Use when the user wants to create, update, or browse manual QA test cases and suites in TestDino — not execution runs. Covers list_manual_test_suites, list_manual_test_cases, get_manual_test_case, create_manual_test_case, update_manual_test_case, create_manual_test_suite.
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Use when the user wants to browse, inspect, create, or update releases/milestones in a TestDino project. Covers list_releases, get_release, create_release, and update_release. Accepts counter-style IDs like MS-12.
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Use when the user wants to inspect automated test runs, list failed or flaky tests, debug a failing testcase with historical context, or filter runs by branch, commit, author, environment, browser, status, or tags. Includes list_testruns, get_run_details, list_testcase, get_testcase_details, and debug_testcase.
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Use when the user wants to browse, inspect, create, or update exploratory testing sessions in TestDino — by state, status, session type, assignee, release, or tags. Covers list_sessions, get_session, create_session, and update_session. Accepts counter-style IDs like SES-12.
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Reprice swap transaction legs under ASC 845 (Nonmonetary Transactions) to ensure clearing accounts net to zero. Use this skill whenever the user wants to: reprice swaps, fix clearing account residuals, apply equal-value exchange to swap legs, run setBatchUseCounterpartyFiatValue, zero out a clearing account, apply ASC 845, fix swap pricing mismatches, ensure no gain/loss on swaps, or close a month where a swaps/trade clearing account has a residual balance. Also trigger when the user mentions "counterparty fiat value", "swap repricing", "clearing account net to zero", or "equal value exchange".
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Manage cost basis calculation in TRES Finance: check status, view/change strategy (FIFO, LIFO, AVG, MAX_GAINS, MAX_LOSSES, FIFO_IMPAIRMENT), trigger recalculation, review financial issues, manage reevaluations/impairments, set bulk fiat prices, configure spec-ID lot disposal rules, view per-asset cost basis results, and export cost basis reports. Trigger this skill whenever the user asks about cost basis, gains/losses, realized gains, unrealized gains, COGS, inventory lots, tax lots, cost basis strategy, reevaluation, impairment, fiat value override, spec-ID rules, financial issues (negative balance, missing fiat), or anything related to how their crypto assets are costed. Also trigger when the user says "calculate cost basis", "what is my cost basis strategy", "show me financial issues", "create a reevaluation", "run cost basis", "change strategy to LIFO", or similar.
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Trigger on-chain data collection (a "Commit") in Tres Finance for wallets that have already been onboarded. Use this skill whenever the user wants to collect data, pull balances, sync wallets, refresh on-chain data, run a commit, trigger a commit, or "collect" anything in Tres. This is the second step of the Tres onboarding flow — it sits between wallet upload (tres-wallets-upload) and balance validation (tres-asset-balance-validation). Always trigger this skill for any request that mentions "commit", "collect", "data collection", "pull data", "fetch on-chain data", "sync wallets", "refresh balances", or anytime the user just finished uploading wallets and is ready to bring in their on-chain data.
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Guide users through creating ERP accounting rules for crypto organizations on the Tres Finance platform. Maps every transaction type to the correct chart of accounts entries using a layered rule engine. Trigger: user asks to create, review, or fix ERP rules / accounting mappings for an organization.
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Add a blockchain explorer transaction to the TRES Finance ledger. Use when the user provides a blockchain explorer URL (Etherscan, Polygonscan, Arbiscan, Basescan, Snowtrace, BscScan, etc.) or a raw transaction hash and wants to record it in the platform ledger. Trigger phrases include "add this transaction", "import tx from etherscan", "record this on-chain tx", "add to ledger".
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Extract all 3rd-party (non-owned) addresses from a TRES Finance environment and export them as an XLSX workbook to help users build their contacts list. Use this skill whenever the user wants to export, list, or identify 3rd-party addresses, counterparties, or external addresses from their transactions — even if they don't say 'contacts'. Also trigger when the user asks to prepare a contacts import file, find unknown addresses, or build an address book from transaction history. Do NOT trigger for viewing existing contacts or searching the address book — only for extracting NEW 3rd-party addresses from transaction data.
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Import contacts (address book entries) into TRES Finance from a CSV or XLSX file. Use this skill whenever the user wants to import, upload, or bulk-add contacts, address labels, or address book entries into TRES — whether from a file they filled in after using the export-3rd-party-contacts skill, or from any CSV/XLSX that maps addresses to names. Trigger phrases include: 'import contacts', 'upload contacts', 'add contacts from file', 'import address book', 'load contacts into TRES', 'bulk label addresses', 'import the contacts file', 'upload the filled contacts sheet'. Also trigger when the user says something like 'I filled in the contacts file, now import it' or 'here is my contacts spreadsheet, please upload it to TRES'. Do NOT trigger for exporting or extracting unidentified addresses — that's the export-3rd-party-contacts skill. Do NOT trigger for viewing or searching the existing address book.
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Match TRES ledger transactions to ERP invoices/bills (AP/AR) and optionally sync them to the connected ERP (Xero, QuickBooks Online, NetSuite). Trigger this skill whenever the user wants to match, link, close, reconcile, or sync an invoice or bill against a blockchain transaction — even if they don't say "skill" or use those exact words. Trigger phrases include: "match this invoice to a transaction", "match a bill to tx", "close invoice INV-123", "close bill 9988", "link this tx to a bill", "pay this invoice from this transaction", "set up this tx as AP", "set up this tx as AR", "sync this transaction as AP/AR", "match AP/AR", "find the invoice/bill for this hash", "what bill does this tx pay". Trigger ONLY for explicit AP/AR matching/closing intent — do NOT trigger for general transaction explanations (use tres-tx-story), for ingesting an explorer link into the ledger (use tres-explorer-tx-to-ledger), or for ERP connection setup itself (use tres-settings-management).
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Build a TRES Finance dashboard ledger URL (Transactions tab) with a precise filter set — date range, wallets, assets, tags, status, amount, and more — so it can be shared with a customer or reused. Use whenever the user asks for a "ledger link", "dashboard link", "filter URL", or "send <customer> a link to <some filtered view>". Scoped to the Transactions tab only (not Accounting, Roll Forward, Pivot Tables, Cost Basis, or Trial Balances).
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End-to-end onboarding of a new entity, customer, or account into TRES Finance. Orchestrates 8 steps in order: wallet upload, data collection (commit), balance validation, reconciliation, cost basis, export unidentified addresses, import contacts, and rollup rules. Trigger ONLY when the user explicitly wants to onboard a new entity, customer, or account — e.g. "onboard a new entity", "onboard new customer", "start onboarding for [name]", "set up a new account in TRES", "run the full onboarding flow", "I need to onboard [company name]", "new entity onboarding". Do NOT trigger for individual tasks — those have their own dedicated skills. If the user asks to "add wallets" without mentioning onboarding, use tres-wallets-upload. "Validate balances" alone is tres-asset-balance-validation. "Run a commit" alone is tres-data-collection-commit. Only trigger when the user wants the full pipeline.
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Query, display, and resolve reconciliation gaps from the TRES Finance MCP connector. Trigger this skill ONLY when the user explicitly requests to view or close reconciliation gaps — for example: "show me the reconciliation gaps", "close the recon gaps", "view gaps for today", "plug the reconciliation gaps for ETH", "fix the gaps for USDC and BTC". Do NOT trigger for general balance queries, transaction history, or ledger browsing. Covers the full workflow: confirming the target date, optionally filtering by asset, fetching gap data, enriching with fiat and on-chain balances, rendering an HTML dashboard where each gap row has copy-prompt buttons (Plug / Auto-fill) — clicking copies a ready-to-paste Claude prompt for that gap. The user pastes it in the chat and Claude executes the action. Ends with a data collect once the user is done.
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Recommend the right TRES Finance report for any user question. Trigger this skill whenever a user asks which report to use, what report contains certain data, how to get specific information out of TRES, or compares two reports. Also trigger when the user describes a goal (e.g. "month-end close", "auditor needs proof", "tax filing", "reconciliation") without naming a specific report. Trigger phrases include "which report", "what report", "how do I export", "where can I find", "I need a report for", "what's the difference between", "best report for", "auditor asked for", or any question about getting data out of TRES Finance.
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Analyze any TRES Finance report XLSX and produce an automatic findings summary. Trigger this skill whenever a user uploads a .xlsx file that came from TRES Finance and asks to "analyze", "summarize", "review", "check", "audit", "look at", "what does this show", "any issues", "anything interesting", or "walk me through" the report. Also trigger when the user uploads an Excel file and mentions TRES, reconciliation, balances, transactions, cost basis, roll forward, or ERP sync. The skill identifies the report type from the file structure, runs targeted analysis based on report-specific logic, and produces a clear findings summary highlighting anomalies, key metrics, and action items.
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Create (generate) any TRES Finance report end-to-end via the tres-mcp MCP server and GraphQL — trigger the export, verify a report row was actually created (guarding against silent failures), poll until done, and return the download link. Trigger this skill on ANY report creation request, including phrases like "create a report", "generate a report", "export", "run a report", "I need a Transaction Ledger / Balances / Reconciliation / Cost Basis / Roll Forward / Staking / Audit report", "pull the data for", "download a report for", "give me a CSV/XLSX of", or whenever the user wants TRES to produce a report file. Use together with tres-report-advisor when the user is unsure which report they need.
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Submit feedback about the TRES Claude plugin — bug reports, feature requests, skill improvements, new skill ideas, MCP issues, workflow friction, or positive feedback about what's working well. Use this skill whenever the user wants to share any kind of feedback about the plugin, its skills, or the TRES MCP. Trigger phrases include: "submit feedback", "report a bug", "request a feature", "suggest an improvement", "I have an idea", "something is broken", "the skill isn't working", "I love this skill", "this worked great", "the MCP is returning wrong data", "the flow is confusing", "can you fix the skill", "file a skill request", "give feedback", "this could be better". Also trigger proactively when the conversation appears to be wrapping up — e.g. the user says "thanks", "that's all", "looks good", "we're done", "nothing else", or any other signal that the task is complete. In that case, offer a brief feedback prompt instead of launching the full guided flow. Do NOT trigger for general questions about how a skill works — only when the user wants to submit feedback or the conversation is ending.
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Compute the EXACT sub-transaction impact of a rollup rule in TRES Finance — every filter applied — and flag genuine problems (zero matches, overlap, config mistakes) before the rule is created. Two modes. Mode A: a pre-create quality gate invoked by the tres-rollup-rules skill to vet proposed candidate rules. Mode B: standalone review of a rule someone submitted or of existing PENDING rules. Trigger this skill when the user says "review this rollup rule", "what would this rollup rule actually match", "preview the rollup impact", "how many transactions would this rule catch", "is this rollup rule valid", "validate my rollup rule", "check my pending rollup rules", or "review the rollup requests". Do NOT use this to design or propose new rollups — that is tres-rollup-rules. This skill only measures impact and flags issues; it never executes mutations.
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Plain text files in a repository that tell a coding agent how the project works: commands to run, conventions to follow and things to avoid. CLAUDE.md, AGENTS.md, cursor rules and skills are the common kinds.
CLAUDE.md or AGENTS.md?
CLAUDE.md is read by Claude Code. AGENTS.md is an open format that Codex, Cursor and other agents read. Many projects keep one and point the other at it.
What is a skill?
A folder with a SKILL.md that describes one capability, such as filling PDFs or reviewing code. The agent loads it only when the task calls for it.
Can I search my own team's files too?
Your agents already can, over MCP, limited to the files you're allowed to read. Searching them from this page is coming.