QBO Bank & Petty Cash Reconciliation
Pulls your bank activity for a period — from a connected bank MCP (Grasshopper or Mercury) or an uploaded or pasted statement — then pulls the matching QuickBooks Online register and petty cash total. It matches transactions on amount, payee, and a date-tolerance window, and proposes the exact matches for you to approve in QuickBooks. Everything else — amount mismatches, missing counterparts, duplicate candidates — gets listed separately, so nothing gets folded into a false 'reconciled' summary. It also checks the bank statement's ending balance against QuickBooks, and confirms petty cash against a real count or log rather than skipping it. It only reads your bank and QuickBooks data. It never changes anything — run it with both connections' write tools turned off.
First-party, by Skills and Agents Co
August 8, 2026
MCP-powered — requires setup
This skill uses external tools via the Model Context Protocol. You'll need to configure the following MCPs before installing.
Setup steps
- Set up each required MCP using the configs below
- Download the skill file below
- Open the skill manager in Claude — in the desktop app underCode → Customize, or on claude.ai underCustomize → Skills
- Click Create a new skill (use + on claude.ai) and upload the downloaded file
- Start a new session — your MCPs and skill will both be active
- Use a trigger phrase to activate
The MCP setup steps above are written for Claude. If your platform also supports MCP, configure the same servers using its own MCP settings. The skill file works either way.
- Download the skill file below
- In ChatGPT, create a Project and attach the file (or paste its contents into the project instructions). For a reusable setup, build a Custom GPT via Explore GPTs → Create and add the file there
- Start a chat in that Project or GPT, then say a trigger phrase to activate it
The MCP setup steps above are written for Claude. If your platform also supports MCP, configure the same servers using its own MCP settings. The skill file works either way.
- Download the skill file below
- Place it at
.cursor/skills/qbo-bank-reconciliation/SKILL.md(rename the downloaded file toSKILL.md). The shared.agents/skills/qbo-bank-reconciliation/SKILL.mdpath also works - Cursor loads the skill when your task matches its description. Say a trigger phrase to activate it
The MCP setup steps above are written for Claude. If your platform also supports MCP, configure the same servers using its own MCP settings. The skill file works either way.
- Download the skill file below
- Place it at
.github/skills/qbo-bank-reconciliation/SKILL.mdin your repository (rename the downloaded file toSKILL.md) - Copilot loads the skill when it is relevant to your task. Say a trigger phrase to activate it
The MCP setup steps above are written for Claude. If your platform also supports MCP, configure the same servers using its own MCP settings. The skill file works either way.
- Download the skill file below
- Place it at
.agents/skills/qbo-bank-reconciliation/SKILL.mdin your repository (rename the downloaded file toSKILL.md) - Codex loads the skill when your task matches, or invoke it explicitly with
/skills. Say a trigger phrase to activate it
A Gem can't connect to an MCP, so it can't run this skill. This skill needs QuickBooks Online MCP, Bank MCP (optional).
Use the instead.
npx skills add skills-agents-co/skills-and-agents-library/qbo-bank-reconciliationRequired MCPs
Community MCP server for QuickBooks Online. Provides the bank register and petty cash reads this skill matches against. Run it with QUICKBOOKS_DISABLE_WRITE, QUICKBOOKS_DISABLE_UPDATE, and QUICKBOOKS_DISABLE_DELETE set, since this skill writes nothing to QBO.
Any financial-pulse-supported bank connector that exposes a real bank-transaction feed (Grasshopper, Mercury) for the bank-side data. Optional — if no connector is available, upload or paste a bank statement instead. Ramp isn't offered here since it's a card/spend platform, not a bank statement source.
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What this skill does
This is an overview of the skill from the site, not the skill's real instructions. The full SKILL.md Claude reads when this skill is active lives on GitHub at the source below.
Get cash reconciled first, not last. This skill pulls your bank feed for the period — from a connected bank MCP or an uploaded/pasted statement — and your QuickBooks Online register and petty cash total for the same period, then matches them up.
Exact matches (same amount, same payee, date within a stated tolerance window) get proposed for you to approve in QuickBooks yourself. Everything else — amount mismatches, missing counterparts, duplicate candidates — gets listed separately, so nothing quietly disappears into a “reconciled” number that isn’t actually reconciled. It also checks the bank statement’s ending balance against QuickBooks’ and confirms petty cash against a real count or log. It never writes anything back to QuickBooks or to your bank — run it with both connections’ write tools turned off.
View full SKILL.md on GitHub