Numeric MCP Skills: Pre-Built Workflows for Your Close
Last updated: May 9, 2026
This is Part 3 of the Numeric MCP series. You've connected the MCP and tried some prompts. Now let's install real workflows.
Pick your path:
Haven't connected yet? Go back to Part 2: Getting Started ←
New to the MCP entirely? Start at Part 1: What Is the Numeric MCP? ←
Ready for end-to-end automation walkthroughs? Jump to Part 4: Accruals & Journal Entries →
What Is a Skill?
A skill is a pre-packaged set of instructions that tells Claude how to perform a specific workflow — where to fetch data, what logic to apply, and what output to produce. Instead of typing out a multi-step prompt from scratch every time, you invoke a skill and Claude walks through the workflow for you, asking clarifying questions as needed.
Think of it like a recipe. The skill defines the ingredients (which MCP tools to call), the steps (what order to run them in), and the expected output (an HTML dashboard, an Excel workbook, a Slack message). You can follow the recipe exactly, or customize it once you see the result.
Skills can be created from scratch just by talking to Claude — describe the repeatable task you want automated and Claude will help you build it. Or you can download pre-built skills that the Numeric team has already refined.
The Numeric MCP Toolkit
The Numeric MCP Toolkit is a collection of pre-built skills available on GitHub. It's the fastest way to go from "connected" to "productive."
📦 GitHub: github.com/geoff-lew/numeric-toolkit
How to install
Option A — Full plugin (recommended for teams)
Download numeric-toolkit.zip from the Releases tab. In Claude, go to Customize → Plugins and upload the zip. All nine skills install at once and are immediately available.
Option B — Individual skills
Download any individual .skill file from the Releases tab. In Claude, go to Customize → Skills and upload the file. Use this approach if you only want one or two workflows, or if you're managing your own skills directory.
The skills at a glance
Skill | What it does |
|---|---|
close-pulse | Single-workspace close dashboard — materiality flags, overdue tasks, completion rate, pace, and dependency mapping |
numeric-rec-workbook | Builds a lead sheet .xlsx for any GL account — 4 periods of balance data plus a rollforward tab |
dept-anomaly-scan | Scans a workspace for GL-to-department miscodings and generates a CSV journal entry to reclass them |
audit-evidence-export | Pulls the full activity history for a close period into a formatted Excel workbook for auditors |
consolidated-flux | Merges flux variance commentary across entities, reports, and periods into one unified view |
financial-metrics | Computes standard financial ratios inline on the income statement and balance sheet |
clean-report-export | Exports any Numeric financial statement as a clean CSV/TSV with no junk rows, ready for Excel or BI tools |
executive-report | Generates a board-ready financial statement — collapses child detail, rolls up flux commentary, outputs styled Excel or PDF |
cross-workspace-dashboard | Rolls up close progress across multiple workspaces into a portfolio HTML dashboard + Excel workbook |
ar-ap-aging | Generates AR and AP aging reports from Numeric workspace data |
automatically-draft-flux-explanations | Auto-drafts flux variance explanations using transaction data and AI |
checklist-to-numeric | Converts any close-checklist spreadsheet (FloQast, BlackLine, Trintech, or custom) into a Numeric-ready import workbook |
close-retro | Generates a close retrospective — analyzes what went well, what was late, and where bottlenecks occurred |
complete-accruals-task | Completes accrual-related close tasks by pulling balances and generating supporting entries |
journal-entry-generator | Generates journal entries (likely CSV or ERP-importable format) from workspace data |
overdue-task-nudge | Sends nudge messages or flags for overdue close tasks to keep the team on track |
rec-to-numeric | Converts a your existing BS reconciliation assignments file into a Numeric Rec Assignment import xlsx |
report-txn-detail | Exports transaction-level detail behind a Numeric report row for drill-down or audit support |
Why Build Skills For Your Workflow?
Skills work best for tasks you repeat on a predictable cadence. Some examples of how teams use them:
Weekly: Run close-pulse every Monday morning to see where the current period stands. Send the summary to your team's Slack channel.
Monthly: Run the complete-accruals-task to automate your accrual entry process.
At period-end: Use audit-evidence-export to pull the full activity trail before handing off to auditors. Use executive-report to build the board package.
Ad hoc: Run dept-anomaly-scan anytime you suspect miscodings. Use consolidated-flux to prep for a variance review meeting.
Building Your Own Skills
If you find yourself repeating the same prompt pattern — pulling the same reports, checking the same accounts, formatting the same output — turn it into a skill. You don't need to write code. Just describe what you want to Claude:
"I want to create a skill that pulls all overdue reconciliation tasks across my three workspaces, groups them by preparer, and sends me a summary in Slack every Monday at 8am."
Claude will draft the skill instructions, and you can refine them in conversation. Once it's working, save it as a skill file. You can keep it private or share it with your Claude workspace so the whole team benefits.
Or you could start by using the accounting-skill-builder skill from the toolkit!
What's Next
You've got the toolkit installed and you know how to use and customize skills. The next article walks through two of the most impactful workflows in detail — accruals automation and journal entry creation — so you can see what end-to-end close automation looks like in practice.
Next up: Part 4: Automating Accruals & Journal Entries with the Numeric MCP →