Agent skill

Financial Data Entry

by Serein-81 in Serein-81/financial_rag

Guides entry of a single financial record by collecting fiscal-year figures, validating them with a script and confirming before submitting to the financial-data API.

No licenceAuto-check: notesBusiness, Finance & HR

Install Financial Data Entry

skills CLI
$ npx skills add Serein-81/financial_rag --skill financial-data-entry -a claude-code

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

GitHub CLI
$ gh skill install Serein-81/financial_rag financial-data-entry --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/Serein-81/financial_rag.git skills-src && mkdir -p .claude/skills && cp -r skills-src/rag_backend/skills/finance/financial-data-entry .claude/skills/financial-data-entry && 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
financial-data-entry
GitHub stars
148
Token cost
~1.5k tokens
SKILL.md length
577 words
Files
4 (incl. scripts, references)
Skills in repo
7
Repo updated
First seen
Licence
None found

At a glance

Guides entry of a single financial record by collecting fiscal-year figures, validating them with a script and confirming before submitting to the financial-data API.

  • Works in 6 steps: Collect Basic Information → Collect Financial Figures → Validate Data → …
  • Recording revenue, expenses or tax figures for a fiscal year
  • SKILL.md covers Overview, Workflow, Error Handling and Gotchas
  • Runs Python scripts from its folder; calls python

What it does

The skill follows a collect, validate, confirm and submit flow for one record at a time. It asks for the fiscal year (between 2000 and 2100) and a period type of yearly, quarterly or monthly, works out the period start and end dates, then collects revenue, expense, tax, payroll and invoice figures, treating anything you cannot supply as 0. Fields include total revenue, taxable and tax-free sales, deductible expenses, input and output tax, a VAT rate (default 0.13), a corporate tax rate (default 0.25), total payroll and invoice counts.

Before submitting, `scripts/validate_entry.py` checks field types and ranges against a params JSON file, and `scripts/submit_entry.py` sends the record to the `POST /api/v1/financial-data` endpoint, with a categories reference describing the fields. It needs Python 3 and the backend endpoint, and the excerpt is cut off after the validation step.

When your agent uses it

  • Recording revenue, expenses or tax figures for a fiscal year
  • Entering quarterly or monthly financial data
  • Logging invoice counts and payroll totals

Example prompts

  • “Enter yearly revenue and expenses for our last fiscal year and walk me through the missing fields.”
  • “Add a quarterly record for Q2 with output tax and input tax.”
  • “Log the monthly payroll total and invoice counts for March.”

Requirements

  • Python 3
  • The financial-data API endpoint (`POST /api/v1/financial-data`)
  • Compatibility (from SKILL.md): Requires: python3 Depends on: POST /api/v1/financial-data endpoint (create single record)
  • Pre-approved tools (allowed-tools): Bash, Read, Write

Workflow steps

6 steps, taken from the step headings in SKILL.md.

  1. Collect Basic Information
  2. Collect Financial Figures
  3. Validate Data
  4. Present Summary and Confirm
  5. Submit to Backend
  6. Report Result

What it can do on your machine

Read from SKILL.md and the folder at commit 94b16cd. It shows what the files ask for, not the result of running them.

  • Tool permissions

    Pre-approves these tools, so the agent can use them without asking each time:

    • Bash
    • Read
    • Write

    From allowed-tools in the SKILL.md frontmatter.

  • Runs code

    Ships 2 files in scripts/ (Python), which the agent can run.

    Shell commands in SKILL.md call:

    • python

    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.

  • Compatibility

    Requires: python3 Depends on: POST /api/v1/financial-data endpoint (create single record)

    From compatibility in the SKILL.md frontmatter.

Context cost

Financial Data Entry loads about 1.5k tokens when it runs, and up to ~1.8k if it reads all its reference files. Until then it costs about 80 tokens; SKILL.md has 577 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~80
When it runs · the whole SKILL.md, loaded when a task matches
~1.5k
With references · SKILL.md plus every file in references/, read only if the agent opens them
~1.8k

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: notes

The automated check noted patterns worth knowing about, such as sudo or a known installer.

  • NotePre-approves every shell command (allowed-tools: Bash)SKILL.md
    allowed-tools: Bash, Read, Write

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); the scripts in this folder are not scanned.

SKILL.md

Without a licence we can't republish the file, so here is its outline and opening line. It has 577 words (~1,466 tokens).

“Guide the user through entering a single financial data record into the system. The skill follows a collect → validate → confirm → submit workflow.”

— opening of SKILL.md by Serein-81
name
financial-data-entry
allowed-tools
Bash, Read, Write
compatibility
Requires: python3 Depends on: POST /api/v1/financial-data endpoint (create single record)
when_to_use
Activate when the user needs to manually enter financial data into the system. The skill handles: collecting data from user, validating format and business…
metadata.author
internal-finance-team
metadata.version
2.0
metadata.domain
finance

Read the full SKILL.md on GitHub

Files

SKILL.md and 3 other files (scripts, references) in rag_backend/skills/finance/financial-data-entry of Serein-81/financial_rag.

  • SKILL.md
  • references/categories.md
  • scripts/submit_entry.py
  • scripts/validate_entry.py

Open the folder on GitHubat commit 94b16cd

Compare with similar skills

Financial Data Entry 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.

Financial Data Entry compared with similar skills
SkillStarsUsed inTokensAuto-checkLicenceRepo updated
Financial Data Entry this skillSerein-81/financial_rag148—~1.5kAutomated safety check: NotesNone
CICPA Company Registration Querynigo81/nigo-skills133—~2.8kAutomated safety check: PassMIT
Beancount Importer Authorbex-co/beancount-io296—~2kAutomated safety check: PassMIT
Travel Expense ReimbursementFoxtailsss-Andy/Anna-Agent147—~812Automated safety check: PassMIT
Bank Statement Merge and Reconciliationnigo81/nigo-skills133—~1.3kAutomated safety check: PassMIT
SQL Server Table Reconciliationgithub/awesome-copilot40k1 repos~1.4kAutomated safety check: PassMIT

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Works with

Questions about Financial Data Entry

What does Financial Data Entry do?

Guides entry of a single financial record by collecting fiscal-year figures, validating them with a script and confirming before submitting to the financial-data API. The skill follows a collect, validate, confirm and submit flow for one record at a time. It asks for the fiscal year (between 2000 and 2100) and a period type of yearly, quarterly or monthly, works out the period start and end dates, then collects revenue, expense, tax, payroll and invoice figures, treating anything you cannot supply as 0.

When should I use Financial Data Entry?

Financial Data Entry fits situations like: recording revenue, expenses or tax figures for a fiscal year; entering quarterly or monthly financial data; logging invoice counts and payroll totals.

How do I install Financial Data Entry in Claude Code?

Run `npx skills add Serein-81/financial_rag --skill financial-data-entry -a claude-code`. Or copy the skill folder (rag_backend/skills/finance/financial-data-entry in Serein-81/financial_rag) into .claude/skills/financial-data-entry in your project. Claude Code loads it when a task matches its description.

How do I install Financial Data Entry in Codex?

Run `npx skills add Serein-81/financial_rag --skill financial-data-entry -a codex`. Or copy the skill folder (rag_backend/skills/finance/financial-data-entry in Serein-81/financial_rag) into .agents/skills/financial-data-entry in your project. Codex loads it when a task matches its description.

Can I use Financial Data Entry 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 Serein-81/financial_rag --skill financial-data-entry -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/financial-data-entry, .gemini/skills/financial-data-entry, .github/skills/financial-data-entry and .opencode/skills/financial-data-entry in your project.

What does Financial Data Entry need to run?

Going by SKILL.md and its folder, Financial Data Entry needs Python for the scripts in its folder and the command-line tools its instructions call (python). Our summary lists: Python 3; The financial-data API endpoint (`POST /api/v1/financial-data`). Its frontmatter pre-approves these tools: Bash, Read, Write. Compatibility (from SKILL.md): Requires: python3 Depends on: POST /api/v1/financial-data endpoint (create single record) .

Does Financial Data Entry 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 Financial Data Entry safe to install?

Our automated static check of SKILL.md found notes only (pre-approves every shell command (allowed-tools: bash)), nothing it rates as a warning. It is not a guarantee. The check reads SKILL.md only: the scripts in the folder are not scanned, so read them before running anything.

What licence does Financial Data Entry use?

No licence was found for Financial Data Entry or its repository. Without one, default copyright applies: ask the author before reusing or redistributing it.

How many tokens does Financial Data Entry use?

About 1.5k tokens (SKILL.md is roughly 5.9k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full. Its references folder adds about 292 tokens, read only when the agent opens those files.

What are the alternatives to Financial Data Entry?

Skills that share tags, products or a category with Financial Data Entry: CICPA Company Registration Query (nigo81/nigo-skills, 133 stars), Beancount Importer Author (bex-co/beancount-io, 296 stars), Travel Expense Reimbursement (Foxtailsss-Andy/Anna-Agent, 147 stars) and Bank Statement Merge and Reconciliation (nigo81/nigo-skills, 133 stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains Financial Data Entry?

Serein-81 (a GitHub user) maintains it in Serein-81/financial_rag, which has 148 GitHub stars. The repository holds 7 skills in this directory. The repository was last updated on June 5, 2026.

Source: Serein-81/financial_rag on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.