tres-onboarding
SkillEnd-to-end onboarding of a new entity, customer, or account into TRES Finance. Orchestrates 8 steps in order: wallet upload, data collection (commit), balance validation, reconciliation, cost basis, export unidentified addresses, import contacts, and rollup rules. Trigger ONLY when the user explicit
Install
git clone https://github.com/anthropics/claude-plugins-community.git ~/.claude/skills/tres-onboardingWhat is tres-onboarding?
End-to-end onboarding of a new entity, customer, or account into TRES Finance. Orchestrates 8 steps in order: wallet upload, data collection (commit), balance validation, reconciliation, cost basis, export unidentified addresses, import contacts, and rollup rules. Trigger ONLY when the user explicitly wants to onboard a new entity, customer, or account — e.g. "onboard a new entity", "onboard new customer", "start onboarding for [name]", "set up a new account in TRES", "run the full onboarding flow", "I need to onboard [company name]", "new entity onboarding". Do NOT trigger for individual tasks — those have their own dedicated skills. If the user asks to "add wallets" without mentioning onboarding, use tres-wallets-upload. "Validate balances" alone is tres-asset-balance-validation. "Run a commit" alone is tres-data-collection-commit. Only trigger when the user wants the full pipeline.
What this can do
Capabilities declared in this component's own frontmatter — not inferred.
Inherit all session tools
Declares no tool restrictions — inherits every session tool
~224 tokens of context used while enabled, before you invoke anything
Documentation
README · ~5 min readTRES Finance — Full Entity Onboarding
Orchestrate the complete onboarding of a new entity/customer/account into TRES Finance. This skill does not contain its own low-level logic — instead, it drives the user through 8 sequential steps, invoking the dedicated skill for each one. Think of it as a conductor that keeps the onboarding moving forward while each sub-skill handles the details.
Before You Start
No visualizations for input gathering. Do NOT use show_widget, HTML widgets, interactive forms, AskUserQuestion widgets, or any visualization tool when collecting initial context from the user or presenting the onboarding roadmap. Ask all questions and present the roadmap as
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