Skills
Skills are packaged, step-by-step playbooks for common accounting tasks. An agent can list the catalog, fetch a skill's instructions, and follow them using the regular API and MCP tools. Skills encode the right way to do a task on AI Accounting so agents don't have to infer it.
The catalog
Skills are served from a public catalog — no authentication required to read them:
GET /api/v1/skills— list all available skills.GET /api/v1/skills/{name}— fetch a single skill's markdown instructions.
They're also exposed as MCP tools: list_skills, get_skill, and the
accounting_skills resource.
Available skills
| Skill | What it walks through |
|---|---|
getting-started | First steps on a new organization. |
set-up-chart-of-accounts | Building or seeding the chart of accounts. |
record-transaction | Recording a generic transaction as a balanced entry. |
record-invoice-ar | Recording a customer invoice (accounts receivable). |
record-bill-ap | Recording a vendor bill (accounts payable). |
multi-currency-entry | Posting an entry with foreign-currency lines. |
reconcile-account | Reconciling an account against expected balances. |
review-trial-balance | Reviewing the trial balance for issues. |
generate-financial-statements | Producing the core financial statements. |
financial-health-check | A high-level review of financial health. |
audit-trail-review | Reviewing the immutable audit trail. |
close-the-books | Closing an accounting period end-to-end. |
import-csv | Bulk-importing contacts, journal entries, or a bank statement from a CSV — see CSV import. |
Why skills are public
The catalog is readable without a key so an agent can discover how to work with AI Accounting before it has credentials. Performing the steps still requires an API key.
Next
- Integrations — connect an agent that can use these skills.