close-month Skill
Closes the books and turns them into a decision as a three-link chain — month-end-prep reconciles the ledger against every connected payment processor and writes the P&L narrative, cash-flow-snapshot then refreshes the 30/60/90-day forecast off the newly closed numbers rather than raw ones, and report-builder publishes Published by anthropics in knowledge-work-plugins.
Decision snapshot
Is this a fit?
Developers using knowledge-work-plugins, Includes SKILL.md, Reusable instructions
Compatibility not yet detected.
Read-only mode detected, Read-only mode, Filesystem access, Network access
Copy skill directory
1 month ago · Apache-2.0 license
Access note: Local files. Access note: Network access.
What is close-month Skill?
Closes the books and turns them into a decision as a three-link chain — month-end-prep reconciles the ledger against every connected payment processor and writes the P&L narrative, cash-flow-snapshot then refreshes the 30/60/90-day forecast off the newly closed numbers rather than raw ones, and report-builder publishes Published by anthropics in knowledge-work-plugins. 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. See how SkillIndex evaluates profiles.
Key capabilities
- Includes SKILL.md support
- Reusable instructions support
- Developers using knowledge-work-plugins
Declared skill metadata
- Source file: small-business/skills/close-month/SKILL.md
Allowed tools declared by source
These fields retain source and confidence evidence from the indexed SKILL.md.
Compatibility and setup
- Install or run with Copy skill directory
- Local files
- Network access
Requirements and access
Security and permissions
Review permissions before connecting any MCP server to an agent. Pay special attention to whether it can read local files, write data, call external services, or perform destructive actions.
When to use close-month Skill
- Use it for developers using knowledge-work-plugins.
Built with
Editorial notes
Source
- Creator: anthropics
- Repository: anthropics/knowledge-work-plugins
- Skill file: small-business/skills/close-month/SKILL.md
What it does
Closes the books and turns them into a decision as a three-link chain — month-end-prep reconciles the ledger against every connected payment processor and writes the P&L narrative, cash-flow-snapshot then refreshes the 30/60/90-day forecast off the newly closed numbers rather than raw ones, and report-builder publishes
Skill instructions
Run the month-end chain. Close, then forecast off the closed books, then publish. The ordering is the product. Parse arguments: - --month (default: previous calendar month) — YYYY-MM - --save-to (default files) — files (Drive / OneDrive), desktop, or both A ledger is required — MYOB, NetSuite, QuickBooks, Xero, or Zoho Books, whichever is connected; they are peers (../../shared/connector-neutrality.md). If none is reachable, stop and say so. Reconciliation without a ledger is not a close. Offer the CSV path from month-end-prep rather than producing a partial packet. If two ledgers are connected, ask which holds the books being closed and name it in the packet. Step 1 — Close and reconcile (month-end-prep) Run month-end-prep for the target month, start to finish. - In: the target month. - Out: the reconciliation table, the flagged items (uncategorized, suspicious duplicates, missing receipts), the P&L narrative, and the close packet XLSX plus one-page PDF. - Gate: month-end-prep's own S
Verified compatibility and discovery
Frequently asked questions
What is close-month?
close-month is a open-source AI agent skill with Copy skill directory. Closes the books and turns them into a decision as a three-link chain — month-end-prep reconciles the ledger against every connected payment processor and writes the P&L narrative, cash-flow-snapshot then.
Who is close-month best for?
close-month is best for reusing agent instructions, scripts, and references.
How do I install close-month?
Install or run close-month using Copy skill directory. Check close-month for the latest setup command.
Is close-month actively maintained?
close-month may need a closer maintenance check before production use.
Project health auto-fetched from the source repository.
Maintain this resource?
Review this source-backed profile, send a correction with evidence, or link to it from your documentation. Claims verify your relationship to the project; profile facts still require source evidence and editorial review.