close-month Skill
Closes the month — reconciles QB vs payment processors, flags gaps, writes P&L narrative, exports close packet. Accepts optional month and save-to arguments. 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.
Filesystem access, Network access, Shell access
Copy skill directory
22 days ago · Apache-2.0 license
Access note: Local files. Access note: Network access. Access note: Shell access.
What is close-month Skill?
Closes the month — reconciles QB vs payment processors, flags gaps, writes P&L narrative, exports close packet. Accepts optional month and save-to arguments. 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
- Shell 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 month — reconciles QB vs payment processors, flags gaps, writes P&L narrative, exports close packet. Accepts optional month and save-to arguments.
Skill instructions
Run the month-end close workflow. Reconcile, flag gaps, narrate the P&L, and export the close packet for the owner's records (and their accountant). Parse arguments: - --month (default: previous calendar month) — YYYY-MM format - --save-to (default files) — files (Google Drive / OneDrive), desktop (local), or both Step 1 — Reconcile Trigger the month-end-prep skill workflow: 1. Pull all QuickBooks transactions for the target month. 2. Pull settlements from each connected payment processor (PayPal, Stripe, Square) for the same month. 3. Match QB entries to processor settlements by amount + date (±2 days). 4. Surface three gap categories: - Unmatched processor settlements — money came in via PayPal/Stripe/Square but never landed in QB - Unmatched QB deposits — QB shows income with no processor record (cash? wire? misclassified?) - Variance lines — matched but amount differs (fees, refunds split) Step 2 — Flag suspicious entries Surface in the same report: - Uncategorized transactions — Q
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 month — reconciles QB vs payment processors, flags gaps, writes P&L narrative, exports close packet. Accepts optional month and save-to arguments.
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.
