Close Management
Financeby anthropics
3/3 audits passApache-2.0
Manage the month-end close process with task sequencing, dependencies, and status tracking. Use when planning the close calendar, tracking close progress, identifying blockers, or sequencing close activities by day.
Close Management, from the anthropics knowledge-work-plugins finance plugin (Apache-2.0), gives an agent a structured month-end close process. It provides a checklist from pre-close through T+5 (cut-off confirmation, accruals, payroll, bank reconciliation, depreciation, revenue recognition, subledger and balance sheet reconciliations, flux analysis, tax provision, draft statements, hard close and period lock), plus a five-level dependency map and the typical critical path that sets minimum close duration.
It adds status tracking (task, owner, deadline, status, blocker), status definitions including Blocked and At Risk, a daily close standup format, close metrics to track over time, a typical five-day calendar with responsible roles, and the prerequisites for an accelerated three-day close such as automated recurring entries and continuous reconciliation. It is marked as not user-invocable, so it acts as background knowledge the agent loads when planning or tracking a close. It states it does not provide financial advice.
Imported into BusinessMCP, it becomes a playbook the AI business analyst can reference when you ask it to plan a close calendar or sequence close tasks alongside your connected revenue data.
What you can do with it
- Plan a five-day close calendar with owners per task
- Sequence close tasks by dependency level to find the critical path
- Track close status and blockers in a daily standup table
- Identify prerequisites for moving to a three-day close
Run it on your business data
Imported into BusinessMCP, Close Management becomes a playbook your AI business analyst applies to your Stripe revenue and connected databases.
Use Close Management in BusinessMCPInstall it in a coding agent
One command adds Close Management to your project.
npx skills add https://github.com/anthropics/knowledge-work-plugins --skill close-managementHow we vetted it
- Source
- anthropics/knowledge-work-plugins at da38ec1
- Licence
- Apache-2.0
- Security audits (skills.sh)
- Gen Agent Trust Hub: Pass · Socket: Pass · Snyk: Pass
- Bundled scripts
- None, instructions only
Checked 2026-09-25 against its skills.sh listing. How we vet skills
Related skills
All skillsReconciliation
Reconcile accounts by comparing GL balances to subledgers, bank statements, or third-party data.
Financial Statements
Generate financial statements (income statement, balance sheet, cash flow) with period-over-period comparison and variance analysis.
Variance Analysis
Decompose financial variances into drivers with narrative explanations and waterfall analysis. Use when analyzing budget vs.
Frequently asked questions
How do I install Close Management?
Run `npx skills add anthropics/knowledge-work-plugins --skill close-management` to add it to a Claude Code or other skills-compatible agent. You can also import it from the BusinessMCP dashboard, where it becomes a playbook in your workspace.
Can I invoke it with a slash command?
Its frontmatter sets user-invocable to false, so it works as background knowledge the agent loads when you ask about planning or tracking the close.
Does it cover faster closes?
Yes. It includes an accelerated three-day close calendar and lists prerequisites such as automated recurring entries, continuous reconciliation and automated intercompany elimination.
Run Close Management against your whole business
Free plan, no credit card.
Use Close Management in BusinessMCP