bookkeeper

Manage journal entries, accounts, and financial reports via the Layer Bookkeeper MCP server.

5|Updated Jan 11, 2026

Search Tags:#bookkeeping #balance sheet #financial reports #P&L #journal entries #chart of accounts #Layer API

Ready to run

npx skills add https://github.com/Layer-Fi/bookkeeper-skill --skill bookkeeper

💬 Prompt for ChatGPT / Claude Chat▼

Please help me install this Agent Skill.
Skill: bookkeeper
Source: https://github.com/Layer-Fi/bookkeeper-skill/tree/main/skills/bookkeeper
Command: npx skills add https://github.com/Layer-Fi/bookkeeper-skill --skill bookkeeper

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Manual bookkeeping across Layer businesses is error-prone and time-consuming, leading to misstatements and inefficiencies. This Skill automates core bookkeeping tasks via the Layer Bookkeeper MCP server, ensuring precise data handling and auditability.

Core Features & Use Cases

Journal entry creation and validation using the Layer API with explicit debits and credits
Chart of accounts navigation and account categorization across multiple businesses
Generation of P&L and Balance Sheet reports, plus transaction categorization
Support for bulk operations with idempotency and robust error handling
PC/MSO tagging considerations for medical spa structures where applicable

Quick Start

To begin, connect to the Layer Bookkeeper MCP server and ask Claude to list available businesses, then request a sample journal entry or a P&L report.

Frequently Asked Questions about bookkeeper

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

FAQPage Schema

How do I automate journal entry creation and validation in Layer?▼

Automate journal entry creation by connecting to the Layer Bookkeeper MCP server, which enforces strict accounting rules like matching debits and credits, explicit dates, and verified accounts before executing mutations through a two-step prepare and approve workflow.

Can I generate P&L and balance sheet reports across multiple Layer businesses?▼

Yes, you can generate P&L and balance sheet reports across multiple Layer businesses by navigating the chart of accounts, categorizing transactions, and executing bulk report generation operations with built-in idempotency and error handling.

What is the two-step workflow for managing bulk bookkeeping operations?▼

The two-step workflow for bulk bookkeeping operations requires an explicit prepare phase for data validation followed by an approve and execute phase, ensuring strict accounting compliance and idempotency when interfacing with the Layer API.

Does Layer bookkeeping automation support PC and MSO tagging for medical spa structures?▼

Yes, Layer bookkeeping automation includes specific PC and MSO tagging considerations to properly categorize transactions and manage accounts within medical spa structures where applicable.

Why do my automated journal entries fail data validation in Layer?▼

Automated journal entries fail data validation in Layer when strict accounting rules are violated, such as unbalanced debits and credits, missing explicit dates, or attempting to post to unverified accounts in the chart of accounts.

What's the best way to navigate the chart of accounts for transaction categorization?▼

The best way to navigate the chart of accounts for transaction categorization is by querying the Layer Bookkeeper MCP server to list available businesses and verify accounts before applying categorization rules to ensure accurate financial reporting.