Skills
A skill is a finance workflow written out step by step for Claude. You copy it from Gatlas, paste it into Claude, and Claude runs it against your views: the same method every time, whoever asks.
Run a skill in three steps
You need Claude connected to Gatlas first, through an MCP connection: that is how AI assistants such as Claude connect to Gatlas. If it is not, follow Using your MCP connection.
Open Skills
Choose Skills in the sidebar. Each card shows what the skill does, the views it needs under Required views, and whether it can run. Click a card to read when to use it and which of your views it will read.
Copy the prompt
Choose Copy prompt. The whole procedure is now on your clipboard.
Paste it into Claude and name the company and the period
Paste it into a new conversation and add what you want, for example:
Run this for Northwind for August.
Claude asks for anything it still needs, such as the company or the month, then reads your views and writes the result.
Tip
Each skill reads views with particular names
A skill works on your views, not on raw data. Gatlas matches each name under Required views against your view names: a view whose name contains it, ignoring case, counts. The badge on the card tells you where you stand:
- Ready: every required view exists, is published, and has AI context.
- Needs context: the views exist, but at least one is not published or has no AI context. The skill still runs; its answers improve once you fill in the context.
- Missing views: at least one required view has no match. Copy prompt stays off until you create it.
So when you build the views a skill needs, give them names it recognizes, such as "Northwind Monthly P&L". The view-builder skill can build them with you; see Views and SQL for the other ways.
The skills
Cards show each skill by its name. This is what each one does, and the view names it looks for.
finance-monthly-pnl
A monthly profit and loss statement for one company, with the change on the month before and on the same month last year, notes on the biggest movers, and a summary you can put in front of a board.
Looks for views named: Monthly P&L, PnL Summary, PnL Lines
finance-portfolio-rollup
Revenue, gross margin, operating result and net result across every company in the portfolio, with each company ranked by what it contributed.
Looks for views named: Consolidated, Monthly P&L, PnL Summary
finance-variance-vs-prior
The P&L lines that moved most against the month before and the same month last year, ranked by impact, with a short note on what drove each.
Looks for views named: Monthly P&L, PnL Lines, PnL Summary
finance-cashflow
A company's cash position over a window you choose (the last 90 days, week by week, unless you say otherwise), with month-end balances, net movement and a projection from the recent burn or build.
Looks for views named: Bank, Cash, Ledger
finance-ar-aging
What customers owe, grouped by how long it has been outstanding (current, 1 to 30 days, 31 to 60, 61 to 90, over 90), with the customers who pay latest called out and the total owed.
Looks for views named: Invoices, Customers, AR
finance-ap-aging
What the company owes suppliers, grouped the same way, with the largest amounts called out and the total owed.
Looks for views named: Suppliers, Supplier Invoices, AP
finance-customer-concentration
How much of a company's revenue its largest customers bring in (the top 10 over the last 12 months, unless you say otherwise), where it depends on one customer, and whose share has shifted.
Looks for views named: Invoices, Customers, Revenue
finance-vat-prep
Output VAT and input VAT for a period, by VAT zone or rate, with the net amount due or refundable. It is a summary to check, not a filed return: you still verify it and file through your tax authority.
Looks for views named: VAT, Invoices, Supplier
view-builder
Builds a new view with you. Claude asks what you want in plain language, checks the idea against your real data, proposes the view, and publishes it once you say yes. It needs no views to start, and it needs a read/write MCP connection because it creates something.
What a skill will and will not do
- The finance skills only read. They never send reminders, pay a bill or change anything in your accounting.
- A skill sees what your MCP connection sees. If the connection is limited to some companies or some views, so is the skill.
- A skill is only as good as the views under it. When a number looks wrong, check the view first, then its AI context.
Note