QuickBooks Close
Bundles all six QBO close skills into one install: revenue and AR reconciliation, bank and petty cash reconciliation, expenses and AP reconciliation, payroll and balance sheet review, inventory reconciliation, and the closing package and status skill that ties the rest together. Each skill reads its own slice of QuickBooks Online through the same MCP server from Intuit, run with write, update, and delete disabled, and reports what it finds without touching your books. Work through them in any order during the month-end close, then run the closing package skill last — it checks that every other step is done, accepted with open items, or blocked, and only then pulls the final P&L, balance sheet, cash flow, and KPIs for the controller handoff.
First-party, by Skills and Agents
September 10, 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 skills-agents-co/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 quickbooks-close@skills-and-agents
Two of the six skills can use more than QuickBooks. The bank and petty cash reconciliation skill optionally reads a bank feed from a financial-pulse-supported connector (Grasshopper or Mercury) if you have one connected — otherwise it takes an uploaded or pasted bank statement instead. The payroll and balance sheet skill has no supported payroll connector yet, so it always asks for an uploaded or pasted payroll report. Neither dependency is required to run this bundle; QuickBooks Online is the only MCP every skill here needs.
Installing this bundle installs six skills. quickbooks-close is for someone
who wants only the QBO close workflow. finance-team is for someone who wants
that plus 12 other finance skills — choose the plugin that matches what you
want installed.
The skills it ships
- 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 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 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.
- QBO Closing Package & StatusOne status view of your QuickBooks close. You get the final reports once everything's actually ready — not before.
MCP connectors it declares
Provides the report tools (Aged Receivables, AP Aging, P&L, Balance Sheet, Statement of Cash Flows, inventory valuation) and entity-search tools (Invoices, Payments, Sales Receipts, Bills, Bill Payments) every skill in this bundle reads from. Run it with QUICKBOOKS_DISABLE_WRITE, QUICKBOOKS_DISABLE_UPDATE, and QUICKBOOKS_DISABLE_DELETE set — nothing in this bundle writes to QBO.
Any financial-pulse-supported bank connector that exposes a real bank-transaction feed (Grasshopper, Mercury) for the bank and petty cash reconciliation skill's bank-side data. Optional — if no connector is available, upload or paste a bank statement instead.