← 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
## 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