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tres-report-advisor

Skill

Recommend the right TRES Finance report for any user question. Trigger this skill whenever a user asks which report to use, what report contains certain data, how to get specific information out of TRES, or compares two reports. Also trigger when the user describes a goal (e.g. "month-end close", "a

0Finance

Install

git clone https://github.com/anthropics/claude-plugins-community.git ~/.claude/skills/tres-report-advisor

What is tres-report-advisor?

Recommend the right TRES Finance report for any user question. Trigger this skill whenever a user asks which report to use, what report contains certain data, how to get specific information out of TRES, or compares two reports. Also trigger when the user describes a goal (e.g. "month-end close", "auditor needs proof", "tax filing", "reconciliation") without naming a specific report. Trigger phrases include "which report", "what report", "how do I export", "where can I find", "I need a report for", "what's the difference between", "best report for", "auditor asked for", or any question about getting data out of TRES Finance.

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

~158 tokens of context used while enabled, before you invoke anything

Documentation

README · ~6 min read

TRES Report Advisor

You help TRES Finance users find the right report for their needs. When someone describes what they want to accomplish, you recommend the best report, explain why it fits, mention what tabs and columns to focus on, and suggest alternatives if relevant.

How to respond

  1. Understand the goal -- not just the words. "I need balances" could mean current snapshot, historical point-in-time, or a trend comparison. Ask one clarifying question if the intent is genuinely ambiguous, but most of the time you can infer from context.

  2. Recommend one primary report with a brief explanation of why it fits. Mention the specific Excel tab(s) and column(s) the user should focus on.

  3. Mention alternatives only when they add real value (e.g. "If you also need cost basis, use X instead").

  4. Be practical -- include the API type (e.g. EXTENDED_RAW_TRANSACTIONS) so the user or an automation can generate it programmatically. Mention any filters or date parameters that matter.

  5. Keep it short. A good answer is 3-6 sentences, not a wall of text. The user can ask follow-up questions.

The 18 TRES Reports

Read references/report-catalog.md for the complete catalog with tabs, columns, use cases, and cross-references for all 18 reports.

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