Accounting agent skills that work against your own books — read live through the Mosofin gateway when it is connected, and from data you supply when it is not.
With Mosofin connected (
https://mcp.mosofin.com/mcp), a skill reads your live accounting data: figures come from your own books, validated against the real chart of accounts, and most steps run automatically.Without it, the skills still work. No subscription, no connector, or a single folder copied out on its own — you are not blocked and you are not asked to buy anything first. The Mosofin gates are skipped and the skill asks for what each step needs instead: a trial balance, a statement, an export. The accounting logic, the edge cases and the output standards are identical — only where the numbers come from changes, and the output always says which is which.
Each skill stands on its own. Every one carries its own gate handling, so nothing here depends on anything else being installed. Take a single folder, or install the whole set as a plugin — see Getting started.
Want it to read your live books? Steps 1-2 connect Mosofin. Just want to use a skill? Skip to step 3 — it will ask you for the data it needs.
1. Subscribe (optional). The gateway returns data only for an authenticated, subscribed account. See Sign in and account basics and Billing.
2. Connect the gateway (optional).
claude mcp add --transport http mosofin https://mcp.mosofin.com/mcpOn claude.ai, add it through connector settings instead. Authentication is OAuth — no credentials are stored locally, and no skill here ever asks you for a password, token or account number.
Full step-by-step instructions for each destination, and for connecting your books on the source side, are at docs.mosofin.com — Connect MosoFin to Claude and Connect QuickBooks. If a connection will not authenticate, see Common issues.
3. Install the skills. Either as a plugin, from the MosoFin marketplace in MosoFin/mosofin-mcp-plugin — this installs all ten and keeps them updatable:
/plugin marketplace add mosofin/mosofin-mcp-plugin
/plugin install mosofin-finance@financehub
Or copy individual folders into ~/.claude/skills/ (all projects) or
.claude/skills/ (one project), taking only what you want:
cp -R skills/month-end-close-checklist ~/.claude/skills/4. Run it. The skill confirms your workspace by name and waits for an explicit yes before reading anything.
Start with month-end-close-checklist — it's the hub, and it points at the others.
Every task is annotated with who does it.
[auto] |
Read from your books, unattended |
[gated] |
The gateway asks your permission first |
[manual] |
Not in your accounting system. The step stays; a person does it. |
A skill never quietly drops a step it can't perform. If the evidence isn't in the ledger — a bank statement, a physical count, a signed confirmation, a cap table — it says so and names who owns it.
Nothing is ever posted. The gateway is read-only. Every entry, filing and communication these skills produce is a proposal for a person to review and act on.
No skill writes to any connected platform. Not QuickBooks, not Stripe, Square, PayPal, a bank feed, a payroll or billing system — none of them. There is no code path that creates, edits, deletes or posts a record in a source, and none that moves data from one platform into another.
This is enforced in two places. Every skill's Gate 2 carries a standing guardrail:
if the tool catalogue lists a write operation, it is out of scope even when the
policy has it enabled — a permission to write is not an instruction to write. And
.github/validate-skill.sh fails any skill that omits that guardrail, names a write
tool, carries an HTTP write verb, or tells the reader to write, sync, push, post or
upload into a connected platform. A skill that does any of those cannot ship.
The one write that exists anywhere goes to your own Mosofin workspace, never to the books: at the end of a run a skill may offer to save what it learned — account mappings, tolerances, vendor and payer aliases, your naming conventions — so the next run does not re-ask. It is proposed only after you have seen the results, requires an explicit yes at that moment, and stores decisions and rules, never transaction records or balances. Decline and nothing is written at all.
Your permissions are read fresh every run. No skill assumes what it could do last time. If your access changes, its behaviour changes with it — and the coverage sheet produced on every run records exactly what was available.
Fixture data is always labelled. If a response comes back as sample rather than live data, the output says so in the filename and on the first page.
Wave 1 — the everyday AP, AR and close work:
| Skill | Automated | What it's for |
|---|---|---|
journal-entry-builder |
79% | Build and validate any journal entry against your real chart |
three-way-match |
75% | PO / receipt / invoice matching across the whole population |
duplicate-invoice-detection |
75% | Find duplicate payments before they go out |
invoice-data-extractor |
72% | Pull structured data from supplier invoices |
gl-coding-assistant |
72% | Code transactions using your own posting history |
expense-report-processor |
65% | Review expense claims against policy |
bank-reconciliation |
62% | Reconcile an account and explain what doesn't match |
month-end-close-checklist |
61% | Run the close; scopes itself from your live chart |
financial-statement-builder |
50% | Produce the statement set with its tie-outs |
ar-aging-and-collections |
46% | Age receivables and prioritise collection |
Wave 2 — the close cycle and the sub-ledgers either side of it:
| Skill | Automated | What it's for |
|---|---|---|
prepaid-amortization-schedule |
70% | Build, maintain and audit the prepaid schedule |
closing-entries-and-trial-balance |
69% | Close the period and produce the post-closing TB |
ap-accrual-cutoff |
67% | Goods and services received but not yet invoiced |
customer-invoicing |
66% | Generate invoices with their AR, revenue and tax entries |
balance-sheet-reconciliations |
63% | Tie each balance sheet account to its support |
cash-application |
63% | Apply customer payments; short pays, overpays, FX |
ap-aging-and-payment-runs |
62% | Age payables and propose a prioritised payment run |
credit-card-reconciliation |
59% | Reconcile the card statement with receipt matching |
vendor-statement-reconciliation |
59% | Tie vendor statements to the AP sub-ledger |
accruals-and-deferrals |
56% | Period-end accruals and deferrals, with reversals |
Wave 3 — payroll, entry review, forecasting and the long-lived assets:
| Skill | Automated | What it's for |
|---|---|---|
payroll-journal-entry-builder |
72% | Payroll entries with gross-to-net, employer costs and accruals |
payroll-clearing-reconciliation |
71% | Itemise what is left in the payroll clearing accounts |
credit-memo-and-refund-handler |
69% | Credit memos and refunds with the offsetting entry |
budget-vs-actual-analysis |
69% | Variance report, favourable/unfavourable, with drivers |
journal-entry-review |
67% | Risk-score a journal entry population for anomalies |
recurring-transaction-builder |
64% | Design a recurring schedule, then audit whether it ran |
payroll-reconciliation |
61% | Tie the payroll register to GL, bank and filings |
inventory-to-gl-reconciliation |
59% | Reconcile inventory to the GL; shrinkage and cleanup |
cash-flow-forecast-13-week |
58% | Weekly direct cash forecast with covenant alerts |
fixed-asset-register-and-depreciation |
57% | FA register, depreciation, capitalisation and disposals |
Automated % is the measured share of [auto] versus [manual] steps in each skill —
computed from the files, not estimated. It is not a quality score. A low percentage
usually means the work genuinely needs evidence from outside the accounting system, and
the skill tells you which parts and why.
dashboards/ holds skills whose output is an interactive HTML file rather than a written
analysis. They are a separate genre with their own standard — same read-only posture and
the same choice of data path, but built around a visual spec and a generator script instead of
the four-gate protocol.
| Dashboard | What it builds |
|---|---|
multi-entity-forecast-dashboard |
A single-file cash forecast for a multi-entity group — per-entity and consolidated views, P10/P90 band, receivables detail, and a paper-style report. Reads through MosoFin when you agree, or from a CSV you upload. |
Each dashboard skill carries its own references/ — the UI spec, both data paths, and its
method — and is checked by .github/validate-dashboard.sh
against the rules it sets for itself, not against the analysis-skill protocol.
Install one dashboard without cloning the repo. Each is self-contained, so you can pull just that folder:
curl -sL https://github.com/MosoFin/mosofin-finance-skills/archive/refs/heads/main.tar.gz | tar -xz -C ~/.claude/skills --strip-components=2 mosofin-finance-skills-main/dashboards/multi-entity-forecast-dashboardPython 3 and nothing else — the generator is standard library only. See
dashboards/README.md for pinning a release, the git sparse-checkout
alternative, and a one-line check that the copy works.
.github/validate-skill.sh skillsDependency-free. Every skill must carry frontmatter, the four gates, verdict annotations, a coverage sheet, a lifecycle section, the subscription onboarding block, and clean tool naming with no internal identifiers leaked. Runs on every PR.
Product and setup documentation lives at docs.mosofin.com. The same table appears in every skill, so it is to hand at the point you need it.
| If you need to… | Read |
|---|---|
| Do the whole setup start to finish | Quickstart |
| Create an account or sign in | Sign in and account basics |
| Create the workspace a skill will read | Set up your first workspace |
| Connect Mosofin to your destination | Destinations overview → Claude → Connect MosoFin to Claude |
| Connect the books themselves | Sources overview → Connect QuickBooks |
| See which data and tools are exposed | Available financial data · API tools reference |
| Fix a connection that will not authenticate | Common issues · Claude FAQ |
| Check your subscription, seats or limits | Billing · Usage and plan limits |
| Get a person involved | Contact support |
In this repo:
deploy-queue.tsv |
Full ship order |
Related repos:
| MosoFin/mosofin-mcp-plugin | The financehub marketplace that publishes these skills as the mosofin-finance plugin, and the mosofin plugin that provides the MCP connection itself |
Copyright © 2026 MosoFin.
This program is free software: you can redistribute it and/or modify it under the terms of the GNU Affero General Public License, version 3, as published by the Free Software Foundation. See LICENSE.
AGPL §13 — network use. If you modify these skills and make them available to users over a network, you must offer those users the source of your modified version.
This licence governs the skills themselves. It does not grant access to the MosoFin service — running these skills against live data still requires an active MosoFin subscription, governed separately by the MosoFin Terms of Service.
This program is distributed in the hope that it will be useful, but WITHOUT ANY WARRANTY; without even the implied warranty of MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.
Skills are delivered to Mosofin subscribers. For access, billing or connection issues, contact Mosofin support. For setup questions start at docs.mosofin.com. For a problem with a skill's accounting logic, open an issue.