monthly-reconciliation

monthly-reconciliation is a skill for Claude Code from norman-finance/norman-mcp-server. It costs 48 tokens per session (529 once invoked), scanned A, original, MIT.

A guided month-end bookkeeping check for reviewing transactions, matching invoice payments and checking receipts before tax filing. It helps confirm that the month’s records are complete.

In plain words
What is it for?
Use it to review and categorize monthly transactions, verify them, match payments to invoices and check whether expense receipts are attached. It can also prepare the records for tax filing.
Why use it?
It removes much of the manual work involved in closing a month’s accounts. Missing information, unmatched payments and overdue invoices are flagged before the records are finalized.

Skill for Claude Code

Written for Claude Code: disable-model-invocation in frontmatter. Also seen: built for openclaw.

Part of the norman-finance plugin — 20 skills, 2 MCP servers shipped together

Good fit Use it to review and categorize monthly transactions, verify them, match payments to invoices and check whether expense receipts are attached. It can also prepare the records for tax filing.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/norman-finance/norman-mcp-server/monthly-reconciliation
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 norman-finance/norman-mcp-server --skill monthly-reconciliation
Clone the repo
git clone --depth 1 https://github.com/norman-finance/norman-mcp-server

Made for: Claude Code.

Or install norman-finance, the plugin that ships this one along with the rest of its 20 skills, 2 MCP servers.

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-reconciliation

README.md
[![agentmods](https://agentmods.dev/badge/skills/norman-finance/norman-mcp-server/monthly-reconciliation/github.svg)](https://agentmods.dev/skills/norman-finance/norman-mcp-server/monthly-reconciliation)
Your own site
<a href="https://agentmods.dev/skills/norman-finance/norman-mcp-server/monthly-reconciliation"><img src="https://agentmods.dev/badge/skills/norman-finance/norman-mcp-server/monthly-reconciliation/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-reconciliation

Your own site · 80×15
<a href="https://agentmods.dev/skills/norman-finance/norman-mcp-server/monthly-reconciliation"><img src="https://agentmods.dev/badge/skills/norman-finance/norman-mcp-server/monthly-reconciliation.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 48 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 529 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. Third-party audits
  • NVIDIA SkillSpector pass 7 Sept 2026
How audits are shown
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 $0.00048 $0.00529
Opus 5 $0.00024 $0.00264
Sonnet 5 $0.00010 $0.00106
Haiku 4.5 $0.00005 $0.00053

Measured 12d ago against content hash a0119ed4b77c, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-12, from the pricing page.

Security

Grade A, and why

monthly-reconciliation 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.

skills/monthly-reconciliation/SKILL.md · 57 lines

What it actually says

Guide the user through a complete monthly reconciliation:

Step 1: Transaction Review

  • Call search_transactions for the specified month (or last month if not specified)
  • Identify uncategorized transactions
  • For each batch, suggest categories and let the user confirm
  • Use categorize_transaction to assign the correct bookkeeping category

Step 2: Finalize Transactions

  • After all transactions are categorized, verify each one using change_transaction_verification
  • Mark every transaction for the period as verified so the month can be closed
  • If any transaction has missing information (no receipt, unclear category), flag it for the user before verifying
  • Present a count: "X of Y transactions verified for [month]"

Step 3: Invoice Reconciliation

  • Call list_invoices to find invoices from the period
  • Cross-reference with incoming payments in transactions
  • Use link_transaction to match payments to invoices
  • Flag any overdue unpaid invoices and suggest sending reminders via send_invoice_overdue_reminder

Step 4: Document Check

  • Call list_attachments for the period
  • Identify transactions without attached receipts (especially expenses)
  • Remind the user to upload missing receipts with upload_bulk_attachments
  • Use link_attachment_transaction to connect any newly uploaded receipts

Step 5: Tax Preparation

  • Call get_company_tax_statistics for the period overview
  • Call get_vat_next_report to check if a VAT report is due
  • If due, call generate_finanzamt_preview to show the draft
  • Only submit with explicit user confirmation via submit_tax_report

Step 6: Summary

Present a closing summary:

  • Total income and expenses for the month
  • Number of invoices sent vs. paid
  • Outstanding receivables
  • VAT liability
  • Any action items remaining

Be thorough but keep each step interactive - wait for user confirmation before proceeding.

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 · 57 lines · 48 tokens per session scan A a0119ed4b77c

Subscribe to this mod's changes

monthly-reconciliation is a skill published in the GitHub repository norman-finance/norman-mcp-server (54 stars, last pushed 2d ago), licensed MIT. It adds 48 tokens to every session and 529 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 2026-08-30.

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