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quarterly-accounting

v0.3.4

Quarterly accounting preparation: matches every business-account transaction to the document it needs, mirrors the decisions into bank-feed as acct:: tags and notes, answers from its own store, and builds a quarter's zip on request.

Claude Code1 Skill1 MCP serverstdio

By Nicola Bonzanni0 GitHub starsUpdated 1 hour ago

Directory evidence

Runtimes
Claude Code
Parsed components
2 skill or MCP entries
Source updated
Sep 30, 2026
Manifest status
Canonical path parsed

The directory validates manifest shape and source location. It does not execute the plugin or provide a security endorsement. Review the indexing methodology →

Install quarterly-accounting for Claude Code

Installs for the current user
claude plugin marketplace add IchenDEV/agent-plugin-mkt
claude plugin marketplace update agent-plugin-marketplace
claude plugin install quarterly-accounting@agent-plugin-marketplace

Paste and run these commands in a terminal with Claude Code. They add and refresh the PluginsMP catalog, then install this plugin.

The installer fetches third-party code from the source repository shown on this page. This directory validates manifest structure and source location, but does not perform a security audit; review the manifest, components, and source before installing.

Get the source manually
git clone https://github.com/bonzanni/casa-plugin-quarterly-accounting

Clone the source repository, then follow its setup instructions to add the plugin to a compatible client. The repository root is the plugin root.

Plugin files

quarterly-accounting/
├── .claude-plugin/plugin.json
├── skills/quarterly-accounting/SKILL.md
└── .mcp.json

Included Skills1

quarterly-accountingskills/quarterly-accounting/SKILL.md

Quarterly accounting for the operator's business account — use for ANY question, correction, document or request about accounting, invoices, receipts, payslips, missing documents, "what am I missing", "accounting list", "go and check now", a quarter's package ("give me Q3", "rebuild it", "send it again"), or when the weekly quarterly_accounting_pass cron fires. Also when a message names a vendor with a verdict ("the Zapier one is wrong"), says "all good", "all of them" or "more" after an accounting view, or contains the word "accounting", or when a system notification says a delegation to the finance specialist returned or failed.

MCP servers1

quarterly-accountingstdio
command
python3
args
${CLAUDE_PLUGIN_ROOT}/server/qa_server.py

MCP configuration uses runtime-provided plugin path placeholders such as ${PLUGIN_ROOT} or ${CLAUDE_PLUGIN_ROOT}. Review the manifest for the runtime-specific expansion rules.

Plugin manifests1

.claude-plugin/plugin.json
{
  "name": "quarterly-accounting",
  "version": "0.3.4",
  "description": "Quarterly accounting preparation: matches every business-account transaction to the document it needs, mirrors the decisions into bank-feed as acct:: tags and notes, answers from its own store, and builds a quarter's zip on request.",
  "author": {
    "name": "Nicola Bonzanni"
  },
  "casa": {
    "resultContract": {
      "version": 1,
      "tools": {
        "apply_reply": {
          "result": "safe"
        },
        "begin_pass": {
          "result": "safe"
        },
        "bind_account": {
          "result": "safe"
        },
        "build_quarterly_package": {
          "result": "safe"
        },
        "build_review": {
          "result": "safe"
        },
        "check_setup": {
          "result": "safe"
        },
        "confirm_match": {
          "result": "safe"
        },
        "continue_pass": {
          "result": "safe"
        },
        "end_pass": {
          "result": "safe"
        },
        "get_counterparty": {
          "result": "safe"
        },
        "import_ledger_export": {
          "result": "safe"
        },
        "ingest_document": {
          "result": "safe"
        },
        "list_projections": {
          "result": "safe"
        },
        "list_quarter_state": {
          "result": "safe"
        },
        "list_unmatched_documents": {
          "result": "safe"
        },
        "mark_irrelevant": {
          "result": "safe"
        },
        "mark_rendering_delivered": {
          "result": "safe"
        },
        "propose_match": {
          "result": "safe"
        },
        "read_document": {
          "result": "safe"
        },
        "record_delivery": {
          "result": "safe"
        },
        "record_match": {
          "result": "safe"
        },
        "record_observation": {
          "result": "safe"
        },
        "record_probe": {
          "result": "safe"
        },
        "record_search": {
          "result": "safe"
        },
        "record_step": {
          "result": "safe"
        },
        "reject_match": {
          "result": "safe"
        },
        "relabel_match": {
          "result": "safe"
        },
        "reset_store": {
          "result": "safe"
        },
        "set_exemption": {
          "result": "safe"
        },
        "set_expectation": {
          "result": "safe"
        },
        "set_package_name": {
          "result": "safe"
        },
        "set_watermark": {
          "result": "safe"
        },
        "stage_for_delivery": {
          "result": "safe"
        },
        "stop_chasing": {
          "result": "safe"
        },
        "update_document_metadata": {
          "result": "safe"
        },
        "upsert_counterparty": {
          "result": "safe"
        }
      }
    },
    "provides_tools": [
      "mcp__plugin_quarterly-accounting_quarterly-accounting__apply_reply",
      "mcp__plugin_quarterly-accounting_quarterly-accounting__begin_pass",
      "mcp__plugin_quarterly-accounting_quarterly-accounting__bind_account",
      "mcp__plugin_quarterly-accounting_quarterly-accounting__build_quarterly_package",
      "mcp__plugin_quarterly-accounting_quarterly-accounting__build_review",
      "mcp__plugin_quarterly-accounting_quarterly-accounting__check_setup",
      "mcp__plugin_quarterly-accounting_quarterly-accounting__confirm_match",
      "mcp__plugin_quarterly-accounting_quarterly-accounting__continue_pass",
      "mcp__plugin_quarterly-accounting_quarterly-accounting__end_pass",
      "mcp__plugin_quarterly-accounting_quarterly-accounting__get_counterparty",
      "mcp__plugin_quarterly-accounting_quarterly-accounting__import_ledger_export",
      "mcp__plugin_quarterly-accounting_quarterly-accounting__ingest_document",
      "mcp__plugin_quarterly-accounting_quarterly-accounting__list_projections",
      "mcp__plugin_quarterly-accounting_quarterly-accounting__list_quarter_state",
      "mcp__plugin_quarterly-accounting_quarterly-accounting__list_unmatched_documents",
      "mcp__plugin_quarterly-accounting_quarterly-accounting__mark_irrelevant",
      "mcp__plugin_quarterly-accounting_quarterly-accounting__mark_rendering_delivered",
      "mcp__plugin_quarterly-accounting_quarterly-accounting__propose_match",
      "mcp__plugin_quarterly-accounting_quarterly-accounting__read_document",
      "mcp__plugin_quarterly-accounting_quarterly-accounting__record_delivery",
      "mcp__plugin_quarterly-accounting_quarterly-accounting__record_match",
      "mcp__plugin_quarterly-accounting_quarterly-accounting__record_observation",
      "mcp__plugin_quarterly-accounting_quarterly-accounting__record_probe",
      "mcp__plugin_quarterly-accounting_quarterly-accounting__record_search",
      "mcp__plugin_quarterly-accounting_quarterly-accounting__record_step",
      "mcp__plugin_quarterly-accounting_quarterly-accounting__reject_match",
      "mcp__plugin_quarterly-accounting_quarterly-accounting__relabel_match",
      "mcp__plugin_quarterly-accounting_quarterly-accounting__reset_store",
      "mcp__plugin_quarterly-accounting_quarterly-accounting__set_exemption",
      "mcp__plugin_quarterly-accounting_quarterly-accounting__set_expectation",
      "mcp__plugin_quarterly-accounting_quarterly-accounting__set_package_name",
      "mcp__plugin_quarterly-accounting_quarterly-accounting__set_watermark",
      "mcp__plugin_quarterly-accounting_quarterly-accounting__stage_for_delivery",
      "mcp__plugin_quarterly-accounting_quarterly-accounting__stop_chasing",
      "mcp__plugin_quarterly-accounting_quarterly-accounting__update_document_metadata",
      "mcp__plugin_quarterly-accounting_quarterly-accounting__upsert_counterparty"
    ],
    "eraseTool": "reset_store",
    "protectedTools": [
      {
        "name": "reset_store",
        "summary": "Erases the whole quarterly-accounting store: documents, decisions, views, packages. bank-feed's acct:: tags and notes stay."
      }
    ]
  }
}

For maintainers

If you maintain this plugin, link to this source-backed listing from your README so users can review its manifest and indexed components.

[quarterly-accounting on Agent Plugins Marketplace](https://pluginsmp.com/plugins/quarterly-accounting)