client-workspace

client-workspace is a skill for Claude Code from cynco-labs/ai-accounting-skills. It costs 44 tokens per session (624 once invoked), scanned A, original, MIT.

A folder layout for keeping each client’s accounting files separate and easy to find, with places for source documents, working papers, reports, and ledger data.

In plain words
What is it for?
Use it to create a new client workspace, sort an untidy folder of files, or add new documents to an existing client job.
Why use it?
It prevents scattered files from being mixed up across clients, periods, or business entities. It also puts documents in order before they are processed.

Skill for Claude Code

Written for Claude Code: shipped in a Claude Code plugin. Also seen: reads .claude/ paths.

Part of the accounting-engagement plugin — 45 skills shipped together

Good fit Use it to create a new client workspace, sort an untidy folder of files, or add new documents to an existing client job.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/cynco-labs/ai-accounting-skills/client-workspace
Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

Any agent
npx skills add cynco-labs/ai-accounting-skills --skill client-workspace
Clone the repo
git clone --depth 1 https://github.com/cynco-labs/ai-accounting-skills

Made for: Claude Code.

Or install accounting-engagement, the plugin that ships this one along with the rest of its 45 skills.

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 client-workspace

README.md
[![agentmods](https://agentmods.dev/badge/skills/cynco-labs/ai-accounting-skills/client-workspace/github.svg)](https://agentmods.dev/skills/cynco-labs/ai-accounting-skills/client-workspace)
Your own site
<a href="https://agentmods.dev/skills/cynco-labs/ai-accounting-skills/client-workspace"><img src="https://agentmods.dev/badge/skills/cynco-labs/ai-accounting-skills/client-workspace/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 client-workspace

Your own site · 80×15
<a href="https://agentmods.dev/skills/cynco-labs/ai-accounting-skills/client-workspace"><img src="https://agentmods.dev/badge/skills/cynco-labs/ai-accounting-skills/client-workspace.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 44 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 624 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 $0.00044 $0.00624
Opus 5 $0.00022 $0.00312
Sonnet 5 $0.00009 $0.00125
Haiku 4.5 $0.00004 $0.00062

Measured 12d ago against content hash ed9645d4f70c, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-12, from the pricing page.

Security

Grade A, and why

client-workspace 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 12d 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.

accounting-engagement/skills/client-workspace/SKILL.md · 76 lines

How it starts

The opening of the file, as written. The whole thing — 76 lines — stays where its author put it; the contents beside it link to each section on GitHub.

/client-workspace

Purpose

Keep client work isolated, path-addressable, and bookkeeper-shaped.
Organize (shelf) before extract. Doctrine: shared/shelf-first.md.

When to run

  • New job / messy folder dump / user pastes many paths
  • User: “organize these files”, “set up the client folder”
  • Before extract when files are not already under clients/<slug>/source/

If engagement_state.json exists and layout is already standard → only refresh register / add new files.

Default layout (one job)

{workspace}/clients/{client-slug}/
  README.md
  engagement_state.json
  source/
    register.md
    inbox/          # optional unsorted arrivals
    bank/
    sales/
    purchases/
    payroll/
    statutory/
    prior/
    other/
    _pointers.md    # optional: originals not copied
  workpapers/
  outputs/
  ledger/
  queries.md

Config path alternative: ~/.claude/plugins/config/claude-for-accounting/clients/<slug>/

Workflow (shelf-first)

  1. Discover — cwd + user-mentioned paths (do not scan whole home).
  2. Inventory — kind + period + entity guess (shared/shelf-first.md).
  3. Job map — if multi-entity, table + soft-confirm which job now.
  4. Scaffold — create layout for active slug.
  5. Place — copy (default) or pointer into source/<kind>/; never delete originals.
  6. Register — write source/register.md + coverage matrix.
  7. Hand off to smart-intake / extract for that shelf only.

Commands (natural language)

  • create <name> — slugify, scaffold folders, seed README
  • shelf / organize — discover + place + register (this skill’s main path)
  • switch <slug> — set active client
  • status — active client, FY, stage, open queries
  • list — known clients under clients/

Rules

  • Never mix two clients’ numbers in one workbook without an explicit multi-entity job.
  • Cross-client context is off by default.
  • Record the active path so later skills write to the right place.
  • Extract/classify/post only from the active job’s shelf (or registered pointers).

Read the full file on GitHub · 76 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. 12d ago First seen · 76 lines · 44 tokens per session scan A ed9645d4f70c

Subscribe to this mod's changes

client-workspace is a skill published in the GitHub repository cynco-labs/ai-accounting-skills (3 stars, last pushed 2mo ago), licensed MIT. It adds 44 tokens to every session and 624 once invoked, about $0.0002 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 2026-08-31.

Related

Other skills, from other repositories

jangbu-import

A data-import workflow for turning bank files, card records, spreadsheets, receipts, tax invoices, and statement PDFs into a standard set of 13 transaction fields. OCR, or optical character recognition, is used to read information from document images and PDFs.

kimlawtech/korean-jangbu-for · 97 tokens

countbean-accounting

Rules for writing correct double-entry Beancount transactions when managing a Countbean cloud book — account naming, how to balance postings, categorisation, and safe ingestion. Use whenever recording, importing, or correcting financial data in a Countbean book.

CPUtester5465/countbean-plugin · 54 tokens

csv-importer

A tool for importing transaction CSV files—spreadsheet files separated by commas—from Japanese accounting software and classifying every imported row.

michielinksee/bantou · 31 tokens

tax-prep

Organize financial records into tax-ready reports — P&L mapped to Schedule C lines, quarterly breakdowns, 1099 contractor summary, and flagged items requiring special treatment. Does not file taxes or give tax advice. Coordinates with specialized skills for meals, depreciation, home office, vehicle, and 1099 details.…

Receiptor-AI/bookkeeping-skills · 94 tokens

ip-акт

A skill for generating a formal work-completion document, also called a service-delivery certificate.

head790/buhuchet · 0 tokens

gather

A document-collection guide for Japanese tax filing that lists the documents needed for the filing type and explains where and how to obtain them.

kazukinagata/shinkoku · 105 tokens