Flowlu Finance Skill

Financial

Domain knowledge for your AI assistant — workflow patterns, data model concepts, and gotchas for Flowlu Finance tools.

105 tools
SKILL.md

Flowlu Finance
SKILL.md

Domain knowledge for Flowlu Finance — invoices, estimates, transactions

Flowlu Finance

Invoices, estimates, transactions, bank accounts, recurring invoices.

Data Model

  • Invoices — invoice items, invoice contacts. Create invoice first.
  • Estimates — estimate items. Convert to invoice when won.
  • Transactions — payments, transfers. Type for income vs expense.
  • Bank — bank accounts, account groups.
  • Recurring — recurring invoices, items.
  • Relations — fin_relations, item_relations for linking.

Gotchas

  • Invoice items: Require invoice_id; create invoice first.
  • Organization: Multi-entity; may be required.
  • Transaction types: Use type for income vs expense.

Use with Flowlu Finance Bundle

This skill teaches your AI assistant domain knowledge. To actually execute Flowlu Finance API calls, enable the MCP bundle — the skill and bundle work together.

Ready to use Flowlu Finance?

Install the skill for domain knowledge, enable the bundle for authenticated tool access

What is a Skill?

Flowlu Finance Skill - MCP Bundles