← ClaudeAtlas

journal-entry-builderlisted

Use this skill whenever the user wants to construct, format, or validate a journal entry against their Mosofin workspace. Triggers include: 'book a JE for...', 'create a journal entry to record...', 'how do I record this transaction', 'make me an accrual JE', 'reclass these entries', 'reverse this entry', or any request involving debits and credits to specific accounts. Also trigger for adjusting entries, correcting entries, closing entries, intercompany entries, and import-ready JE files for accounting systems. Workspace-scoped: it confirms the workspace, discovers which company files are connected and which read-only tools are enabled, then builds entries against the real chart of accounts and validates them against the books — checking that accounts exist, signs match account types, the period is open, and no prior accrual already covers the item. Mosofin never posts: every entry is a proposal for a person to post. Do NOT use for GL coding decisions only — use gl-coding-assistant. Do NOT use for full perio
MosoFin/mosofin-finance-skills · ★ 0 · AI & Automation · score 69
Install: claude install-skill MosoFin/mosofin-finance-skills
<!-- shared:onboarding-inline start --> ## Before you start — this skill works with or without Mosofin **With Mosofin connected**, the skill reads your live accounting data through the gateway: the figures come from your own books, it validates against the real chart of accounts, and most steps run automatically. **Without it, the skill still works.** No subscription, no connector, or a skill copied on its own — you are not blocked and you are not asked to buy anything first. The Mosofin gates are skipped and you are asked for what each step needs instead: a trial balance, a statement, an export, the documents themselves. **The accounting logic, the edge cases and the output standards are identical** — only where the numbers come from changes, and the output always says which is which. **You choose, and you are asked.** Where a connection exists, the skill asks at the start whether to use it for this run or whether you would rather supply the data yourself — **a connected gateway is not taken as consent to read your books.** Say no and it runs manually without asking again. ### Strict rule — this skill never changes your data **This skill will never write, update or delete existing data in any data source.** Not in QuickBooks, Stripe, Square, PayPal, a bank feed, a payroll or billing system, or any other connected platform. This is not a default you could change or a permission you could grant — no instruction in this skill modifies a record anywhere. It will **never**: