QuantoBooks Skills
Portable Claude skills that ship alongside the QuantoBooks MCP server. Each skill is a self-contained playbook that teaches an AI agent how to run a specific accounting workflow against the qbo_* and quanto_* MCP tools.
Why skills (and not just tools)
The MCP server exposes ~150 granular tools. That's the right shape for capability — wrong shape for accountants. A staff bookkeeper asking "review the November close" does not want to choose between quanto_balance_sheet_report and qbo_report_balance_sheet; they want the right one called in the right order, with the right defaults, and a write-safety rail in front of every _create/_update/_delete.
Skills encode that. Each one:
- Asserts the active client (so the agent never touches the wrong books).
- Picks the right tool tier (
quanto_* first for cached/analyzed reads; qbo_* for live data or writes).
- Walks a deterministic playbook so two agents running the same skill against the same client produce the same result.
- Requires explicit confirmation before any write, with the payload shown back to the user.
Catalog
Foundation
quanto-client-context — the cross-cutting client-confirmation + tool-selection guard. Every other skill references it.
Tier 1 — daily / monthly workhorses
quanto-month-end-close — full close orchestration: financial period → action checklist → BS / P&L / TB review → unresolved-flags summary.quanto-flag-triage — walks the quanto_action_checklist in priority order, proposes resolutions, writes back with confirmation.quanto-balance-sheet-review — account-by-account roll-forward with adjusting-JE suggestions.quanto-transaction-cleanup — uncategorized / miscoded GL transactions; bulk recategorization with confirmation.quanto-client-onboarding-review — pre-engagement diagnostic for a new client: COA hygiene, opening balances, vendor list.
Tier 2 — high-value, well-scoped
quanto-ar-followup — aged receivables → follow-up notes → optional payment application.quanto-ap-pay-run — aged payables → proposed pay batch → bill payment creation.quanto-vendor-cleanup — duplicate vendors, missing TIN/W9, inconsistent naming.quanto-management-report — monthly client-facing narrative: P&L, BS, ratios, deltas, 3–5 talking points. No writes.
Tier 3 — specialized
quanto-year-end-1099-prep — vendor 1099 audit: payment totals, missing TINs, classification.quanto-catch-up-bookkeeping — multi-period close loop with cumulative "what's still broken" list.quanto-journal-entry-assist — conversational JE builder; validates accounts, drafts entry, writes with confirmation.quanto-document-lookup — thin wrapper around quanto_document_query / quanto_document_get.
Intentionally not shipped (v1)
- Bank reconciliation — the MCP surface doesn't have a first-class bank-feed entity; the workflow would feel half-built.
- Payroll — no payroll MCP coverage.
- Sales tax — possible via
qbo_taxcode_* but jurisdiction-specific; too narrow to package generically.
Skill format
Each skill is a directory containing SKILL.md with YAML frontmatter:
---
name: skill-name
description: One sentence that triggers the skill. Mention the user-facing intent ("review the month-end close", "fix uncategorized transactions").
---
# Body — the playbook the agent follows.
The description field is what Claude uses to decide whether to load the skill. Write it as the trigger sentence a user would say.
Distribution (see INSTALL.md)
Claude Code / Cowork (true one-command bundle, recommended):
- Plugin marketplace —
/plugin marketplace add quantotechnologylabs/quantobooks-skills then /plugin install quantobooks@quantobooks. Installs all skills as one auto-updating plugin, namespaced quantobooks:quanto-*. Manifests live in ../skills-plugin/.
- Shell one-liner —
curl -fsSL https://www.quantobooks.com/api/skills/install.sh | bash. Copies into ~/.claude/skills/. No Node; macOS + Linux. Source: install.sh here.
- Node CLI —
npx @quantobooks/skills install. Anywhere with Node 18+; includes Windows.
- Manual — clone the public repo,
cp -r skills/quanto-* ~/.claude/skills/.
Claude Desktop: no bundle install today — it ignores filesystem skill folders and doesn't support custom plugin marketplaces. Download the zip from the dashboard and add skills via the in-app uploader (one at a time), or use Claude Code. The installers detect Desktop and say so rather than pretending.
