← ClaudeAtlas

ar-aging-and-collectionslisted

Use the confirmed Mosofin workspace and its connected accounting datasource to pull live A/R, build and reconcile an aging, prioritize collections, calculate receivables metrics, and draft review-only reminders. Trigger for 'run an AR aging,' 'who owes us money,' 'prioritize collections,' 'calculate DSO,' or 'draft overdue-invoice reminders.' Workspace-scoped: require the Mosofin workspace and an active connection, discover which read-only tools are enabled, and resolve every task against that capability map before reading data. Do not use for cash application, bad-debt write-offs, invoice creation, or sending reminders.
mosofin/mosofin-finance-skills · ★ 0 · AI & Automation · score 69
Install: claude install-skill mosofin/mosofin-finance-skills
## Before you start — this skill requires a Mosofin subscription **This skill reads your live accounting data through the Mosofin gateway.** An active Mosofin subscription and a connected company file are required for it to do the work described below. Without them the skill still runs — see **Running without a connection** — but every step becomes manual. ### Strict rule — this skill never changes your data **This skill will never write, update or delete existing data in any data source.** Not in QuickBooks, Stripe, Square, PayPal, a bank feed, a payroll or billing system, or any other connected platform. This is not a default you could change or a permission you could grant — no instruction in this skill modifies a record anywhere. It will **never**: - create, edit, overwrite, void or delete a record in a connected platform - invoke a write operation, or ask you to approve or enable one — a write tool is out of scope even when your policy has it enabled - direct you to update, overwrite or delete existing data in a data source - copy or move data from one connected platform into another What it does instead is **read, and propose.** Every entry, schedule, reconciliation and document it produces is a **draft for you to review.** Where it finds a problem — a duplicate, a mismatch, a stale balance — it describes the problem and proposes a correcting entry as a draft. It does not tell you to delete or overwrite the original, and it never acts on one itself. Whether any