bookkeeper-starter: Skill for Claude Code

.claude/skills/monthly-close/SKILL.md

monthly-close is a skill for Claude Code from audrey-560/bookkeeper-starter. It costs 80 tokens per session (1,802 once invoked), scanned A, original, MIT.

A workflow for completing a bookkeeping client's month-end close and locking the finished period. It imports statements, checks account coverage, reconciles invoices and bank activity, records payouts and expenses, and handles exceptions.

In plain words
What is it for?
It is for closing a specified month, identifying missing statements, resolving bookkeeping issues, running the final bank reconciliation, and committing the locked period.
Why use it?
It puts the checks needed before a period is finalised into one process and requires confirmation before cloud records are changed. Reconciliation means comparing records with bank or transaction data to find differences.

Skill for Claude Code

Written for Claude Code: disable-model-invocation in frontmatter. Also seen: positional $N argument.

This is audrey-560/bookkeeper-starter's own configuration. It tells Claude Code how to work on bookkeeper-starter itself, so it is not a mod to install elsewhere. Copy it as a starting point and replace the rules that are about this project. Everything bookkeeper-starter configures →

Reuse

Borrowing it

Nothing to install: this file belongs to audrey-560/bookkeeper-starter. Take a copy, put it at the same path in your own repository, and replace the rules that are about this project with yours.

Copy the file
curl -O https://raw.githubusercontent.com/audrey-560/bookkeeper-starter/main/.claude/skills/monthly-close/SKILL.md
Clone the repo
git clone --depth 1 https://github.com/audrey-560/bookkeeper-starter

Made for: Claude Code.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for monthly-close

README.md
[![agentmods](https://agentmods.dev/badge/skills/audrey-560/bookkeeper-starter/monthly-close/github.svg)](https://agentmods.dev/skills/audrey-560/bookkeeper-starter/monthly-close)
Your own site
<a href="https://agentmods.dev/skills/audrey-560/bookkeeper-starter/monthly-close"><img src="https://agentmods.dev/badge/skills/audrey-560/bookkeeper-starter/monthly-close/github.svg" alt="Measured on agentmods" height="20"></a>

Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

agentmods 80×15 button for monthly-close

Your own site · 80×15
<a href="https://agentmods.dev/skills/audrey-560/bookkeeper-starter/monthly-close"><img src="https://agentmods.dev/badge/skills/audrey-560/bookkeeper-starter/monthly-close.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 80 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 1,802 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe.
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5.1 $0.00080 $0.01802
Opus 5 $0.00040 $0.00901
Sonnet 5 $0.00016 $0.00360
Haiku 4.5 $0.00008 $0.00180

Measured 10d ago against content hash 9cced4eae7b0, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-10, from the pricing page.

Security

Grade A, and why

monthly-close scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 10d ago.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

.claude/skills/monthly-close/SKILL.md · 119 lines

How it starts

The opening of the file, as written. The whole thing — 119 lines — stays where its author put it; the contents beside it link to each section on GitHub.

What This Skill Does

Runs the full monthly close for one bookkeeper client, ending in a locked period. Every cloud write pauses for the user's confirmation (dry-run first, then --commit). Never auto-commit.

Context

  • First cd to the project root — all paths relative to it.
  • Client resolution: if $1 is a client slug (a dir under clients/), use it and pass --client <slug> to every tool; otherwise the default client is used (no flag needed). The month is the remaining argument, else the previous calendar month.
  • Suppress noisy warnings: 2>&1 | grep -v -E "Warning|warnings.warn|urllib3|google-auth|eol_message"
  • Secrets come from clients/<slug>/.env via each tool's client context — never hardcode.

Steps

1. Resolve client + month; open the close. State both back to the user. Optional safety snapshot: python3 tools/snapshot_spreadsheet.py. Then python3 tools/close_period.py check --period <MONTH> — this shows the checklist and what statement coverage is missing.

2. Get statements in.

  • API accounts (Wise): python3 tools/fetch_wise_statement.py --month <MONTH> → CSVs land ready to import.
  • Manual accounts: for each account the coverage check flagged, show the user its institution card (institutions/<inst>/instructions.md) and the exact account + date range needed. Files go to clients/<slug>/inbox/.
  • Ingest everything: python3 tools/import_statement.py --scan-inbox (per-file: hash-dedupe, wrong-account guard, import ledger record).
  • Re-run python3 tools/close_period.py check --period <MONTH> until statements_complete and continuity_ok pass. A continuity failure means missing transactions — resolve it, don't skip it.

3. Invoice reconciliation (deposit → open invoice).

  • Dry-run: python3 tools/reconcile_invoices.py --month <MONTH>MATCHED / AGENCY PAYOUTS / NEEDS REVIEW.
  • MATCHED: confirm EACH match individually before marking Paid (standing rule). All approved → re-run with --commit; partial → mark individually with python3 tools/mark_invoice_paid.py --invoice <INV> --paid-date <d> --net-received-usd|cad <amt>.
  • NEEDS REVIEW: present each; unresolved ones go to the exception queue (--type unmatched_deposit), never guessed.

Read the full file on GitHub · 119 lines

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 10d ago First seen · 119 lines · 80 tokens per session scan A 9cced4eae7b0

Subscribe to this mod's changes

monthly-close is a skill published in the GitHub repository audrey-560/bookkeeper-starter (13 stars, last pushed 1mo ago), licensed MIT. It adds 80 tokens to every session and 1,802 once invoked, about $0.0004 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-08-30.

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