xbert-fx-review

{
  "name": "xbert-fx-review",
  "displayName": "XBert FX Review",
  "description": "Surface foreign-currency exposures the linked FX XBerts caught for the period and route the user to the ledger's native FX revaluation. The plugin does NOT compose the revaluation journal — the data primitives for that don't exist in MCP today.",
  "author": {
    "name": "XBert Intelligence",
    "email": "[email protected]"
  },
  "homepage": "https://intelligence.xbert.io/plugins/xbert-fx-review",
  "license": "MIT",
  "keywords": [
    "fx",
    "foreign-exchange",
    "review",
    "multi-currency",
    "exposure",
    "xbert"
  ],
  "x-xbert": {
    "displayName": "XBert FX Review",
    "tagline": "Surface foreign-currency exposures the linked FX XBerts caught — route to the ledger's native revaluation.",
    "audience": [
      "accountants"
    ],
    "categories": [
      "review",
      "fx",
      "multi-currency",
      "close"
    ],
    "prerequisites": [
      "XBert account",
      "Client connected to a multi-currency ledger",
      "FX XBerts linked to the FX Review agent in the Connect portal"
    ],
    "screenshots": [],
    "demoVideo": null,
    "includes": {
      "skills": 1,
      "commands": 1,
      "mcpTools": 0
    },
    "longDescription": "FX exposure is detected deterministically by Custom XBerts on the data XBert MCP exposes today — a foreign-currency BankAccount with a non-zero balance, an outstanding receivable / payable in a foreign currency, a GL account carrying a foreign-currency balance. The XBerts do the detection; this plugin does not.\n\nXBert FX Review surfaces what the linked FX XBerts caught for the period and routes the user to the ledger's native period-end FX revaluation workflow (Xero, MYOB, QBO each ship one). The plugin does NOT compose the revaluation journal — the historical rates, booking rates, last-revalued dates and rate-source verification needed to do that are not exposed in MCP today, and the XBerts-as-heroes positioning means the plugin doesn't invent the data it cannot trace.\n\nWhat you get: a per-balance list of foreign-currency exposures the XBerts surfaced, with the current foreign-currency amount, the current base-currency value as held by the ledger, and a routing recommendation pointing the user to the right place to do the revaluation. What you don't get from this plugin (and shouldn't expect): the journal itself, gain / loss splits, intercompany reconciliation between separate entities, or hedging-note compliance.",
    "useCases": [
      {
        "title": "Period-end FX exposure surfacing",
        "description": "At every period close on a multi-currency client, surface which foreign-currency balances the FX XBerts caught and point the user to the ledger revaluation workflow."
      },
      {
        "title": "New multi-currency client setup",
        "description": "First period on a newly multi-currency client surfaces baseline FX exposure so the practice knows which balances will need revaluation each period."
      },
      {
        "title": "FX exposure audit working paper",
        "description": "Year-end working paper of which foreign-currency balances were on the books at period end, what the linked XBerts caught, and the routing recommendation that was followed."
      },
      {
        "title": "Cross-ledger consistency check",
        "description": "Across a multi-ledger portfolio (some Xero, some MYOB, some QBO), surface the FX exposures in one consistent shape so the user knows which ledger's native revaluation workflow to run."
      }
    ],
    "benefits": [
      {
        "icon": "Scale",
        "title": "FX XBerts surface exposure deterministically",
        "description": "Foreign-currency balances, FX bank accounts, FX AR / AP are caught by deterministic XBerts on the data MCP exposes today. The plugin reasons only over what fired."
      },
      {
        "icon": "GitBranch",
        "title": "Routes to the ledger native revaluation",
        "description": "Ends with a clear pointer to Xero / MYOB / QBO's own FX revaluation workflow scoped to the surfaced balances — the plugin does not compose the journal because the historical rates aren't available."
      },
      {
        "icon": "ShieldCheck",
        "title": "Honest about what's not supported",
        "description": "Intercompany reconciliation between separate entities, period-end rate vs booking rate, last-revalued date, gain / loss splits, hedging notes — all surfaced as out-of-scope when asked, rather than invented."
      }
    ],
    "workflow": [
      "Type /fx-review in Claude Code or Claude Desktop",
      "Confirm the client and the review period (default: current open period)",
      "Plugin resolves the linked FX XBerts for the period — if none are linked, the review stops and the user is prompted to configure linked XBerts first",
      "A per-balance list of surfaced foreign-currency exposures is presented with the current foreign-currency amount and current base-currency value",
      "The plugin recommends running the period-end FX revaluation in the client's ledger (Xero / MYOB / QBO) for the surfaced balances — and stops there"
    ]
  }
}