From norman-finance
Suggests SKR03/SKR04 account codes for SME bookkeeping categories via code search or OpenAI semantic matching. Lists existing categories and creates custom ones for DATEV setups.
How this skill is triggered — by the user, by Claude, or both
Slash command
/norman-finance:suggest-categoryThe summary Claude sees in its skill listing — used to decide when to auto-load this skill
Help the user find the correct SKR chart of accounts category.
Help the user find the correct SKR chart of accounts category.
IMPORTANT: SME accounts only. This skill applies to GmbH/UG companies that use DATEV standard chart of accounts (SKR03/SKR04). For freelance accounts, use categorize_transaction instead — it has its own category set and AI detection.
Call get_company_details and check the isSme field:
isSme: true → Use this skill (SKR tools below)isSme: false → Use categorize_transaction for freelance AI categorizationDetermine the search approach based on what the user provides:
42, 4200, 6300), use search_skr_by_code for instant CSV-based results.suggest_skr_category which leverages OpenAI to semantically match against the full catalog.Show results clearly: Present the matches with:
nameDe)nameEn)Check the company's existing categories: Call list_company_categories to see if the desired category is already provisioned. If it is, inform the user — no need to create a new one.
Create the category if needed: If the user wants to add it, use create_company_category with:
Context: The company's active chart of accounts (SKR03 or SKR04) determines which catalog is searched. You can check the current template via get_company_details.
| Tool | For | What it does |
|---|---|---|
search_skr_by_code | SME only | Fast CSV lookup by account number prefix |
suggest_skr_category | SME only | AI (OpenAI) semantic search by name/description |
create_company_category | SME only | Create a new custom DATEV category |
list_company_categories | SME only | List categories already provisioned for the company |
categorize_transaction | All accounts | AI detection for a specific transaction (freelance + SME) |
search_skr_by_code over suggest_skr_category when possible (faster, no OpenAI cost).categorize_transaction is a different tool — it classifies a specific transaction. The SKR tools here help find/create account codes for the company's category setup.npx claudepluginhub norman-finance/norman-mcp-server --plugin norman-financeScans transactions for missed German tax deductions like home office, travel, and software costs, suggests SKR04 categorizations for freelancers/small businesses.
Categorizes business expenses into IRS Schedule C line items using Wilson tools like transaction_search, categorize, and export_transactions for tax filing prep.
Guides Korean startup/sole proprietor/freelancer bookkeeping automation: import card PDFs, bank CSVs, receipts; tag account subjects; generate tax CSV and management reports.