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Write engagement_state and workspace for a known client/period. Use when new engagement or setup books.
Instalar con Codex o Claude Copia este prompt, pégalo en Codex, Claude u otro asistente, y deja que revise la página de la skill y la instale por ti.
Basado en la clasificación ocupacional SOC
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.
Human pack (HTML board) plus statements when depth needs them. Use when presenting books, opening the pack, or drafting FS/notes from adjusted TB.
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.
| name | engagement-setup |
| description | Write engagement_state and workspace for a known client/period. Use when new engagement or setup books. |
Lock in engagement context after (or with) document-first discovery.
shared/guardrails.mdshared/operator-lens.mdsmart-intake first, then return here to formalize| Situation | Action |
|---|---|
| User gave legal name + period + clear docs | Setup directly (below) |
| User: “accounting for this folder” / no name | smart-intake first |
engagement_state.json exists | resume-engagement |
Banks, invoices, payslips, prior FS, SSM, tax files. Prefer facts from files over questions.
From SSM / bank account title / prior FS / smart-intake inferences:
Load references/entity_types.md or jurisdiction pack.
| Entity | Framework | Tax form |
|---|---|---|
| Berhad (public) | MFRS | Form C |
| Sdn Bhd | MPERS | Form C |
| PLT | MPERS | Form PT |
| Sole prop | Accrual S21A | Form B |
| Partnership | Accrual S21A | Form P |
| Koperasi | MCA | Form TF |
| Trust | Varies | Form TP |
Only ask if entity type is still ambiguous after docs.
Prefer statement date coverage + prior FS. Soft-confirm if incomplete year.
Blockers for full-year final FS:
Not first-turn questions — note as gaps:
Entity template + optional industry overlay from payee patterns (trading vs services). Soft default; user rarely needs to choose.
Set operator and engagement_type (shared/operator-lens.md):
bookkeeping_only unless user asked year-end / taxPer references/engagement_state.schema.json and shared/agent-runtime.md.
Include:
## Inferences
| Field | Value | Confidence | Evidence |
Required on state: operator, engagement_type (and classify_depth when known).
# Engagement: [Legal name]
- Operator: owner | bookkeeper | firm
- Depth: bookkeeping_only | year_end | …
- Entity / framework / tax form
- FY / coverage limitations
- Status: ready | provisional | blocked
- Next: extract banks → classify → …
After smart-intake, setup should usually ask zero new questions. If something critical is still open, ≤2 questions total (operator counts if still unknown).
Done when: workspace exists, engagement_state.json valid against schema, entity/period/framework/operator/depth recorded (may be provisional).