| name | examples |
| description | This skill should be used when looking for complete workflow examples, step-by-step setup guides, architecture diagrams, or command references. Relevant for queries like "how do I set up multi-bank", "show me an example of the budget alert flow", "walk me through generating a report", or "show first-time setup guide". Use this skill whenever the user asks "how do I...", wants a walkthrough, needs a step-by-step guide, or is setting up the plugin for the first time. |
Examples & References
Starting point for the Multi-Bank Account Manager plugin. Use this skill to find the right workflow, reference, or guide.
New User? Start Here
If you are setting up for the first time or unsure what this plugin can do, follow this path:
- Connect your banks — verify MCP connectivity to each bank.
/connect-bank monobank
/connect-bank privatbank
- Sync accounts — pull in all account data.
/sync-accounts
- Check balances — verify everything loaded correctly.
/balances
- Set a budget — try tracking one spending category.
/set-budget Dining 5000 monthly
- Export a report — generate your first report to see the data in action.
/export-report pdf 30d
After these steps, you have a working multi-bank setup with budgeting and reporting.
What Can I Do? (By Use Case)
Money & Payments
| Task | Command / Skill | Example |
|---|
| Check all balances | /balances | /balances |
| Send a payment | payments skill | "відправ 10000 грн на IBAN UA29..." |
| Check payment status | payments skill | "який статус мого платежу?" |
| Make a tax payment | payments skill | "сплати ПДВ за березень" |
Currency & Rates
| Task | Command / Skill | Example |
|---|
| Current exchange rate | currency-rates skill | "який курс долара?" |
| Rate history | currency-rates skill | "динаміка курсу EUR за тиждень" |
| Compare bank rates | currency-rates skill | "порівняй курси в Моно і Приваті" |
Documents (EDO)
| Task | Command / Skill | Example |
|---|
| View inbox | e-documents skill | "покажи вхідні документи за березень" |
| Check signatures | e-documents skill | "хто підписав документ #123?" |
| Download a document | e-documents skill | "завантаж акт від контрагента" |
Salary & Payroll
| Task | Command / Skill | Example |
|---|
| Manage employees | salary-management skill | "додай працівника до зарплатного проєкту" |
| Create salary registry | salary-management skill | "створи відомість за березень" |
| Send payslips | salary-management skill | "розішли розрахункові листки" |
Reports & Export
| Task | Command / Skill | Example |
|---|
| PDF report | report-export skill | /export-report pdf 2026-Q1 |
| CSV for spreadsheet | report-export skill | /export-report csv last-month |
| Transaction history | /transactions | /transactions 30 Groceries |
Budgeting
| Task | Command / Skill | Example |
|---|
| Set a budget | /set-budget | /set-budget Dining 5000 monthly |
| Check budget status | /budget-status | /budget-status |
| Budget alerts | budget-alert-flow reference | See reference file below |
Quick Command Reference
| Command | Purpose | Example |
|---|
/connect-bank | Verify MCP connectivity | /connect-bank monobank |
/balances | Show all account balances | /balances |
/transactions | List recent transactions | /transactions 30 Groceries |
/set-budget | Create/update a budget | /set-budget Dining 5000 monthly |
/budget-status | Check spending vs budgets | /budget-status |
/export-report | Export CSV or PDF report | /export-report pdf 90d |
/sync-accounts | Force-sync all accounts | /sync-accounts |
/broadcast-status | Show broadcast system info | /broadcast-status |
Reference Files
Architecture
Scenario Walkthroughs
Daily Workflow
A typical daily check takes under a minute:
/balances → Quick balance overview
/budget-status → Check budget utilization
/transactions 7 → This week's transactions
Monthly Workflow
End-of-month routine:
/export-report pdf last-month → Formal PDF report
/export-report csv last-month → CSV for accounting/analysis
For salary: use the salary-management skill to create registries and distribute payslips.
