← ClaudeAtlas

gl-coding-assistantlisted

Use this skill whenever the user wants to assign GL account codes, expense categories, or tax codes to transactions in their Mosofin workspace. Triggers include: pasting a list of transactions and asking 'what account should this go to', 'code these expenses', 'categorize these transactions', 'suggest a GL account for [vendor/description]', or uploading a bank/credit card export that needs categorization. Also trigger when the user mentions an uncoded transaction, an unclassified vendor, or asks Claude to map descriptions to accounts. Workspace-scoped: it confirms the workspace, discovers which company files are connected and which read-only tools are enabled, then codes against the real chart of accounts and grounds every suggestion in how this entity has actually coded the same vendor before. Do NOT use for building the chart of accounts itself — use chart-of-accounts-designer. Do NOT use for posting actual journal entries — use journal-entry-builder. Outputs a coded transaction list with confidence ratings
mosofin/mosofin-finance-skills · ★ 0 · AI & Automation · score 69
Install: claude install-skill mosofin/mosofin-finance-skills
## Before you start — this skill requires a Mosofin subscription **This skill reads your live accounting data through the Mosofin gateway.** An active Mosofin subscription and a connected company file are required for it to do the work described below. Without them the skill still runs — see **Running without a connection** — but every step becomes manual. ### 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**: - create, edit, overwrite, void or delete a record in a connected platform - invoke a write operation, or ask you to approve or enable one — a write tool is out of scope even when your policy has it enabled - direct you to update, overwrite or delete existing data in a data source - copy or move data from one connected platform into another What it does instead is **read, and propose.** Every entry, schedule, reconciliation and document it produces is a **draft for you to review.** Where it finds a problem — a duplicate, a mismatch, a stale balance — it describes the problem and proposes a correcting entry as a draft. It does not tell you to delete or overwrite the original, and it never acts on one itself. Whether any