relay

Read Relay balances and transactions via Plaid, classify activity, and draft transfer requests.

1|Updated Mar 11, 2026
One-click install
npx skills add https://github.com/antonyfmunoz/OS --skill relay-antonyfmunoz
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: relay
Source: https://github.com/antonyfmunoz/OS/tree/main/skills/tools/relay
Command: npx skills add https://github.com/antonyfmunoz/OS --skill relay-antonyfmunoz

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) components.

What problem does it solve?

This Skill helps you reliably read Relay account balances and transactions, classify them for treasury and Profit First reporting, and produce transfer or bill-pay requests for human approval—so money movement stays safely human-operated.

Core Features & Use Cases

  • Relay financial read support (via Plaid mirror): Pull multi-entity Relay balances and transaction history for categorization and reconciliation.
  • Human approval workflow authoring: Draft transfer and bill-pay request artifacts (to be executed by Antony in the Relay dashboard) with clear audit trail and justification.
  • Treasury reconciliation and setup guidance: Reconcile multi-entity activity between Relay (mirrored reads) and accounting systems, and ensure sync is configured (Plaid/QuickBooks/Yodlee).

Quick Start

Use the relay skill to sync the last 7 days of Relay transactions for the Munoz Conglomerate treasury and classify each transaction for the correct entity and Profit First bucket.

Frequently Asked Questions about relay

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

FAQPage Schema
How do I sync Relay transactions via Plaid for treasury reconciliation?

You can sync Relay transactions by using Plaid-managed read access to pull account balances and transaction history, which the Skill then classifies for treasury reporting and Profit First bucket allocation across multiple entities.

Can I automate bill pay and transfers directly through Relay?

No, automated payment execution is not supported. The Skill drafts transfer and bill-pay request artifacts with audit trails for explicit human approval, ensuring money movement stays safely human-operated within the Relay dashboard.

Does this approach work for treasury reconciliation without a Relay public API?

Yes, treasury reconciliation works without a Relay public API by leveraging Plaid-managed read access to mirror balances and transactions, enabling reconciliation against accounting systems like QuickBooks for multi-entity scenarios.

How do I classify Relay transactions into Profit First buckets?

You classify Relay transactions into Profit First buckets by pulling transaction activity through Plaid-managed reads, then applying treasury reporting rules to categorize each transaction for the correct entity and Profit First allocation.

What are the limitations of using Plaid reads for Relay treasury management?

Limitations include dependency on Plaid consent expiry monitoring and the inability to execute automated payments; the Skill is constrained to cursor-based transaction sync and drafting transfer request artifacts for human approval only.