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smart-categorize

100 / 100 · Low risk

Fine to try.

By openaccountant/wilson (GitHub) · coding · 52 stars · scanned at commit 0d41549

Categorizes uncategorized transactions using AI, aligned with Plaid's Personal Finance Category (PFC) taxonomy. Process in batches; low-confidence suggestions are routed to a review queue the user resolves in the dashboard Review tab. Trigger when user says "categorize", "classify transactions", "what are my uncategorized", or after import when uncategorized transactions exist.

Works with any agent that supports SKILL.md skills.

What this skill can do

We found nothing in the files we read that matches our rules. That does not prove the skill is safe: see the limits of static scanning.

Install

Paste this into your terminal. It downloads exactly the version we scanned, not whatever is newest.

if [ -e ~/.agents/skills/'smart-categorize' ] || [ -L ~/.agents/skills/'smart-categorize' ]; then echo 'A skill folder named smart-categorize already exists — not replacing it' >&2; false; else d=$(mktemp -d) && git clone --quiet --filter=blob:none --no-checkout 'https://github.com/openaccountant/wilson' "$d" && git -C "$d" checkout --quiet '0d415497042bf09efce3a6cde512904d64923148' -- 'src/skills/smart-categorize' && mkdir -p ~/.agents/skills && cp -R "$d"/'src/skills/smart-categorize' ~/.agents/skills/'smart-categorize' && rm -rf "$d"; fi

Codex reads ~/.agents/skills directly. For Claude Code, Cursor, Copilot, Gemini CLI, Antigravity or OpenCode, also link it. For Claude Code: ln -s ~/.agents/skills/'smart-categorize' ~/.claude/skills/'smart-categorize' (other agents: ~/.cursor/skills, ~/.copilot/skills, ~/.gemini/skills, ~/.gemini/config/skills, ~/.config/opencode/skills). Or install through the finder skill, which does both.

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