skills.rest
amitpo23
amitpo23COMMUNITY
Explore all skills by this author →
GitHub

rezef-operator

Routes Rezef CFO and Israeli bookkeeping tasks to canonical repository knowledge and safety gates.

Updated Jan 9, 2026
Search Tags:#bookkeeping#reconciliation#cfo#vat#israeli tax#open finance#sumit
One-click install
npx skills add https://github.com/amitpo23/cfo --skill rezef-operator-amitpo23
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: rezef-operator
Source: https://github.com/amitpo23/cfo/tree/main/.agents/skills/rezef-operator
Command: npx skills add https://github.com/amitpo23/cfo --skill rezef-operator-amitpo23

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve? Rezef is a multi-tenant finance operating system with many knowledge bases, capability contracts, and safety rules; this Skill prevents agents from answering finance or bookkeeping questions from generic knowledge or stale plans by routing every task to the repository's canonical sources of truth. ## Core Features & Use Cases - Canonical Routing: Directs SUMIT, Open Finance, bookkeeping, VAT, and CFO questions to the correct knowledge base, capability contract, and execution plan documents. - Capability Status Reporting: Requires reporting each capability's status, honest boundary, and mandatory gates before claiming a feature works. - Safety Gate Enforcement: Enforces hard boundaries such as no live provider calls without authorization, no treating missing data as zero, and triple verification for regulatory outputs. - Use Case: When asked whether bank reconciliation works for a client, the Skill checks docs/rezef_capabilities.json for the capability status and gates, verifies data freshness, and only then answers or plans the work. ## Quick Start Use the rezef-operator skill to assess this Rezef bookkeeping or CFO task against the canonical capability contract and the active execution gate.

Frequently Asked Questions about rezef-operator

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

FAQPage Schema
How do I check whether a Rezef capability actually works?▼

Read docs/rezef_capabilities.json, select the capability that owns the request, and report its status, honest_boundary, and mandatory gates before claiming it works. Cross-check the active gate in docs/MASTER_EXECUTION_PLAN.md for current implementation priority.

Where is the source of truth for SUMIT and Open Finance questions?▼

SUMIT questions route to docs/SUMIT_KNOWLEDGE_BASE.md and docs/SUMIT_API_REFERENCE.md plus the captured Swagger. Open Finance questions route to docs/OPEN_FINANCE_KNOWLEDGE_BASE.md, docs/OPEN_FINANCE_API_REFERENCE.md, and provider coverage documentation.

Can the skill trigger live SUMIT or Open Finance syncs?▼

No. The skill forbids live provider or production calls unless the owner explicitly authorizes a separately guarded operation and repository policy permits it. It also never bypasses daily SUMIT or Open Finance budgets or triggers sync from a screen refresh or chat question.

How are VAT and tax classification rules changed in Rezef?▼

Tax classification and VAT evidence questions route to docs/bookkeeper_kb/README.md, but executable rules are changed only in src/cfo/services/israeli_tax_rules.py. Every regulatory output requires the repository's triple-verification flow.

What happens when financial data is missing or ambiguous?▼

Missing data is never turned into zero, a mock, a default forecast, or a success. Ambiguity is sent to a decision queue with a reason, following the honest-null doctrine defined in CLAUDE.md.

Related Skills

Explore More Finance & Accounting Skills→
davila7davila7
30.5k

open-banking-io

Read bank account balances and transactions from EU/UK banks via the open-banking.io PSD2 API.

Community
Basic
saolalabsaolalab
37

financial-reporting

Automate creation and review of financial reports with P&L, balance sheet, and cash flow templates.

Official
Advanced
ilove323ilove323

reconciliation

Compare general ledger control accounts to subsidiary ledgers and bank statements.

Community
Intermediate
skills-ilskills-il
10

il-invoice-organizer

Parse Hebrew invoices and extract VAT using the 1/6 rule.

Official
Advanced