briefcase

Plugin briefcase from marketplace briefcase in Briefcase-AI/briefcase-plugin. Commands read from the repo's manifest — 14 days ago.

Skills (8)

• document-submission

  Submit a bill, receipt, bank statement or supplier statement to a Briefcase client, choosing between direct upload, a browser upload link and the client's forwarding email, then track processing to the resulting transaction. Use when the user shares a document or asks to upload, send or file somethi

• expense-claims

  Group a claimant's receipts into an expense claim in Briefcase, add or remove receipts, check the claim's state and publish it with a preview first. Use when the user asks about employee or director expenses, reimbursing out-of-pocket costs, or what is still waiting to be claimed.

• financial-close-review

  Review a Briefcase client's period close. Check the working paper for what is left to clear and which balance sheet accounts are reconciled and signed off, then review and maintain prepayments, deferred income, accruals and fixed asset depreciation with the close trackers, drafting schedules and adj

• ledger-reports

  Read and explain a Briefcase Ledger client's profit and loss (also by department, location, project or any other reporting category), balance sheet, trial balance, aged creditors and aged debtors, compare periods, and drill from a report line into the journals and source documents behind it. Also re

• management-accounts

  Prepare monthly or quarterly management accounts for a Briefcase Ledger client as a draft for the accountant to review. Checks the books are ready, pulls profit and loss, balance sheet, trial balance, cash and aged debtors and creditors, works out KPIs the way Briefcase does, shows performance by de

• manual-journals

  Post a manual journal to a Briefcase Ledger client, such as a correction, reclassification, capital introduction or one-off period-end adjustment, with the accounts checked, the lock date respected and a preview agreed before anything posts. Use when the user asks to post, book or record a journal,

• sales-invoicing

  Raise sales invoices for a Briefcase Ledger client from its sales items, create customers without duplicating existing contacts, list outstanding invoices, fetch invoice PDFs and build a debtor chase list. Use when the user asks to invoice a customer, add a customer, see what is unpaid or overdue, o

• transaction-review

  Review bills and receipts awaiting review in Briefcase for a client, explain Autopilot decisions and review warnings, fix extracted values, and publish or archive with a preview first. Use when the user asks what needs review, why a transaction was coded a certain way, or wants to approve or clear a

MCP servers (1)

• briefcase

  connects to: https://api.briefcase.so/mcp

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