Menu
Human pack (HTML board) plus statements when depth needs them. Use when presenting books, opening the pack, or drafting FS/notes from adjusted TB.
Install with Codex or Claude Copy this prompt, paste it into Codex, Claude, or another assistant, and let it review the skill page and install it for you.
Based on SOC occupation classification
Default for throw-work: dump a folder, "do the accounting", "sort my books", year end, prepare financial statements / MPERS pack without naming a stage. One intake then books; resumes from engagement_state.json. Depth-scoped done.
Prove the job for this engagement depth (books scorecard or full QC).
Optional router if lost — which slash to use. Prefer saying do the accounting.
Scaffold clients/<slug> folder layout. Use when new client folder or workspace layout. Also the shelf step: organize scattered docs by entity and period before extract (see shared/shelf-first.md).
Firm profile cold-start (not a client dump). Use when set up the firm or first install.
Start or continue the full accounting engagement (throw-work entry).
| name | present |
| description | Human pack (HTML board) plus statements when depth needs them. Use when presenting books, opening the pack, or drafting FS/notes from adjusted TB. |
| disable-model-invocation | true |
Default human handoff = HTML board, not markdown files.
Doctrine: shared/html-deliverables.md · truth order: JSON/TB → Beancount (ledger) → Fava (viewer only).
python3 scripts/generate_html_report.py clients/<slug>
# → outputs/<slug>_pack.html
README.md / queries.md / TB .md as the deliverable.year_end / compilation / user asked FS)prepare-primary-statements (numbers from adjusted TB only).prepare-notes.Done when: outputs/<slug>_pack.html exists and is fresh vs TB; primaries/notes only if in scope.
See shared/slash-surface.md.