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skills/agent-smith/README.md
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skills/agent-smith/README.md
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# Agent Smith - Claude Code Skill Source
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This directory contains the source files for the Agent Smith Claude Code skill.
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## Directory Structure
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```
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skill/
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├── SKILL.md # Main skill definition (required)
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├── .env.sample # Configuration template
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├── pyproject.toml # Python dependencies
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├── uv.lock # Dependency lock file
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├── .gitignore # Git ignore patterns
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│
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├── scripts/ # Python code (copied from ../scripts/)
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│ ├── core/ # API client, rule engine, unified rules
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│ ├── operations/ # Categorization, batch processing
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│ ├── analysis/ # Spending analysis, trends
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│ ├── reporting/ # Report generation
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│ ├── tax/ # Tax intelligence (3-tier)
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│ ├── scenarios/ # Scenario analysis
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│ ├── orchestration/ # Subagent conductor
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│ ├── workflows/ # Interactive workflows
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│ ├── features/ # Advanced features
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│ ├── health/ # Health check system
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│ └── utils/ # Utilities
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│
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├── references/ # Documentation (loaded on-demand)
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│ ├── pocketsmith-api.md # PocketSmith API reference
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│ ├── design.md # Complete system architecture
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│ ├── unified-rules-guide.md # Rule system documentation
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│ ├── onboarding-guide.md # First-time setup guide
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│ ├── health-check-guide.md # Health system details
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│ └── LESSONS_LEARNED.md # Migration insights
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│
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├── assets/ # Templates and samples
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│ ├── templates/ # Pre-built rule templates
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│ ├── .env.sample # Configuration template
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│ └── config.json.sample # User preferences template
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│
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└── data/ # Working directories (empty, created at runtime)
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├── templates/
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├── merchants/
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├── tax/
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└── [other runtime directories]
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```
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## Building the Skill Package
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To rebuild the `agent-smith.skill` package after making changes:
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```bash
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# From the repository root
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./build-skill.sh
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```
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Or manually:
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```bash
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cd /path/to/agent-smith
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zip -r agent-smith.skill skill/ \
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-x "*.pyc" \
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-x "*__pycache__*" \
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-x "*.git*" \
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-x "skill/data/*" \
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-x "skill/logs/*" \
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-x "skill/backups/*" \
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-x "skill/reports/*"
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```
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The packaged `.skill` file will be created in the repository root.
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## Development Workflow
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1. **Make changes** to files in this directory
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2. **Test changes** by copying to `~/.claude/skills/agent-smith/` and testing in Claude Code
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3. **Rebuild the package** using the build script
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4. **Commit changes** to the repository
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## What Gets Packaged
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**Included:**
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- ✅ SKILL.md (required)
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- ✅ All Python scripts
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- ✅ All reference documentation
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- ✅ Asset templates and samples
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- ✅ Configuration templates
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- ✅ Dependency files (pyproject.toml, uv.lock)
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- ✅ Empty data directories (structure only)
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**Excluded:**
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- ❌ Python cache files (*.pyc, __pycache__)
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- ❌ Git files
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- ❌ Runtime data (data/, logs/, backups/, reports/ contents)
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- ❌ User-specific configuration (.env)
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## File Organization
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Following Claude Code skill best practices:
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- **Progressive Disclosure**: SKILL.md is concise (~500 lines), detailed docs in references/
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- **Bundled Scripts**: All executable Python code in scripts/
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- **Reference Documentation**: Detailed guides loaded on-demand from references/
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- **Asset Templates**: Pre-built templates and configuration samples in assets/
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## Updating the Skill
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### Adding New Scripts
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1. Add/update scripts in `../scripts/`
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2. Copy to `skill/scripts/`:
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```bash
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cp -r ../scripts/* skill/scripts/
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```
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3. Rebuild the package
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### Adding New Documentation
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1. Add documentation to `skill/references/`
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2. Reference it from SKILL.md if needed
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3. Rebuild the package
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### Updating SKILL.md
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1. Edit `skill/SKILL.md`
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2. Ensure frontmatter is valid YAML
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3. Keep instructions concise (<500 lines)
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4. Rebuild the package
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## Testing the Skill
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### Local Testing
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```bash
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# Install the skill locally
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/plugin install /path/to/agent-smith.skill
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# Or extract and copy manually
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cd ~/.claude/skills/
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unzip /path/to/agent-smith.skill
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cd agent-smith/
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cp .env.sample .env
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# Edit .env with your API key
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uv sync
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```
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### Run Tests
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```bash
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cd ~/.claude/skills/agent-smith/
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uv run python -u scripts/operations/batch_categorize.py --mode=dry_run
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```
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## Version History
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- **1.3.8** - Complete implementation (all 8 phases)
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- **1.0.0** - Initial skill package
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## Notes
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- This is the **source directory** for the skill - the actual skill package is `../agent-smith.skill`
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- Always rebuild the package after making changes
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- Test changes locally before distributing
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- Keep SKILL.md focused and concise
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- Move detailed documentation to references/
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