Agent skill

Tidy

by davepoon in davepoon/buildwithclaude

Triggered by "tidy up", "clean up transactions", "categorize uncategorized", "organize my transactions"

MITAuto-check passed

Install Tidy

skills CLI
$ npx skills add davepoon/buildwithclaude --skill tidy -a claude-code

Project install by default; add -g for ~/.claude/skills/.

GitHub CLI
$ gh skill install davepoon/buildwithclaude tidy --agent claude-code

Project scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).

Manual copy
$ git clone --depth 1 https://github.com/davepoon/buildwithclaude.git skills-src && mkdir -p .claude/skills && cp -r skills-src/plugins/cashflow/skills/tidy .claude/skills/tidy && rm -rf skills-src

Use ~/.claude/skills/ instead of .claude/skills for a personal install. The folder must contain SKILL.md.

Claude Code skills documentation · loads skills from .claude/skills/

Facts

Skill name
tidy
GitHub stars
3.6k
Token cost
~742 tokens
SKILL.md length
336 words
Files
1
Skills in repo
245
Repo updated
First seen
Licence
MIT

At a glance

Triggered by "tidy up", "clean up transactions", "categorize uncategorized", "organize my transactions"

  • Works in 8 steps: Fetch uncategorized transactions. Call… → Research unknown transactions. For… → Cluster by pattern. Group the results by… → …
  • SKILL.md covers Workflow and Tone
  • Instructions only: no scripts, shell commands, URLs or credentials in SKILL.md

What it does

Tidy is an agent skill from davepoon/buildwithclaude. Triggered by "tidy up", "clean up transactions", "categorize uncategorized", "organize my transactions"

Its SKILL.md is about 740 tokens, which your agent loads only when the skill is triggered. It is a single SKILL.md file with no bundled scripts.

The repository describes itself as: A single hub to find Claude Skills, Agents, Commands, Hooks, Plugins, and Marketplace collections to extend Claude Code, Claude Desktop, Agent SDK and OpenClaw. The licence is MIT.

Example prompts

  • “tidy up”
  • “clean up transactions”
  • “categorize uncategorized”
  • “/tidy”

Workflow steps

8 steps, taken from the first numbered list in SKILL.md.

  1. Fetch uncategorized transactions. Call the query MCP tool
  2. Research unknown transactions. For transactions you can't identify from the description alone
  3. Cluster by pattern. Group the results by normalized description or party name. For each cluster, note the count and total amount.
  4. Suggest categorization. For each cluster, propose
  5. Present to the user. Show a table or list of clusters with
  6. Prefer rules over one-off annotations. If a cluster has more than one transaction, or the merchant is likely to appear again…
  7. Annotate the rest. For truly one-off transactions where a rule wouldn't help, apply directly
  8. Summarize. Report how many transactions were categorized, how many rules were created, and how many uncategorized transactions remain.

What it can do on your machine

Read from SKILL.md and the folder at commit 10bfc43. It shows what the files ask for, not the result of running them.

  • Tool permissions

    Pre-approves nothing: there is no allowed-tools line, so your agent's usual permission prompts apply.

    From allowed-tools in the SKILL.md frontmatter.

  • Runs code

    No scripts in the folder and no shell commands in SKILL.md (its code samples are json).

    From the folder's file list and the shell code blocks in SKILL.md.

  • Network

    No URLs in SKILL.md.

    From URLs in SKILL.md, links to its own repository left out.

  • Credentials

    Names no API keys, tokens, secrets or passwords.

    From names ending in _API_KEY, _TOKEN, _SECRET, _KEY or _PASSWORD in SKILL.md.

Context cost

Tidy loads about 742 tokens when it runs. Until then it costs about 27 tokens; SKILL.md has 336 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~27
When it runs · the whole SKILL.md, loaded when a task matches
~742

Estimates: characters ÷ 4, the usual rule of thumb; real counts depend on the model's tokenizer. Scripts and assets cost tokens only if the agent reads them.

Safety

Auto-check passed

The automated check found no risky patterns in SKILL.md.

Automated static check — not a guarantee. Review scripts before installing. It scans the text of SKILL.md for risky patterns (piping downloads into a shell, reading credential files, hidden Unicode, destructive commands); files beside SKILL.md are not scanned.

SKILL.md

The full file from davepoon/buildwithclaude at commit 10bfc43, republished under its MIT licence (© davepoon). 336 words, ~742 tokens.

Download SKILL.mdSave it as .claude/skills/tidy/SKILL.md (or your agent's skills folder).
name
tidy
description
Triggered by "tidy up", "clean up transactions", "categorize uncategorized", "organize my transactions"

Tidy Up Uncategorized Transactions

Batch-categorize uncategorized transactions by clustering similar ones and applying categories in bulk.

Workflow

  1. Fetch uncategorized transactions. Call the query MCP tool:

    json
    { "detail": true, "is_uncategorized": true, "period": "last_90d", "limit": 200, "sort": "-amount" }

    If $ARGUMENTS contains a time period (e.g. "this month", "last 30 days"), use that instead of last_90d.

  2. Research unknown transactions. For transactions you can't identify from the description alone:

    • Web search first (if available): Search for the merchant name, any phone numbers or domains in the description, or the raw description itself. This often reveals the business behind cryptic processor names.
    • Search the user's email (if available): Search for the party/merchant name to find order confirmations or receipts. If that doesn't match, search for the exact dollar amount (e.g. "$47.23") to find receipts that way.
  3. Cluster by pattern. Group the results by normalized description or party name. For each cluster, note the count and total amount.

  4. Suggest categorization. For each cluster, propose:

    • A category (pick from the user's existing categories)
    • A party name (the clean merchant/counterparty name)
  5. Present to the user. Show a table or list of clusters with:

    • Pattern / merchant name
    • Count of transactions
    • Total amount
    • Suggested category
    • Whether you recommend creating a rule

    Ask the user to approve, modify, or skip each cluster.

  6. Prefer rules over one-off annotations. If a cluster has more than one transaction, or the merchant is likely to appear again (subscriptions, regular stores, utilities, etc.), create a rule rather than annotating individual transactions. Rules automatically categorize future transactions too.

    • Preview first: admin { "entity": "rule", "action": "preview", ... }
    • Show the preview (how many existing transactions would match)
    • If user confirms, create: admin { "entity": "rule", "action": "create", ... }
  7. Annotate the rest. For truly one-off transactions where a rule wouldn't help, apply directly:

    json
    { "action": "categorize", "filter": { "search": "<pattern>" }, "category_name": "<approved_category>" }

    Also set the party if one was approved:

    json
    { "action": "set_party", "filter": { "search": "<pattern>" }, "party_name": "<approved_party>" }
  8. Summarize. Report how many transactions were categorized, how many rules were created, and how many uncategorized transactions remain.

Show full SKILL.md (23 more words)Show less

Tone

Stick to the facts. Present findings and suggestions without judgement — no commentary on spending habits. Just clear, plain-language observations and actionable options.

© davepoon, MIT. Rendered from Markdown: HTML in the file is shown as text, images as links, and headings moved down two levels. Raw file

Files

Just SKILL.md in plugins/cashflow/skills/tidy of davepoon/buildwithclaude.

Open the folder on GitHubat commit 10bfc43

Compare with similar skills

Tidy next to the 5 skills that share the most tags, products or categories with it. Stars are the repository's; “used in” counts other GitHub owners with a copy.

Tidy compared with similar skills
SkillStarsUsed inTokensAuto-checkLicenceRepo updated
Tidy this skilldavepoon/buildwithclaude3.6k—~742Automated safety check: PassMIT
Android Clean Architectureaffaan-m/ECC275k4 repos~2.2kAutomated safety check: PassMIT
Cleanbergside/awesome-design-skills3.1k1 repos~918Automated safety check: PassMIT
Data Cleaningbrycewang-stanford/Auto-Empirical-Research-Skills4.5k—~2.9kAutomated safety check: PassCustom licence
Data Cleanbrycewang-stanford/Auto-Empirical-Research-Skills4.5k—~1.1kAutomated safety check: PassCustom licence
Cleancatlog22/Claude-Code-Workflow2.1k—~3.2kAutomated safety check: PassMIT

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Questions about Tidy

What does Tidy do?

Triggered by "tidy up", "clean up transactions", "categorize uncategorized", "organize my transactions". Tidy is an agent skill from davepoon/buildwithclaude.

How do I install Tidy in Claude Code?

Run `npx skills add davepoon/buildwithclaude --skill tidy -a claude-code`. Or copy the skill folder (plugins/cashflow/skills/tidy in davepoon/buildwithclaude) into .claude/skills/tidy in your project. Claude Code loads it when a task matches its description.

How do I install Tidy in Codex?

Run `npx skills add davepoon/buildwithclaude --skill tidy -a codex`. Or copy the skill folder (plugins/cashflow/skills/tidy in davepoon/buildwithclaude) into .agents/skills/tidy in your project. Codex loads it when a task matches its description.

Can I use Tidy in Cursor, Gemini CLI or GitHub Copilot?

Cursor, Gemini CLI, GitHub Copilot and OpenCode also load SKILL.md folders. With the skills CLI, run `npx skills add davepoon/buildwithclaude --skill tidy -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/tidy, .gemini/skills/tidy, .github/skills/tidy and .opencode/skills/tidy in your project.

What does Tidy need to run?

SKILL.md names no scripts, command-line tools or credentials: Tidy is instructions for the agent only.

Does Tidy access the network?

SKILL.md contains no URLs. Any network use would come from the scripts or tools the agent runs. This is read from the text; nothing was executed.

Is Tidy safe to install?

Our automated static check of SKILL.md found no risky patterns, such as piping downloads into a shell, reading credential files or hidden Unicode. It is not a guarantee. Review the folder before installing.

What licence does Tidy use?

Tidy is published under the MIT licence (the repository's licence). It allows redistribution, so the full SKILL.md is shown on this page.

How many tokens does Tidy use?

About 742 tokens (SKILL.md is roughly 3k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full.

What are the alternatives to Tidy?

Skills that share tags, products or a category with Tidy: Android Clean Architecture (affaan-m/ECC, 275k stars), Clean (bergside/awesome-design-skills, 3.1k stars), Data Cleaning (brycewang-stanford/Auto-Empirical-Research-Skills, 4.5k stars) and Data Clean (brycewang-stanford/Auto-Empirical-Research-Skills, 4.5k stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains Tidy?

davepoon (a GitHub user) maintains it in davepoon/buildwithclaude, which has 3,604 GitHub stars. The repository holds 245 skills in this directory. The repository was last updated on October 6, 2026.

Source: davepoon/buildwithclaude on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.