What is ta-company-review?

A company health-review workflow for tax advisors that combines financial information, receipt completeness, tax compliance, and follow-up actions.

It helps summarize company details, balances, income, expenses, invoices, missing receipts, tax-report status, registration details, and recommended next actions.

It brings several checks into one review, making it easier to see a client company’s financial position and unresolved tax or document issues.

ta-company-review — Skill for Claude Code by norman-finance

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 ta-company-review

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.

README.md

[![agentmods](https://agentmods.dev/badge/skills/norman-finance/norman-mcp-server/ta-company-review/github.svg)](https://agentmods.dev/skills/norman-finance/norman-mcp-server/ta-company-review)

Your own site

<a href="https://agentmods.dev/skills/norman-finance/norman-mcp-server/ta-company-review"><img src="https://agentmods.dev/badge/skills/norman-finance/norman-mcp-server/ta-company-review/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.

Your own site · 80×15

<a href="https://agentmods.dev/skills/norman-finance/norman-mcp-server/ta-company-review"><img src="https://agentmods.dev/badge/skills/norman-finance/norman-mcp-server/ta-company-review.svg" alt="Reviewed on agentmods" width="80" height="20"></a>

Per session 50 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.

When invoked 449 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.

Model	Per session	Once invoked
Fable 5.1	$0.00050	$0.00449
Opus 5	$0.00025	$0.00225
Sonnet 5	$0.00010	$0.00090
Haiku 4.5	$0.00005	$0.00045

Measured 12d ago against content hash a5be507dfa62, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-12, from the pricing page.

Security

Grade A, and why

ta-company-review 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/ta-company-review/SKILL.md · 59 lines

What it actually says

Perform a comprehensive company review for the tax advisor:

Step 1: Gather all company data

Call get_client_overview with the active company ID to get an aggregated snapshot
This returns company details, balance, transaction stats, tax reports, and outstanding invoices in one call

Step 2: Check document completeness

Call get_missing_documents_summary to identify all transactions without receipts
Note the total missing count and the highest-value missing items

Step 3: Assess tax compliance

Call get_tax_compliance_status to check report filing status and registration completeness
Identify overdue or unfiled reports and missing tax registration details

Step 4: Present the health report

Structure the output as follows:

Company Profile

Company name, type (freelancer/GmbH/UG), chart of accounts
Tax state, tax ID, VAT ID status

Financial Summary

Current balance
Total income and expenses
Outstanding invoice count and total amount

Document Completeness

Total transactions vs. transactions with receipts
Missing receipt count with percentage
Top 5 highest-value transactions missing receipts

Tax Compliance

Filed vs. unfiled tax reports
List of unfiled reports with periods and due dates
Tax registration status (tax ID, VAT ID)

Action Items

Prioritized list of recommended actions:

Critical: overdue tax reports
High: large transactions missing receipts (>250 EUR)
Medium: uncategorized transactions
Low: missing tax registration details

Be specific with amounts, dates, and report periods. Use EUR formatting.

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.

12d ago First seen · 59 lines · 50 tokens per session scan A a5be507dfa62

Subscribe to this mod's changes

ta-company-review is a skill published in the GitHub repository norman-finance/norman-mcp-server (54 stars, last pushed 2d ago), licensed MIT. It adds 50 tokens to every session and 449 once invoked, about $0.0003 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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