{
  "markdown": "# UK SMB Finance & Accounting Plugin\n\nA Claude Code / Cowork plugin for UK finance and accounting workflows — journal entries, reconciliation, purchase invoice scanning, financial statements, VAT, MTD, payroll, Companies House, and internal controls. Built for sole traders, freelancers, and SMBs under FRS 102/IFRS, Companies Act 2006, and HMRC regulations.\n\n> 🏗️ **Architecture:** This plugin is built on and derived from the\n> official\n> [Anthropic Finance & Accounting Plugin](https://github.com/anthropics/knowledge-work-plugins/tree/main/finance)\n> (US version). All US-specific content has been replaced with verified\n> UK equivalents — including FRS 102 instead of US-GAAP, HMRC VAT &\n> MTD instead of US sales tax, employer NIC & auto-enrolment pension\n> instead of FICA/401(k), plus new UK-specific skills (VAT\n> Reconciliation, MTD Filing, Companies House, PAYE/RTI Payroll) with\n> no US equivalent.\n\n> **Getting the most out of this plugin?** If you need help with setup, want it customised to your firm's workflows, or just want to talk through what's possible — [reach out to AI Heroes](https://www.ai-heroes.co/contact). We're building these tools to be as valuable as possible and your input drives that.\n\n## Commands\n\n| Command | Description |\n|---------|-------------|\n| `/journal-entry` | Journal entry preparation — accruals, fixed assets, prepaids, payroll (employer NIC, auto-enrolment pension), revenue entries with FRS 102 treatment |\n| `/financial-statements` | Financial statements — P&L (Companies Act Format 1/2), Balance Sheet, Cash Flow, with period comparison |\n| `/reconciliation` | Account reconciliation — GL vs. subledger, bank (BACS/Faster Payments/Open Banking), intercompany |\n| `/variance-analysis` | Variance/flux analysis — price/volume/mix decomposition with narrative and waterfall charts |\n| `/internal-controls` | Internal controls testing — workpapers, sample selections, UK Corporate Governance Code 2024, ISA (UK) |\n| `/scan-invoices` | Purchase invoice scanning — render scanned PDF pages, extract purchase ledger data from invoices and credit notes, validate it, and build an Excel workbook for VAT review |\n| `/vat-reconciliation` | VAT reconciliation — VAT control account, 9-box MTD return, partial exemption handling |\n| `/mtd-filing` | Making Tax Digital — VAT quarterly returns and ITSA updates via HMRC API, deadlines and penalties |\n| `/companies-house` | Companies House — annual accounts, confirmation statements, size classification, audit exemption, filing deadlines |\n\n## Skills (auto-activated)\n\n| Skill | Description |\n|-------|-------------|\n| journal-entry-prep | JE best practices, FRS 102 recognition, capital allowances (AIA £1M, full expensing, WDA), approval matrices |\n| journal-entry | JE command workflow with UK chart of accounts reference |\n| reconciliation | Reconciliation methodology including bank, subledger, and intercompany |\n| financial-statements | P&L, Balance Sheet, Cash Flow under Companies Act / FRS 102 with flux analysis |\n| variance-analysis | Variance decomposition with UK materiality thresholds (ISA UK 320) |\n| close-management | Month-end close checklist with VAT deadlines, PAYE 22nd payment, annual close activities |\n| controls-testing | UK Corporate Governance Code 2024 Provision 29, ISA (UK) 265 deficiency classification |\n| internal-controls | Full ICS assessment framework for UK entities |\n| scan-invoices | Batched purchase invoice OCR workflow with PDF-to-image conversion, vision extraction, validation flags, duplicate detection, and workbook generation for VAT-ready purchase ledgers |\n| vat-reconciliation | VAT control account reconciliation, 9-box return, partial exemption, reverse charge |\n| mtd-filing | HMRC MTD VAT & ITSA filing workflow, API bridging, penalty regime |\n| companies-house | Companies Act 2006 filing requirements, size thresholds, late penalties |\n| payroll-uk | Date-aware payroll reference with deterministic lookups for high-risk rates, deadlines, and BiK timing |\n\n## Configuration\n\n### Annual Rate Updates\n\nThe plugin no longer relies on a single yearly rates file. Update the effective-dated records in:\n\n- `finance-uk/data/rates/`\n- `finance-uk/data/forms/`\n- `finance-uk/data/deadlines/`\n\nUse the local tools in `finance-uk/tools/` to verify the new entries before updating skill prose.\n\n### MCP Integration\n\nThis plugin works best with MCP servers connected to your financial data. Add the relevant servers in `.mcp.json`:\n\n- **Accounting** (e.g. Xero, Sage, FreeAgent, QuickBooks) — trial balances, journal entries, invoices\n- **Payroll** (e.g. Sage Payroll, BrightPay, Gusto UK) — PAYE, NIC, pension data\n- **Banking** (e.g. Open Banking, Plaid, TrueLayer) — bank feeds, BACS/FPS matching\n- **HMRC** (e.g. MTD API, Government Gateway) — VAT returns, ITSA submissions\n- **Data Warehouse** (e.g. Snowflake, BigQuery) — analysis, historical comparisons\n\nWithout MCP servers, you can paste data or upload files for analysis.\n\n## Example Workflows\n\n### Month-End Close April 2026\n\n```\n/journal-entry payroll 2026-04\n```\n\nClaude books PAYE, employer NIC (15%), auto-enrolment pension (3% employer / 5% employee), and statutory payments with correct GL coding.\n\n### VAT Return Q1 2026\n\n```\n/scan-invoices \"/path/to/purchase-invoices\" --quarter 2025-Q3\n```\n\nClaude renders the scanned purchase invoice PDFs, extracts invoice fields in batches, validates arithmetic and duplicates, and writes a purchase ledger workbook you can review before filing.\n\n```\n/vat-reconciliation 2026-Q1\n```\n\nClaude reconciles output/input VAT, prepares the 9-box MTD return, handles partial exemption and reverse charge, and walks through the HMRC submission.\n\n### Purchase Invoice QA Run\n\n```\n/scan-invoices \"/path/to/purchase-invoices\" --quarter 2025-Q3 --sample-pages 15 --seed 42\n```\n\nClaude processes a reproducible random subset of pages, which is useful for prompt tuning and OCR QA before you run the full archive.\n\n### Annual Accounts 2025-26\n\n```\n/financial-statements annual 2025-26 --format companies-act\n```\n\nClaude generates P&L (Format 1), Balance Sheet, and notes under Companies Act / FRS 102 with prior year comparison and size classification.\n\n## Repository Structure\n\n```\n├── finance-uk/                          # The plugin (canonical source)\n│   ├── .claude-plugin/plugin.json       # Plugin manifest\n│   ├── skills/                          # 13 skill files including purchase invoice scanning\n│   ├── README.md                        # Full plugin documentation\n│   ├── [CONNECTORS.md](finance-uk/CONNECTORS.md) # MCP connector categories\n│   ├── .mcp.json                        # MCP server configuration\n│   └── LICENSE                          # Apache 2.0 + Commons Clause\n│\n└── .gitignore                           # Git ignore rules\n```\n\n## Installation\n\n### Option 1: Claude Desktop — Drag & Drop (recommended)\n\n1. Download the latest `.zip` from the [Releases page](https://github.com/mlobo2012/UK-SMB-Finance-Accounting-Plugin/releases)\n2. In the Claude Desktop app, go to **Plugins** → **Upload plugin**\n3. Drag and drop the zip file — the plugin installs automatically\n\n> **Note:** The zip is a snapshot. When updates are available, download the latest release and reinstall.\n\n### Option 2: Claude Code CLI\n\n```bash\n# Clear any previous cache first\nrm -rf ~/.claude/plugins/marketplaces/*UK*\nrm -rf ~/.claude/plugins/cache/*UK*\n\n# Step 1: Add this repo as a plugin marketplace\nclaude plugins marketplace add mlobo2012/UK-SMB-Finance-Accounting-Plugin\n\n# Step 2: Install the plugin\nclaude plugins install finance-uk@UK-SMB-Finance-Accounting-Plugin\n```\n\n> **Troubleshooting:** If you get \"not found\" errors, clear the cache directories above and try again. The marketplace name in the install command is `UK-SMB-Finance-Accounting-Plugin` (not the GitHub path).\n\n### Option 3: Clone and point\n\n```bash\ngit clone https://github.com/mlobo2012/UK-SMB-Finance-Accounting-Plugin.git\nclaude --plugin-dir ./UK-SMB-Finance-Accounting-Plugin/finance-uk\n```\n\nAfter installation, use `/journal-entry`, `/scan-invoices`, `/reconciliation`, `/vat-reconciliation`, etc.\n\n## Documentation\n\nSee [finance-uk/README.md](finance-uk/README.md) for full plugin documentation including commands, skills, example workflows, and tax rates.\n\nSee [finance-uk/CONNECTORS.md](finance-uk/CONNECTORS.md) for MCP connector categories and recommended UK platforms.\n\n## Author\n\nBuilt by [AI Heroes](https://www.ai-heroes.co).\n\n## License\n\n[Apache 2.0 + Commons Clause](finance-uk/LICENSE) — free for private and internal business use. Commercial resale is not permitted.\n",
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