month-end-prep Skill
Reconciles the accounting ledger (MYOB, NetSuite, QuickBooks, Xero, or Zoho Books) against PayPal, Shopify, Square, and Stripe settlements, flags transactions that need attention, suspicious duplicates, and missing receipts, then writes a plain-English P&L narrative and exports a close packet (xlsx + one-page PDF). Thi 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 month-end-prep Skill?
Reconciles the accounting ledger (MYOB, NetSuite, QuickBooks, Xero, or Zoho Books) against PayPal, Shopify, Square, and Stripe settlements, flags transactions that need attention, suspicious duplicates, and missing receipts, then writes a plain-English P&L narrative and exports a close packet (xlsx + one-page PDF). Thi 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/month-end-prep/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 month-end-prep 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/month-end-prep/SKILL.md
What it does
Reconciles the accounting ledger (MYOB, NetSuite, QuickBooks, Xero, or Zoho Books) against PayPal, Shopify, Square, and Stripe settlements, flags transactions that need attention, suspicious duplicates, and missing receipts, then writes a plain-English P&L narrative and exports a close packet (xlsx + one-page PDF). Thi
Skill instructions
Month End Prep Quick start Connect your bookkeeping ledger and at least one payment processor, then say "let's close the month." Claude walks you through each step of the checklist, pausing for your input at each gate before moving forward. Any connected ledger runs the close. Each has a reference file for its reads and its "needs attention" signal: reference/quickbooks-reconcile.md, reference/xero-reconcile.md, reference/zoho-books-reconcile.md; NetSuite and MYOB are in reference/v2sources.md. Ledgers are peers (../../shared/connector-neutrality.md): if two are connected, ask which holds the books being closed, read the other only for what it uniquely holds, and never sum a figure across both. Every amount is in the business's currency (../../shared/currency-and-locale.md). The thresholds below (0.50, 0.01, 25) are in that currency. If a connector is missing, Claude falls back to asking for a CSV export — it won't silently skip a step. Workflow Work through these steps in order. Each
Verified compatibility and discovery
Frequently asked questions
What is month-end-prep?
month-end-prep is a open-source AI agent skill with Copy skill directory. Reconciles the accounting ledger (MYOB, NetSuite, QuickBooks, Xero, or Zoho Books) against PayPal, Shopify, Square, and Stripe settlements, flags transactions that need attention, suspicious duplicates.
Who is month-end-prep best for?
month-end-prep is best for reusing agent instructions, scripts, and references.
How do I install month-end-prep?
Install or run month-end-prep using Copy skill directory. Check month-end-prep for the latest setup command.
Is month-end-prep actively maintained?
month-end-prep 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.
