accounting-settings
Set a Well workspace's accounting settings — the fiscal year start month above all, plus the first fiscal year start date, home/base currency, country…
Skill by WellApp-ai
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Install
Works with Claude Code, Claude apps, Codex, Cursor, Gemini CLI, GitHub Copilot, VS Code, OpenCode, Goose, Windsurf. Read the repository before you give any tool access to your data.
npx agentmarket install skill/wellapp-ai-accounting-settings
Asks which of your tools to add it to (Claude Code, Codex, Cursor, VS Code, Windsurf, Gemini CLI, Claude Desktop) and shows the change first. See https://agentmart.dev/cli.
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About
Use cases: backend, data, writing, finance
Reviews
Write a reviewNo reviews yet. Installed it? Reviews come from verified installers only. How reviews work
Permissions
What this skill can do and what it asks for, from its SKILL.md. Checked Oct 25, 2026.
- Tools
- No tools found
- Secrets
- None asked for
- Install scripts
- None found
Network hosts it talks to 1
codeload.github.com· found in install command
Files it touches
~/.claude/skills/accounting-settings
What's inside
- Skill name
accounting-settings- Description
- Set a Well workspace's accounting settings — the fiscal year start month above all, plus the first fiscal year start date, home/base currency, country, accounting framework, and chart-of-accounts confirmation — over Well's MCP server, writing only the value the user confirms, never a guessed one. Use when the user asks to "set our fiscal year start", "our accounting year starts in April", "change the reporting currency", "set the accounting framework", "confirm the chart of accounts", or when a close or period-scoped flow needs the fiscal year start confirmed before it derives fiscal periods. This is a WRITE flow — it shows the current value where it can read one, confirms the new one, then writes; the fiscal year start is refused when a period is locked or a close is in progress, and changing it discards regenerable draft journal entries. Requires a connected Well workspace and owner/admin rights; it never touches the own-company identity — that is `confirm-my-company`.
- License
- PolyForm-Perimeter-1.0.0
- Instructions
- 10 lines in SKILL.md · view on GitHub
Files (1)
- SKILL.md
The license isn't open source, so the instructions aren't shown here. Read SKILL.md on GitHub
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Answer "where did the cash go?" using Well's MCP financial graph: a bridge from the opening cash position to the closing one, computed here from the…
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Answer "what will our cash look like?" and "how has our cash moved month by month?" using Well's MCP financial graph: settled month-end balances followed by a…
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Answer "how much cash do we have right now?" using Well's MCP financial graph: the total of your real bank balances, computed here from the workspace's own…
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Signals
- Stars
- 8
- Forks
- 0
- Open issues
- 0
- Last commit (this folder)
- Sep 9, 2026 (1 month ago)
From GitHub (fetched Oct 24, 2026).
Details
- License
- PolyForm-Perimeter-1.0.0
- Repository
- github.com/WellApp-ai/skills
- First seen
- Oct 24, 2026
- Last checked
- Oct 24, 2026
- Source
- GitHubgithub-graphql
More from WellApp-ai
- 0.617score
bills-due
WellApp-ai
Answer "what bills are coming due, and how much do they add up to by date?" using Well's MCP financial graph: every bill the workspace still owes, ordered by…
SkillAFreshness: A★ 8Claude Code +9 - 0.617score
accounting-reports
WellApp-ai
Read a profit and loss, balance sheet or cash flow statement from the user's connected QuickBooks, Xero or Pennylane, and state its key lines with their source.
SkillAFreshness: A★ 8Claude Code +9 - 0.617score
accounting-review
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Work through the open accounting items of a Well workspace with the member, one category at a time.
SkillAFreshness: A★ 8Claude Code +9 - 0.617score
accounts-payable-aging
WellApp-ai
Answer "what do I owe my suppliers, and how overdue is it?" using Well's MCP financial graph: every supplier bill still carrying a balance, sorted into aging…
SkillAFreshness: A★ 8Claude Code +9 - 0.617score
accounts-receivable-aging
WellApp-ai
Answer "which customers owe us money, and since when?" using Well's MCP financial graph: every outstanding customer invoice bucketed into aging bands…
SkillAFreshness: A★ 8Claude Code +9 - 0.617score
avg-burn
WellApp-ai
Answer "what is our burn rate?" using Well's MCP financial graph: the trailing average of real monthly outflows, computed here from the workspace's own…
SkillAFreshness: A★ 8Claude Code +9
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Cite this page
accounting-settings skill. Agent Mart. https://agentmart.dev/skills/wellapp-ai-accounting-settings (last updated 2026-10-24)