How do I update my reports with the latest data?

Simply run the /toshl monthly-report command; it automatically triggers a data sync before generating the latest Markdown summary.

Is my financial data stored securely?

Yes, data is cached locally in your project directory (toshl/data/) as CSV and JSON files, allowing you to maintain control and version history via Git.

Can I customize the financial targets?

Yes, the skill uses a strategy context to compare actual spending and revenue against specific targets, which can be adjusted within the skill configuration.

What is the primary data source for this skill?

The skill fetches data directly from the Toshl Finance API using a Toshl MCP server to retrieve entries, categories, and account details.

Does it support multi-currency accounts?

The skill captures currency data from Toshl and is currently optimized to provide consolidated reports in EUR with formatted thousand separators.

Toshl Finance Automation

Name: Toshl Finance Automation
Author: digital-stoic-org

bydigital-stoic-org

•

Analytics & Monitoring

Automates Toshl Finance data synchronization and generates detailed monthly financial reports for strategic budget management.

The Toshl skill empowers Claude to manage financial workflows by interfacing with the Toshl Finance API to cache data locally and produce professional Markdown reports. It is specifically designed for users managing multi-entity financial structures, providing automated tracking of revenue, expenses, and burn rates against predefined targets. By converting complex API responses into human-readable CSVs and structured summaries, it simplifies financial oversight and strategic planning for entrepreneurs and small business owners.

Key Features

01Multi-entity tracking for specialized business structures (NS/DS/LW/VN)

024 GitHub stars

03Dynamic expense and revenue target monitoring with visual alerts (✅/⚠️/❌)

04Generates comprehensive Markdown financial reports with status indicators

05Denormalizes data into human-readable formats for easy auditing and git tracking

06Automated synchronization of Toshl Finance data to local CSV/JSON cache

Use Cases

01Generating automated monthly financial summaries for stakeholders and tax planning

02Monitoring burn rates and runway for multiple business entities simultaneously

03Extracting personal versus business spending for precise cash flow management

What are Skills?·How to Install

Install with 🐟 Skill.Fish

npx skillfish add digital-stoic-org/agent-skills toshl

For use in Claude.ai and ChatGPT

Download Skill