Individual skill
close-month
Closes the books and turns them into a decision as a three-link chain — month-end-prep reconciles the ledger against every connected payment processor and writes the P&L narrative, cash-flow-snapshot then refreshes the 30/60/90-day forecast off the newly closed numbers rather than raw ones, and report-builder publishes and distributes the close packet. Requires a ledger (MYOB, NetSuite, QuickBooks, Xero, or Zoho Books) and uses Gusto, PayPal, Ramp, Shopify, Square, and Stripe when connected, falling back to statement or CSV uploads. Trigger on "close the month," "month-end," "close the books," "reconcile," "send the close packet to my accountant," or when the owner asks why revenue or margin moved last month. An owner who wants only the reconciliation and its flags, with no forecast refresh and no packet distribution, routes to month-end-prep directly.
skills-imported/close-month/SKILL.md
Source commit faf37c0859ebf627bfcb5225e8057d088691e0ae
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- Observed behavior
- Instructions only
- Last checked
- Nov 11, 2026
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- Repository last updated
- Oct 10, 2026
- License
- MIT
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SKILL.mdcore · 7,273 bytes
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<!-- Provenance: adapted from anthropics/knowledge-work-plugins (Apache-2.0, (c) Anthropic).
Original skill: https://github.com/anthropics/knowledge-work-plugins/tree/main/small-business/skills/close-month. Changes for Muse AI: Claude/Cowork product refs -> Muse AI; MCP -> connector; CLAUDE.md -> MUSE.md; ${CLAUDE_PLUGIN_ROOT} -> this skill's directory; /plugin:command refs -> skill refs. -->
Run the month-end chain. Close, then forecast off the closed books, then publish. The ordering is the product.
Parse arguments:
- `--month` (default: previous calendar month) — `YYYY-MM`
- `--save-to` (default `files`) — `files` (Drive / OneDrive), `desktop`, or `both`
**A ledger is required** — MYOB, NetSuite, QuickBooks, Xero, or Zoho Books, whichever is connected; they are peers (`../../shared/connector-neutrality.md`). If none is reachable, stop and say so. Reconciliation without a ledger is not a close. Offer the CSV path from `month-end-prep` rather than producing a partial packet. If two ledgers are connected, ask which holds the books being closed and name it in the packet.
## Step 1 — Close and reconcile (month-end-prep)
