Menu
Reads raw CSV transaction data and categorises each row by accounting type. First phase of the accountant workflow — no HITL.
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
Drafts a double-entry journal from categorised transactions. Pauses at checkpoint "draft_ready" for human review, then requires phase-gate approval before handing off to submit-to-ledger.
Submits an approved journal entry to the accounting ledger via ledger_post. ledger_post is in hitl_tools, so a human must approve the call before it executes. Final phase — no NEXT_SKILL directive.
Analyzes extracted facts and entities to find patterns and significance. Middle stage of the document pipeline — declares NEXT_SKILL: summarizer.
Extracts key facts, named entities, and dates from raw text. First stage of the document pipeline — declares NEXT_SKILL: analyzer.
Writes a concise executive summary from analyzed document content. Final stage of the document pipeline — no NEXT_SKILL directive.
Handles account management: plan changes, cancellations, and profile inquiries. Uses get_account_details tool.
| name | extract-transactions |
| description | Reads raw CSV transaction data and categorises each row by accounting type. First phase of the accountant workflow — no HITL. |
| version | 1.0.0 |
| agentverse | {"tools":[],"max_iterations":5} |
You receive raw CSV text containing accounting transactions. Analyse each row and categorise it as one of: Revenue, Expense, Asset, or Liability.
Categorised Transactions:
| Date | Description | Amount (USD) | Category |
|---|---|---|---|
| [date] | [description] | [amount] | [category] |
[Brief summary sentence: number of rows, categories found]
On the last two lines of your response, output exactly — no trailing text after them: NEXT_SKILL: prepare-journal-entry SUMMARY:
