[244],{"type":51,"value":242},{"type":51,"value":246}," for settlement\nreport field mappings (PayPal, Square, Stripe).",{"type":46,"tag":83,"props":248,"children":250},{"id":249},"step-4-detect-suspicious-duplicates",[251],{"type":51,"value":252},"Step 4 — Detect suspicious duplicates",{"type":46,"tag":61,"props":254,"children":255},{},[256,258,263],{"type":51,"value":257},"Scan the transaction register for likely duplicate charges or deposits. Flag a\ntransaction as a suspicious duplicate when ",{"type":46,"tag":132,"props":259,"children":260},{},[261],{"type":51,"value":262},"all three",{"type":51,"value":264}," match:",{"type":46,"tag":106,"props":266,"children":267},{},[268,273,278],{"type":46,"tag":110,"props":269,"children":270},{},[271],{"type":51,"value":272},"Same amount (within $0.01)",{"type":46,"tag":110,"props":274,"children":275},{},[276],{"type":51,"value":277},"Same vendor or customer name",{"type":46,"tag":110,"props":279,"children":280},{},[281],{"type":51,"value":282},"Posted within 5 calendar days of each other",{"type":46,"tag":61,"props":284,"children":285},{},[286],{"type":51,"value":287},"Present flagged pairs to the user. They decide whether each is legitimate (e.g., a\nrecurring weekly subscription) or a real duplicate to void.",{"type":46,"tag":61,"props":289,"children":290},{},[291,292,297],{"type":51,"value":158},{"type":46,"tag":160,"props":293,"children":295},{"href":294},"reference\u002Fgotchas.md",[296],{"type":51,"value":294},{"type":51,"value":298}," for common false-positive patterns\nand how to distinguish them.",{"type":46,"tag":83,"props":300,"children":302},{"id":301},"step-5-receipts-check-desktop-connector",[303],{"type":51,"value":304},"Step 5 — Receipts check (Desktop connector)",{"type":46,"tag":61,"props":306,"children":307},{},[308,310,317],{"type":51,"value":309},"If the Desktop connector is available, scan the receipts folder (ask the user for the\npath; default ",{"type":46,"tag":311,"props":312,"children":314},"code",{"className":313},[],[315],{"type":51,"value":316},"~\u002FDocuments\u002FReceipts",{"type":51,"value":318},") for the target month.",{"type":46,"tag":61,"props":320,"children":321},{},[322],{"type":51,"value":323},"For each expense transaction in QuickBooks above $25 with no attached document:",{"type":46,"tag":106,"props":325,"children":326},{},[327,332,342],{"type":46,"tag":110,"props":328,"children":329},{},[330],{"type":51,"value":331},"Check for a matching receipt file (match by amount ± $0.50 and date within 3 days)",{"type":46,"tag":110,"props":333,"children":334},{},[335,340],{"type":46,"tag":132,"props":336,"children":337},{},[338],{"type":51,"value":339},"Matched",{"type":51,"value":341}," → note as \"receipt on file\"",{"type":46,"tag":110,"props":343,"children":344},{},[345,350],{"type":46,"tag":132,"props":346,"children":347},{},[348],{"type":51,"value":349},"Not matched",{"type":51,"value":351}," → flag as \"missing receipt\"",{"type":46,"tag":61,"props":353,"children":354},{},[355],{"type":51,"value":356},"List missing receipts. The user can supply the file or mark as \"receipt not required\"\n(e.g., a recurring auto-pay with no receipt).",{"type":46,"tag":61,"props":358,"children":359},{},[360],{"type":51,"value":361},"If Desktop connector is not available, ask the user to confirm which expenses they have\nreceipts for — don't silently skip this step.",{"type":46,"tag":83,"props":363,"children":365},{"id":364},"step-6-owner-sign-off-gate",[366],{"type":51,"value":367},"Step 6 — Owner sign-off gate",{"type":46,"tag":61,"props":369,"children":370},{},[371],{"type":51,"value":372},"Present a summary before going further:",{"type":46,"tag":374,"props":375,"children":379},"pre",{"className":376,"code":378,"language":51},[377],"language-text","Uncategorized transactions:  X of X resolved\nSettlement discrepancies:    X flagged, X resolved\nSuspicious duplicates:       X flagged, X cleared\nMissing receipts:            X outstanding\n",[380],{"type":46,"tag":311,"props":381,"children":383},{"__ignoreMap":382},"",[384],{"type":51,"value":378},{"type":46,"tag":61,"props":386,"children":387},{},[388],{"type":51,"value":389},"Ask: \"Ready to write the P&L summary and export the close packet?\"",{"type":46,"tag":61,"props":391,"children":392},{},[393],{"type":46,"tag":132,"props":394,"children":395},{},[396],{"type":51,"value":397},"Do not proceed to Steps 7–8 without explicit confirmation.",{"type":46,"tag":83,"props":399,"children":401},{"id":400},"step-7-write-the-pl-narrative",[402],{"type":51,"value":403},"Step 7 — Write the P&L narrative",{"type":46,"tag":61,"props":405,"children":406},{},[407],{"type":51,"value":408},"Write a plain-English summary of the month — the kind an owner would share with their\nspouse or accountant, not a CFO memo. Aim for 150–250 words.",{"type":46,"tag":61,"props":410,"children":411},{},[412],{"type":51,"value":413},"Structure:",{"type":46,"tag":415,"props":416,"children":417},"ol",{},[418,428,438,448,458,468],{"type":46,"tag":110,"props":419,"children":420},{},[421,426],{"type":46,"tag":132,"props":422,"children":423},{},[424],{"type":51,"value":425},"Headline",{"type":51,"value":427}," — one sentence: \"March came in at $X net, up\u002Fdown Y% from February.\"",{"type":46,"tag":110,"props":429,"children":430},{},[431,436],{"type":46,"tag":132,"props":432,"children":433},{},[434],{"type":51,"value":435},"Revenue",{"type":51,"value":437}," — what drove the number; name products, services, or customers if\nthe data shows concentration.",{"type":46,"tag":110,"props":439,"children":440},{},[441,446],{"type":46,"tag":132,"props":442,"children":443},{},[444],{"type":51,"value":445},"Gross margin",{"type":51,"value":447}," — whether it held, rose, or compressed, and the main reason why.",{"type":46,"tag":110,"props":449,"children":450},{},[451,456],{"type":46,"tag":132,"props":452,"children":453},{},[454],{"type":51,"value":455},"Key expenses",{"type":51,"value":457}," — any line that moved more than 10% MoM or is outside the normal\nrange; one sentence each.",{"type":46,"tag":110,"props":459,"children":460},{},[461,466],{"type":46,"tag":132,"props":462,"children":463},{},[464],{"type":51,"value":465},"Bottom line",{"type":51,"value":467}," — net income vs. prior month; ask if they have a target to compare.",{"type":46,"tag":110,"props":469,"children":470},{},[471,476],{"type":46,"tag":132,"props":472,"children":473},{},[474],{"type":51,"value":475},"Watch list",{"type":51,"value":477}," — 1–3 things to monitor next month.",{"type":46,"tag":61,"props":479,"children":480},{},[481],{"type":51,"value":482},"Avoid jargon; define anything that isn't plain English (\"MoM\" = month over month).",{"type":46,"tag":61,"props":484,"children":485},{},[486,487,492],{"type":51,"value":158},{"type":46,"tag":160,"props":488,"children":490},{"href":489},"reference\u002Fexamples\u002Fpl-narrative.md",[491],{"type":51,"value":489},{"type":51,"value":493}," for a\nworked example.",{"type":46,"tag":83,"props":495,"children":497},{"id":496},"step-8-export-the-close-packet",[498],{"type":51,"value":499},"Step 8 — Export the close packet",{"type":46,"tag":61,"props":501,"children":502},{},[503],{"type":51,"value":504},"Produce two files:",{"type":46,"tag":61,"props":506,"children":507},{},[508,517],{"type":46,"tag":132,"props":509,"children":510},{},[511],{"type":46,"tag":311,"props":512,"children":514},{"className":513},[],[515],{"type":51,"value":516},"close-packet-[YYYY-MM].xlsx",{"type":51,"value":518}," — three sheets:",{"type":46,"tag":106,"props":520,"children":521},{},[522,533,543],{"type":46,"tag":110,"props":523,"children":524},{},[525,531],{"type":46,"tag":311,"props":526,"children":528},{"className":527},[],[529],{"type":51,"value":530},"P&L",{"type":51,"value":532}," — the QuickBooks P&L data, formatted",{"type":46,"tag":110,"props":534,"children":535},{},[536,541],{"type":46,"tag":311,"props":537,"children":539},{"className":538},[],[540],{"type":51,"value":21},{"type":51,"value":542}," — matched and flagged transactions side by side",{"type":46,"tag":110,"props":544,"children":545},{},[546,552],{"type":46,"tag":311,"props":547,"children":549},{"className":548},[],[550],{"type":51,"value":551},"Action Items",{"type":51,"value":553}," — any outstanding flags (uncategorized, missing receipts, etc.)",{"type":46,"tag":61,"props":555,"children":556},{},[557,566],{"type":46,"tag":132,"props":558,"children":559},{},[560],{"type":46,"tag":311,"props":561,"children":563},{"className":562},[],[564],{"type":51,"value":565},"close-packet-[YYYY-MM]-summary.pdf",{"type":51,"value":567}," — one page:",{"type":46,"tag":106,"props":569,"children":570},{},[571,576,581,586],{"type":46,"tag":110,"props":572,"children":573},{},[574],{"type":51,"value":575},"Month and business name at the top",{"type":46,"tag":110,"props":577,"children":578},{},[579],{"type":51,"value":580},"Key figures (revenue, gross margin %, net income)",{"type":46,"tag":110,"props":582,"children":583},{},[584],{"type":51,"value":585},"The P&L narrative from Step 7",{"type":46,"tag":110,"props":587,"children":588},{},[589],{"type":51,"value":590},"Count of open action items, if any",{"type":46,"tag":61,"props":592,"children":593},{},[594],{"type":51,"value":595},"Save both to the Desktop (or a path the user specifies). Confirm the file locations.",{"type":46,"tag":61,"props":597,"children":598},{},[599,600,605],{"type":51,"value":158},{"type":46,"tag":160,"props":601,"children":603},{"href":602},"reference\u002Fclose-packet-format.md",[604],{"type":51,"value":602},{"type":51,"value":606}," for column\nspecs and PDF layout details.",{"type":46,"tag":54,"props":608,"children":610},{"id":609},"approval-gates",[611],{"type":51,"value":612},"Approval gates",{"type":46,"tag":106,"props":614,"children":615},{},[616,626,636],{"type":46,"tag":110,"props":617,"children":618},{},[619,624],{"type":46,"tag":132,"props":620,"children":621},{},[622],{"type":51,"value":623},"Never run reconciliation on a month that has been filed.",{"type":51,"value":625}," Confirm the books are\nstill open before pulling data.",{"type":46,"tag":110,"props":627,"children":628},{},[629,634],{"type":46,"tag":132,"props":630,"children":631},{},[632],{"type":51,"value":633},"Never void or modify a QuickBooks transaction directly.",{"type":51,"value":635}," Surface flags; the owner\nmakes changes in QuickBooks.",{"type":46,"tag":110,"props":637,"children":638},{},[639,644],{"type":46,"tag":132,"props":640,"children":641},{},[642],{"type":51,"value":643},"Always pause at Step 6",{"type":51,"value":645}," before producing outputs. Unresolved flags must be\nacknowledged or explicitly skipped.",{"type":46,"tag":54,"props":647,"children":649},{"id":648},"graceful-degradation",[650],{"type":51,"value":651},"Graceful degradation",{"type":46,"tag":653,"props":654,"children":655},"table",{},[656,675],{"type":46,"tag":657,"props":658,"children":659},"thead",{},[660],{"type":46,"tag":661,"props":662,"children":663},"tr",{},[664,670],{"type":46,"tag":665,"props":666,"children":667},"th",{},[668],{"type":51,"value":669},"Missing connector",{"type":46,"tag":665,"props":671,"children":672},{},[673],{"type":51,"value":674},"Fallback",{"type":46,"tag":676,"props":677,"children":678},"tbody",{},[679,693,706],{"type":46,"tag":661,"props":680,"children":681},{},[682,688],{"type":46,"tag":683,"props":684,"children":685},"td",{},[686],{"type":51,"value":687},"QuickBooks",{"type":46,"tag":683,"props":689,"children":690},{},[691],{"type":51,"value":692},"Ask for a QB export CSV (P&L + transaction detail)",{"type":46,"tag":661,"props":694,"children":695},{},[696,701],{"type":46,"tag":683,"props":697,"children":698},{},[699],{"type":51,"value":700},"Payment processor",{"type":46,"tag":683,"props":702,"children":703},{},[704],{"type":51,"value":705},"Ask for a settlement CSV from the processor's website",{"type":46,"tag":661,"props":707,"children":708},{},[709,714],{"type":46,"tag":683,"props":710,"children":711},{},[712],{"type":51,"value":713},"Desktop (receipts)",{"type":46,"tag":683,"props":715,"children":716},{},[717],{"type":51,"value":718},"Ask the user to confirm receipt status for each flagged expense",{"type":46,"tag":54,"props":720,"children":722},{"id":721},"reference-files",[723],{"type":51,"value":724},"Reference files",{"type":46,"tag":106,"props":726,"children":727},{},[728,737,746,755,764],{"type":46,"tag":110,"props":729,"children":730},{},[731,735],{"type":46,"tag":160,"props":732,"children":733},{"href":162},[734],{"type":51,"value":162},{"type":51,"value":736}," — QB field\nmappings, API pagination, common data issues",{"type":46,"tag":110,"props":738,"children":739},{},[740,744],{"type":46,"tag":160,"props":741,"children":742},{"href":242},[743],{"type":51,"value":242},{"type":51,"value":745}," — settlement\nreport structure for PayPal, Square, and Stripe",{"type":46,"tag":110,"props":747,"children":748},{},[749,753],{"type":46,"tag":160,"props":750,"children":751},{"href":602},[752],{"type":51,"value":602},{"type":51,"value":754}," — xlsx column\nspecs, PDF layout, file naming convention",{"type":46,"tag":110,"props":756,"children":757},{},[758,762],{"type":46,"tag":160,"props":759,"children":760},{"href":294},[761],{"type":51,"value":294},{"type":51,"value":763}," — duplicate false positives, split\ntransactions, partial-month edge cases",{"type":46,"tag":110,"props":765,"children":766},{},[767,771],{"type":46,"tag":160,"props":768,"children":769},{"href":489},[770],{"type":51,"value":489},{"type":51,"value":772}," — worked\nP&L narrative example",{"items":774,"total":889},[775,791,807,823,841,858,874],{"slug":776,"name":776,"fn":777,"description":778,"org":779,"tags":780,"stars":29,"repoUrl":30,"updatedAt":790},"accessibility-review","run WCAG accessibility audits","Run a WCAG 2.1 AA accessibility audit on a design or page. Trigger with \"audit accessibility\", \"check a11y\", \"is this accessible?\", or when reviewing a design for color contrast, keyboard navigation, touch target size, or screen reader behavior before handoff.",{"slug":8,"name":9,"logoUrl":10,"githubOrg":11},[781,784,787],{"name":782,"slug":783,"type":16},"Accessibility","accessibility",{"name":785,"slug":786,"type":16},"Design","design",{"name":788,"slug":789,"type":16},"WCAG","wcag","2026-04-06T17:58:05.682394",{"slug":792,"name":792,"fn":793,"description":794,"org":795,"tags":796,"stars":29,"repoUrl":30,"updatedAt":806},"account-research","research accounts for sales intel","Research a company or person and get actionable sales intel. Works standalone with web search, supercharged when you connect enrichment tools or your CRM. Trigger with \"research [company]\", \"look up [person]\", \"intel on [prospect]\", \"who is [name] at [company]\", or \"tell me about [company]\".",{"slug":8,"name":9,"logoUrl":10,"githubOrg":11},[797,800,803],{"name":798,"slug":799,"type":16},"CRM","crm",{"name":801,"slug":802,"type":16},"Research","research",{"name":804,"slug":805,"type":16},"Sales","sales","2026-04-06T17:56:41.410418",{"slug":808,"name":808,"fn":809,"description":810,"org":811,"tags":812,"stars":29,"repoUrl":30,"updatedAt":822},"analyze","answer data questions and run analyses","Answer data questions -- from quick lookups to full analyses. Use when looking up a single metric, investigating what's driving a trend or drop, comparing segments over time, or preparing a formal data report for stakeholders.",{"slug":8,"name":9,"logoUrl":10,"githubOrg":11},[813,816,819],{"name":814,"slug":815,"type":16},"Analytics","analytics",{"name":817,"slug":818,"type":16},"Data Analysis","data-analysis",{"name":820,"slug":821,"type":16},"SQL","sql","2026-04-06T17:57:21.593647",{"slug":824,"name":824,"fn":825,"description":826,"org":827,"tags":828,"stars":29,"repoUrl":30,"updatedAt":840},"architecture","create and evaluate architecture decision records","Create or evaluate an architecture decision record (ADR). Use when choosing between technologies (e.g., Kafka vs SQS), documenting a design decision with trade-offs and consequences, reviewing a system design proposal, or designing a new component from requirements and constraints.",{"slug":8,"name":9,"logoUrl":10,"githubOrg":11},[829,832,834,837],{"name":830,"slug":831,"type":16},"ADR","adr",{"name":833,"slug":824,"type":16},"Architecture",{"name":835,"slug":836,"type":16},"Documentation","documentation",{"name":838,"slug":839,"type":16},"Engineering","engineering","2026-04-06T17:57:49.26444",{"slug":842,"name":842,"fn":843,"description":844,"org":845,"tags":846,"stars":29,"repoUrl":30,"updatedAt":857},"audit-support","support SOX 404 control testing","Support SOX 404 compliance with control testing methodology, sample selection, and documentation standards. Use when generating testing workpapers, selecting audit samples, classifying control deficiencies, or preparing for internal or external audits.",{"slug":8,"name":9,"logoUrl":10,"githubOrg":11},[847,850,851,854],{"name":848,"slug":849,"type":16},"Audit","audit",{"name":14,"slug":15,"type":16},{"name":852,"slug":853,"type":16},"Regulatory Compliance","regulatory-compliance",{"name":855,"slug":856,"type":16},"SOX","sox","2026-04-06T17:57:36.714815",{"slug":859,"name":859,"fn":860,"description":861,"org":862,"tags":863,"stars":29,"repoUrl":30,"updatedAt":873},"brand-review","review content against brand voice","Review content against your brand voice, style guide, and messaging pillars, flagging deviations by severity with specific before\u002Fafter fixes. Use when checking a draft before it ships, when auditing copy for voice consistency and terminology, or when screening for unsubstantiated claims, missing disclaimers, and other legal flags.",{"slug":8,"name":9,"logoUrl":10,"githubOrg":11},[864,867,870],{"name":865,"slug":866,"type":16},"Branding","branding",{"name":868,"slug":869,"type":16},"Marketing","marketing",{"name":871,"slug":872,"type":16},"Writing","writing","2026-04-06T17:58:19.548331",{"slug":875,"name":875,"fn":876,"description":877,"org":878,"tags":879,"stars":29,"repoUrl":30,"updatedAt":888},"brand-voice-enforcement","enforce brand voice in content","This skill applies brand guidelines to content creation. It should be used when the user asks to \"write an email\", \"draft a proposal\", \"create a pitch deck\", \"write a LinkedIn post\", \"draft a presentation\", \"write a Slack message\", \"draft sales content\", or any content creation request where brand voice should be applied. Also triggers on \"on-brand\", \"brand voice\", \"enforce voice\", \"apply brand guidelines\", \"brand-aligned content\", \"write in our voice\", \"use our brand tone\", \"make this sound like us\", \"rewrite this in our tone\", or \"this doesn't sound on-brand\". Not for generating guidelines from scratch (use guideline-generation) or discovering brand materials (use discover-brand).\n",{"slug":8,"name":9,"logoUrl":10,"githubOrg":11},[880,881,884,887],{"name":865,"slug":866,"type":16},{"name":882,"slug":883,"type":16},"Communications","communications",{"name":885,"slug":886,"type":16},"Content Creation","content-creation",{"name":871,"slug":872,"type":16},"2026-04-06T18:00:23.528956",200,{"items":891,"total":1068},[892,911,923,935,954,965,986,1006,1016,1031,1039,1052],{"slug":893,"name":893,"fn":894,"description":895,"org":896,"tags":897,"stars":908,"repoUrl":909,"updatedAt":910},"algorithmic-art","create algorithmic art with p5.js","Creating algorithmic art using p5.js with seeded randomness and interactive parameter exploration. Use this when users request creating art using code, generative art, algorithmic art, flow fields, or particle systems. Create original algorithmic art rather than copying existing artists' work to avoid copyright violations.",{"slug":8,"name":9,"logoUrl":10,"githubOrg":11},[898,901,902,905],{"name":899,"slug":900,"type":16},"Creative","creative",{"name":785,"slug":786,"type":16},{"name":903,"slug":904,"type":16},"Generative Art","generative-art",{"name":906,"slug":907,"type":16},"JavaScript","javascript",161831,"https:\u002F\u002Fgithub.com\u002Fanthropics\u002Fskills","2026-04-06T17:56:15.455818",{"slug":912,"name":912,"fn":913,"description":914,"org":915,"tags":916,"stars":908,"repoUrl":909,"updatedAt":922},"brand-guidelines","apply Anthropic brand colors and typography","Applies Anthropic's official brand colors and typography to any sort of artifact that may benefit from having Anthropic's look-and-feel. Use it when brand colors or style guidelines, visual formatting, or company design standards apply.",{"slug":8,"name":9,"logoUrl":10,"githubOrg":11},[917,918,919],{"name":865,"slug":866,"type":16},{"name":785,"slug":786,"type":16},{"name":920,"slug":921,"type":16},"Typography","typography","2026-04-06T17:56:05.042852",{"slug":924,"name":924,"fn":925,"description":926,"org":927,"tags":928,"stars":908,"repoUrl":909,"updatedAt":934},"canvas-design","create posters and visual art as PNG or PDF","Create beautiful visual art in .png and .pdf documents using design philosophy. You should use this skill when the user asks to create a poster, piece of art, design, or other static piece. Create original visual designs, never copying existing artists' work to avoid copyright violations.",{"slug":8,"name":9,"logoUrl":10,"githubOrg":11},[929,930,931],{"name":899,"slug":900,"type":16},{"name":785,"slug":786,"type":16},{"name":932,"slug":933,"type":16},"PDF","pdf","2026-04-06T17:56:03.794732",{"slug":936,"name":936,"fn":937,"description":938,"org":939,"tags":940,"stars":908,"repoUrl":909,"updatedAt":953},"claude-api","build apps with the Claude API","Reference for the Claude API \u002F Anthropic SDK — model ids, pricing, params, streaming, tool use, MCP, agents, caching, token counting, model migration.\nTRIGGER — read BEFORE opening the target file; don't skip because it \"looks like a one-liner\" — whenever: the prompt names Claude\u002FAnthropic in any form (Claude, Anthropic, Fable, Opus, Sonnet, Haiku, `anthropic`, `@anthropic-ai`, `claude-*`, `us.anthropic.*`, `[1m]`); the user asks about an LLM (pricing\u002Fmodel choice\u002Flimits\u002Fcaching) — never answer from memory; OR the task is LLM-shaped with provider unstated (agent\u002FMCP\u002Ftool-definition\u002Fmulti-agent\u002FRAG\u002FLLM-judge\u002Fcomputer-use; generate\u002Fsummarize\u002Fextract\u002Fclassify\u002Frewrite\u002Fconverse over NL; debugging refusals\u002Fcutoffs\u002Fstreaming\u002Ftool-calls\u002Ftokens).\nSKIP only when another provider is being worked on (overrides all triggers): OpenAI\u002FGPT\u002FGemini\u002FLlama\u002FMistral\u002FCohere\u002FOllama named in the query; OR `grep -rE 'openai|langchain_openai|google.generativeai|genai|mistralai|cohere|ollama'` over the project hits (run this grep FIRST if no provider named — don't Read the file).",{"slug":8,"name":9,"logoUrl":10,"githubOrg":11},[941,944,945,948,950],{"name":942,"slug":943,"type":16},"Agents","agents",{"name":9,"slug":8,"type":16},{"name":946,"slug":947,"type":16},"Anthropic SDK","anthropic-sdk",{"name":949,"slug":936,"type":16},"Claude API",{"name":951,"slug":952,"type":16},"LLM","llm","2026-07-28T05:36:08.213335",{"slug":955,"name":955,"fn":956,"description":957,"org":958,"tags":959,"stars":908,"repoUrl":909,"updatedAt":964},"doc-coauthoring","co-author documentation and technical specs","Guide users through a structured workflow for co-authoring documentation. Use when user wants to write documentation, proposals, technical specs, decision docs, or similar structured content. This workflow helps users efficiently transfer context, refine content through iteration, and verify the doc works for readers. Trigger when user mentions writing docs, creating proposals, drafting specs, or similar documentation tasks.",{"slug":8,"name":9,"logoUrl":10,"githubOrg":11},[960,961],{"name":835,"slug":836,"type":16},{"name":962,"slug":963,"type":16},"Technical Writing","technical-writing","2026-04-06T17:56:14.18897",{"slug":966,"name":966,"fn":967,"description":968,"org":969,"tags":970,"stars":908,"repoUrl":909,"updatedAt":985},"docx","create and edit Word documents","Use this skill whenever the user wants to create, read, edit, or manipulate Word documents (.docx files) or Word templates (.dotx files). Triggers include: any mention of 'Word doc', 'word document', '.docx', '.dotx', or requests to produce professional documents with formatting like tables of contents, headings, page numbers, or letterheads. Also use when extracting or reorganizing content from .docx or .dotx files, inserting or replacing images in documents, performing find-and-replace in Word files, working with tracked changes or comments, or converting content into a polished Word document. If the user asks for a 'report', 'memo', 'letter', 'template', or similar deliverable as a Word or .docx file, use this skill. Do NOT use for PDFs, spreadsheets, Google Docs, or general coding tasks unrelated to document generation.",{"slug":8,"name":9,"logoUrl":10,"githubOrg":11},[971,974,976,979,982],{"name":972,"slug":973,"type":16},"Documents","documents",{"name":975,"slug":966,"type":16},"DOCX",{"name":977,"slug":978,"type":16},"Office","office",{"name":980,"slug":981,"type":16},"Templates","templates",{"name":983,"slug":984,"type":16},"Word","word","2026-07-18T05:16:23.136271",{"slug":987,"name":987,"fn":988,"description":989,"org":990,"tags":991,"stars":908,"repoUrl":909,"updatedAt":1005},"frontend-design","design production-grade frontend interfaces","Guidance for distinctive, intentional visual design when building new UI or reshaping an existing one. Helps with aesthetic direction, typography, and making choices that don't read as templated defaults.",{"slug":8,"name":9,"logoUrl":10,"githubOrg":11},[992,993,996,999,1002],{"name":785,"slug":786,"type":16},{"name":994,"slug":995,"type":16},"Frontend","frontend",{"name":997,"slug":998,"type":16},"React","react",{"name":1000,"slug":1001,"type":16},"Tailwind CSS","tailwind-css",{"name":1003,"slug":1004,"type":16},"UI Components","ui-components","2026-04-06T17:56:16.723469",{"slug":1007,"name":1007,"fn":1008,"description":1009,"org":1010,"tags":1011,"stars":908,"repoUrl":909,"updatedAt":1015},"internal-comms","write internal company communications","A set of resources to help me write all kinds of internal communications, using the formats that my company likes to use. Claude should use this skill whenever asked to write some sort of internal communications (status reports, leadership updates, 3P updates, company newsletters, FAQs, incident reports, project updates, etc.).",{"slug":8,"name":9,"logoUrl":10,"githubOrg":11},[1012,1013,1014],{"name":882,"slug":883,"type":16},{"name":980,"slug":981,"type":16},{"name":871,"slug":872,"type":16},"2026-04-06T17:56:20.695522",{"slug":1017,"name":1017,"fn":1018,"description":1019,"org":1020,"tags":1021,"stars":908,"repoUrl":909,"updatedAt":1030},"mcp-builder","build MCP servers","Guide for creating high-quality MCP (Model Context Protocol) servers that enable LLMs to interact with external services through well-designed tools. Use when building MCP servers to integrate external APIs or services, whether in Python (FastMCP) or Node\u002FTypeScript (MCP SDK).",{"slug":8,"name":9,"logoUrl":10,"githubOrg":11},[1022,1023,1026,1027],{"name":942,"slug":943,"type":16},{"name":1024,"slug":1025,"type":16},"API Development","api-development",{"name":951,"slug":952,"type":16},{"name":1028,"slug":1029,"type":16},"MCP","mcp","2026-04-06T17:56:10.357665",{"slug":933,"name":933,"fn":1032,"description":1033,"org":1034,"tags":1035,"stars":908,"repoUrl":909,"updatedAt":1038},"read edit and manipulate PDF files","Use this skill whenever the user wants to do anything with PDF files. This includes reading or extracting text\u002Ftables from PDFs, combining or merging multiple PDFs into one, splitting PDFs apart, rotating pages, adding watermarks, creating new PDFs, filling PDF forms, encrypting\u002Fdecrypting PDFs, extracting images, and OCR on scanned PDFs to make them searchable. If the user mentions a .pdf file or asks to produce one, use this skill.",{"slug":8,"name":9,"logoUrl":10,"githubOrg":11},[1036,1037],{"name":972,"slug":973,"type":16},{"name":932,"slug":933,"type":16},"2026-04-06T17:56:02.483316",{"slug":1040,"name":1040,"fn":1041,"description":1042,"org":1043,"tags":1044,"stars":908,"repoUrl":909,"updatedAt":1051},"pptx","create and edit PowerPoint presentations","Use this skill any time a .pptx or .potx file is involved in any way — as input, output, or both. This includes: creating slide decks, pitch decks, or presentations; reading, parsing, or extracting text from any .pptx or .potx file (even if the extracted content will be used elsewhere, like in an email or summary); editing, modifying, or updating existing presentations; combining or splitting slide files; working with templates (.potx), layouts, speaker notes, or comments. Trigger whenever the user mentions \"deck,\" \"slides,\" \"presentation,\" or references a .pptx or .potx filename, regardless of what they plan to do with the content afterward. If a .pptx or .potx file needs to be opened, created, or touched, use this skill.",{"slug":8,"name":9,"logoUrl":10,"githubOrg":11},[1045,1048],{"name":1046,"slug":1047,"type":16},"PowerPoint","powerpoint",{"name":1049,"slug":1050,"type":16},"Presentations","presentations","2026-07-18T05:16:24.1471",{"slug":1053,"name":1053,"fn":1054,"description":1055,"org":1056,"tags":1057,"stars":908,"repoUrl":909,"updatedAt":1067},"skill-creator","create and optimize agent skills","Create new skills, modify and improve existing skills, and measure skill performance. Use when users want to create a skill from scratch, edit, or optimize an existing skill, run evals to test a skill, benchmark skill performance with variance analysis, or optimize a skill's description for better triggering accuracy.",{"slug":8,"name":9,"logoUrl":10,"githubOrg":11},[1058,1059,1060,1063,1066],{"name":942,"slug":943,"type":16},{"name":835,"slug":836,"type":16},{"name":1061,"slug":1062,"type":16},"Evals","evals",{"name":1064,"slug":1065,"type":16},"Performance","performance",{"name":962,"slug":963,"type":16},"2026-04-19T06:45:40.804",490]