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.

Agent Skill from anthropics/knowledge-work-plugins

Copilot Studio

Passes documented load rules

No documented load rule failed.

Microsoft 365 Copilot Preview, Frontier tenants only

Passes documented load rules

No documented load rule failed.

An agent can have at most 8 skills. Custom skills aren't available in tenants that use Microsoft Purview Information Barriers.

Agent Skills spec notes

Warning: No experimental allowed-tools field (SPEC-ALLOWED-TOOLS)
uses allowed-tools
rule · Agent Skills specification

Compatible isn't the same as safe. These verdicts only say whether a skill's files follow Microsoft's documented load rules. The checker reads files and never runs them, and it doesn't review what a skill or its scripts actually do. Read a skill's instructions and scripts before you add it to an agent.

Standards signals

Meets the agentskills.io required fields.

Frontmatter	Present and parsed Spec: frontmatter
name	Meets the spec (1-64 chars, a-z 0-9 hyphens) Spec: name
description	Present, 1-1,024 characters Spec: description
compatibility	Absent or under 500 characters Spec: compatibility
Name matches folder	Yes (`close-month`) Spec: name
allowed-tools	Used Note: experimental in the spec; support varies by agent. Spec: allowed-tools

Observed from the public SKILL.md at the commit above on 2026-10-23. Not a certification: AAIF and the Agent Skills project don't certify skills. Validate your own skill with skills-ref validate.

Source repo	anthropics/knowledge-work-plugins
Path	small-business/skills/close-month/SKILL.md
Commit checked	`33d3dea41a34`
Repo license	Apache-2.0
Files	1
Scripts	None
Instructions	5,903 characters
Deepest folder	0 below the skill folder
Rules version	2026-10-22

Re-check the latest version How skill checks work

Is this wrong or out of date? Email us. Skills data built 2026-10-23; rules as of 2026-10-22.

Rule-based checks of public files against Microsoft's documented load rules, not tested in Copilot Studio or Microsoft 365 Copilot. Independent project, not affiliated with Microsoft.