agent-smith
CommunityTurn PocketSmith into smart financial insight.
Authorslamb2k
Version1.0.0
Installs0
System Documentation
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.
Dependency Matrix
Required Modules
requestspython-dateutilpython-dotenvpyyamlclaude-agent-sdk
Components
scriptsreferencesassets
💻 Claude Code Installation
Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.
Please help me install this Skill: Name: agent-smith Download link: https://github.com/slamb2k/agent-smith/archive/main.zip#agent-smith Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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