tres-onboarding Skill
End-to-end onboarding of a new entity, customer, or account into TRES Finance. Orchestrates 8 steps in order: wallet upload, data collection (commit), balance validation, reconciliation, cost basis, export unidentified addresses, import contacts, and rollup rules. Trigger ONLY when the user explicitly wants to onboard Published by anthropics in claude-plugins-community.
What is tres-onboarding Skill?
End-to-end onboarding of a new entity, customer, or account into TRES Finance. Orchestrates 8 steps in order: wallet upload, data collection (commit), balance validation, reconciliation, cost basis, export unidentified addresses, import contacts, and rollup rules. Trigger ONLY when the user explicitly wants to onboard Published by anthropics in claude-plugins-community. This profile combines repository metadata with install, compatibility, and usage signals so developers can quickly decide whether it fits their agent workflow before opening the source repository.
Automated repository signals based on public metadata such as recency, license, installation evidence, and adoption. These are not a security audit or endorsement.
Key capabilities
- Includes SKILL.md support
- Reusable instructions support
- Data analysis
- Data analysis use cases
Technical details
- Install or run with Copy skill directory
When to use tres-onboarding Skill
- Use it for data analysis.
Built with
Editorial notes
Source
- Creator: anthropics
- Repository: anthropics/claude-plugins-community
- Skill file: tres-finance-plugin/skills/tres-onboarding/SKILL.md
What it does
End-to-end onboarding of a new entity, customer, or account into TRES Finance. Orchestrates 8 steps in order: wallet upload, data collection (commit), balance validation, reconciliation, cost basis, export unidentified addresses, import contacts, and rollup rules. Trigger ONLY when the user explicitly wants to onboard
Skill instructions
TRES Finance — Full Entity Onboarding Orchestrate the complete onboarding of a new entity/customer/account into TRES Finance. This skill does not contain its own low-level logic — instead, it drives the user through 8 sequential steps, invoking the dedicated skill for each one. Think of it as a conductor that keeps the onboarding moving forward while each sub-skill handles the details. --- Before You Start No visualizations for input gathering. Do NOT use showwidget, HTML widgets, interactive forms, AskUserQuestion widgets, or any visualization tool when collecting initial context from the user or presenting the onboarding roadmap. Ask all questions and present the roadmap as plain text in the chat. This keeps the flow fast and responsive — building a widget just to ask for a name and wallet list adds unnecessary latency. Visualizations are fine later when individual sub-skills need them (e.g., balance validation dashboards, recon gap tables), but the onboarding kick-off and step trans
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Frequently asked questions
What is tres-onboarding?
tres-onboarding is a open-source AI agent skill with Copy skill directory. End-to-end onboarding of a new entity, customer, or account into TRES Finance. Orchestrates 8 steps in order: wallet upload, data collection (commit), balance validation, reconciliation, cost basis.
Who is tres-onboarding best for?
tres-onboarding is best for reusing agent instructions, scripts, and references, data analysis workflows.
How do I install tres-onboarding?
Install or run tres-onboarding using Copy skill directory. Check tres-onboarding for the latest setup command.
Is tres-onboarding actively maintained?
tres-onboarding may need a closer maintenance check before production use.
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