OSOME Accounting and Invoicing Skills

Agent skills for accounting, bookkeeping, and invoicing, powered by the OSOME MCP server.

Prerequisites

Connect the OSOME MCP server to your Claude/OpenCode environment as a Streamable HTTP MCP endpoint:

https://mcp.osome.com/mcp

The MCP endpoint handles JSON-RPC over POST /mcp. Authentication is via OAuth bearer token; MCP clients can discover OAuth metadata from /.well-known/oauth-protected-resource and /.well-known/oauth-authorization-server. Accounting read-only tools require openid; invoicing reads require invoice:read; invoicing writes require invoice:write; document upload and transaction comment writes require company:documents:write.

Available Skills

Installation

Claude Code

Install directly from GitHub:

/plugin install github:OsomePteLtd/skills

OpenCode

Copy skills to your config directory:

git clone https://github.com/OsomePteLtd/skills.git osome-skills
cp -r osome-skills/skills/* ~/.config/opencode/skills/

Or for project-scoped installation:

cp -r osome-skills/skills/* .opencode/skills/

Manual Installation (Any Agent)

Copy skills to your agent's skills directory:

git clone https://github.com/OsomePteLtd/skills.git osome-skills

# For Claude Code
cp -r osome-skills/skills/* ~/.claude/skills/

# For OpenCode
cp -r osome-skills/skills/* ~/.config/opencode/skills/

# For any agent supporting .agents/ convention
cp -r osome-skills/skills/* ~/.agents/skills/

Usage

Once installed, skills are automatically triggered by relevant questions:

• "Am I making money?" → financial-health-check
• "Where is my money going?" → cash-flow-visibility
• "Who hasn't paid me?" → receivables-payables-tracker
• "What did I spend on software?" → ledger-deep-dive
• "What comments are on this transaction?" → ledger-deep-dive
• "Who are my directors?" → corporate-structure-overview
• "How much GST do I owe?" → tax-compliance-snapshot
• "Create an invoice for Acme" → invoice-creator
• "Which invoices are overdue?" → invoice-revenue-insights

MCP Tools

These skills orchestrate tools from the OSOME MCP server:

Company

• list-companies - List your companies
• get-company - Company details and fiscal year

Accounting

• get-chart-of-accounts - Chart of accounts by jurisdiction
• search-transactions - Search transactions with optional date range and limit (newest first; default 50)
• get-transaction-conversation - Read the comments conversation attached to a transaction
• add-transaction-comment - Add a text comment to a transaction conversation; creates the conversation when needed
• list-documents - Accounting documents (ID and name only)
• get-document - Document details (ID and name only)
• prepare-document-upload - Step 1 for document upload; returns a presigned POST target and uploadToken
• complete-document-upload - Step 3 for document upload; creates the OSOME document after bytes are uploaded to the presigned target
• get-journal-entries - Journal entries (ID, description, amount)
• get-bank-accounts - Bank accounts and balances

Transaction comments are the same comments users see on the transaction page in OSOME. Find the transaction first with search-transactions, then use the numeric transaction document ID with get-transaction-conversation or add-transaction-comment. Posting a comment is a write action and requires company:documents:write.

Document upload supports PDF, JPG/JPEG, PNG, CSV, XLS, and XLSX files up to 50 MB. Do not send file bytes or contentBase64 to MCP: upload the file directly to the presigned POST target returned by prepare-document-upload, then call complete-document-upload with the same metadata and uploadToken.

Invoicing

• list-customers - List invoice customers for a company
• create-customer - Create an invoice customer
• create-invoice-draft - Create a draft invoice
• update-invoice-draft - Update a draft invoice with customer, line items, dates, currency, notes, and payment methods
• submit-invoice - Finalize and send a draft invoice
• generate-invoice-pdf - Generate invoice document links; submits drafts first when needed
• preview-invoice - Get invoice data without mutation
• get-invoice-document-links - Get generated invoice document preview and original URLs
• list-invoices - List invoices with status, search, and pagination filters
• duplicate-invoice - Duplicate an invoice into a new draft
• create-credit-note - Create a draft credit note for an issued invoice
• submit-credit-note - Submit and apply a credit note
• get-credit-note - Get a credit note and safe invoice summary

Invoice reads require invoice:read; invoice writes require invoice:write. submit-invoice, generate-invoice-pdf for drafts, and submit-credit-note finalize externally visible accounting documents, so agents should confirm final details first. The MCP server does not expose invoice deletion or pro-forma invoice creation.

Reports

• get-balance-sheet - Balance sheet report
• get-profit-and-loss - Profit & loss statement
• get-cash-flow-statement - Cash flow statement
• get-trial-balance - Trial balance
• get-aged-payables - Accounts payable aging
• get-aged-receivables - Accounts receivable aging
• get-aged-receivables-v2 - Aged receivables v2 report
• get-overdue-invoices - Overdue receivables derived from aged receivables v2
• get-invoice-pending-summary - Awaiting, future, and overdue invoice pending totals
• get-profit-and-loss-v2 - Profit & loss v2 report
• get-revenue-summary - Founder-friendly revenue summary from profit & loss v2

Compliance

• get-corporate-subsidiaries - Subsidiary companies
• get-directors-shareholders - Directors (name, role, jurisdiction)

Multi-Jurisdiction Support

Skills work with companies in these jurisdictions:

License

Proprietary - OSOME Pte Ltd. See LICENSE for details.

{
  "name": "osome-skills",
  "owner": {
    "name": "OSOME Pte Ltd",
    "email": "support@osome.com"
  },
  "metadata": {
    "description": "OSOME accounting, bookkeeping, and invoicing skills",
    "version": "1.1.0"
  },
  "plugins": [
    {
      "name": "osome-accounting-skills",
      "description": "Accounting, bookkeeping, and invoicing skills powered by the OSOME MCP server",
      "source": "./",
      "skills": [
        "./skills/financial-health-check",
        "./skills/cash-flow-visibility",
        "./skills/receivables-payables-tracker",
        "./skills/ledger-deep-dive",
        "./skills/corporate-structure-overview",
        "./skills/tax-compliance-snapshot",
        "./skills/invoice-creator",
        "./skills/invoice-revenue-insights"
      ]
    }
  ]
}