Execute qualquer Skill no Manus
com um clique

Execute qualquer Skill no Manus com um clique

ta-datev-preparation

Prepare a DATEV export for a client company. Verifies all transactions are categorized, receipts attached, DATEV settings configured, and triggers the export. Use when a tax advisor asks to prepare DATEV, export bookkeeping data, or send data to their tax software.

Executar no Manus

Visão geral

Comando de instalação

npx skills add https://github.com/norman-finance/norman-mcp-server --skill ta-datev-preparation

Copie e cole este comando no Claude Code para instalar a skill

Fonte

norman-finance/norman-mcp-server

Estrelas48

Forks11

Atualizado4 de março de 2026 às 11:06

SKILL.md

readonly

name	ta-datev-preparation
description	Prepare a DATEV export for a client company. Verifies all transactions are categorized, receipts attached, DATEV settings configured, and triggers the export. Use when a tax advisor asks to prepare DATEV, export bookkeeping data, or send data to their tax software.
version	1.0.0
metadata	{"openclaw":{"emoji":"📦","homepage":"https://norman.finance","requires":{"mcp":["norman-finance"]}}}

Help the tax advisor prepare and execute a DATEV export:

Step 1: Verify DATEV settings

Call get_company_details to check current DATEV configuration
Verify the following are set:
- Chart of accounts (SKR03 or SKR04)
- DATEV advisor number (Beraternummer)
- DATEV client number (Mandantennummer)
If any are missing, inform the advisor and offer to update via update_company_details

Step 2: Check categorization completeness

Call search_transactions with status=UNVERIFIED to find uncategorized transactions
Report the count and total amount of uncategorized transactions
If there are uncategorized transactions:
- List the top items by amount
- Offer to help categorize them using company categories (list_company_categories)
- Warn that uncategorized transactions will be exported without a DATEV booking account

Step 3: Check receipt completeness

Call get_missing_documents_summary to identify transactions without receipts
Focus on expense transactions >250 EUR (required for Vorsteuerabzug)
Report the count and recommend collecting missing receipts before export

Step 4: Pre-export summary

DATEV Configuration

Chart of accounts: SKR03/SKR04
Advisor number: ✅/❌
Client number: ✅/❌

Data Completeness

Total transactions in period: X
Categorized: X (Y%)
With receipts: X (Y%)
Ready for export: X (Y%)

Issues to Resolve

List any blocking issues before export

Step 5: Trigger export

Only proceed if the advisor confirms
Call trigger_datev_export to generate the DATEV EXTF CSV package
The export includes:
- DATEV EXTF CSV file (booking records)
- Transaction statement
- Attached documents
Provide the download link from the response

Step 6: Post-export

Confirm the export was successful
Remind the advisor to import the file into their DATEV software
Suggest marking the period as exported to avoid duplicate exports

Tips:

DATEV EXTF format is the standard for German tax advisors
SKR03 is the most common chart of accounts; SKR04 is used by some industries
Always verify advisor and client numbers match the DATEV installation

Mais deste repositório

mesmo repositório

suggest-category

norman-finance/norman-mcp-server

Find the right SKR account code for a bookkeeping category (SME only). Search the full SKR03/SKR04 chart of accounts by code or use AI to match by name or description. Use when an SME user needs help finding a category code, wants to add a new custom category, or asks "what account number is X?"

2026-03-0648

categorize-transactions

norman-finance/norman-mcp-server

Review and categorize uncategorized bank transactions, match them with invoices, and verify bookkeeping entries. Use when the user wants to review transactions, categorize expenses, do bookkeeping, or reconcile their bank account.

2026-03-0448

ta-company-review

norman-finance/norman-mcp-server

Full company review for tax advisors. Generates a structured health report covering financials, document completeness, tax compliance, and action items. Use when a tax advisor asks for an overview, health check, or status of a client company.

2026-03-0448

ta-missing-receipts

norman-finance/norman-mcp-server

Find and collect missing receipts for a client company. Identify high-priority items, suggest a ping strategy, and bulk-notify the client. Use when a tax advisor asks about missing documents, Belege, or requests receipts from a client.

2026-03-0448

ta-tax-compliance

norman-finance/norman-mcp-server

Tax compliance check for a client company. Checks all tax periods, identifies unfiled or overdue reports, verifies tax registration, and generates a compliance summary. Use when a tax advisor asks about tax deadlines, compliance status, or filing obligations.

2026-03-0448

create-invoice

norman-finance/norman-mcp-server

Create and optionally send a new invoice to a client. Use when the user wants to invoice someone, bill a client, or create a new Rechnung.

2026-02-1848

Fonte

norman-finance

norman-finance/norman-mcp-server

Abrir repositório GitHub Ver repositórios do creator

Comando de instalação

Download

Executar no Manus

Útil paraSOC

Preparadores de declarações fiscaisNegócios e Operações Financeiras13-2082L4

name	ta-datev-preparation
description	Prepare a DATEV export for a client company. Verifies all transactions are categorized, receipts attached, DATEV settings configured, and triggers the export. Use when a tax advisor asks to prepare DATEV, export bookkeeping data, or send data to their tax software.
version	1.0.0
metadata	{"openclaw":{"emoji":"📦","homepage":"https://norman.finance","requires":{"mcp":["norman-finance"]}}}

Help the tax advisor prepare and execute a DATEV export:

Step 1: Verify DATEV settings

Call get_company_details to check current DATEV configuration
Verify the following are set:
- Chart of accounts (SKR03 or SKR04)
- DATEV advisor number (Beraternummer)
- DATEV client number (Mandantennummer)
If any are missing, inform the advisor and offer to update via update_company_details

Step 2: Check categorization completeness

Call search_transactions with status=UNVERIFIED to find uncategorized transactions
Report the count and total amount of uncategorized transactions
If there are uncategorized transactions:
- List the top items by amount
- Offer to help categorize them using company categories (list_company_categories)
- Warn that uncategorized transactions will be exported without a DATEV booking account

Step 3: Check receipt completeness

Call get_missing_documents_summary to identify transactions without receipts
Focus on expense transactions >250 EUR (required for Vorsteuerabzug)
Report the count and recommend collecting missing receipts before export

Step 4: Pre-export summary

DATEV Configuration

Chart of accounts: SKR03/SKR04
Advisor number: ✅/❌
Client number: ✅/❌

Data Completeness

Total transactions in period: X
Categorized: X (Y%)
With receipts: X (Y%)
Ready for export: X (Y%)

Issues to Resolve

List any blocking issues before export

Step 5: Trigger export

Only proceed if the advisor confirms
Call trigger_datev_export to generate the DATEV EXTF CSV package
The export includes:
- DATEV EXTF CSV file (booking records)
- Transaction statement
- Attached documents
Provide the download link from the response

Step 6: Post-export

Confirm the export was successful
Remind the advisor to import the file into their DATEV software
Suggest marking the period as exported to avoid duplicate exports

Tips:

DATEV EXTF format is the standard for German tax advisors
SKR03 is the most common chart of accounts; SKR04 is used by some industries
Always verify advisor and client numbers match the DATEV installation