New: 98,000+ skills indexed from GitHub repos with 100+ stars · every skill safety-checkedBrowse top skillsTop skills
Esc to closeBrowse all skills
Submit a skillBrowse skills
Submit a skillBrowse skills

Agent skill

Month End Close

by WellApp-ai in WellApp-ai/Well

Run a month-end (or period) close checklist against a Well workspace — verify everything is reconciled and posted before the books are closed.

MITAuto-check passedBusiness, Finance & HR

Install Month End Close

skills CLI
$ npx skills add WellApp-ai/Well --skill month-end-close -a claude-code

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

GitHub CLI
$ gh skill install WellApp-ai/Well month-end-close --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/WellApp-ai/Well.git skills-src && mkdir -p .claude/skills && cp -r skills-src/plugins/well/skills/month-end-close .claude/skills/month-end-close && 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
month-end-close
GitHub stars
345
Token cost
~567 tokens
SKILL.md length
269 words
Files
1
Skills in repo
36
Repo updated
First seen
Licence
MIT

At a glance

Run a month-end (or period) close checklist against a Well workspace — verify everything is reconciled and posted before the books are closed.

  • Works in 6 steps: Discover the schema first (see… → Bank reconciliation — every transactions… → Receivables / payables — open invoices… → …
  • The user asks to close the month/period
  • SKILL.md covers The checklist, Rules and Present it
  • Instructions only: no scripts, shell commands, URLs or credentials in SKILL.md

What it does

Month End Close is an agent skill from WellApp-ai/Well. Run a month-end (or period) close checklist against a Well workspace — verify everything is reconciled and posted before the books are closed. Use when the user asks to close the month/period, run a close checklist, check if the books are ready to close, or what's left before closing.

Its SKILL.md is about 570 tokens, which your agent loads only when the skill is triggered. It is a single SKILL.md file with no bundled scripts.

It sits in Business, Finance & HR, covering Accounting and bookkeeping and Forms and invoices. The repository describes itself as: No more Sundays on Finance. We build the infrastructure that retrieves, processes, and routes your financial and business data to your FinOps stack, so founders can ship, not… The licence is MIT.

When your agent uses it

  • The user asks to close the month/period
  • Run a close checklist
  • Check if the books are ready to close
  • Whats left before closing

Example prompts

  • “/month-end-close”

Workflow steps

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

  1. Discover the schema first (see well:querying-well-data) and fix the period (date range).
  2. Bank reconciliation — every transactions row in the period is matched to its invoice(s) or categorised; no unexplained movements. Use…
  3. Receivables / payables — open invoices reviewed; nothing miscoded; AR aging sane (well:ar-aging).
  4. Posting status — every transaction and invoice in the period is posted to a journal entry (not left DRAFT). Query journal_entries for the…
  5. Balances — trial balance balances (total debits = total credits) across ledger_accounts / journal_entries; account_balances reconciled.
  6. Tax — VAT/tax for the period computed from the now-posted ledger (well:vat-summary).

What it can do on your machine

Read from SKILL.md and the folder at commit c740217. 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.

    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

Month End Close loads about 567 tokens when it runs. Until then it costs about 75 tokens; SKILL.md has 269 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~75
When it runs · the whole SKILL.md, loaded when a task matches
~567

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 WellApp-ai/Well at commit c740217, republished under its MIT licence (© WellApp-ai). 269 words, ~567 tokens.

Download SKILL.mdSave it as .claude/skills/month-end-close/SKILL.md (or your agent's skills folder).
name
month-end-close
description
Run a month-end (or period) close checklist against a Well workspace — verify everything is reconciled and posted before the books are closed. Use when the user asks to close the month/period, run a close checklist, check if the books are ready to close, or what's left before closing.

Month-end close from Well

Closing is a repeatable checklist, not a heroic event — and every step has a manual fallback, because the day it breaks is the day it matters. The close is what produces the financials: once the period is reconciled and posted, the P&L, balance sheet, and tax figures fall out of it (see well:compte-de-resultat, well:balance-sheet, well:vat-summary).

The checklist

  1. Discover the schema first (see well:querying-well-data) and fix the period (date range).
  2. Bank reconciliation — every transactions row in the period is matched to its invoice(s) or categorised; no unexplained movements. Use well:reconciliation. Confirm account_balances match the bank's closing balance.
  3. Receivables / payables — open invoices reviewed; nothing miscoded; AR aging sane (well:ar-aging).
  4. Posting status — every transaction and invoice in the period is posted to a journal entry (not left DRAFT). Query journal_entries for the period and flag any source document with no posted entry — those are the gaps that block a clean close.
  5. Balances — trial balance balances (total debits = total credits) across ledger_accounts / journal_entries; account_balances reconciled.
  6. Tax — VAT/tax for the period computed from the now-posted ledger (well:vat-summary).

Rules

  • Report readiness, don't fake it. If anything is unreconciled, unposted, or unbalanced, list it as a blocker — do not declare the period closed.
  • Each blocker should name the specific document/account and what's missing, so it's actionable.
  • Incremental is fine: surface "N of M done, here are the M−N gaps" rather than all-or-nothing.

Present it

A checklist with pass/blocker per item, a list of specific gaps (each naming the document/account + what's needed), the trial-balance debits=credits check, and a clear verdict: ready to close or N blockers remain.

© WellApp-ai, 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/well/skills/month-end-close of WellApp-ai/Well.

Open the folder on GitHubat commit c740217

Compare with similar skills

Month End Close 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.

Month End Close compared with similar skills
SkillStarsUsed inTokensAuto-checkLicenceRepo updated
Month End Close this skillWellApp-ai/Well345—~567Automated safety check: PassMIT
Odoo Month End Closeerpipe-org/mcp-odoo421—~753Automated safety check: PassMIT
Journalkazukinagata/shinkoku365—~2.3kAutomated safety check: PassMIT
Invoice Organizerdavila7/claude-code-templates33k12 repos~2.9kAutomated safety check: PassMIT
Purchase Accountingsickn33/agentic-awesome-skills47k1 repos~5.1kAutomated safety check: PassMIT
Sales Accountingsickn33/agentic-awesome-skills47k1 repos~6.4kAutomated safety check: PassMIT

Similar skills

  • Odoo Month End Close

    erpipe-org/mcp-odoo

    Drive a month-end accounting close on Odoo through odoo-mcp — AR/AP aging, open-item and draft-invoice review, reconciliation checklists, and chatter documentation — with human sign-off at every…

    421 GitHub stars~753 tokensUpdated 1 mo ago
    Business, Finance & HRAuto-check passed

  • Journal

    kazukinagata/shinkoku

    This skill should be used when the user wants to record bookkeeping entries (仕訳), import transaction data from CSV files, receipts, or invoices, or manage their general ledger.

    365 GitHub stars~2.3k tokensUpdated 1 mo ago
    Business, Finance & HRAuto-check passed

  • Invoice Organizer

    davila7/claude-code-templates

    Automatically organizes invoices and receipts for tax preparation by reading messy files, extracting key information, renaming them consistently, and sorting them into logical folders.

    33k GitHub starsUsed in 12 repos~2.9k tokens
    Business, Finance & HRAuto-check passed

  • Purchase Accounting

    sickn33/agentic-awesome-skills

    Purchase register: supplier, invoice, gross amount, VAT and TDS, net payable, ledger account and payment balance.

    47k GitHub starsUsed in 1 repo~5.1k tokens
    Business, Finance & HRAuto-check passed

  • Sales Accounting

    sickn33/agentic-awesome-skills

    Sales register: customer, invoice, gross amount, discount, VAT and TDS, net receivable, credit terms and balance.

    47k GitHub starsUsed in 1 repo~6.4k tokens
    Business, Finance & HRAuto-check passed

  • Payment Accounting

    sickn33/agentic-awesome-skills

    Payment voucher register: payment number and date, paid to and purpose, mode, gross amount, TDS rate and deducted, net paid, invoice allocation, ledger and reconciliation status.

    47k GitHub starsUsed in 1 repo~5.5k tokens
    Business, Finance & HRAuto-check passed

More from WellApp-ai/Well

All 36 skills in this repo

  • Tech Divergence

    WellApp-ai/Well

    Evaluate technical options with scoring matrix, trigger Gate 4 for significant decisions

    345 GitHub stars~1.3k tokensUpdated 3 days ago
    Auto-check passed

  • Ar Aging

    WellApp-ai/Well

    Produce an accounts-receivable aging report and surface overdue invoices for a Well workspace.

    345 GitHub stars~532 tokensUpdated 3 days ago
    Auto-check passed

  • Autonomous Loop

    WellApp-ai/Well

    Iterate until success or limit, composing existing skills with Jidoka integration

    345 GitHub stars~1k tokensUpdated 3 days ago
    Auto-check passed

  • Balance Sheet

    WellApp-ai/Well

    Build a balance sheet (bilan) from a Well workspace. An agent skill from WellApp-ai/Well.

    345 GitHub stars~534 tokensUpdated 3 days ago
    Auto-check passed

  • Bpmn Workflow

    WellApp-ai/Well

    Generate and maintain BPMN 2.0 diagrams linked to Gherkin scenarios

    345 GitHub stars~1.4k tokensUpdated 3 days ago
    Auto-check passed

  • Cash Flow Forecast

    WellApp-ai/Well

    Forecast cash flow and runway for a Well workspace from booked invoices and collected bank transactions.

    345 GitHub stars~567 tokensUpdated 3 days ago
    Auto-check passed

Categories

Questions about Month End Close

What does Month End Close do?

Run a month-end (or period) close checklist against a Well workspace — verify everything is reconciled and posted before the books are closed. Month End Close is an agent skill from WellApp-ai/Well. Run a month-end (or period) close checklist against a Well workspace — verify everything is reconciled and posted before the books are closed.

When should I use Month End Close?

Month End Close fits situations like: the user asks to close the month/period; run a close checklist; check if the books are ready to close; whats left before closing.

How do I install Month End Close in Claude Code?

Run `npx skills add WellApp-ai/Well --skill month-end-close -a claude-code`. Or copy the skill folder (plugins/well/skills/month-end-close in WellApp-ai/Well) into .claude/skills/month-end-close in your project. Claude Code loads it when a task matches its description.

How do I install Month End Close in Codex?

Run `npx skills add WellApp-ai/Well --skill month-end-close -a codex`. Or copy the skill folder (plugins/well/skills/month-end-close in WellApp-ai/Well) into .agents/skills/month-end-close in your project. Codex loads it when a task matches its description.

Can I use Month End Close 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 WellApp-ai/Well --skill month-end-close -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/month-end-close, .gemini/skills/month-end-close, .github/skills/month-end-close and .opencode/skills/month-end-close in your project.

What does Month End Close need to run?

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

Does Month End Close 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 Month End Close 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 Month End Close use?

Month End Close 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 Month End Close use?

About 567 tokens (SKILL.md is roughly 2.3k 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 Month End Close?

Skills that share tags, products or a category with Month End Close: Odoo Month End Close (erpipe-org/mcp-odoo, 421 stars), Journal (kazukinagata/shinkoku, 365 stars), Invoice Organizer (davila7/claude-code-templates, 33k stars) and Purchase Accounting (sickn33/agentic-awesome-skills, 47k stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains Month End Close?

WellApp-ai (a GitHub organization) maintains it in WellApp-ai/Well, which has 345 GitHub stars. The repository holds 36 skills in this directory. The repository was last updated on October 7, 2026.

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