Agent

Manage invoices using the local Simple Invoice app (FastAPI + SQLite). Use this skill whenever the user asks to create invoices, check status, find unpaid invoices, mark invoices as paid, or reconcile payment references against open invoices. Always use API endpoints and avoid direct database edits.From its SKILL.md

Install

npx -y skills add ChialiT/Simple-Invoice --skill Agent

Assembled from the repository path, not quoted from the project. Check it against their README if it does not work.

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SKILL.md

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Simple Invoice Skill Template

This file is intentionally sanitized for open-source use. Before using in production, update all REQUIRED_UPDATE values.

Required Setup

REQUIRED_UPDATE::APP_BASE_URL (example: http://127.0.0.1:8080)
REQUIRED_UPDATE::PROJECT_ROOT (example: /path/to/Simple-Invoice)
REQUIRED_UPDATE::PRIMARY_OPERATOR_NAME (example: Finance Admin)
REQUIRED_UPDATE::NOTIFICATION_CHANNEL (example: Slack #finance or Telegram)

If these are unknown at runtime, agents should ask the user once and cache locally.

App Context

Entry point: app.py
Business logic: invoice_service.py
Templates: templates/
Database: invoices.db (SQLite)
PDFs: pdfs/INV-XXXX.pdf
Assets: Asset/full-logo.png, Asset/wise-quick-pay-qr-code.png (or env-configured paths)

API Reference

Base URL: REQUIRED_UPDATE::APP_BASE_URL

List invoices

GET /api/invoices
GET /api/invoices?status=Sent

Get a single invoice (with totals/tax breakdown)

GET /api/invoices/{id}

Mark invoice as paid

PATCH /api/invoices/{id}/paid
Content-Type: application/json
{"wise_ref": "TRANSFER-XXXX"}  # optional

List contacts

GET /api/contacts

Status summary

GET /api/summary

Tax Types

Key	Label
`zero_rated`	Zero-rated (0%)
`gst`	GST (5%)
`exempt`	Exempt (0%)
`out_of_scope`	Out of Scope (0%)
`gst_qst_qc`	GST/QST QC - 9.975 (14.975%)
`qst_qc`	QST QC - 9.975 (9.975%)

Standard Agent Tasks

Check unpaid invoices

Call GET /api/invoices?status=Sent
Call GET /api/invoices?status=Overdue
Report: invoice id, client, due date, total, currency

Reconcile payment reference

Fetch open invoices (Sent)
Compare incoming payment amount/reference with invoice total
If matched, call PATCH /api/invoices/{id}/paid with wise_ref
Send summary to REQUIRED_UPDATE::NOTIFICATION_CHANNEL

Verify app health

curl REQUIRED_UPDATE::APP_BASE_URL/api/summary

If unavailable, notify REQUIRED_UPDATE::PRIMARY_OPERATOR_NAME and suggest:

cd REQUIRED_UPDATE::PROJECT_ROOT
source venv/bin/activate
python app.py

Compute outstanding total

Fetch GET /api/invoices?status=Sent
Sum total by currency (do not mix currencies)
Return grouped totals (e.g., USD, CAD, EUR)

Rules

Never write directly to invoices.db for normal operations.
Use API endpoints for all invoice state changes.
Treat cross-currency or partial-payment matches as manual review.
Keep secrets/payment/account details in .env, not in this file.
Do not hardcode private client names, bank numbers, or personal paths.

Optional Local Extensions

You can add organization-specific sections below, but keep them private:

Known clients mapping
Auto-match tolerance policy
Notification templates
Bookkeeping/export hooks

If you publish this repo, remove private sections before commit.

What ships with it: 1 file

3.6 KB alongside SKILL.md

context.md3.6 KB