month-heads-up

Q: How do I install month-heads-up?

Run npx skills add https://github.com/anthropics/knowledge-work-plugins --skill month-heads-up in your project. The skills CLI detects the agents you use and copies the skill into the right folder. For Claude Code you can also place the skill folder at ~/.claude/skills/month-heads-up/ (personal) or .claude/skills/month-heads-up/ (project).

Q: Which AI agents can use month-heads-up?

Any agent that supports the open Agent Skills format (a folder with a SKILL.md file), including Claude Code, Codex, Cursor, GitHub Copilot, Gemini CLI, Windsurf, Cline, OpenCode and more.

Q: Is month-heads-up safe to install?

No partner security audit is available yet. Skills can run commands and scripts, so read the SKILL.md and any bundled files before installing.

Q: Who maintains month-heads-up?

It is published by anthropics in anthropics/knowledge-work-plugins, and it is an official skill from the maker of the technology it covers. It has 1,335 recorded installs.

by anthropics Official

Runs on the 25th — shows the next 30-day cash-flow outlook and flags anything that needs attention before month-end. Accepts optional 30 or 60 day horizon.

Installs: 1.3K
Last 24h: —
Trending rank: —
Security: Not audited

Install

Works with every agent the skills CLI supports.

npx skills add https://github.com/anthropics/knowledge-work-plugins --skill month-heads-up

01
Install
Run the command in your project. The CLI asks which agents to install for.
02
Describe the task
Ask your agent for something this skill covers. It loads month-heads-up automatically when relevant.
03
Review the result
The agent follows the SKILL.md steps, scripts and references bundled with the skill.

SKILL.md

The instructions your agent reads when the skill is triggered.

Run the month-end heads-up. Pull forward-looking cash data and give the owner a clear "here's what the next 30 days look like" picture with specific things to watch.

Parse arguments:

--horizon (default: 30) — forecast window in days (30 or 60)

Step 1 — Current cash position

Using the cash-flow-snapshot skill workflow:

Pull QuickBooks current cash and receivables balance.
Pull PayPal settled balance and pending payouts.
Combine for total available + incoming cash.

Step 2 — Upcoming obligations

Pull recurring expenses from QuickBooks (payroll, subscriptions, rent/lease) due in the next 30 days.
Pull any outstanding invoices past due or due within 14 days.
Flag any payment that would push the balance below a comfortable buffer (default: <$2,000 or owner's QB average monthly expense × 0.5).

Step 3 — Cash-flow forecast

Project 30-day net cash: current balance + expected inflows − known obligations.
Identify the single tightest week (lowest projected balance).
Flag if any week projects negative.

Step 4 — Two things to watch

Surface no more than two specific, actionable watches:

Which invoice(s) to chase now
Which expense(s) to defer or negotiate

Format as:

Month-End Heads Up — {current date}
Horizon: next {X} days

Cash today: ${amount}
Projected end-of-period: ${amount}
Tightest week: {date range} — projected ${amount}

TWO THINGS TO WATCH
1. {item} — {why it matters} — suggested action: {action}
2. {item} — {why it matters} — suggested action: {action}

Connector failures

If QuickBooks is unreachable, stop — the cash forecast requires QB as the source of truth. If PayPal is missing, run the forecast from QB-only data and note "PayPal not connected — PayPal receivables excluded from forecast." Same for Stripe/Square if missing.

Approval gates

Never initiate payments or send emails automatically. Surface the data and actions for the owner to take.
Never project revenue that hasn't been confirmed in QB or PayPal. Use conservative estimates only.

Output

Present the formatted brief and offer to draft chase emails for any flagged overdue invoices.

FAQ

What does the month-heads-up skill do?

Runs on the 25th — shows the next 30-day cash-flow outlook and flags anything that needs attention before month-end. Accepts optional 30 or 60 day horizon.

How do I install month-heads-up?

Run npx skills add https://github.com/anthropics/knowledge-work-plugins --skill month-heads-up in your project. The skills CLI detects the agents you use and copies the skill into the right folder. For Claude Code you can also place the skill folder at ~/.claude/skills/month-heads-up/ (personal) or .claude/skills/month-heads-up/ (project).

Which AI agents can use month-heads-up?

Any agent that supports the open Agent Skills format (a folder with a SKILL.md file), including Claude Code, Codex, Cursor, GitHub Copilot, Gemini CLI, Windsurf, Cline, OpenCode and more.

Is month-heads-up safe to install?

No partner security audit is available yet. Skills can run commands and scripts, so read the SKILL.md and any bundled files before installing.

Who maintains month-heads-up?

It is published by anthropics in anthropics/knowledge-work-plugins, and it is an official skill from the maker of the technology it covers. It has 1,335 recorded installs.