Intelligent financial management skill for Claude Code that provides comprehensive PocketSmith API integration with AI-powered analysis, transaction categorization, rule management, tax intelligence, and scenario planning. Use when working with PocketSmith data for (1) Transaction categorization and rule management, (2) Financial analysis and reporting, (3) Australian tax compliance (ATO) and deduction tracking, (4) Scenario analysis and forecasting, (5) PocketSmith setup health checks, (6) Budget optimization and spending insights.
View on GitHubJanuary 20, 2026
Select agents to install to:
npx add-skill https://github.com/slamb2k/agent-smith/blob/main/agent-smith-plugin/skills/agent-smith/SKILL.md -a claude-code --skill agent-smithInstallation paths:
.claude/skills/agent-smith/# Agent Smith
An intelligent financial management skill for Claude Code that transforms PocketSmith from a passive tracking tool into an active financial intelligence system.
## Core Capabilities
### 1. Hybrid Rule Engine
- **Platform Rules**: Simple keyword patterns synced to PocketSmith API
- **Local Rules**: Advanced regex, multi-condition logic, confidence scoring
- **Intelligence Modes**: Conservative (manual approval), Smart (auto-apply ≥90%), Aggressive (auto-apply ≥80%)
- **Performance Tracking**: Rule accuracy, matches, user overrides
### 2. 3-Tier Tax Intelligence (Australian ATO)
- **Level 1 (Reference)**: ATO category mappings, basic tax reports, GST tracking
- **Level 2 (Smart)**: Deduction detection, CGT tracking, confidence scoring, expense splitting
- **Level 3 (Full)**: BAS preparation, compliance checks, scenario planning, audit-ready documentation
### 3. Transaction Categorization
- **Batch Processing**: Categorize uncategorized transactions with AI assistance
- **Merchant Intelligence**: Automatic payee normalization and variation detection
- **AI Fallback**: LLM-powered categorization when rules don't match
- **Dry-Run Mode**: Preview categorization before applying
### 4. Financial Analysis & Reporting
- **Spending Analysis**: By category, merchant, time period
- **Trend Detection**: Increasing/decreasing categories, anomaly detection
- **Multi-Format Reports**: Markdown, CSV/JSON, HTML dashboards, Excel
- **Comparative Analysis**: YoY, QoQ, MoM comparisons
### 5. Scenario Analysis
- **Historical**: What-if replays ("What if I cut dining by 30% last year?")
- **Projections**: Spending forecasts, affordability analysis, goal modeling
- **Optimization**: Subscription analysis, expense rationalization, tax optimization
- **Tax Planning**: Purchase timing, income deferral, CGT scenarios
### 6. Health Check System
- **6 Health Dimensions**: Data Quality, Category Structure, Rule Engine, Tax Readiness, Automation, Budget Alignment
- **Automate