Search transactions by account and date range. Use when the user asks about specific expenses, transaction history, or account activity. Requires OSOME MCP server at https://mcp.osome.com/mcp
How this skill is triggered — by the user, by Claude, or both
Slash command
/osome-accounting-skills:ledger-deep-diveThe summary Claude sees in its skill listing — used to decide when to auto-load this skill
Search and analyze transactions by account.
Search and analyze transactions by account.
Invoke this skill when the user asks:
The MCP server provides:
prepare-document-upload and complete-document-uploadNot available via MCP:
For detailed document information, users should access the OSOME dashboard directly. If the user needs to add a receipt or supporting file, use prepare-document-upload, upload bytes directly to the returned presigned target, then call complete-document-upload.
This skill requires the OSOME MCP server:
https://mcp.osome.com/mcp
| Step | Tool | Purpose |
|---|---|---|
| 1 | list-companies | Select company |
| 2 | get-chart-of-accounts | Find account codes by name |
| 3 | search-transactions | Transaction search with date filter |
| Optional | prepare-document-upload | Prepare upload of receipts or supporting files for transaction follow-up |
| Optional | complete-document-upload | Complete document creation after bytes are uploaded to the presigned target |
list-companies and select companyget-chart-of-accounts with jurisdiction code (SG/HK/UK) to find relevant account codessearch-transactions with:
id: company IDdateFrom: start date (YYYY-MM-DD)dateTo: end date (YYYY-MM-DD)limit: max transactions (default 50, newest first)companyId, filename, contentType, sizeBytes, and lowercase MD5 checksumprepare-document-upload (requires OAuth scope company:documents:write)duplicate: true, explain that OSOME already has the documentupload.method/upload.url using returned upload.fields; include returned form fields exactly and append the file lastcontentBase64, or arbitrary upload headers to MCPcomplete-document-upload with the same metadata plus uploadToken{
"accounts": [
{ "code": "200", "name": "Accounts Receivable", "type": "current_asset", "accountClass": "asset" },
{ "code": "400", "name": "Office Supplies", "type": "expense", "accountClass": "expense" }
]
}
Transactions are returned grouped by account:
{
"report": {
"headings": ["Date", "Description", "Amount", ...],
"groups": [
{
"name": "Marketing Expenses (6200)",
"lines": [
["2024-09-15", "Google Ads", "-8500.00", ...],
["2024-09-01", "Facebook Ads", "-6200.00", ...]
]
}
]
}
}
Account: [Account Name] ([Account Code]) Period: [date range]
Transactions:
| Date | Description | Amount |
|---|---|---|
| ... | ... | ... |
Summary:
User: "What did I spend on marketing this quarter?"
Response:
Marketing Expenses (6200) - Q3 2024
Date Description Amount Sep 15 Google Ads -SGD 8,500 Sep 1 Facebook Ads -SGD 6,200 Aug 20 Agency Fee -SGD 12,000 Total: SGD 26,700 across 3 transactions
User: "Show me recent transactions"
Response:
Recent Transactions (Last 50)
Date Account Description Amount Sep 20 Bank Transfer In +SGD 50,000 Sep 18 Rent Office Lease -SGD 8,000 Sep 15 Marketing Google Ads -SGD 8,500 Showing 50 most recent transactions.
User: "What's in my clearing accounts?"
Response:
Let me search for clearing account transactions...
Clearing - Bank Transfer (1150)
Date Description Amount Sep 10 Pending transfer SGD 5,400 Suspense Account (1160)
Date Description Amount Aug 15 Unidentified deposit SGD 500 Total uncleared: SGD 5,900
| Scenario | Response |
|---|---|
| Account not found | List similar accounts from chart of accounts |
| No transactions | "No transactions found in this period" |
| Date range too wide | Suggest narrowing to last quarter |
Creates, edits, and optimizes skills for Claude Code, including drafting, evaluating with test prompts, iterating on performance, and improving skill descriptions for better triggering accuracy.
npx claudepluginhub osomepteltd/skills --plugin osome-accounting-skills