mvi-accounting-statements-only

Name: mvi-accounting-statements-only
Author: Mejor-Vida

CRM Accounting is statement-only — never add a live bank feed

by Mejor-Vida(0) 0 installs

Free

Free account. Installing gives you the manifest plus copy-paste snippets.

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About

Instruction file imported from Mejor-Vida/Mejor-Vida-HTML (.cursor/rules/mvi-accounting-statements-only.mdc). Copyright stays with the author.

CRM Accounting — no live bank feed

Staff CRM Accounting is statement-based only. Do not add Plaid, Yodlee, Finexer, or any live Chase/Cornhusker bank connection.

Patriot’s live import posts the same Chase charge twice. CRM posts from uploaded PDFs (and optional CSV) one of each date+payee+amount. Card autopay is one transfer, not a second expense.

If Julie asks to “link the bank like Patriot,” remind her we use statement upload instead.

Use it

Copy one of these into your project. Installing also returns the manifest and these snippets.

# after Install: the listing is in your workspace's routing pool - a plan picks it for its slot
curl -s -X POST https://api.opensmartroute.ai/api/v1/route -H 'Authorization: Bearer $OSR_API_KEY' -H 'Content-Type: application/json' -d '{"text": "...", "plan": true}'

Manifest

An Open Capability Manifest: the router reads it to know what this does, what it costs and when to pick it.

mejor-vida-mejor-vida-html-mvi-accounting-statements-only-rule.ocm.jsonjson

{
  "ocm": "1",
  "id": "mejor-vida-mejor-vida-html-mvi-accounting-statements-only-rule",
  "kind": "skill",
  "name": "mvi-accounting-statements-only",
  "description": "CRM Accounting is statement-only — never add a live bank feed",
  "publisher": "Mejor-Vida",
  "version": "1.0.0",
  "capabilities": {
    "domains": [
      "finance"
    ],
    "tags": [
      "skill-md",
      "github-cursor-rules"
    ],
    "languages": [
      "en"
    ]
  },
  "quality_prior": 0.6,
  "examples": [
    "CRM Accounting is statement-only — never add a live bank feed"
  ],
  "primary": false,
  "metadata": {
    "source": {
      "provider": "github-cursor-rules",
      "repository": "https://github.com/Mejor-Vida/Mejor-Vida-HTML",
      "path": ".cursor/rules/mvi-accounting-statements-only.mdc",
      "ref": "04493a79df7734227089f0b2aa1926aff5b382be",
      "url": "https://github.com/Mejor-Vida/Mejor-Vida-HTML/blob/04493a79df7734227089f0b2aa1926aff5b382be/.cursor/rules/mvi-accounting-statements-only.mdc",
      "key": "Mejor-Vida/Mejor-Vida-HTML/.cursor/rules/mvi-accounting-statements-only.mdc"
    }
  },
  "instructions": "# CRM Accounting — no live bank feed\n\nStaff CRM Accounting is **statement-based only**. Do not add Plaid, Yodlee, Finexer, or any live Chase/Cornhusker bank connection.\n\nPatriot’s live import posts the same Chase charge twice. CRM posts from uploaded PDFs (and optional CSV) **one of each** date+payee+amount. Card autopay is one transfer, not a second expense.\n\nIf Julie asks to “link the bank like Patriot,” remind her we use statement upload instead.",
  "cost": {
    "context_tokens": 113
  }
}

Fetch it by URL: GET /api/v1/registry/mejor-vida-mejor-vida-html-mvi-accounting-statements-only-rule/manifest?version=1.0.0

About

CRM Accounting — no live bank feed

Use it

Manifest

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