القائمة
Paperless-ngx document filing skill with tagging taxonomy, retention policies, and batch filing workflows. Use when ingesting, tagging, searching, or managing documents in Paperless-ngx.
التثبيت باستخدام Codex أو Claude انسخ هذا Prompt والصقه في Codex أو Claude أو مساعد آخر ليراجع صفحة Skill ويثبّتها لك.
استنادا إلى تصنيف SOC المهني
Personal budgeting and financial planning skill. Use when: (1) Analyzing spending patterns by category or time period, (2) Comparing budget vs actual spending, (3) Calculating savings rates, (4) Forecasting cash flow, (5) Planning tax-aware financial decisions. Tools: actual-mcp for budget/transaction data, ghostfolio-mcp for investment portfolio context.
Generate family-office HTML emails for family personas. Use `brief` mode for scheduled or report-style outbound emails and `reply` mode for natural in-thread family replies.
Personal portfolio management and investment analysis skill. Use when: (1) Checking portfolio risk (ES, VaR, drawdown), (2) Running rebalancing or optimization, (3) Equity research and valuation, (4) Tax-loss harvesting analysis, (5) Policy/regulatory impact assessment, (6) Performance attribution and benchmarking. Tools: 7 investing-workspace MCP servers + ghostfolio-mcp for portfolio tracking.
Two-tier memory system that makes Codex CLI a true household collaborator. Decodes shorthand, acronyms, nicknames, and internal language so Codex understands requests like a family office staff member would. AGENTS.md for working memory, memory/ directory for the full knowledge base.
Canonical ingestion workflow for family-office records: discover candidate files in Google Drive, Gmail attachments, OneDrive, and SharePoint; deduplicate minor variants; choose one canonical document; and upsert into Paperless with normalized title, document type, correspondent, and owner-routing tags. Use when seeding Paperless, running periodic syncs, or cleaning duplicates across storage systems.
Visual inspection and classification of tax documents. Scans every page (never trust filenames), classifies by IRS form type, files to Paperless. Use when tax documents arrive via Gmail or Drive and need to be discovered, classified, and filed, or when checking completeness of tax document collection.
| name | document-filing |
| description | Paperless-ngx document filing skill with tagging taxonomy, retention policies, and batch filing workflows. Use when ingesting, tagging, searching, or managing documents in Paperless-ngx. |
| Task | Tool | Notes |
|---|---|---|
| Search documents | search_documents | Full-text search across all documents |
| Get document details | get_document | Metadata, tags, correspondent, dates |
| Upload document | post_document | Ingest new document with initial metadata |
| Bulk operations | bulk_edit_documents | Add/remove tags, set correspondent/type |
| List/manage tags | list_tags, create_tag | Taxonomy management |
| List/manage correspondents | list_correspondents, create_correspondent | Organization management |
| List/manage types | list_document_types, create_document_type | Classification |
When an email explicitly asks you to ingest, file, or tag attached documents, treat that as approval to file them immediately.
Use this workflow:
list_tags, list_document_types, and list_correspondents.search_documents only to avoid an obvious duplicate or to reuse an existing naming pattern for the same entity or document family.post_document.Avoid local config or environment discovery, MCP resource discovery, and broad archive searches unless the upload or classification is genuinely blocked.
| Document Type | Title Format | Example |
|---|---|---|
| Monthly bills | YYYY-MM [Service] Bill - [Provider] | 2026-02 Electricity Bill - PG&E |
| Bank statements | YYYY-MM [Account Type] Statement - [Bank] | 2026-02 Checking Statement - Chase |
| Tax forms | TY YYYY [Form Name] | TY 2025 W-2 - Employer Name |
| Insurance | [Type] Policy - [Provider] - [Policy#] | Auto Policy - GEICO - 12345 |
| Medical | YYYY-MM-DD [Type] - [Provider] | 2026-02-15 Lab Results - Quest |
| Contracts | [Type] Agreement - [Party] - YYYY | Lease Agreement - Property Mgmt - 2026 |
| Identity docs | [Doc Type] - [Person] | Passport - Principal |
| Receipts | YYYY-MM-DD Receipt - [Vendor] - [Amount] | 2026-02-20 Receipt - Amazon - $45 |
| Tag | Use For |
|---|---|
financial | Bank statements, investment statements, tax documents, pay slips |
medical | Prescriptions, lab reports, discharge summaries, vaccination records |
legal | Contracts, agreements, court documents, notarized documents |
education | Certificates, transcripts, school communications |
home | Property documents, utility bills, maintenance records, warranties |
vehicle | Registration, insurance, service records |
insurance | All insurance policies and claims |
identity | Passports, SSN cards, driver's license |
employment | Offer letters, W-2s, pay stubs |
receipts | Purchase receipts, invoices |
| Tag | Use For |
|---|---|
tax-relevant | Any document needed for tax filing |
active-policy | Insurance policies currently in force |
expired | Past validity |
needs-renewal | Approaching expiry (flag 30-60 days before) |
warranty-active | Products still under warranty |
recurring | Bills/statements that arrive regularly |
For inbound email attachments that explicitly ask you to ingest or tag the attached documents, no extra confirmation is required before filing.
| Document Type | Keep For |
|---|---|
| Tax returns + supporting | 7 years from filing |
| Bank/investment statements | 7 years |
| Medical records | Indefinite |
| Property documents | Indefinite |
| Identity documents | Until replaced |
| Utility bills | 1 year (unless tax-relevant) |
| General receipts | 1 year or warranty period |
| Warranties | Duration of warranty |
needs-renewal — check approaching expirationsexpired — verify retention period, archive or deletetax-relevant — safe to delete