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erp-finance-close-api

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Solve ERP finance close, AP, and vendor-compliance review tasks that read from the shared task_group_005 ERP finance JSON API (base http://127.0.0.1:8029). Use this WHENEVER a task asks you to decide claim/AP/reimbursement close status, compute AP open balances or aging, reconcile a stale AP snapshot, run a prepaid-to-GL close (straight-line amortization, GL variance), make vendor onboarding / intake compliance release calls (UBO counts, hard-stop flags), decide AP payment release after vendor account-change events, or produce month-end exception reports — and the answer must conform to an answer_template.json. Triggers include mentions of claims (CLM-*), AP bills (AP-*), payments, vendors/business IDs (BUS-*, VEN-*), compliance (PEP/sanctions/UBO/license/bank/tax/risk), prepaids (PPD-*), GL balances, close logs, "batch_status", "release posture", "reportable UBO", "hard_stop_flags", "variance_flag", or any instruction to return JSON matching a finance answer template. Use it even if the prompt cites a different base URL (e.g. 8005) — the live base URL below always wins.

experiments/claude_code_opus_4_8_xhigh/reports/skills/task_group_005/demonstration_skill/demonstration_skill_attempt_02/SKILL.md

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Oct 29, 2026
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Apache-2.0

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# ERP Finance Close & Compliance API Solver

You are answering finance close / AP / compliance review questions for ERP "task_group_005".
The shared JSON API is the **only** system of record. Decisions must reflect the *current* API
state, never the review/status field copied from the source system and never a local snapshot.

## 0. Golden rules (read first)

1. **API is truth.** Base URL is always `http://127.0.0.1:8029`. If a prompt names another URL
   (e.g. `8005`), ignore it. Never read local server files; only HTTP GET the API.
2. **Local payloads define scope, not answers.** A payload (CSV/JSON) tells you *which* IDs to
   review and the required output shape. Snapshots are stale context to be corrected against the API.
3. **Conform exactly to `answer_template.json`.** Match key names, top-level ordering, enum spellings,
   list ordering, and numeric precision. Output JSON only — no prose. Read the template before computing.
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