smart-intake

smart-intake is a skill for Claude Code from cynco-labs/ai-accounting-skills. It costs 47 tokens per session (2,062 once invoked), scanned A, original, MIT.

A document-first accounting intake process for starting with a folder of mixed files, such as bank records and receipts, when company details are missing. It infers the available context and asks only a small number of focused questions.

In plain words
What is it for?
Use it for folder dumps, messy receipts, bank files or requests to handle bookkeeping when the company, reporting period or accounting setup is not yet clear.
Why use it?
It avoids making the user complete a long accounting questionnaire before work can begin. It helps organize unclear source material while keeping uncertain details visible.

Skill for Claude Code

Written for Claude Code: shipped in a Claude Code plugin.

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

Good fit Use it for folder dumps, messy receipts, bank files or requests to handle bookkeeping when the company, reporting period or accounting setup is not yet clear.

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

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

Your own site · 80×15
<a href="https://agentmods.dev/skills/cynco-labs/ai-accounting-skills/smart-intake"><img src="https://agentmods.dev/badge/skills/cynco-labs/ai-accounting-skills/smart-intake.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 47 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 2,062 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 $0.00047 $0.02062
Opus 5 $0.00023 $0.01031
Sonnet 5 $0.00009 $0.00412
Haiku 4.5 $0.00005 $0.00206

Measured 12d ago against content hash 01abbd3eb3ac, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-12, from the pricing page.

Security

Grade A, and why

smart-intake 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/smart-intake/SKILL.md · 214 lines

How it starts

The opening of the file, as written. The whole thing — 214 lines — stays where its author put it; the contents beside it link to each section on GitHub.

/smart-intake

Purpose

Make folder-dump accounting feel seamless.

The user is not responsible for knowing MPERS, FYE, or form codes. We read the folder, normalize context, and ask only smart questions.

Load first

  1. shared/runtime-brief.md (one screen — default)
  2. Firm profile if present (defaults only — do not re-interview the firm)
  3. On demand: shared/shelf-first.md · shared/smart-intake.md · shared/user-questions.md · shared/operator-lens.md

When called from full-engagement-pipeline, you are the intake half of one pass — do not re-run setup/source as separate ceremonies after this.

Operator + depth (write on state)

Resolve operator before or with soft-confirm (shared/operator-lens.md):

Signal operator
“my books / my company” · personal account · no firm profile owner
“bookkeeper for …” bookkeeper
Firm profile real + “the client” firm
Unclear one structured ask (counts toward ≤3)

Default engagement_type on folder dump: bookkeeping_only (period on disk).

Classify depth (after extract)

Do not decide deep standards work during the first three questions.

After banks are extracted, set classify_depth when starting classify:

  • year end / compilation / proper classificationsstandards_aware (shared/classify-substance.md)
  • just code / bookkeeping onlybookkeeping

When to use

  • User points at a folder / drops files and says do accounting / year end / books
  • Company name, country, or FY not stated
  • First contact for this client

If engagement_state.json already exists → use resume-engagement instead.

Workflow

Step 0 — Scope the ask (silent default)

Period truth first: whatever bank months exist → that is the books period. Work it deeply.

User vibe Default engagement_type Say once
“Do the accounting / sort my books” / folder dump bookkeeping_only for period on disk “I’ll fully book the months you gave (extract→TB→ledger). Full-year FS only if you want it and coverage is complete.”
Explicit “year end / prepare FS” + complete months year_end Proceed toward FS after books
Explicit “year end” + partial months bookkeeping_only + AMBER Finish available months; offer upgrade when more banks arrive — do not stall
“Tax only” tax path later
“Just categorise” bookkeeping_only

Read the full file on GitHub · 214 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 · 214 lines · 47 tokens per session scan A 01abbd3eb3ac

Subscribe to this mod's changes

smart-intake is a skill published in the GitHub repository cynco-labs/ai-accounting-skills (3 stars, last pushed 2mo ago), licensed MIT. It adds 47 tokens to every session and 2,062 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.

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