AI skills for the Numeric MCP — close pulse, close retro, close checklist diagnostic, flux drafting, accruals, journal entries, rec workbooks, rec-assignment imports, department anomaly scanning, cross-workspace dashboards, audit evidence exports, consolidated flux, financial metrics, clean report exports, executive reports, AR/AP aging, and more.
Skills 20 in the Claude listing
Accounting skill builder Builds a new Cowork skill for an accountant who wants to automate a workflow. Ar ap aging Build an AR (Accounts Receivable) or AP (Accounts Payable) aging from a Numeric workspace. Audit evidence export Extract a complete activity history from a Numeric workspace for a selected close period and produce a formatted Excel workbook suitable for external audit evidence. Automatically draft flux explanations Drafts flux explanations for all GL accounts assigned to the current user in Numeric where a flux explanation has been requested. Checklist to numeric Convert any close-checklist spreadsheet (FloQast, BlackLine, Trintech, Workiva, or a custom xlsx/csv) into a Numeric-ready import workbook. Clean report export Generate a clean, analysis-ready financial statement export from Numeric with zero manual cleanup. Close checklist diagnostic Diagnose a Numeric close checklist, suggest improvements, and coach the controller through optimizing their month-end close process Close pulse Manager dashboard for close status across checklist, recon, and flux modules. Close retro Close retrospective — analyzes how a close period went using task completion data, event timelines, review cycles, and assignee workload from Numeric. Complete accruals task Completes an accrual task in Numeric end-to-end: analyzes vendor spend history, identifies accrual candidates using configurable triggers, generates an Excel workpaper and NetSuite-ready CSV journal e Consolidated flux Consolidate flux variance commentary across entities, reports, accounts, and periods into a single unified view. Cross workspace dashboard Cross-workspace executive close dashboard — rolls up multiple Numeric workspaces (entities) into a single portfolio-level HTML dashboard with companion Excel workbook. Dept anomaly scan Scan a Numeric workspace for GL-to-department coding anomalies and generate a NetSuite CSV journal entry import to reclass them. Executive report Generates a board-ready or CFO-ready financial statement from Numeric data. Financial metrics Compute and append standard financial ratios and analytic metrics to any Numeric report output. Journal entry Generates and posts NetSuite journal entries from source documents, platform exports, GL dumps, and allocation workbooks. Numeric rec workbook Generates a Numeric Rec workbook (.xlsx) from live Numeric data for any GL account. Overdue task nudge Sends Slack reminders for overdue or upcoming-due Numeric tasks. Rec to numeric Convert a customer's existing Balance Sheet Reconciliation assignments file into a Numeric Rec Assignment import xlsx. Report txn detail Pull any Numeric report (IS, BS, or saved config) and produce an Excel workbook with two tabs: the full report and a flat table of every GL transaction line.