菜单
Tracks finances across multiple business entities with AI-powered classification and per-entity reporting. Trigger when user asks about multi-entity, multiple businesses, separating personal and business expenses, or consolidated financials.
用 Codex 或 Claude 帮你安装 复制这段 Prompt，粘贴到 Codex、Claude 或其他助手里，让它检查 Skill 页面并帮你完成安装。
基于 SOC 职业分类
Pre-flight check for 1099 filing requirements. Identifies contractors paid over $600 and validates information completeness. Trigger when user asks about 1099s, contractor payments, or year-end filing prep.
Generates a comprehensive export package for your accountant: P\&L, categorized transactions, tax summaries, and notes. Trigger when user asks about sending data to their accountant or accountant package.
Scores transactions and deduction patterns against known IRS audit risk factors. Flags high-risk items. Trigger when user asks about audit risk, red flags, or IRS scrutiny.
Prepares negotiation briefs for recurring bills with market rate comparisons and scripts. Trigger when user asks about negotiating bills, lowering costs, or getting better rates.
Calculates break-even point based on fixed costs, variable costs, and pricing. Models scenarios. Trigger when user asks about break-even, breakeven analysis, or minimum revenue needed.
Summarizes charitable donations for tax deduction tracking with receipt verification reminders. Trigger when user asks about charitable giving, donations, or philanthropy summary.
| name | multi-entity |
| tier | paid |
| description | Tracks finances across multiple business entities with AI-powered classification and per-entity reporting. Trigger when user asks about multi-entity, multiple businesses, separating personal and business expenses, or consolidated financials. |
List entities: Call entity_manage with action: "list" to show existing entities. If only one exists, prompt the user to add at least one more (e.g., "Side Hustle", "LLC", "Rental Property") before proceeding.
Check unassigned: Use entity_classify with dryRun: true and limit: 5 to confirm unassigned transactions exist. Report how many transactions lack an entity assignment.
Dry run: Call entity_classify with dryRun: true (no limit) to preview the full classification. Present:
User review: Ask if the breakdown looks right. Offer to adjust the confidence threshold if too many or too few items need review. Discuss any low-confidence items the user wants to override.
Apply: Call entity_classify with dryRun: false using the agreed threshold. Report how many transactions were auto-assigned.
Handle review items: For each low-confidence item returned, present the transaction details and reasoning. Ask the user which entity it belongs to, then use entity_manage with action: "assign" to assign confirmed ones individually.
Summary: Show per-entity spending breakdown using spending_summary filtered by entity. Highlight the split between entities and any patterns worth noting.
