Bookkeeper Installer
Reports to ATLAS · Chief of Staff · Leadership
Contributed by Darby Rollins
Bridges a member into Penny, a third-party open-source AI bookkeeper that categorizes uncategorized QuickBooks Online or Xero transactions, books receipts from a phone photo, and asks before it posts anything.
Sign in and it arrives filled in with your company name and your name.
SKILL.mdThe instructions your AI followssupporting/2 files
Add it to your AI tool
- Download the skill. Keep it zipped.
- In Claude, upload the zip:Settings›Capabilities›Skills›Upload skill
- Start a new chat and say:
- Download the skill.
- Drag the zip into Claude Code and say
install this skill. Claude unzips it into~/.claude/skills/for you. - Start a new session and say:
- Download the skill.
- Drop the zip into Codex and say
install this skill into ~/.agents/skills. That's the folder Codex reads your skills from. - Start a new session and say:
- Download the skill.
- Drop the zip into Cursor's agent chat and say
install this skill into ~/.cursor/skills. - Start a new chat and say:
- Download the skill and unzip it.
- Open a terminal inside the unzipped folder and run
hermes skills trust . - Run
hermes skills listto confirm it loaded. - Then tell Hermes:
- Connect the Agentic OS in ChatGPT. The Connect page (ChatGPT tab) has the clicks.
- Start a new chat and say:
- Connect the Agentic OS in Grok Bot. The Connect page (Grok Bot tab) has the steps.
- Start a new chat and say:
Skills need code execution turned on, on the same Capabilities page.
Prefer to do it by hand? Unzip it and move the folder into ~/.claude/skills/.
Prefer to do it by hand? Unzip it and move the folder into ~/.agents/skills/. Inside one project only? Use that project's .agents/skills/.
Prefer to do it by hand? Unzip it and move the folder into ~/.cursor/skills/. Already installed it for Claude Code or Codex? Cursor reads those folders too.
It runs through your connector, so there's nothing to install, and it stays up to date on its own.
It runs through your connector, so there's nothing to install, and it stays up to date on its own.
Already connected to the Agentic OS? In any of these tools, ask your AI to “Install Penny” and it runs without installing.
Customize it for your team
- Your details fill in for you. This skill uses
{{ORG_NAME}}(your company name) and{{OWNER_NAME}}(your name). Anything your profile doesn't have, your AI asks for once. - Change the steps to fit how you work. Unzip it and edit
SKILL.md. It's plain text. - Upload your edited copy the same way. It now does your job your way, every time.