DualEntry agent skills for Claude Code, Cursor and RevampKey

5 ready-made playbooks that teach an AI agent how to do real DualEntry work: which tools to call, what to check first, and when to stop and ask you.

Download RevampKey, free I have it: connect DualEntry

Connect DualEntry once and all 5 skills install themselves and stay up to date. Mac, Windows and Linux.

All 5 DualEntry skills

Each skill is one job. You ask in plain words and the agent loads the skill that matches, then follows its steps.

Start hereAsks before writing24 DualEntry tools

Use DualEntry safely with AI

Connects your DualEntry ledger to your assistant under your own role. It confirms the company first and asks before changing any record.

Use it when

You have just connected DualEntry and want to know what the assistant can reach.
You work across more than one DualEntry company and need to keep them apart.
A DualEntry request returns a permission or sign-in error and you need to know what to do.

Tools it uses

list_companies
get_record_by_number
search_records
search_entities
get_record_detail
get_record_history
get_related_records
get_contract_detail
preview_contract_schedule
create_contract
get_fixed_asset_schedule
get_depreciation_book
list_depreciation_books
preview_fixed_asset_schedule
create_fixed_asset
list_bank_transactions
get_bank_transaction
list_bank_match_suggestions
get_bank_match_status_counts
create_bank_match
save_record
save_entity
patch_fixed_asset
delete_fixed_asset

Example

Which DualEntry company are we working in, and what can I change from here?

You have access to two companies: Northwind Trading and Harbor Works. I will use Northwind Trading unless you tell me otherwise. Reads run freely; anything that changes a record waits for your yes.

Use in RevampKeyRead the full skill →

Asks before writing6 DualEntry tools

Reconcile DualEntry bank transactions with AI

Works through unmatched bank transactions, checks match suggestions against amount, date and counterparty, and prepares matches for your approval before anything is written.

Use it when

Clearing unmatched bank feed lines before month-end close
Reviewing whether a suggested match is strong enough to accept
Sorting bank exceptions into fees, netting and missing ledger entries

Tools it uses

list_companies
get_bank_match_status_counts
list_bank_transactions
get_bank_transaction
list_bank_match_suggestions
create_bank_match

Example

Reconcile the unmatched bank transactions for the operating account in March and tell me which suggested matches I can approve.

There are 14 unmatched lines in the March operating account. I graded the suggestions: 6 are strong (exact amount, date within 2 days, payee agrees) and I've listed them for your approval. 3 are weak because the payee names differ, and 5 are structural: 2 look like card payout batches, and 3 have no ledger counterpart yet. Nothing has been matched until you say yes.

Use in RevampKeyRead the full skill →

Read-only10 DualEntry tools

Trace a DualEntry contract or record with AI

Follows a contract or ledger record through its related records and history to confirm where its number came from. It reads only and proposes corrections as drafts, asking before any change.

Use it when

A figure on a ledger record needs a source before close
A contract's schedule needs checking against its stated value
A reviewer asks what a record was reversed or replaced by

Tools it uses

get_record_by_number
search_records
list_companies
get_record_detail
get_contract_detail
preview_contract_schedule
get_related_records
get_record_history
save_record
save_entity

Example

Where did JE-0042 come from, and is its reversal in place?

JE-0042 is a 4,800 accrual posted in March, linked upstream to the vendor contract it was generated from. Its history shows one edit after posting, and its reversal link is present but points to a record dated in April, so the March accrual is still counted in two periods. I've drafted the correction for your review and have not changed anything.

Use in RevampKeyRead the full skill →

Asks before writing12 DualEntry tools

Check fixed asset depreciation with AI

Audits your fixed assets and depreciation schedules for missing books, wrong start dates and disposals not reflected in the ledger. It reports findings with the effect in numbers and asks before changing any asset.

Use it when

Before month-end, to check the depreciation run matches the asset register
After a disposal or transfer, to confirm the schedule stopped
When a depreciation figure looks wrong and you need to know which input is at fault

Tools it uses

list_companies
list_depreciation_books
get_depreciation_book
create_fixed_asset
get_contract_detail
get_record_detail
get_fixed_asset_schedule
preview_fixed_asset_schedule
search_records
get_related_records
patch_fixed_asset
delete_fixed_asset

Example

Check the fixed assets in our main company for depreciation problems and tell me what you'd fix, but don't change anything yet.

I checked 48 assets across the book and tax depreciation books for Northwind Ltd. I found 3 issues. FA-014 starts depreciating in March but was placed in service in January, which understates this year's charge by 1,250. FA-031 is marked disposed but still charges 310 a month. FA-022 is missing from the tax book. I haven't changed anything. Should I prepare the corrections for your approval?

Use in RevampKeyRead the full skill →

Read-only8 DualEntry tools

Review month-end accruals in DualEntry

Reviews open and prior-period accruals against bank and ledger activity to find duplicates, stale items and omissions before close. It reads and drafts corrections, and asks before posting anything.

Use it when

Before closing the books, when you want every accrual checked for duplicates or staleness
When a bill arrived and you suspect the accrual it replaces was never reversed
When you want to know which recurring expenses were not accrued this period

Tools it uses

list_companies
search_records
search_entities
get_related_records
list_bank_transactions
get_record_history
get_record_detail
save_record

Example

Review the open accruals for the March close and tell me which ones are duplicates or should have reversed by now.

I reviewed 38 accruals for the March close. Four look wrong: two are duplicates of bills posted on 2 April, and two dated January should have reversed by now. I have drafted reversals for all four but have not posted them. Please confirm which to post.

Use in RevampKeyRead the full skill →

Get all 5 without copying a file

RevampKey adds the skills when you connect DualEntry, updates them for you and removes them when you disconnect.

Download RevampKey

How DualEntry skills work

Connect DualEntry
The DualEntry MCP server gives the agent its tools.
Ask in plain words
“Reconcile the unmatched bank transactions for the operating account in March and tell me which suggested matches I can approve.” Each SKILL.md says when it applies, so only the one that fits is loaded.
Approve any change
The agent calls the tools in order, checks its work, and shows you any change before it makes it.

How to install DualEntry skills

In RevampKey the skills install themselves when you connect DualEntry. In other tools each skill is one folder with a SKILL.md file, and you also need the DualEntry MCP server connected there.

About 1 minute · nothing to copy

Download RevampKey for Mac, Windows or Linux and sign in.
Open Connectors and connect DualEntry. All 5 skills come with it and stay up to date; they go away when you remove the connector.
Ask in plain language, for example “Reconcile the unmatched bank transactions for the operating account in March and tell me which suggested matches I can approve.”
Download RevampKeyConnect DualEntry · 1 click
Get RevampKey to connect DualEntry
RevampKey is a free desktop app for Mac, Windows and Linux. Install it, sign in, and DualEntry is one click away with its skills already attached.
Download RevampKey
Not now? Use the skills in your current tool
for s in essentials bank-reconciliation-match contract-and-record-audit fixed-asset-depreciation-check month-end-accrual-review; do curl -fsSL --create-dirs -o .claude/skills/dualentry-$s/SKILL.md https://revampkey.com/marketplace/dualentry/skills/$s/SKILL.md done
Other tools

Into this project’s .claude/skills folder

Connect the DualEntry MCP server in Claude Code.

Run this in your project folder to add all 5 skills:

for s in essentials bank-reconciliation-match contract-and-record-audit fixed-asset-depreciation-check month-end-accrual-review; do
  curl -fsSL --create-dirs -o .claude/skills/dualentry-$s/SKILL.md https://revampkey.com/marketplace/dualentry/skills/$s/SKILL.md
done

Ask in plain language, for example “Reconcile the unmatched bank transactions for the operating account in March and tell me which suggested matches I can approve.”

Into the shared .agents/skills folder

Connect the DualEntry MCP server in Cursor.

Run this in your project folder to add all 5 skills:

for s in essentials bank-reconciliation-match contract-and-record-audit fixed-asset-depreciation-check month-end-accrual-review; do
  curl -fsSL --create-dirs -o .agents/skills/dualentry-$s/SKILL.md https://revampkey.com/marketplace/dualentry/skills/$s/SKILL.md
done

Ask in plain language, for example “Reconcile the unmatched bank transactions for the operating account in March and tell me which suggested matches I can approve.”

Into the shared .agents/skills folder

Connect the DualEntry MCP server in Codex.

Run this in your project folder to add all 5 skills:

for s in essentials bank-reconciliation-match contract-and-record-audit fixed-asset-depreciation-check month-end-accrual-review; do
  curl -fsSL --create-dirs -o .agents/skills/dualentry-$s/SKILL.md https://revampkey.com/marketplace/dualentry/skills/$s/SKILL.md
done

Ask in plain language, for example “Reconcile the unmatched bank transactions for the operating account in March and tell me which suggested matches I can approve.”

Into the shared .agents/skills folder

Connect the DualEntry MCP server in VS Code.

Run this in your project folder to add all 5 skills:

for s in essentials bank-reconciliation-match contract-and-record-audit fixed-asset-depreciation-check month-end-accrual-review; do
  curl -fsSL --create-dirs -o .agents/skills/dualentry-$s/SKILL.md https://revampkey.com/marketplace/dualentry/skills/$s/SKILL.md
done

Ask in plain language, for example “Reconcile the unmatched bank transactions for the operating account in March and tell me which suggested matches I can approve.”

RevampKey or copy the files?

In RevampKey

One click when you connect DualEntry
Updated for you when a skill improves
Removed when you disconnect
The MCP server is set up for you
800+ other connectors, same way

Download free

Copy into your project

One command per project
Run it again to get updates
You connect the DualEntry MCP server yourself
Works in Claude Code, Cursor, Codex and VS Code

See the command

DualEntry skills FAQ

What is a DualEntry agent skill?

A SKILL.md file: a short playbook an AI agent loads when your request matches it. Each DualEntry skill describes one job, which DualEntry tools to use in which order, what to check first and when to stop and ask you.

Do the DualEntry skills change anything on their own?

2 of the 5 only read. The others tell the agent to show you the change and wait for a yes before it creates, edits or deletes anything in DualEntry.

Which tools can use these skills?

Any agent that reads the open Agent Skills format: Claude Code, Cursor, Codex, VS Code with Copilot and RevampKey. In RevampKey they are attached when you connect DualEntry; elsewhere you copy the folders into your project or skills directory.

Do I need the DualEntry MCP server too?

Yes. The skills tell the agent how to do the work; the DualEntry MCP server gives it the tools to do it. The DualEntry MCP setup guide covers every client.

DualEntry MCP server setup · This page as Markdown

Put DualEntry’s best workflows in your agent

Download RevampKey, connect DualEntry and ask your first question in about a minute.

Download RevampKey Connect DualEntry · 1 click

All 5 DualEntry skills

Use DualEntry safely with AI

Use it when

Tools it uses

Reconcile DualEntry bank transactions with AI

Use it when

Tools it uses

Trace a DualEntry contract or record with AI

Use it when

Tools it uses

Check fixed asset depreciation with AI

Use it when

Tools it uses

Review month-end accruals in DualEntry

Use it when

Tools it uses

Get all 5 without copying a file

How DualEntry skills work

How to install DualEntry skills

RevampKey or copy the files?

In RevampKey

Copy into your project

DualEntry skills FAQ

Put DualEntry’s best workflows in your agent

Skills for related tools