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bookkeeper/references/ai-skills.md
skillfactor-pipeline 1fc16cbcc4 feat: bookkeeper skill package v0.1.0
2026-08-15 16:07:25 +02:00

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External AI agent skills — bookkeeper

Proven, publicly available AI agent skills mapped to this occupation. Nothing is copied from the sources: every entry is a name, a one-line summary and a link to the upstream skill package. Each section names its source repository, commit, license and retrieval date.

Tiers: core = the skill directly exercises a top market hard skill, tool or method (from gated job-ad evidence) or an essential ESCO competence of this occupation; adjacent = plausibly useful, secondary. Entries are capped at 12 per source and 80 in total per occupation (core first, strongest matches survive); everything beyond the caps is excluded and logged in the pipeline audit trail, not in this package.

Matched deterministically (ISCO group + title/competence keywords, tiered against market evidence + ESCO essentials) by pipeline/p5_enrich_ai_skills.py on 2026-07-14.

Source: anthropics/skills

  • Repository: https://github.com/anthropics/skills (commit f6656c1, retrieved 2026-07-14)
  • License: Apache-2.0; the document skills (docx/pdf/pptx/xlsx) are source-available — see the LICENSE.txt in the upstream skill folder
Skill Tier What it adds Upstream
docx adjacent Use this skill whenever the user wants to create, read, edit, or manipulate Word documents (.docx files) or Word templates (.dotx files). Triggers include: any mention of 'Word doc', 'word document', '.docx', '.dotx', or requests to … source
pdf adjacent Use this skill whenever the user wants to do anything with PDF files. This includes reading or extracting text/tables from PDFs, combining or merging multiple PDFs into one, splitting PDFs apart, rotating pages, adding watermarks, creating … source
xlsx adjacent Use this skill any time a spreadsheet file is the primary input or output. This means any task where the user wants to: open, read, edit, or fix an existing .xlsx, .xlsm, .xltx, .csv, or .tsv file (e.g., adding columns, computing formulas, … source

Source: a5c-ai/babysitter

Skill Tier What it adds Upstream
gaap-ifrs-compliance-checker core Automated compliance validation skill for GAAP and IFRS accounting standards with codification references source
amortized-analysis-assistant core Apply amortized analysis techniques including aggregate, accounting, and potential methods source
three-statement-model-builder core Integrated three-statement financial model builder linking income statement, balance sheet, and cash flow statement with circular reference handling source
xbrl-filing-generator core XBRL financial statement tagging and SEC filing preparation skill source
financial-dashboard-generator core Automated financial dashboard and KPI visualization skill with executive reporting capabilities source
multi-jurisdiction-tax-calculator core Multi-state and international tax calculation skill with nexus analysis source

Source: AgriciDaniel/claude-ads

Skill Tier What it adds Upstream
ads core Operate professional paid advertising across Google, Meta, YouTube, LinkedIn, TikTok, Microsoft, Apple, Amazon, Reddit, Pinterest, Snapchat, and X. Use for account intake, source-grounded audits, strategy, budget and measurement planning, … source
ads-microsoft core Audit Microsoft Advertising measurement, UET, search and audience campaigns, Google imports, syndication, keywords, creative, bidding, budgets, Copilot inventory, and policy. Use for Microsoft Ads, Bing Ads, UET, Microsoft Audience … source

Source: alirezarezvani/claude-skills

Skill Tier What it adds Upstream
financial-analyst core Performs financial ratio analysis, DCF valuation, budget variance analysis, and rolling forecast construction for strategic decision-making. Use when analyzing financial statements, building valuation models, assessing budget variances, or … source

Source: coreyhaines31/makerskills

Skill Tier What it adds Upstream
company-cfo core Monthly CFO workflow for a company or agency — pull raw data from bank + payment processor + payroll + expense management, categorize and reconcile, compute end-of-month cash via transaction-sum method, update a scenario projector for … source
personal-cfo core When you want to model personal financial scenarios — house purchase + rental income (ADU, bedroom rentals, house-hacking), renovation budgets, monthly cash flow forecasts, big-purchase decisions, savings/investment what-ifs. For personal … source

Source: davepoon/buildwithclaude

Skill Tier What it adds Upstream
invoice-organizer core Automatically organizes invoices and receipts for tax preparation by reading messy files, extracting key information, renaming them consistently, and sorting them into logical folders. Turns hours of manual bookkeeping into minutes of … source

Source: davila7/claude-code-templates

Skill Tier What it adds Upstream
invoice-organizer core Automatically organizes invoices and receipts for tax preparation by reading messy files, extracting key information, renaming them consistently, and sorting them into logical folders. Turns hours of manual bookkeeping into minutes of … source

Source: foryourhealth111-pixel/Vibe-Skills

Skill Tier What it adds Upstream
edgartools core Python library for accessing, analyzing, and extracting data from SEC EDGAR filings. Use when working with SEC filings, financial statements (income statement, balance sheet, cash flow), XBRL financial data, insider trading (Form 4), … source

Source: googleworkspace/cli

Skill Tier What it adds Upstream
recipe-backup-sheet-as-csv core Export a Google Sheets spreadsheet as a CSV file for local backup or processing. source

Source: himself65/finance-skills

Skill Tier What it adds Upstream
yfinance-data core Fetch financial and market data using the yfinance Python library. Use this skill whenever the user asks for stock prices, historical data, financial statements, options chains, dividends, earnings, analyst recommendations, or any market … source

Source: hoangsonww/Claude-Code-Agent-Monitor

Skill Tier What it adds Upstream
spend-forecast core Forecast Claude Code spend to the end of the week or month from the daily session trend on the Agent Monitor dashboard — moving average of daily spend × days remaining, added to spend-to-date. Uses /api/analytics daily_sessions, … source

Source: jawwadfirdousi/agent-skills

Skill Tier What it adds Upstream
german-elster-tax-filing core gather all information needed to prepare a german personal income tax return in elster for tax years 2024 onward. use when the user wants a questionnaire-style intake, a tax estimate, or a form-by-form elster mapping with exact fields and … source

Source: jeremylongshore/claude-code-plugins-plus-skills

Skill Tier What it adds Upstream
find-cpa-firm core Use whenever the user wants to find, shortlist, vet, or enrich US accounting and tax firms (CPA firms) — financial-statement audit, SOC 1/2 audit, corporate tax, bookkeeping for businesses, advisory/fractional CFO, M&A diligence, 409A … source
fondo-local-dev-loop core Configure local development workflows that integrate with Fondo for financial data, using Fondo exports with QuickBooks or accounting tools. Trigger: "fondo dev setup", "fondo export", "fondo QuickBooks", "fondo local data". source
fondo-core-workflow-a core Execute Fondo primary workflow: monthly bookkeeping close and financial reporting. Use when managing month-end close, reviewing financial statements, or preparing for board meetings and fundraising. Trigger: "fondo bookkeeping", "fondo … source
fondo-install-auth core Set up Fondo account and configure integrations with Gusto, QuickBooks, and bank accounts for automated startup bookkeeping and R&D tax credits. Trigger: "setup fondo", "fondo account", "fondo integrations", "connect fondo". source
navan-core-workflow-b core Manage Navan expense reporting, transaction data, and ERP synchronization. Use when building expense pipelines, automating approval workflows, or syncing transactions to accounting systems. Trigger with "navan expense management", "navan … source
fondo-prod-checklist core Execute Fondo production readiness checklist for year-end tax filing, R&D credit claims, and board-ready financial reporting. Trigger: "fondo production", "fondo tax filing ready", "fondo year-end checklist". source
ramp-common-errors core Ramp common errors \u2014 corporate card and expense management API\ \ integration.\nUse when working with Ramp for card management, expenses, or accounting\ \ sync.\nTrigger with phrases like "ramp common errors", … source
fondo-reference-architecture core Reference architecture for startup financial operations using Fondo as the bookkeeping backbone with complementary tools for banking, payroll, and reporting. Trigger: "fondo architecture", "startup finance stack", "fondo integration … source
fondo-ci-integration core Automate financial reporting workflows that complement Fondo with CI/CD pipelines for expense tracking, budget alerts, and financial data validation. Trigger: "fondo CI", "fondo automation", "fondo financial alerts". source
fondo-upgrade-migration core Migrate to Fondo from other bookkeeping services, switch between Fondo plans, or transition accountants while maintaining financial continuity. Trigger: "migrate to fondo", "switch to fondo", "fondo migration", "change accountant". source
fondo-deploy-integration core Deploy financial dashboards and reporting tools that consume Fondo data to Vercel, Fly.io, or internal infrastructure. Trigger: "fondo dashboard deploy", "fondo financial dashboard", "deploy finance app". source
fondo-cost-tuning core Optimize Fondo costs by maximizing R&D tax credits, choosing the right plan, and reducing unnecessary bookkeeping complexity. Trigger: "fondo costs", "fondo pricing", "maximize R&D credit", "fondo ROI". source

Source: kazukinagata/shinkoku

Skill Tier What it adds Upstream
settlement core This skill should be used when the user needs to perform year-end closing adjustments (決算整理), review financial statements (決算書), compute depreciation, or review their trial balance. Trigger phrases include: "決算", "決算整理", "決算書を作る", "減価償却", … source
journal core This skill should be used when the user wants to record bookkeeping entries (仕訳), import transaction data from CSV files, receipts, or invoices, or manage their general ledger. Trigger phrases include: "仕訳を入力", "仕訳登録", "CSVを取り込む", … source
e-tax core This skill should be used when the user wants to file their tax return electronically via the 確定申告書等作成コーナー (NTA Tax Return Preparation Corner) using Claude in Chrome, Antigravity Browser Sub-Agent, or Playwright CLI (fallback). It guides … source
tax-ebookkeeping-context core Background context for the Electronic Bookkeeping Act (電子帳簿保存法) in the shinkoku tax filing plugin. Contains requirements for electronic bookkeeping, scanner storage, mandatory electronic transaction data storage, and shinkoku's compliance … source
assess core This skill should be used when the user asks to determine what tax filings they need, wants to know if they must file a tax return (確定申告), asks about consumption tax obligations (消費税), or needs help understanding their filing requirements. … source

Source: microsoft/skills

Skill Tier What it adds Upstream
m365-agent-evaluator core Use this skill when a user wants to create, run, or analyze evaluation suites for Microsoft 365 Copilot declarative agents with the public @microsoft/m365-copilot-eval CLI. Trigger on intents such as "evaluate my agent", "test my agent", … source

Source: mohitagw15856/pm-claude-skills

Skill Tier What it adds Upstream
carbon-accounting-check core Sanity-check a greenhouse gas inventory before it goes into a report or gets audited. Use when asked to review a carbon footprint, check a GHG inventory, validate scope 1/2/3 numbers, explain a year-over-year emissions change, or prepare … source
bookkeeping-categorization core Set up a chart of accounts and rules for categorizing transactions. Use when asked how to categorize expenses/transactions, set up a chart of accounts, organize bookkeeping, or sort bank transactions into the right buckets. Produces a … source
financial-statement-explainer core Explain a financial statement (P&L, balance sheet, or cash flow) in plain English. Use when asked to explain a P&L / income statement, a balance sheet, a cash flow statement, or to make financials understandable to a non-finance reader. … source

Source: mukul975/Anthropic-Cybersecurity-Skills

Skill Tier What it adds Upstream
analyzing-macro-malware-in-office-documents core Analyzes malicious VBA macros embedded in Microsoft Office documents (Word, Excel, PowerPoint) to identify download cradles, payload execution, persistence mechanisms, and anti-analysis techniques. Uses olevba, oledump, and VBA … source

Source: nexscope-ai/eCommerce-Skills

Skill Tier What it adds Upstream
shopify-tax-compliance core Tax setup and compliance — sales tax, VAT, duty collection, tax-exempt customers, reporting source

Source: nexu-io/open-design

Skill Tier What it adds Upstream
invoice core A printable invoice page — sender + recipient block, line items table, tax breakdown, totals, and payment instructions. Use when the brief mentions "invoice", "bill", "billing statement", or "发票". source

Source: open-gitagent/opengap

Skill Tier What it adds Upstream
document-review core Reviews financial documents (prospectuses, ADVs, marketing materials) for FINRA 2210 compliance, required disclosures, and balanced presentation. Use when reviewing financial statements, audit documents, regulatory filings, or when the … source

Source: Sendmux/skills

Skill Tier What it adds Upstream
sendmux-management core Manage Sendmux account-level resources with an smx_root_ key. Use for domains, mailbox provisioning, mailbox API keys, sending accounts, webhooks, billing, spend, delivery logs, incoming logs, metrics, and other team administration tasks; … source

Source: google/skills

Skill Tier What it adds Upstream
google-analytics-admin-api-basics adjacent Manages Google Analytics account and property settings, enables the Analytics Admin API via the Cloud CLI, lists accounts and properties, and manages data streams, custom dimensions, conversion events, and integrations. Use when you need … source
agent-platform-alert-configuration adjacent Configures best-practice alerting policies for Google Cloud Vertex AI / Agent Platform agents on Agent Runtime. Use when analyzing, writing, or deploying alerting policies to monitor agent latency, error rates, and quality metrics … source
google-analytics-data-api-basics adjacent Manages Google Analytics reporting data, enables the Analytics Data API via the Cloud CLI, and creates reports using the Google Analytics Data API (v1beta). Use when you need to interact with Google Analytics properties, run customized … source
google-cloud-networking-observability adjacent Investigates Google Cloud networking issues by analyzing logs, metrics, and diagnostics. Use when investigating VPC Flow Logs (including cost estimation), NAT, firewall, or threat logs, querying latency and throughput metrics, or running … source
agent-platform-eval-flywheel adjacent Measures and improves the quality of AI models and agents on Google Cloud using the Eval Quality Flywheel methodology. Use when evaluating an agent or model, building an eval dataset, picking or writing evaluation metrics, analyzing … source
bigquery-basics adjacent Manages datasets, tables, and jobs in BigQuery. Use when you need to interact with BigQuery, run SQL queries, manage BigQuery resources (datasets, tables, views), or perform basic data ingestion and analysis. source
alloydb-basics adjacent Manages clusters, instances, and backups for AlloyDB for PostgreSQL, and integrates with AlloyDB model context protocol (MCP) tools for automated database operations. source
bigquery-ai-ml adjacent Leverages BigQuery's built-in machine learning and GenAI capabilities for advanced data analytics. Use when you need to write SQL queries that perform time-series forecasting, detect outliers, find key drivers, or leverage generative AI … source
datalineage-bigquery-asset-impact-analysis adjacent Analyzes the downstream impact (blast radius) when a BigQuery table or view is broken, stale, or modified. Identifies all downstream tables, dashboards, and processes that will be affected. Use when: - Performing a blast radius or impact … source
gke-observability adjacent Configures GKE observability, including Cloud Logging, Cloud Monitoring, and managed Prometheus. Use when configuring GKE monitoring, setting up GKE logging, or configuring Prometheus metrics collection. Don't use to configure local … source
bigtable-basics adjacent Assists in provisioning instances/tables, designing performant schemas, and querying data in Bigtable. Use when designing Bigtable row keys, configuring column families, writing SQL queries or client library code (Java, Go, Python) for … source
cloud-sql-basics adjacent This file generates or explains Cloud SQL resources. Use this file when the user asks to create a Cloud SQL instance or database for MySQL, PostgreSQL, or SQL Server. Cloud SQL manages third-party MySQL, PostgreSQL, and SQL Server … source

Source: NVIDIA/skills

Skill Tier What it adds Upstream
deepstream-dev adjacent NVIDIA DeepStream SDK 9.0 development with Python pyservicemaker API. Use when building video analytics pipelines, GStreamer-based video processing, TensorRT inference integration, object detection/tracking, or Kafka/message broker … source
vss-manage-alerts adjacent Use for VSS alert workflows — real-time monitoring, Alert-Bridge subscriptions, Slack notifications, incident queries, camera onboarding. Not for non-alert analytics. source
nv-reason-cxr adjacent Used for command-shape or live NV-Reason-CXR chest X-ray reasoning smoke tests. Not for diagnosis or clinical reporting. source
vss-setup-behavior-analytics adjacent Use to deploy the vss-behavior-analytics service standalone (entrypoint, config-source, optional calibration). Not for the full warehouse deploy. source
vss-setup-video-analytics-api adjacent Use to deploy the vss-video-analytics-api REST service standalone (config-source, data-log bind, Elasticsearch, optional Kafka). Not for full warehouse deploy. source
nemo-evaluator-plugin adjacent Use when working on the Evaluator plugin CLI, jobs, SDK-backed specs, metric types, or plugin-owned Evaluator skills. source
tao-train-depth-anything-v2 adjacent Monocular depth estimation using Metric Depth Anything v2 or Relative Depth Anything architectures. Predicts per-pixel depth from single RGB images. Use when training, evaluating, exporting, or running inference for a TAO monocular depth … source
tao-train-metric-learning-recognition adjacent Metric-learning recognition (ml-recog) for fine-grained visual recognition. Learns embeddings for retrieval-based matching (e.g., retail product recognition) using triplet / contrastive losses. Use when training, evaluating, exporting, or … source
tao-train-reid adjacent Person re-identification (ReID). Learns discriminative embeddings to match the same person across different camera views, based on metric learning. Use when training, evaluating, exporting, or running inference for a TAO person … source
vss-generate-video-calibration adjacent Use to run AutoMagicCalib on local MP4s, RTSP, or the bundled sample dataset, and to deploy vss-auto-calibration when needed. Do not use for non-AMC calibration or runtime analytics. source
vss-generate-video-report adjacent Use this skill when producing a VSS analysis report — Mode A per-clip VLM, Mode B incident-range via video-analytics. Not for standalone video summarization, real-time alerts or ad-hoc Q&A. source
vss-query-analytics adjacent Use this skill when reading video-analytics metrics, incidents, alerts, and sensor data via the VA-MCP server (port 9901). Not for live VLM or incident-range narrative reports. source

Source: phuryn/pm-skills

Skill Tier What it adds Upstream
cohort-analysis adjacent Perform cohort analysis on user engagement data — retention curves, feature adoption trends, and segment-level insights. Use when analyzing user retention by cohort, studying feature adoption over time, investigating churn patterns, or … source
metrics-dashboard adjacent Define and design a product metrics dashboard with key metrics, data sources, visualization types, and alert thresholds. Use when creating a metrics dashboard, defining KPIs, setting up product analytics, or building a data monitoring plan. source
ab-test-analysis adjacent Analyze A/B test results with statistical significance, sample size validation, confidence intervals, and ship/extend/stop recommendations. Use when evaluating experiment results, checking if a test reached significance, interpreting split … source
dummy-dataset adjacent Generate realistic dummy datasets for testing with customizable columns, constraints, and output formats (CSV, JSON, SQL, Python script). Use when creating test data, building mock datasets, or generating sample data for development and … source
gtm-strategy adjacent Create a go-to-market strategy covering marketing channels, messaging, success metrics, and launch timeline. Use when planning a product launch, creating a GTM plan from scratch, or defining a launch strategy for a new market. source
lean-canvas adjacent Generate a Lean Canvas with problem, solution, metrics, cost structure, UVP, unfair advantage, channels, segments, and revenue. Use when exploring a lean startup canvas, testing a business hypothesis, or modeling a new venture. source
north-star-metric adjacent Define a North Star Metric and 3-5 supporting input metrics that form a metrics constellation. Classify the business game (Attention, Transaction, Productivity) and validate against 7 criteria for an effective North Star. Use when choosing … source
product-strategy adjacent Create a comprehensive product strategy using the 9-section Product Strategy Canvas — vision, segments, costs, value propositions, trade-offs, metrics, growth, capabilities, and defensibility. Use when building a product strategy, creating … source
sql-queries adjacent Generate SQL queries from natural language descriptions. Supports BigQuery, PostgreSQL, MySQL, and other dialects. Reads database schemas from uploaded diagrams or documentation. Use when writing SQL, building data reports, exploring … source