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Month End Close
by
samledger67-dotcom
· GitHub ↗
· v1.0.2
· MIT-0
247
Downloads
0
Stars
1
Active Installs
3
Versions
Install in OpenClaw
/install month-end-close
Description
Orchestrate and validate the full month-end close for a QBO client. Reads client SOP, runs automated close checks, scores each item, proposes journal entries...
Usage Guidance
This skill looks like a wrapper for an existing month-end pipeline, but the package is incomplete or mispackaged. Before installing or running: (1) Verify the skill's source and obtain the referenced repository (scripts/pipelines/month-end-close.py) — do not run unknown scripts. (2) Confirm where QBO credentials/QBO CLI come from; prefer least-privilege read-only credentials or a sandbox QBO account for testing. (3) Inspect the referenced script(s) to see exactly what files and endpoints they read/write, and whether they send data externally. (4) Run the pipeline in an isolated environment (VM/container) and with non-production credentials first. (5) If you intend to allow the skill to access client SOPs or desktops, ensure those paths are expected and do not contain unrelated secrets. If you cannot obtain the upstream code or a trustworthy repo/source, treat the skill as incomplete and avoid enabling it.
Capability Analysis
Type: OpenClaw Skill
Name: month-end-close
Version: 1.0.2
The skill bundle describes a legitimate financial automation workflow for QuickBooks Online (QBO) month-end closing. The instructions in SKILL.md guide an AI agent to execute a Python pipeline (scripts/pipelines/month-end-close.py) that performs standard accounting checks such as Trial Balance validation, AP/AR aging analysis, and reconciliation. The file access (SOPs and cache) and reporting (Excel output to Desktop) are consistent with the stated purpose, and there is no evidence of malicious intent, data exfiltration, or prompt injection.
Capability Assessment
Purpose & Capability
The SKILL.md describes an automated QBO month-end close pipeline (calls a Python script, runs QBO reports, reads client SOPs, writes Excel and cache files). However, the skill package contains no code, no install spec, no required binaries, and declares no QBO credentials or CLI as required — all of which would normally be necessary for the stated functionality. This is an incoherence: either the instructions assume an external repo/environment, or the package is incomplete or mispackaged.
Instruction Scope
Runtime instructions tell the agent to run `python3 scripts/pipelines/month-end-close.py` and to call `qbo report tb`, read local files at clients/{slug}/sop.md, and read/write cache files under .cache and an Excel workbook to ~/Desktop. Those actions involve accessing local project files and an external QBO integration. The SKILL.md gives the agent broad authority to read local SOPs and cache and to invoke a QBO CLI, but the skill does not declare or provide those artifacts, nor does it limit what else the script might do — creating a scope mismatch and potential surprise if the referenced script were present.
Install Mechanism
This is an instruction-only skill with no install spec (lowest install risk). However, it references a local Python script and a QBO CLI. Because no code or install instructions are included, the skill either expects a preexisting environment (undeclared) or is incomplete. The lack of an install mechanism is coherent from a safety perspective but increases operational ambiguity.
Credentials
No environment variables, credentials, or config paths are declared, yet the workflow clearly needs QuickBooks Online credentials or a configured QBO CLI and access to client SOP files. The absence of declared credentials is disproportionate to the described integration and leaves unclear where/how the skill will obtain access to QBO data.
Persistence & Privilege
The skill is not always-enabled and uses default autonomous invocation settings. It writes cache and workbook files in user-local paths (.cache and ~/Desktop) which is expected for this kind of tool. The skill does not request system-wide or cross-skill configuration changes in the provided instructions.
How to Use
- Make sure OpenClaw is installed (local or Docker)
- Run the install command in chat:
/install month-end-close - After installation, invoke the skill by name or use
/month-end-close - Provide required inputs per the skill's parameter spec and get structured output
Version History
v1.0.2
Final scrub - removed remaining internal references
v1.0.1
Security cleanup: removed internal references, genericized examples
v1.0.0
Initial release: Full month-end close orchestration for QBO clients
Metadata
Frequently Asked Questions
What is Month End Close?
Orchestrate and validate the full month-end close for a QBO client. Reads client SOP, runs automated close checks, scores each item, proposes journal entries... It is an AI Agent Skill for Claude Code / OpenClaw, with 247 downloads so far.
How do I install Month End Close?
Run "/install month-end-close" in the OpenClaw or Claude Code chat to install it in one step — no extra setup required.
Is Month End Close free?
Yes, Month End Close is completely free, licensed under MIT-0. You can download, install and use it at no cost.
Which platforms does Month End Close support?
Month End Close is cross-platform and runs anywhere OpenClaw / Claude Code is available (cross-platform).
Who created Month End Close?
It is built and maintained by samledger67-dotcom (@samledger67-dotcom); the current version is v1.0.2.
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