source-documents

source-documents is a skill for Claude Code from cynco-labs/ai-accounting-skills. It costs 18 tokens per session (670 once invoked), scanned A, original, MIT.

A tool for creating a complete inventory of the documents available for an accounting engagement, such as bank statements, invoices, sales records, and payroll files.

In plain words
What is it for?
Use it to organize scattered client files, check which document categories are covered, and assess whether the records are ready for bookkeeping.
Why use it?
It shows whether the source records are complete before transactions are entered, including whether any bank months are missing.

Skill for Claude Code

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

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

Good fit Use it to organize scattered client files, check which document categories are covered, and assess whether the records are ready for bookkeeping.

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

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

Your own site · 80×15
<a href="https://agentmods.dev/skills/cynco-labs/ai-accounting-skills/source-documents"><img src="https://agentmods.dev/badge/skills/cynco-labs/ai-accounting-skills/source-documents.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 18 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 670 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 $0.00018 $0.00670
Opus 5 $0.00009 $0.00335
Sonnet 5 $0.00004 $0.00134
Haiku 4.5 $0.00002 $0.00067

Measured 11d ago against content hash f4ae85b1c92a, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-11, from the pricing page.

Security

Grade A, and why

source-documents 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 11d 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/source-documents/SKILL.md · 73 lines

How it starts

The opening of the file, as written. The whole thing — 73 lines — stays where its author put it; the contents beside it link to each section on GitHub.

/source-documents

Purpose

Build a complete source-document inventory and readiness score before recording transactions.
If files are still scattered (Desktop dumps, multi-path @ mentions), run shelf-first first (shared/shelf-first.md / client-workspace).

Preconditions

  1. Read shared guardrails (shared/guardrails.md) and shared/shelf-first.md.
  2. Load firm profile from ~/.claude/plugins/config/claude-for-accounting/firm-profile.md if present.
  3. Load plugin config from ~/.claude/plugins/config/claude-for-accounting/{{plugin}}/CLAUDE.md if present.
  4. Load active client engagement README / workspace if one is open.
  5. Active job should already have clients/<slug>/ (or create it now).
  6. Never fabricate numbers. Re-read source documents if figures are missing from context.

Document categories to inventory

Category Examples Notes
Bank Monthly statements, e-statements, FD Continuity: no missing months
Sales Invoices, credit notes, POS, contracts Match deposits where possible
Purchases Supplier invoices, credit notes Match payments
Payroll Payslips, EA, PCB, EPF/SOCSO listings Net pay ↔ bank
PPE Purchase invoices, disposal docs, FAR Capitalisation threshold
Loans Facility letters, statements, schedules Interest vs principal split
Tax Prior CT, CP204, assessments b/f losses, CA c/f
Statutory SSM, Form 24/44/49, constitution Name consistency
Prior year Signed FS, TB, working papers, tax comp Opening balances authority
Other Stock take, tenancy, related party list YE estimates

Workflow

  1. Confirm shelf: files live under source/bank|sales|… or are listed in source/_pointers.md. If not → shelf first.
  2. List every in-scope file (name, type, period covered, shelf path).
  3. Build a coverage matrix (document type × month or YE).
  4. Verify bank statement continuity (opening of month N = closing of month N−1).
  5. Flag duplicates and unreadable scans; list “Not used / archive”.
  6. Score readiness:
  • Green — can bookkeep fully
  • Amber — can proceed with listed limitations
  • Red — blockers (missing banks / entity / openings)

Read the full file on GitHub · 73 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. 11d ago First seen · 73 lines · 18 tokens per session scan A f4ae85b1c92a

Subscribe to this mod's changes

source-documents is a skill published in the GitHub repository cynco-labs/ai-accounting-skills (3 stars, last pushed 2mo ago), licensed MIT. It adds 18 tokens to every session and 670 once invoked, about $0.0001 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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