Intelligent financial management skill for Claude Code that provides comprehensive PocketSmith API integration with AI-powered analysis, transaction categorization, rule management, tax intelligence, and scenario planning. Use when working with PocketSmith data for (1) Transaction categorization and rule management, (2) Financial analysis and reporting, (3) Australian tax compliance (ATO) and deduction tracking, (4) Scenario analysis and forecasting, (5) PocketSmith setup health checks, (6) Budget optimization and spending insights.
Inherits all available tools
Additional assets for this skill
This skill inherits all available tools. When active, it can use any tool Claude has access to.
README.mdassets/config.jsonassets/config.json.sampleassets/local_rules.jsonassets/merchants/merchant_mappings.jsonassets/onboarding_state.jsonassets/platform_rules.jsonassets/tax/ato_category_mappings.jsonassets/tax/deduction_patterns.jsonassets/templates/README.mdassets/templates/additional/README.mdassets/templates/additional/airbnb-host.yamlassets/templates/additional/crypto-investor.yamlassets/templates/additional/property-investor.yamlassets/templates/additional/share-investor.yamlassets/templates/archive/comprehensive.yaml.archivedassets/templates/archive/minimal.yaml.archivedassets/templates/archive/single.yaml.archivedassets/templates/archive/standard.yaml.archivedassets/templates/foundation/personal-living.json