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SKILL verified MIT Self-run

Invoice Management

skill-cloutdesk-agents-invoice-management · by cloutdesk

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Install

$ agentstack add skill-cloutdesk-agents-invoice-management

✓ scanned · ✓ verified — works with Claude Code, Cursor, and more.

Security review

✓ Passed

No issues found. Passed automated security review. · v0.1.0 How review works →

  • ✓ Prompt-injection patterns
  • ✓ Secret / credential exfiltration
  • ✓ Dangerous shell & filesystem operations
  • ✓ Untrusted network calls
  • ✓ Known-malicious package signatures

What it can access

  • ✓ Network access No
  • ✓ Filesystem access No
  • ✓ Shell / process execution No
  • ✓ Environment & secrets No
  • ✓ Dynamic code execution No

From automated source analysis of v0.1.0. “Used” means the capability is present in the source — more access means more to trust, not that it’s unsafe.

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About

Invoice Management

What this skill does

An agency's accounts-receivable surface is mostly: which invoices have gone out, which have been paid, which are aging into overdue, which have a dispute that needs human attention. This skill reads the agency's invoice state alongside the collab terms that drove each invoice (rate, deliverable completion gates, payment schedule milestones), then produces a current AR view — what to chase, what to escalate, what to reconcile.

Pairs with [payout-orchestration](../payout-orchestration/SKILL.md), which moves money out to creators on the back of inbound payments arriving — invoice-management is the inbound-money tracking surface, payout-orchestration is the outbound. Together they close the loop between client cash and creator disbursement.

Composed into

  • finance-coordinator — day-to-day accounts-receivable tracking across the agency's invoiced clients

Cloutdesk MCP tools typically called

| Tool | What for | |---|---| | cloutdesk__get_revenue_summary | Read the agency's current AR aging + invoice state | | cloutdesk__list_collabs | Cross-reference invoice line items against active collabs | | cloutdesk__get_collab | Read the collab terms that drove a specific invoice |

Required scopes

  • transactions:read
  • collaborations:read

Standalone usage

Drop this skill into:

  • Claude Code / Claude Desktop — .claude/skills/invoice-management/SKILL.md (project-scoped) or ~/.claude/skills/invoice-management/SKILL.md (user-scoped)
  • OpenAI Codex — .codex/skills/invoice-management/SKILL.md
  • Other Anthropic Agent Skills-compliant runtimes — per the runtime's documented skills directory

For Microsoft Agent Framework consumers, this skill's behavior is inlined into the template-level microsoft.yaml manifests under their instructions: field rather than dropped in as a separate file.

Source & license

This open-source skill is cataloged on AgentStack and links to its original source — we do not rehost the code.

Install and usage instructions live in the source repository linked above.

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Versions

  • v0.1.0 Imported from the upstream source.

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