smartvault-organizer

SmartVault Organizer Skill

A Claude Code skill that organizes SmartVault client vaults — renames files using standardized conventions and moves them into the correct subfolders.

Problem Statement & Solution

Problem: Accounting firms accumulate thousands of client documents in SmartVault with inconsistent file names, mixed folder structures, and client root folders that don't follow a standard naming format. Manually sorting, renaming, and filing each document across hundreds of clients is slow, error-prone, and doesn't scale.

Solution: This skill automates the cleanup end-to-end:

• Reads and classifies every document using AI (W-2, 1099, EIN letter, receipt, organizer, etc.)
• Renames files to a standardized naming convention
• Moves each file into its correct subfolder (EIN Letter, Tax Documents, Receipts, Entity Documents, Organizer, Miscellaneous)
• Renames client root folders to the canonical Name - Email format
• Processes one client at a time with persistent progress tracking, so large accounts can pause/resume/revert safely without reprocessing completed work

Recommended: Run this skill through the Claude Code CLI (terminal). It provides persistent progress tracking, pause/resume, and revert across sessions. The web app and Claude for Work are supported but progress is lost when the session ends — see Using the Web App or Claude for Work? below.

Installation

Requires Claude Code CLI installed. Run these commands in your terminal.

Step 1 — Add the skill repository:

claude plugin marketplace add https://github.com/eaby7210/smartvault-organizer-skil

Step 2 — Install the skill:

claude plugin install smartvault-organizer@smartvault-organizer-marketplace

Step 3 — Reload plugins:

/reload-plugins

One-liner (Linux / Mac):

claude plugin marketplace add https://github.com/eaby7210/smartvault-organizer-skil && claude plugin install smartvault-organizer@smartvault-organizer-marketplace

One-liner (Windows PowerShell):

claude plugin marketplace add https://github.com/eaby7210/smartvault-organizer-skil; claude plugin install smartvault-organizer@smartvault-organizer-marketplace

Step 4 — Configure credentials:

After installing, tell Claude:

"configure smartvault"

Claude will walk you through entering your SmartVault OAuth credentials. Nothing sensitive is stored in the repo.

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Offline Installation (ZIP)

No internet access or git required after downloading.

Download the ZIP:

• Go to github.com/eaby7210/smartvault-organizer-skil
• Click Code → Download ZIP
• Or direct link: Download ZIP

Install on Linux / Mac:

unzip smartvault-organizer-skil-main.zip
cd smartvault-organizer-skil-main
bash install.sh

Install on Windows (PowerShell):

Expand-Archive smartvault-organizer-skil-main.zip
cd smartvault-organizer-skil-main
.\install.ps1

Then open Claude Code and run /reload-plugins.

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Updating the Skill

Pull the latest fixes (bug fixes, classification rules, permission allowlist, etc.) without losing your credentials or progress database.

Marketplace install:

claude plugin marketplace update smartvault-organizer-marketplace
claude plugin update smartvault-organizer@smartvault-organizer-marketplace

Then run /reload-plugins (or restart Claude Code).

Offline / ZIP install:

1. Download the latest ZIP (or git pull if you cloned the repo).
2. Re-run bash install.sh (or .\install.ps1 on Windows) from the updated source folder.

The installer overwrites SKILL.md, scripts/, references/, and the bundled .claude/settings.json permission allowlist, but never touches your existing .mcp_state/config.json, .mcp_state/.token, or .mcp_state/app.db — your credentials and progress database are preserved.

3. Run /reload-plugins.

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Requirements

• A SmartVault account with OAuth app credentials
• This skill installed in Claude

Setup

After installing the skill, tell Claude:

"configure smartvault"

Claude will:

1. Initialize the local database
2. Ask for your SmartVault OAuth credentials (client_id, client_secret, email)
3. Walk you through the OAuth login to obtain an access token

That's it — no manual file editing required.

Usage

Once authenticated, just tell Claude:

"organize smartvault"

Claude will:

1. Sync all clients from your SmartVault account
2. Process each client one at a time
3. Read and classify every document using AI
4. Move files into the correct subfolders with standardized names
5. Rename client root folders to the canonical format
6. Generate a summary report when done