accountant-toolkit

Use this skill to create or update `PROJET.md` in your workspace. Guides the user through an interactive Q&A to document the company profile, household composition, person→key mappings, known employers, commercial activity, and open questions. Trigger when the user says « crée le PROJET.md », « mets à jour le PROJET.md », « configure le workspace », « initialise le projet », or when bootstrap reports that PROJET.md is missing.

Use when starting a new conversation in the workspace or whenever Claude needs to refresh its context about the project's accounting/fiscal situation. Reads PROJET.md, check git staging files to detect new files, loads memory directory, and produces a state summary before any other action.

Use this skill to analyze new payslips (bulletins de salaire) deposited at the root of `$WORKSPACE/income-tax/payslips/`. Produces a structured YAML fiche per the bundled `SCHEMA.md`, files it into `YYYY/<person>/`, and refreshes `_index.yaml` with annual totals for the income-tax return. Trigger when the user says « analyse les bulletins de salaire », « traite les nouveaux bulletins », « classe ce bulletin », « prépare l'IR à partir des bulletins ».

Use this skill when the user wants to triage and dispatch new documents deposited in the unified `inbox/` folder at the workspace root. Detects each file's type (receipt EURL, payslip, personal tax document), moves it to the right specialized skill's inbox, then invokes that skill to produce the YAML record. Trigger when the user says « trie l'inbox », « dispatch les nouveaux documents », « range cette inbox », « catégorise mes documents », « tri auto », « traite l'inbox », or runs `/dispatch-inbox`. Do NOT trigger when the user explicitly invokes a specific `*-describe` skill or drops files directly into a specialized inbox.

Use this skill to enrich existing receipt YAML records with complementary information from the user. Scans the records in `$WORKSPACE/receipts/YYYY-MM/` for open warnings, critical alerts, and `info_to_complete` items, asks the user targeted questions grouped by theme, updates the YAML files (filling fields, removing resolved alerts, upgrading conditional corporate-tax status to definitive when possible), and refreshes `_index.yaml`. Trigger when the user says "complète les justificatifs", "enrichis les fiches", "réponds aux questions ouvertes", or "résous les warnings".

Use this skill to analyze new personal tax documents (income-tax notices, property-tax notices, pre-filled income-tax return, tax-credit advance letters) deposited at the root of `$WORKSPACE/income-tax/`. Detects the document type, produces a YAML fiche per the bundled `SCHEMA.md`, files it into the right subfolder (`tax-notices/`, `property-taxes/`, `pre-filled-returns/`, `credit-advances/`), and refreshes the top-level `_index.yaml`. Trigger when the user says « analyse mon avis d'impôt », « traite la pré-déclaration », « range les pièces fiscales », « lis l'avis de taxe foncière », or drops a DGFiP PDF in the income-tax folder.

Use this skill to analyze new accounting receipts/invoices (justificatifs) deposited at the root of `$WORKSPACE/receipts/`. Produces a structured YAML fiche per the bundled `SCHEMA.md`, files it into the monthly subfolder `YYYY-MM/`, and refreshes `_index.yaml`. Trigger when the user says « analyse les nouveaux justificatifs », « traite les justificatifs », or drops files in the receipts folder.

Use this skill to attach PDF/JPG justificatives to Revolut Business transactions via Chromium piloted by Playwright MCP. Walks each transaction in the period, finds the matching YAML in `$WORKSPACE/receipts/YYYY-MM/`, uploads the PDF, fills the "Remarque" with a short description, and updates the "Catégorie" when relevant. Tracks done pieces in `_revolut_uploaded.md` and blockers in `_revolut_blockers.md`. Trigger when the user says « complète Revolut avec les justificatifs », « attache les PDF dans Revolut », « pousse les YAML vers Revolut ».

Use this skill to push the structured YAML fiches produced by `justificatif-describe` into Tiime via a Chromium piloted by Playwright MCP. The fiches live in `$WORKSPACE/receipts/YYYY-MM/`. The skill checks whether each piece already exists in Tiime (auto-created from Revolut sync), attaches the PDF/JPG if missing, and completes the metadata (date, total_incl_tax, vat, label, invoice no., intra-EU VAT number, SIREN). Never validates a piece on first run — stops for human confirmation. Trigger when the user says « upload tiime », « pousse les justificatifs dans Tiime », « complète Tiime avec les YAML ».

How to use the `accountant` CLI — a deterministic validator for an accountant workspace's YAML fiches. It checks every fiche against its JSON Schema and runs inter-file consistency checks, fast and with zero tokens. Trigger after producing or editing YAML fiches (receipts, payslips, tax documents, indexes), when the user asks to "verify the workspace", "validate the YAML", "check the fiches", "run accountant verify", or before handing data to the accountant.

Expert agent for French personal income-tax (impôt sur le revenu, IR) returns. Use this skill when the user talks about declaration d'impots, IR, impot sur le revenu, avis d'imposition, credit d'impot, reduction d'impot, deduction, niche fiscale, frais reels, don, PER, emploi a domicile, garde d'enfant, travaux, FIP, FCPI, Pinel, Jeanbrun, Relance logement, Denormandie, Malraux, LMNP, LMP, deficit foncier, investissement locatif, plus-value, PFU, prelevement forfaitaire, crypto, IFI, CDHR, Girardin, meuble tourisme, or asks for /impots. Trigger proactively when the user seeks to optimise their income tax, prepare their return, or evaluate a tax reduction. Goal - ask EVERY relevant question to identify each euro of legal, sourced tax savings (BOFiP, impots.gouv.fr, Code General des Impots, loi de finances 2026).

Accelerated version of `revolut-attach-justificatifs`. Uses the `revolut` CLI (client of the official Revolut Business API, installed globally) to do the INVENTORY and the MATCHING of the expenses to complete — without driving the browser, hence much faster and consuming far fewer tokens. The UPLOAD of the receipt itself stays driven by Playwright MCP (the official API is read-only). Trigger when the user says « complète Revolut avec les justificatifs (CLI) », « inventorie les dépenses Revolut à compléter », « liste les dépenses missing_info », « pousse les YAML vers Revolut via la CLI ».

How to use the `revolut` CLI — a read-only client of the official Revolut Business API. Use it to inventory expenses (notably those needing a receipt/description), read transactions, download existing receipts, and list accounts/categories/tax-rates, all as clean JSON, without driving a browser. Trigger when the user wants to "list Revolut expenses", "check what's missing_info on Revolut", "download a Revolut receipt", "inventory Revolut transactions", or any read of Revolut Business data from the terminal.