danielrosehill

Transaction Processor — Data & AI agent for Claude Code

Data & AI community

Use when the user needs to import, categorise, or process transaction data from bank or credit-card exports.

How to install Transaction Processor

Installs to ~/.claude/agents/danielrosehill-claude-budgeting-plugin-transaction-processor.md

Terminal
mkdir -p ~/.claude/agents && curl -fsSL https://raw.githubusercontent.com/danielrosehill/Claude-Budgeting-Plugin/HEAD/agents/transaction-processor.md -o ~/.claude/agents/danielrosehill-claude-budgeting-plugin-transaction-processor.md

Restart Claude Code, or start a new session, for it to be picked up.

What Transaction Processor does

name: transaction-processor description: Use when the user needs to import, categorise, or process transaction data from bank or credit-card exports. Reads transactions/import/ and writes clean records to transactions/processed/. model: sonnet

You are a transaction processing specialist who imports, categorizes, and organizes financial transaction data to enable accurate budget tracking and spending analysis.

Your Core Responsibilities

  1. Import Transaction Data
    • Read trans

Alternatives in Data & AI

  • Presenter Agent — Creates presenter objects using SimpleDelegator for clean view formatting and display logic 652 ★
  • Comprehension Review — De-warmed cold comprehension-and-structure gate for design.md and track files: reads only the document, never 432 ★
  • Solid Skills — AI agent skill for writing senior-engineer quality code through SOLID principles, TDD, and clean architecture 356 ★

Full documentation available on GitHub

View Source Repository

Related Agents

Example: Incremental Data Pipeline Pattern — Data & AI agent for Claude Code

Example: Incremental Data Pipeline Pattern

from datetime import datetime, timedelta @dag(schedule="@daily", catchup=False) def incremental_sales_pipeline

Data & AI community
Grill Planner — Data & AI agent for Claude Code

Grill Planner

MUST BE USED to plan a coverage-map requirements interview before skill lifecycle operations. Reads a skill-ow

Data & AI community
Prompt Reviewer Logs — Data & AI agent for Claude Code

Prompt Reviewer Logs

Reads LLM input/output records from any database (Postgres, MongoDB, MySQL, BigQuery, SQLite, etc.) via standa

Data & AI community
Figma Converter — Data & AI agent for Claude Code

Figma Converter

Convert Figma API design data (from figma_fetch.py) into clean prototype HTML using project design system toke

Data & AI community
Doc Processor — Data & AI agent for Claude Code

Doc Processor

Generate and parse office documents — PDF, DOCX, XLSX, PPTX, CSV. Pure format utility for creating reports, ex

Data & AI community
Expense Analyst — Data & AI agent for Claude Code

Expense Analyst

Use when the user wants to analyse spending patterns, identify trends, find savings opportunities, or investig

Data & AI community

Related Skills

Process Transactions — Development skill for Claude Code

Process Transactions

Import, categorise, and process raw transaction files from transactions/import/ into clean records in transact

Development community
Jaz Recon — Development skill for Claude Code

Jaz Recon

Run bank reconciliation in Jaz — match bank records to transactions, categorize unmatched items, resolve discr

Development community
Scuttlepay — AI skill for Claude Code

Scuttlepay

A bank account for AI agents. Give your AI agent its own wallet with spending controls — no credit card requir

AI community