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Human pack (HTML board) plus statements when depth needs them. Use when presenting books, opening the pack, or drafting FS/notes from adjusted TB.
Codex または Claude でインストール この Prompt をコピーして Codex、Claude、または他のアシスタントに貼り付けると、Skill ページを確認してインストールできます。
SOC 職業分類に基づく
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.