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.
默认使用会先检查来源的 Prompt；你也可以切换为直接命令，或下载本地副本。
决定是否安装前，请先阅读 SKILL.md，以及 SkillsMP 当前展示的配套文件。
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。
直接命令不会经过审查 Prompt；运行前请先检查来源。
npx skills add https://github.com/openaccountant/wilson --skill multi-entity命令会保持在同一行。复制前请横向滚动并检查完整内容。
想先保存到本地？可下载 SkillsMP 当前能够提供的文件。
正在显示 SKILL.md
基于 SOC 职业分类
| 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.
