Tier 2: Extended
Remember Finances
Import financial documents — CSV/PDF bank statements, receipt images, invoice PDFs — and extract structured transactions with amounts, dates, merchants, and categories. Preserves the original document as a source for audit provenance.
Skill instructions
Import bank statements, receipts, and invoices Import financial documents — CSV/PDF bank statements, receipt images, invoice PDFs — and extract structured transactions with amounts, dates, merchants, and categories. Preserves the original document as a source for audit provenance.
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Install and runtime steps for Remember Finances live in the file below. Agents should fetch the raw URL; humans can use GitHub browse. Follow prerequisites, MCP setup, and workflow there after neotoma setup when the skill is installed via the package.
- Repository path
skills/remember-finances/SKILL.md
Suggested prompt
Use the Neotoma skill "Remember Finances". Fetch and follow the instructions at:
https://raw.githubusercontent.com/markmhendrickson/neotoma/main/skills/remember-finances/SKILL.md
Execute every prerequisite, MCP configuration step, and workflow phase described there for this environment.Supported data sources
Entity types produced
transactionreceiptinvoicecontactWorkflow
- 0
Verify Neotoma
Confirm MCP connectivity
- 1
Identify documents
Locate financial files and detect format
- 2
Parse and preview
Show transaction count, date range, totals
- 3
Extract transactions
Structured extraction with consistent entity_type
- 4
Store with provenance
Preserve raw document as source