finance-team
One install that gives Claude Code the 18 skills a finance team reaches for every month: closing the books, reconciling QuickBooks accounts, turning the close into a board-ready report, checking spend against policy, and reading vendor contracts before they get signed. Install the plugin once and all 18 load together.
First-party, by Skills and Agents
August 21, 2026
Install the plugin
Plugins install through Claude Code’s plugin marketplace. Two commands, no files to place by hand.
- 1
Add the marketplace
Run this once in Claude Code. It registers the marketplace this plugin installs from (Skills and Agents catalog), so every plugin in it becomes installable.
/plugin marketplace add Anlo-Ventures/skills-and-agents-library - 2
Install the plugin
Installs this plugin and everything it bundles. Restart Claude Code afterwards so it picks the new skills up.
/plugin install finance-team@skills-and-agents
Every skill in this plugin covers one stage of the finance calendar: closing the books after month end, running the same close straight against QuickBooks, turning what closed into a report a board or lender can read, watching spend and access between closes, and reading vendor contracts before anyone signs them.
Installing the plugin loads all 18 at once. You can still use any of them on its own — say the skill’s trigger phrase and Claude picks the right one.
The skills it ships
- AP Invoice ProcessingA Claude skill for AP invoice processing: watches your AP inbox, extracts every field, dedupes against your log, and files each invoice. It never pays.
- Statement ReconciliationCheck a vendor statement against the AP log to confirm every invoice is recorded, and draft a request for any that are missing.
- Card Receipt ForwardingForward recurring corporate-card receipts to the card/AP system and keep those vendors out of invoice processing to avoid double-counting. Use for known recurring card vendors only; flag anything off-list for review.
- Equity ReconciliationReconcile equity records against the HRIS to catch termination-date mismatches and active grants for terminated employees, and check that every grant has its source documents.
- Equity Reconciliation (Carta MCP)Live equity reconciliation powered by the Carta MCP server. Pulls cap-table data directly from Carta, compares it against your HRIS export, and surfaces termination-date mismatches, active grants for terminated employees, lapsed exercise windows, and missing source documents.
- QBO Closing Package & StatusOne status view of your QuickBooks close. You get the final reports once everything's actually ready — not before.
- QBO Bank & Petty Cash ReconciliationGet cash reconciled first, not last. This skill matches your bank feed and petty cash against the QuickBooks register, and proposes the exact matches for you to approve.
- QBO Revenue & AR ReconciliationSee what you earned and who still owes you. This skill checks your QuickBooks invoices against your payments and builds an AR aging report for the period.
- QBO Expenses & AP ReconciliationSee what you owe and whether it's backed up. This skill checks your QuickBooks vendor bills against your receipts and invoices and lists what's still missing before you close the books.
- QBO Payroll & Balance Sheet ReconciliationChecks payroll against income and reviews the balance sheet items that get skipped under deadline pressure. This skill checks your payroll expense against QuickBooks income and lists what changed on loans, accruals, deferred revenue, and equipment.
- QBO Inventory ReconciliationCheck your physical inventory count against QuickBooks. This skill compares a counted list against your QuickBooks inventory records and shows exactly which items are off, item by item.
- GL to ReportTurn a raw accounting/GL export into a clean reporting template (flash report) and draft variance commentary against prior actuals and budget.
- Financial PulseAnalyzes transaction data from any source to produce a categorized 30-day spending breakdown and 3 specific things to look into based on 60-day trends
- Financial Model QAScan a financial model for formula errors and logic defects, and check scenario outputs after input changes. Cites the exact sheet and cell for every issue and never edits the model.
- Expense Policy CheckReviews expense reports against your written policy, flags violations with dual-sided citations, and drafts per-person missing-receipt chase messages.
- Expense Access AuditGenerate the onboarding or offboarding checklist for the expense/card tool, and audit it against the HRIS to catch terminated people with active cards or missing approvers.
- Vendor Contract ExtractionExtract key terms, risk provisions, cost obligations, renewal/termination clauses, and authorized user counts across a vendor portfolio into one risk-and-cost register.
- Contract ReviewReview a vendor, customer, payor, or partner contract before sign-off. Extracts key terms with clause citations, flags risks ranked by severity, and drafts a decision-maker memo.
MCP connectors it declares
Community MCP server for QuickBooks Online. Backs the six QuickBooks month-end close skills in this plugin (closing package, bank reconciliation, revenue/AR, expenses/AP, payroll and balance sheet, inventory). Run it with QUICKBOOKS_DISABLE_WRITE, QUICKBOOKS_DISABLE_UPDATE, and QUICKBOOKS_DISABLE_DELETE set, since none of these skills write to QBO.
Used by card-receipt-forwarding to watch for receipt emails and forward matched ones to the card/AP system.
Carta's official MCP server. Used by equity-reconciliation-carta for read-only access to cap table, securities, stakeholders, vesting schedules, transaction history, and 409A data via OAuth.
Any financial-pulse-supported bank connector (Grasshopper, Mercury) for the bank-side feed used by qbo-bank-reconciliation. Optional — upload or paste a bank statement instead if no connector is available.