form106-import

name	form106-import
description	Uses Playwright to log in to the Israeli Tax Authority (Misim) portal and retrieve every available Form 106 (טופס 106) employer salary certificate. Defaults to importing ALL years the portal exposes (usually 2017 forward, up to 9 years) in a single run — downloads each PDF and extracts fields 158, 042, 045, 218, employer name/ID, and months worked. Accepts an optional year filter for a single year or subset. Run during the collect-info flow to auto-populate the employment income section across multiple years in one pass.
allowed-tools	mcp__playwright__browser_navigate mcp__playwright__browser_snapshot mcp__playwright__browser_click mcp__playwright__browser_take_screenshot mcp__playwright__browser_evaluate mcp__playwright__browser_tabs mcp__playwright__browser_wait_for mcp__playwright__browser_type mcp__playwright__browser_fill_form mcp__playwright__browser_press_key mcp__playwright__browser_close Bash(ls *) Bash(mkdir *) Bash(python3 *) Bash(find *) Bash(rm *) Read Write Skill(chrome-credentials)

You are an automation assistant that retrieves Israeli employer salary certificates (Form 106 / טופס 106 — nispach ב') from the Israeli Tax Authority (Misim / רשות המסים) portal.

Default behaviour: download every year the portal exposes. The "טפסי 106" page lists each available tax year as a collapsible card (typically 2017 forward — up to 9 years). In one run this skill iterates over every year with data, downloads each employer's PDF, extracts the key fields, and merges the results into YEARS.<year>.EMPLOYERS in info.md. If the user requests a specific year (or a subset), scope to those only.

Detect the user's language from their first message and respond in it throughout (Hebrew or English).

---

PREREQUISITES CHECK

Verify the Playwright MCP server is available. If mcp__playwright__browser_navigate isn't in scope, tell the user:

"The Playwright MCP server is required for this skill. Add it to .mcp.json:

{ \"mcpServers\": { \"playwright\": { \"command\": \"npx\", \"args\": [\"@playwright/mcp@latest\"] } } }

Then restart Claude Code and try again."

If navigation later fails with "Browser is already in use":

pkill -f "mcp-chrome" && sleep 2

Then retry.

---

STEP 1 — LOCATE THE FILER DIRECTORY

List ./data/:

ls -1 ./data/

Find a directory named with a 9-digit Israeli ID (ignore draft, README.md, .gitkeep). Read <id>/info.md and record:

• ID_NUMBER — the 9-digit directory name (also the filer's ת.ז.)
• PERSONAL.name — for logging and portal-heading cross-check
• The list of years under YEARS: that already have EMPLOYERS populated

If no ID directory exists, ask the user for their 9-digit ID so the skill knows where to save PDFs. Create the directory later with mkdir -p when a PDF is first written.

---

STEP 2 — DETERMINE SCOPE

Parse the user's request into SCOPE:

• all — default when the user says "all", "every year", or gives no year argument. The skill will import every year the portal shows that has at least one employer record.
• A single year (e.g. 2023) — import only that year.
• A list of years (e.g. 2022, 2023, 2024) — import only those.

Then compare SCOPE against the years already saved in info.md. If any years overlap, ask once for the whole overlap:

"I already have Form 106 data saved for [year list]. Overwrite them with fresh data from the portal? (yes / skip)"

• yes (default) → include these years in the refresh.
• skip → remove them from SCOPE.

Years whose YEARS.<year>.SUBMISSION.status is submitted must never be overwritten automatically — always skip those and list them in the final output as "already filed, data preserved".

Tell the user what you're about to do:

"I'll import Form 106 for: [year list]. Logging in to Misim now."

---

STEP 3 — AUTO-FILL WITH CHROME CREDENTIALS

Call chrome-credentials inline with site misim.gov.il. The skill's alias map expands the search to the hosts where Misim credentials are actually saved (secapp.taxes.gov.il, login.gov.il, account.gov.il, shaam, …).

• Credentials returned → store MISIM_ID (9-digit ת.ז.) and MISIM_PASSWORD (קוד משתמש קבוע, the "permanent user code"). Tell the user:

  "Found saved Misim credentials in Chrome — I'll fill them in automatically."

• Nothing returned → continue to Step 4 without auto-fill. Do not block.

Do not display the password in chat. Type it directly into the browser.

---

STEP 4 — OPEN PORTAL AND AUTHENTICATE

Navigate to:

https://secapp.taxes.gov.il/SrSherutAtzmi/#/clientMainDashboard

If not yet authenticated, the portal redirects to secapp.taxes.gov.il/taxes-login/login/general. The login page has:

• textbox "מספר זהות" — Israeli ID
• textbox "קוד משתמש קבוע" — permanent user code
• button "המשך" — submit

With saved credentials

Type MISIM_ID into מספר זהות, type MISIM_PASSWORD into קוד משתמש קבוע, then click המשך.

Without saved credentials

Ask the user to fill both fields in the browser window and click המשך, then wait for confirmation.

OTP step

The portal sends an SMS OTP to the phone registered on the user's ID. Take a snapshot to locate the OTP field. If the sms-otp skill is available, call it inline to auto-read the code from macOS Messages and fill it in; otherwise ask the user to paste the code and submit.

---

STEP 5 — VERIFY LOGIN

Snapshot and confirm:

• URL no longer contains /taxes-login or /login
• Header shows אזור אישי with the user's name (e.g. שלום גבאי אופק,)
• A ניתוק (logout) link is visible

If the login page is still showing, have the user retry. Do not proceed without authentication.

---

STEP 6 — NAVIGATE TO THE FORM 106 PAGE

Navigate directly to:

https://secapp.taxes.gov.il/sr-ezor-ishi/main/form106

(Equivalent: click the "טפסי 106" card on the authenticated dashboard.)

Wait for these page elements:

• heading "טפסי 106" (h1)
• subheading "טפסי 106 של <id> - <name>" (h2) — verify <id> matches ID_NUMBER; if not, stop and ask the user which filer directory to use.

Snapshot the page.

---

STEP 7 — DISCOVER AVAILABLE YEARS

Year cards are details/summary elements. Each summary contains an h3 with the 4-digit year and an optional p with text like "נמצאו N מעסיקים" when the year has data. Enumerate them:

async () => {
  const summaries = Array.from(document.querySelectorAll('summary'));
  return summaries.map(s => ({
    year: s.querySelector('h3')?.textContent?.trim(),
    note: s.querySelector('p')?.textContent?.trim() || ''
  })).filter(x => /^\d{4}$/.test(x.year || ''));
}

Rules:

• note matches /נמצאו (\d+) מעסיקים/ → year has that many employers; include if in SCOPE.
• note is empty or missing → year has no data; skip.
• If the page shows a button "טפסים משנים קודמות" and SCOPE includes years older than the initially visible set, click it, wait for the expansion, and re-run the discovery query.

Store as YEARS_TO_IMPORT — the intersection of SCOPE and years that actually have data. Report to the user: "Found Form 106 data for [year list] — downloading now."

---

STEP 8 — DOWNLOAD PDFs (OUTER LOOP — PER YEAR)

Iterate YEARS_TO_IMPORT newest → oldest. For each <year>:

8a. Expand the year card

Take a snapshot, find the summary whose visible text starts with <year>, click it. The expansion reveals:

• A combined-summary box: משכורות ותשלומים (sum of 158) and סכום מס הכנסה (sum of 042). Record these as portal_totals[<year>] for cross-checking after PDF parsing.
• One section per employer with שם המעביד, תיק ניכויים (9-digit employer id), and a button להצגת טופס 106.
• Optional למסמך ריכוז הכנסות button at the top of the year.

8b. Enumerate employers

For the expanded card, collect { employer_name, employer_id, button_ref } for every להצגת טופס 106 button inside this year's section. Do not confuse with buttons from other years — match on DOM ancestry of the specific details element.

8c. Download each employer's PDF (INNER LOOP)

For each employer indexed N = 1..K:

1. Click the employer's להצגת טופס 106 button. The portal opens a new tab (index 1) with a blob: URL containing the PDF.

2. browser_tabs → select index 1.

3. Save the PDF bytes without pulling them through your context. Call browser_evaluate and pass a filename parameter so the result streams to disk:

   async () => {
     const resp = await fetch(window.location.href);
     const buf = await resp.arrayBuffer();
     const bytes = new Uint8Array(buf);
     let binary = '';
     for (let i = 0; i < bytes.byteLength; i++) binary += String.fromCharCode(bytes[i]);
     return { size: buf.byteLength, b64: btoa(binary) };
   }
   

   Pass filename: "_form106_<year>_<N>.b64.txt" — this writes the evaluate result to a file under the Playwright working directory and keeps the base64 out of chat context. Never omit filename here; a 60 KB PDF encoded inline will blow past the tool-result token limit.

4. Decode and save the PDF to the filer directory, then remove the temp file:

   python3 - <<'PY'
   import re, base64, glob, sys
   src_matches = glob.glob('**/_form106_<year>_<N>.b64.txt', recursive=True)
   if not src_matches:
       sys.exit("no b64 file found")
   src = src_matches[0]
   dst = "./data/<ID_NUMBER>/106_<year>_<N>.pdf"
   text = open(src).read()
   m = re.search(r'"b64"\s*:\s*"([^"]+)"', text)
   if not m:
       sys.exit("no b64 payload in " + src)
   open(dst, "wb").write(base64.b64decode(m.group(1)))
   print(f"saved {dst}")
   import os; os.unlink(src)
   PY
   

   Run mkdir -p ./data/<ID_NUMBER> beforehand if this is the first write for the filer.

5. browser_tabs → close index 1. Focus returns to the year-list tab automatically.

8d. (Optional) Consolidated income summary

If the user asked for the yearly summary too, click למסמך ריכוז הכנסות, follow the same blob-download flow, and save as 106_<year>_summary.pdf. Skip by default to save time — the per-employer PDFs already hold every field needed for Form 135.

8e. Collapse the year card

Click the summary again to collapse it. This keeps the DOM small for the next iteration. If the collapse fails it's harmless — continue.

---

STEP 9 — PARSE EACH DOWNLOADED PDF

For every ./data/<ID_NUMBER>/106_<year>_<N>.pdf, call Read on the PDF path. Claude Code renders the PDF visually, so you can extract the Hebrew labels directly.

The portal exports the "nispach ב'" (Appendix B) layout. Map its labels to the info.md schema (see ./data/README.md):

Hebrew label on the PDF	Schema field (info.md)
שם המעביד	employer_name
מס' תיק ניכויים	employer_id (9 digits)
Count of V marks in חדשי עבודה בשנת המס (or the סה"כ cell)	months_worked
סה"כ (158/172)	field_158_taxable_income
סה"כ ניכויי מס (042)	field_042_tax_withheld
הפקדות העובד לקופ"ג לקצבה (...086/045)	field_045_employee_pension
בסיס להשתלמות (218/219)	field_218_study_fund

Rules:

• If a row is absent from the PDF, the value is 0 — write 0, not UNKNOWN. Small employers (e.g. short side gigs with no pension) commonly omit 086/045 and adjacent rows.
• Strip currency symbols and commas before saving (73,521 ש"ח → 73521).
• Informational rows (הכנסה מבוטחת (244/245), תשלומי מעסיק לקרן השתלמות, בסיס לאובדן כושר, סכום הפרשות המעביד לקופות גמל לקצבה (248/249), credit points) are not stored in info.md. Ignore them unless explicitly needed downstream.

After parsing every PDF for a year, verify sum(field_158) == portal_totals[<year>].משכורות ותשלומים and sum(field_042) == portal_totals[<year>].סכום מס הכנסה to ±1 ₪. If they disagree, flag the year in the final summary and ask the user to eyeball the PDFs.

---

STEP 10 — PRESENT A CONSOLIDATED SUMMARY

Print one block per imported year, then portal-confirmed totals so the user can cross-check. Order newest → oldest:

=== Form 106 Import — [M] year(s), [N] employer(s) total ===

YEAR 2024
  Employer 1: <name> (ID: <emp_id>)
    Field 158 (Taxable income):   ₪<n>
    Field 042 (Tax withheld):     ₪<n>
    Field 045 (Employee pension): ₪<n>
    Field 218 (Study fund basis): ₪<n>
    Months worked:                <n>
    PDF: ./data/<ID_NUMBER>/106_2024_1.pdf
  [repeat per employer]
  Year totals — income: ₪<sum 158>, tax: ₪<sum 042>   (portal: ₪<portal-summary>)

YEAR 2023
  [same structure]

=== End ===

Ask:

"Does this look right? Reply Yes to save all years, or tell me which year/field to correct."

Accept corrections year-by-year before writing to disk.

---

STEP 11 — WRITE TO <year>.md

Follow the schema in ./data/README.md (use ./data/example/<year>.md as the reference sample). For each confirmed year in YEARS_TO_IMPORT, read the existing ./data/<ID_NUMBER>/<year>.md (if it exists) with the Read tool, replace the file's top-level EMPLOYERS list with the new data, preserve every other section, and rewrite the complete <year>.md. Personal and bank data live in info.md and bank.yaml respectively — do not touch them.

Rules:

• Never rewrite the EMPLOYERS block of a year with SUBMISSION.status: submitted. Preserve it and note in the output that the year was skipped.
• The PDF path is predictable (./data/<ID_NUMBER>/106_<year>_<N>.pdf); don't write a document: field under EMPLOYERS (the project schema doesn't include one there).
• If field_218_study_fund is zero, omit the line — it's optional per the schema.

---

STEP 12 — OUTPUT RESULT BLOCK

Emit one consolidated machine-readable block between === FORM106_IMPORT START === and === FORM106_IMPORT END ===. Include:

• FILER_ID, YEARS_IMPORTED, and (when non-empty) YEARS_SKIPPED_ALREADY_SUBMITTED and YEARS_SKIPPED_USER_CHOICE.
• A YEARS: map. Each year's EMPLOYERS list follows the shape in ./data/example/<year>.md.

Downstream skills (including collect-info) parse this directly.

Tell the user:

"✓ Form 106 data saved for [N] employer(s) across [M] year(s): [year list]."

---

ERROR HANDLING

Situation	Action
Portal unreachable / timeout	Ask the user to check the internet, retry up to 2 times.
Session expired mid-loop (URL redirects to /taxes-login)	Re-run Step 4, then resume Step 8 at the next unfinished year. PDFs already saved for earlier years are kept.
Year list is empty	The user has no Form 106 records at the portal. Ask them to contact each employer for a paper copy.
A year shows no employer entries	Skip quietly; don't create an empty EMPLOYERS block.
browser_evaluate returns a huge base64 string inline	Always pass filename: "_form106_..." to stream the result to disk. Re-run the evaluate with the filename if you forgot it the first time.
PDF download fails for one employer (blob fetch errors, tab never opens)	Take a full-page screenshot of the expanded year card and extract fields from the on-page per-employer summary if present. Note PDF: MISSING for that employer in the final output.
Portal maintenance banner	Translate if needed, stop, tell the user to retry later.
Browser locked ("already in use")	pkill -f "mcp-chrome" && sleep 2, then retry navigation.
CAPTCHA appears mid-flow	Ask the user to solve it in the browser window and confirm.
Chrome credentials rejected	Do not retry the same password. Fall back to manual entry; tell the user to update Chrome once logged in.
Portal heading ID differs from ID_NUMBER	Stop. The logged-in account is not the same filer as the data directory. Ask the user which directory to write to, or to log in with the correct ID.

---

IMPORTANT NOTES

• Never write credentials to disk. Credentials returned by chrome-credentials live in this session only — never append them to any .md file.
• Blob downloads are the bottleneck. Each "להצגת טופס 106" click opens a new tab with a blob: URL; Playwright can't stream it to the local filesystem directly. The supported path is: switch to the blob tab, call browser_evaluate with filename: to dump base64 into a file, then decode with Python. Do not try to return the base64 from evaluate inline — it will overflow the tool-result token budget.
• PDFs live in ./data/<ID_NUMBER>/ named 106_<year>_<N>.pdf. The filename is self-describing; no document: schema field is needed.
• Form 106 vs Form 101. Form 106 is the end-of-year salary certificate; Form 101 is the personal-details form filled at the start of employment. This skill retrieves Form 106 only.
• Tax coordination form (טופס 116). If the user had one, the portal may also show a combined row — note this explicitly in the output and trust the per-employer PDFs over any summary line.
• The portal typically shows 2017 forward (about 9 years of data). Older tax years require a paper request at the user's tax office.
• Field 158 is taxable income (after pension deductions). It is lower than gross salary. If the user questions the number, reassure them Form 135 uses 158, not gross.
• Spouse employers. For married filers, the spouse's Form 106s must be retrieved in a separate run after logging in with the spouse's ID.