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categorize-counterparties

Raise category coverage on the counterparties (suppliers and customers) behind one Well workspace's spend — for a given month's still-missing invoices, or…

Skill by WellApp-ai

IndexedPolyForm-Perimeter-1.0.0★ 8
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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-categorize-counterparties

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

Raise category coverage on the counterparties (suppliers and customers) behind one Well workspace's spend — for a given month's still-missing invoices, or workspace-wide across everything still uncategorized. Renders Well's counterparties card, where each listed row carries a catalog-category select, every pick saves immediately, and Continue hands the turn back; the skill reads one list, points at the card, and proposes categories only when the user explicitly asks it to. Use when the user asks to categorize or tag their suppliers, vendors, or counterparties, says "which suppliers have no category", "categorize the companies behind my spend", "clean up my vendor categories before I close the books", or when a fetch-missing-invoices flow reaches its counterparty categorization step. Never invents a category outside the catalog. Do not use to categorize individual transactions (that is `unposted-and-blocked`), to compute a spend figure (that is `cost-structure`), or to connect a tool (that is `connect-tools`).

Use cases: testing

Reviews

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Permissions

What this skill can do and what it asks for, from its SKILL.md and code. 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/categorize-counterparties

What's inside

Skill name
categorize-counterparties
Description
Raise category coverage on the counterparties (suppliers and customers) behind one Well workspace's spend — for a given month's still-missing invoices, or workspace-wide across everything still uncategorized. Renders Well's counterparties card, where each listed row carries a catalog-category select, every pick saves immediately, and Continue hands the turn back; the skill reads one list, points at the card, and proposes categories only when the user explicitly asks it to. Use when the user asks to categorize or tag their suppliers, vendors, or counterparties, says "which suppliers have no category", "categorize the companies behind my spend", "clean up my vendor categories before I close the books", or when a fetch-missing-invoices flow reaches its counterparty categorization step. Never invents a category outside the catalog. Do not use to categorize individual transactions (that is `unposted-and-blocked`), to compute a spend figure (that is `cost-structure`), or to connect a tool (that is `connect-tools`).
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

More from WellApp-ai/skills

Signals

Stars
8
Forks
0
Open issues
0
Last commit (this folder)
Oct 8, 2026 (23 days 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

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Cite this page

categorize-counterparties skill. Agent Mart. https://agentmart.dev/skills/wellapp-ai-categorize-counterparties (last updated 2026-10-24)