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bezalel-finance

Log receipts, summarize monthly spending, and read Plaid-linked bank accounts and transactions.

Updated Sep 11, 2026
Search Tags:#receipts#finance#budgeting#reconciliation#plaid#spending tracker#bank transactions
One-click install
npx skills add https://github.com/celeroncoder/skills --skill bezalel-finance-celeroncoder
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: bezalel-finance
Source: https://github.com/celeroncoder/skills/tree/main/bezalel-finance
Command: npx skills add https://github.com/celeroncoder/skills --skill bezalel-finance-celeroncoder

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve? Tracking personal spending and reconciling bank activity requires manual receipt entry and switching between banking apps. This Skill lets an agent log, correct, and delete receipts, summarize monthly spend by category, and read Plaid-linked bank accounts and transactions in one workflow. ## Core Features & Use Cases - Receipt Management: Log purchases with merchant, amount in integer cents, category, and date, then list, update, or permanently delete entries. - Monthly Spend Summaries: Get totals and per-category breakdowns for any month, grouped per currency without cross-currency summing. - Bank Data via Plaid: List linked accounts with live balances, sync new or changed transactions incrementally, and surface re-authentication statuses like ITEM_LOGIN_REQUIRED. - Use Case: Ask the agent to summarize your March spending, notice a duplicate coffee receipt, correct it, then sync your checking account to reconcile the month's bank transactions against logged receipts. ## Quick Start Ask the agent to summarize your spending for the current month and list any bank transactions that do not match your logged receipts.

Frequently Asked Questions about bezalel-finance

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I log a purchase receipt with an AI agent?▼

Call finance__log_receipt with merchant and amountCents, plus optional category, note, and occurredAt. Amounts must be integer cents, never floats, and occurredAt defaults to the current time with USD as the default currency.

How do I correct or delete a receipt entry?▼

First call finance__list_receipts with an optional month or category filter to find the receipt id, then use finance__update_receipt with only the changed fields or finance__delete_receipt to remove it. Deletion is permanent, so confirm with the owner first.

Does the spend summary combine multiple currencies?▼

No, finance__spend_summary groups totals and per-category breakdowns per currency and never sums across currencies. You can drill into any category with finance__list_receipts for the same month.

Why does my bank account show ITEM_LOGIN_REQUIRED?▼

This status in finance__list_accounts means the bank connection needs re-authentication through Plaid. Healthy accounts remain visible alongside it, and the owner must re-link the bank in their dashboard since linking is not an agent tool.

What happens if transaction sync does not finish in one call?▼

If finance__sync_transactions returns completed as false, call it again to continue from where it stopped because sync progress persists between calls. Once finished, read the results with finance__list_transactions filtered by month or accountId.

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