Consolidate PocketSmith data into rule-driven financial workflows with YAML rules.
npx skills add https://github.com/slamb2k/agent-smith --skill agent-smith
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
Agent Smith transforms PocketSmith data into proactive financial intelligence by automating categorization, tax readiness, and scenario planning to reduce manual workload and errors.
Install the Agent Smith skill, copy .env.sample to .env, set POCKETSMITH_API_KEY, and run the onboarding flow to activate.
High-intent search queries and answers about installing and using this skill.
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.
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.
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.
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.
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.
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.
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