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Norman: Accounting Monthly Reconciliation
by
Stan Kharlap
· GitHub ↗
· v1.0.0
692
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Install in OpenClaw
/install norman-monthly-reconciliation
Description
Perform a complete monthly financial reconciliation - review all transactions, match invoices, check outstanding payments, and prepare for tax filing. Use wh...
Usage Guidance
This skill appears coherent and low-risk: it only uses accounting-specific MCP calls and requests no credentials or installs. Before enabling, verify the MCP/provider (norman-finance) and the listed homepage (https://norman.finance) are legitimate and under an expected trust boundary. Confirm what platform permissions the skill will have (which company accounts or ledgers it can read/modify), require interactive confirmations for any tax submissions or external communications, and monitor access logs after first runs. If you do not trust the MCP provider or cannot confirm the domain, do not grant the skill access to live financial data.
Capability Analysis
Type: OpenClaw Skill
Name: norman-monthly-reconciliation
Version: 1.0.0
The skill bundle defines a financial reconciliation process with clear, step-by-step instructions for the AI agent. All described actions, such as searching transactions, categorizing, linking invoices, uploading attachments, and generating/submitting tax reports, are directly aligned with the stated purpose. There are no prompt injection attempts, data exfiltration, unauthorized execution, or persistence mechanisms. Sensitive actions like submitting tax reports explicitly require user confirmation, indicating a focus on secure operation. The `disable-model-invocation: true` setting further limits the agent's ability to deviate from the defined script.
Capability Assessment
Purpose & Capability
The name and description describe bookkeeping and reconciliation work, and the SKILL.md only calls finance-related RPCs (search_transactions, categorize_transaction, list_invoices, etc.) via an MCP named norman-finance. There are no unrelated environment variables, binaries, or config paths requested. Note: the registry top-level homepage is empty but the skill metadata lists https://norman.finance — verify that domain and the MCP provider before trusting the skill.
Instruction Scope
The instructions are narrowly scoped to transaction review, invoice matching, attachment management, and tax preview/submit. They do not ask the agent to read arbitrary files, environment variables, or external endpoints beyond the finance MCP. Critical actions (submit_tax_report) are gated by explicit user confirmation per the instructions.
Install Mechanism
No install spec and no code files (instruction-only). This minimizes on-disk execution and supply-chain risk; the skill depends on platform-provided MCP methods rather than installing external packages.
Credentials
The skill declares no required environment variables, credentials, or config paths. That is proportionate for an instruction-only bookkeeping assistant that uses platform RPCs.
Persistence & Privilege
The skill is not always-enabled (always: false) and has disable-model-invocation set true, so it cannot be autonomously invoked by the model — this reduces risk. It does not request changes to other skills or system-wide settings.
How to Use
- Make sure OpenClaw is installed (local or Docker)
- Run the install command in chat:
/install norman-monthly-reconciliation - After installation, invoke the skill by name or use
/norman-monthly-reconciliation - Provide required inputs per the skill's parameter spec and get structured output
Version History
v1.0.0
- Initial release of the monthly-reconciliation skill.
- Guides users step-by-step through reviewing, categorizing, and verifying all transactions for a specified month.
- Matches and reconciles invoices, flags overdue payments, and enables sending reminders.
- Checks for missing receipts and assists with uploading and linking attachments.
- Prepares tax overviews, checks VAT reporting needs, and supports draft submission with user confirmation.
- Provides a comprehensive monthly summary with key financial metrics and outstanding actions.
Metadata
Frequently Asked Questions
What is Norman: Accounting Monthly Reconciliation?
Perform a complete monthly financial reconciliation - review all transactions, match invoices, check outstanding payments, and prepare for tax filing. Use wh... It is an AI Agent Skill for Claude Code / OpenClaw, with 692 downloads so far.
How do I install Norman: Accounting Monthly Reconciliation?
Run "/install norman-monthly-reconciliation" in the OpenClaw or Claude Code chat to install it in one step — no extra setup required.
Is Norman: Accounting Monthly Reconciliation free?
Yes, Norman: Accounting Monthly Reconciliation is completely free (open-source). You can download, install and use it at no cost.
Which platforms does Norman: Accounting Monthly Reconciliation support?
Norman: Accounting Monthly Reconciliation is cross-platform and runs anywhere OpenClaw / Claude Code is available (cross-platform).
Who created Norman: Accounting Monthly Reconciliation?
It is built and maintained by Stan Kharlap (@stanlee000); the current version is v1.0.0.
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