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Norman: Categorize Transactions
by
Stan Kharlap
· GitHub ↗
· v1.0.0
528
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Install in OpenClaw
/install norman-categorize-transactions
Description
Review and categorize uncategorized bank transactions, match them with invoices, and verify bookkeeping entries. Use when the user wants to review transactio...
Usage Guidance
This skill appears coherent and focused on bookkeeping tasks, but it depends on an external 'norman-finance' integration (the MCP) to actually access accounts and run the listed functions. Before installing or enabling it: 1) verify the norman-finance provider is legitimate (check the provider, docs, and permission scopes); 2) confirm what credentials or API access that integration will require and grant only the minimum necessary permissions (read vs. write vs. verify); 3) check audit/logging and revoke capabilities for operations you do not want the skill to perform (e.g., initiating transfers); and 4) test with non-production data or a limited account to ensure behavior matches expectations.
Capability Analysis
Type: OpenClaw Skill
Name: norman-categorize-transactions
Version: 1.0.0
The skill bundle defines a workflow for categorizing bank transactions using a set of specific APIs provided by a 'norman-finance' platform. The `SKILL.md` instructions guide the AI agent through legitimate financial operations like fetching, categorizing, and linking transactions and attachments. There is no evidence of prompt injection attempts, malicious execution, data exfiltration, persistence mechanisms, or obfuscation within the provided files. All actions described are consistent with the stated purpose of financial bookkeeping.
Capability Assessment
Purpose & Capability
Name and description match the runtime instructions: all steps (search_transactions, categorize_transaction, list_invoices, link_transaction, attachment and verification calls) are directly related to transaction categorization and reconciliation. The SKR04 reference (German chart of accounts) is consistent with bookkeeping functionality. The SKILL.md also declares an mcp dependency (norman-finance), which explains where those function calls would be implemented.
Instruction Scope
Instructions are narrowly scoped to fetching, categorizing, matching, attaching receipts, and verifying transactions. They do not instruct the agent to read arbitrary files, access unrelated environment variables, or transmit data to endpoints outside the described finance workflow. The instructions are prescriptive (call these functions, present batches of 10–15) rather than open-ended.
Install Mechanism
There is no install spec and no code files (instruction-only), so nothing is downloaded or written to disk by the skill itself. This minimizes installation risk. The skill relies on an external 'mcp' integration (norman-finance) for runtime capability; validate that integration separately.
Credentials
The skill declares no required environment variables or credentials in the registry metadata. That is proportional to an instruction-only skill because the actual account access would be provided by the referenced mcp/plugin. Users should confirm what credentials the norman-finance integration requires before enabling it.
Persistence & Privilege
always:false (default) and no install behavior means the skill is not force-enabled or installing persistent components. Note: the skill is allowed to be invoked autonomously by the agent (platform default). Because it operates on sensitive financial data, you should ensure the linked mcp/plugin permissions are appropriately scoped and audited.
How to Use
- Make sure OpenClaw is installed (local or Docker)
- Run the install command in chat:
/install norman-categorize-transactions - After installation, invoke the skill by name or use
/norman-categorize-transactions - Provide required inputs per the skill's parameter spec and get structured output
Version History
v1.0.0
Initial release of the categorize-transactions skill:
- Fetches and displays uncategorized bank transactions for review.
- Suggests bookkeeping categories based on transaction details and history.
- Matches incoming payments to open invoices and links them.
- Reminds users to attach receipts and supports bulk document uploads.
- Marks transactions as verified after categorization.
- Presents transactions in batches of 10–15 for easier processing.
Metadata
Frequently Asked Questions
What is Norman: Categorize Transactions?
Review and categorize uncategorized bank transactions, match them with invoices, and verify bookkeeping entries. Use when the user wants to review transactio... It is an AI Agent Skill for Claude Code / OpenClaw, with 528 downloads so far.
How do I install Norman: Categorize Transactions?
Run "/install norman-categorize-transactions" in the OpenClaw or Claude Code chat to install it in one step — no extra setup required.
Is Norman: Categorize Transactions free?
Yes, Norman: Categorize Transactions is completely free (open-source). You can download, install and use it at no cost.
Which platforms does Norman: Categorize Transactions support?
Norman: Categorize Transactions is cross-platform and runs anywhere OpenClaw / Claude Code is available (cross-platform).
Who created Norman: Categorize Transactions?
It is built and maintained by Stan Kharlap (@stanlee000); the current version is v1.0.0.
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