メニュー
Reads raw CSV transaction data and categorises each row by accounting type. First phase of the accountant workflow — no HITL.
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
| 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:
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.
