From norman-finance
Categorizes uncategorized bank transactions, matches payments to invoices, verifies bookkeeping entries for freelance or SME accounts via Norman Finance APIs. Use for reconciling accounts or expense categorization.
How this skill is triggered — by the user, by Claude, or both
Slash command
/norman-finance:categorize-transactionsThe summary Claude sees in its skill listing — used to decide when to auto-load this skill
Help the user categorize and organize their bank transactions.
Help the user categorize and organize their bank transactions.
Call get_company_details and check isSme:
isSme: false): Use categorize_transaction — AI detects the freelance category automatically.isSme: true): Use list_company_categories to find DATEV categories by code. If the right category isn't provisioned, use search_skr_by_code or suggest_skr_category to search the full SKR catalog, then create_company_category to add it.Fetch uncategorized transactions: Call search_transactions to find transactions that need attention. Look for unverified or uncategorized entries.
Smart categorization: For each transaction, suggest a category based on:
Assign the category:
categorize_transaction with the transaction details — it returns the AI-suggested freelance category.update_transaction with company_category_id to assign a DATEV category. If the needed category isn't in list_company_categories, search the full SKR03/SKR04 catalog with search_skr_by_code (by number) or suggest_skr_category (by description, uses AI). Then create_company_category to add it.Invoice matching: When a transaction looks like an incoming payment:
list_invoices to find matching unpaid invoices (by amount or client)link_transaction to connect the payment to the invoiceDocument attachment: Remind the user to attach receipts for expenses:
upload_bulk_attachments for multiple receiptslink_attachment_transaction to connect receipts to transactionsVerification: After categorizing, use change_transaction_verification to mark transactions as verified.
Present transactions in batches of 10-15 for manageable review. Show: Date, Amount, Description, Suggested Category.
npx claudepluginhub norman-finance/norman-mcp-server --plugin norman-financeScans transactions for missed German tax deductions like home office, travel, and software costs, suggests SKR04 categorizations for freelancers/small businesses.
Reconciles Venmo CSV exports by classifying personal vs business transactions, flagging ambiguities for review, deduplicating, and importing business ones into Open Accountant.
Matches bank transactions to invoices and surfaces unpaid or unmatched items in a Well workspace. Query paid vs unpaid status, reconcile bank entries, or find missing payments.