@glideco/skill-ap-agent-claude-quickbooks

AP agent skill for Claude Desktop + QuickBooks Online. Reads QBO invoices, drafts vendor payments within a policy envelope, queues them for principal approval.

Trust tier: core (Glide-maintained)

Capabilities

• Reads QuickBooks Online invoices via the user's QBO connection.
• Proposes USD payments to existing vendors only (counterparty allowlist enforced; new vendors require explicit beneficiary:write approval).
• Auto-escalates anomalies: amount ≫ historical mean for the vendor, new beneficiary, time-of-day mismatch.
• Every payment is payments:simulated before payments:initiate runs, so the principal sees the projected bank-balance impact before approving.

Required scopes

• accounts:read — read account balances + transaction history.
• payments:initiate — broadcast approved payments.
• payments:simulate — pre-flight every payment without broadcast.
• beneficiary:write — add/update vendor records.
• audit:stream — append every action to the user's audit feed.

Policy template

| Tier | per-tx max | daily cap | velocity cap (1h) | | ---------- | ---------: | --------: | ----------------------- | | supervise | $500 | $2,000 | 5 tx | | ride-along | $1,000 | $5,000 | 10 tx | | trust | $2,500 | $10,000 | 20 tx (package default) | | veteran | $5,000 | $25,000 | 40 tx |

The principal can tighten any axis at install time. Loosening above the package default requires editing the policy template + a fresh install.

Status

🚧 Wired but blocked. Live deployment requires:

• V3 Bucket 3.3 — QuickBooks Online connector.
• V3 Bucket 3.4 — bill pay routing.

The manifest + policy template ship today so the catalog at apps/web/src/app/(public)/skills/[slug] can render the install flow with a "wait for V3" badge.

License

MIT — see LICENSE.