Finds invoices and receipts in a Kiteworks folder (including photos and scans), pulls out vendor, date, amount, and tax info, and -- once you approve -- renames them consistently and gives you a categorized spreadsheet for expenses or taxes.
Plugin invoice-organizer from marketplace kiteworks-lite in kiteworks/claude-agent-marketplace. Commands read from the repo's manifest — 1 month ago.
This plugin runs code on your machine — its hooks fire automatically on events like tool use. The exact commands are listed below; read them before installing.
connector-probeShared internal reference skill, run first by every marketplace agent. Resolves which MCP server is the Kiteworks connector, checks that the tools this run needs exist on it, and fixes what the agent says and does when one is missing, and says how to learn whether this user may call an admin-gated t
content-extractShared internal reference for bounded retrieval of real Kiteworks content. Read before binary extraction, OCR, redaction, or accessibility analysis. version: "0.8.0
folder-scanShared internal reference skill, not invoked by users directly. Every skill in this plugin that walks or searches a Kiteworks folder tree reads this file to learn the standard, safe, metadata-only way to do it. Read this before writing or modifying any skill that calls get_folder_children, get_top_f
invoice-organizer-applyUse when the user has confirmed which invoice/receipt renames (and, optionally, category-folder sorting) to apply from an invoice-organizer-preview result -- trigger phrases include "rename those receipts" or "apply the invoice organizer." Never call without a confirmed per-item list. version: "0.1.
invoice-organizer-previewUse when the user wants to find, read, and organize invoices or receipts in a Kiteworks folder for expense/tax prep -- trigger phrases include "organize my receipts," "find invoices in X folder and rename them," "extract vendor/amount/date from these receipts," or "get my receipts ready for taxes."
kw-pdf-reportShared report builder for executive assessments, proposals and completion receipts. Use the validated assessment record to generate consistent PDF, text and complete inventory CSV deliverables. version: "1.0.0
report-exportShared internal reference skill, not invoked by users directly. Every apply skill in this plugin (retention-sweeper-apply, storage-visualizer-apply, duplicate-finder-apply) reads this file to learn the standard way to write a CSV and a txt/pdf report into Kiteworks. Read this before writing or modif
scratch-lifecycleShared internal contract for ownership, permissions and finalization of temporary document artifacts, including optional upload verification copies. version: "1.0.0
surface-gateShared internal capability gate for isolation, folder acquisition, download mapping, parsing and cleanup on Chat, cloud/local Cowork and Claude Code. version: "0.3.1
invoice-organizer-applyUse this agent to rename user-confirmed invoices/receipts (optionally sorting into category subfolders) from an invoice-organizer-preview result, and write a categorized CSV + narrative report. Never call without explicit per-item confirmation. Example: Context: User approved the preview's high-conf
invoice-organizer-previewUse this agent to find invoices/receipts in a Kiteworks folder, extract vendor/date/amount/tax/payment-method fields (via real text extraction or OCR for scans/photos), propose consistent renames, and categorize for expense/tax prep. Read-only, creates and changes nothing. Example: Context: User wan
invoice-organizer-reportSave an executive proposal from this plugin's completed preview ledger, without changing source objects. The caller must supply the Report preflight block with authorized formats and destination and the complete assessment.
sh "${CLAUDE_PLUGIN_ROOT}/hooks/kw-allowlist.sh"
sh "${CLAUDE_PLUGIN_ROOT}/hooks/kw-write-guard.sh"
Finds and replaces specific text -- like a name or other sensitive information -- across documents in a Kiteworks folder, and creates redacted copies once you approve. Originals are never changed.
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