agent-smith

Consolidate PocketSmith data into rule-driven financial workflows with YAML rules.

3|3|Updated Nov 20, 2025

Search Tags:#automation #ai #finance #rule-engine #pocketsmith #tax-intelligence

Ready to run

npx skills add https://github.com/slamb2k/agent-smith --skill agent-smith

💬 Prompt for ChatGPT / Claude Chat▼

Please help me install this Agent Skill.
Skill: agent-smith
Source: https://github.com/slamb2k/agent-smith/tree/main/agent-smith-plugin/skills/agent-smith
Command: npx skills add https://github.com/slamb2k/agent-smith --skill agent-smith

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill requires requests, python-dateutil, python-dotenv, pyyaml, claude-agent-sdk, and includes scripts (resource) and references (resource) and assets (resource) components.

What problem does it solve?

Agent Smith transforms PocketSmith data into proactive financial intelligence by automating categorization, tax readiness, and scenario planning to reduce manual workload and errors.

Core Features & Use Cases

Hybrid Rule Engine combining platform-native and local rules for accuracy and performance.
3-Tier Tax Intelligence aligned to Australian ATO across reference, smart, and full levels.
Health checks, scenario analysis, and proactive insights across budgeting, reporting, and compliance.
Real-world use: automatically categorize transactions, forecast cash flow, and generate tax-ready reports with audit trails.

Quick Start

Install the Agent Smith skill, copy .env.sample to .env, set POCKETSMITH_API_KEY, and run the onboarding flow to activate.

Frequently Asked Questions about agent-smith

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

FAQPage Schema

How do I automate transaction categorization in PocketSmith?▼

Automate transaction categorization in PocketSmith using a hybrid rule engine that combines platform-native rules with local YAML-based definitions. This ensures deterministic execution and accurate transaction classification without manual workload.

Can I generate Australian ATO tax-ready reports from PocketSmith data?▼

Generate Australian ATO tax-ready reports from PocketSmith data using 3-tier tax intelligence. It aligns transactions across reference, smart, and full levels to produce compliance reports with full audit trails.

How does subagent orchestration work for financial scenario analysis?▼

Subagent orchestration for financial scenario analysis works by coordinating deterministic scripts to perform health checks and forecast cash flow. It uses environment configuration to execute proactive budgeting and reporting workflows.

Do I need a specific API key to run PocketSmith onboarding workflows?▼

You need a PocketSmith API key to run onboarding workflows. Copy the provided environment sample file to .env, set your POCKETSMITH_API_KEY, and execute the onboarding flow to activate the automated financial intelligence features.

What is the best way to define custom rules for PocketSmith transaction data?▼

The best way to define custom rules for PocketSmith transaction data is through YAML-based rule definitions. This approach enables a local rule engine to apply deterministic logic for categorization and scenario analysis alongside platform-native rules.

Does this approach support automatic backups and auditing for financial data?▼

This approach supports automatic backups and auditing for financial data by utilizing platform and local rule engines. It ensures all transaction categorization and tax readiness workflows maintain compliance records and audit trails.