End-to-end onboarding of a new entity, customer, or account into TRES Finance. Orchestrates 8 steps in order: wallet upload, data collection (commit), balance validation, reconciliation, cost basis, export unidentified addresses, import contacts, and rollup rules. Trigger ONLY when the user explicitly wants to onboard a new entity, customer, or account — e.g.
Install
npx skills add anthropics/claude-plugins-community --skill tres-onboardingnpx skills add anthropics/claude-plugins-community --skill tres-onboarding -a claude-code -gnpx skills add anthropics/claude-plugins-community --skill tres-onboarding -a codex -ggemini skills install https://github.com/anthropics/claude-plugins-community.git --path tres-finance-plugin/skills/tres-onboardinggh skill install anthropics/claude-plugins-community tres-onboardinggit clone --depth 1 https://github.com/anthropics/claude-plugins-community /tmp/anthropics__claude-plugins-community
mkdir -p ~/.claude/skills ~/.agents/skills
cp -R /tmp/anthropics__claude-plugins-community/tres-finance-plugin/skills/tres-onboarding ~/.claude/skills/tres-onboarding # Claude Code
cp -R /tmp/anthropics__claude-plugins-community/tres-finance-plugin/skills/tres-onboarding ~/.agents/skills/tres-onboarding # Codex, Cursor, Gemini CLI, Copilot, OpenCode