Agents are autonomous sub-agents invoked via the
Agent tool — they run multi-step tasks independently with their own scope and tools. Unlike skills, agents can take screenshots, browse pages, and carry out complex multi-step work. To create a new agent use /create-agent. Global agent files live in ~/.claude/agents/.Disseminate Agents
company-accountant
Disseminate
Handles Disseminate Limited's accounting tasks. Works with FreeAgent and Santander Business Banking. Tasks are assigned as needed — the agent's role is Company Accountant.
Task — company-accountant
📋
Quarterly VAT Reconciliation
Disseminate
Planned
Run before each VAT deadline: 7 Feb · 7 May · 7 Aug · 7 Nov. Uploads the quarter's bank transactions to FreeAgent and auto-confirms categorisations.
| # | Step | Detail | Responsible |
|---|---|---|---|
| 1 | Retrieve credentials & log in | Agent retrieves FreeAgent credentials from the secrets vault and logs in via Playwright. | Agent |
| 2 | Identify account & find last completed date | Agent navigates to Banking and identifies the active Santander Business Current Account (there may be old inactive accounts listed — pick the one with the most recent transactions). Finds the most recently explained transaction, notes its date and the current FreeAgent closing balance. Reports to Matthew: "Please export transactions from [date] onwards." | Agent |
| 3 | Export QIF from Santander | Using the date provided, you export transactions from Santander Business Banking as a QIF file and drop it in Disseminate\_temp\. |
Matthew |
| 4 | Upload QIF file | Agent navigates to Banking → Import statement and uploads the QIF file. FreeAgent processes and displays its auto-suggested categorisations — but does not save them yet. | Agent |
| 5 | Apply known splits | Agent identifies any BLACK HORSE transactions and manually splits each one into two explanations: Tesla Repayment (Payment of HP Agreement) and Tesla Interest (Payment → Interest Payable, 0% VAT) using the fixed amounts in the Known Splits table below. FreeAgent cannot auto-suggest these splits. | Agent |
| 6 | Apply transaction rules | For every transaction whose bank description matches a keyword in the Full Transaction Rules table, agent sets all fields exactly as specified: Type, Description (with time identifier), Category or Asset Type, VAT rate, and Depreciation where applicable. This overrides whatever FreeAgent suggested and replaces raw bank descriptions with clean names. Do not save yet. | Agent |
| 7 | Review against rules — flag inconsistencies | For each transaction matched in step 6, agent compares FreeAgent's original auto-suggestion against the rule. Any transaction where FreeAgent suggested a different Type, Category, VAT rate, or Description is listed as an inconsistency, showing: bank description · FreeAgent suggestion · rule value. Agent presents this list before saving anything. | Agent |
| 8 | Review inconsistencies & confirm | Review the inconsistency list. A mismatch may indicate a VAT rate change, a new merchant pattern, or an outdated rule — investigate if unexpected. Confirm to proceed with the rules as applied, or correct any entry before continuing. | Matthew |
| 9 | Save rules-matched transactions | Agent saves all transactions matched by the rules table using the confirmed field values. | Agent |
| 10 | Auto-confirm remaining transactions | For every remaining transaction not matched by any rule: if FreeAgent has suggested a full Type, Category, and VAT rate, agent saves it as-is without modification. | Agent |
| 11 | Flag uncategorised transactions | Any transaction with no matching rule and no FreeAgent suggestion is presented to you as a list: date · raw bank description · amount. You categorise these manually in FreeAgent. | Agent Matthew |
| 12 | Reconcile closing balance | Agent compares the FreeAgent account balance against the Santander closing balance (from statement or QIF). If they match, proceed. If they differ, agent investigates (skipped transactions, timing differences) and reports the discrepancy to Matthew before continuing. | Agent |
| 13 | Summary report | Agent reports: total transactions processed · rules matched and saved · splits applied · inconsistencies flagged · auto-confirmed by FreeAgent · manually categorised · FreeAgent vs Santander closing balance. | Agent |
Known Splits — applied manually at Step 5
| Bank description match | Line 1 — Category | Line 1 — Amount | Line 2 — Category | Line 2 — Amount |
|---|---|---|---|---|
| BLACK HORSE | Payment of HP Agreement | xxx | Interest Payable | xxx |
Known Corrections — FreeAgent gets these wrong, agent fixes before saving
| Bank description match | Field | FreeAgent default | Correct value |
|---|---|---|---|
| STRIKE DCA | Depreciation method | Straight line / Reducing balance | No depreciation |
Full Transaction Rules — Steps 5, 6 & 7
Agent applies all fields from this table, overriding FreeAgent's suggestions for known transactions. All values confirmed against live FreeAgent entries. Dates marked "from description" are parsed from the embedded date in the bank description text; "from posting date" uses the transaction date in the QIF.
| Bank keyword | Description | Time ID | Type | Category | VAT |
|---|---|---|---|---|---|
| STRIKE DCA | Bitcoin Purchase | DD Mon YYYY from posting date | Purchase of Capital Asset | Bitcoin account Purchase | Out of Scope |
| BLACK HORSE (line 1) | Tesla Repayment | — | Payment of HP Agreement | — | — |
| BLACK HORSE (line 2) | Tesla Interest | — | Payment | Interest Payable | 0% |
| REGULAR TRANSFER PAYMENT or TRANSFER TO SELECT CURRENT ACCOUNT | Matt Dividend | DD Mon YYYY from posting date | Money Paid to User | Matthew Denison — Director Loan Account | — |
| EE LIMITED | Matt Mobile EE | Mon YYYY from posting date | Payment | Mobile Phone | 20% |
| CARD PAYMENT TO TESLA (not TESLA INC.) | Premium Connectivity DE71SON | DD Mon YYYY from description | Payment | Motor Expenses | 20% |
| CARD PAYMENT TO TESLA INC. | Private payment | DD Mon YYYY from description | Money Paid to User | Matthew Denison — Director Loan Account | — |
| AYSGARTHCA | Accountancy Fees | Mon YYYY from posting date | Payment | Accountancy Fees | 20% |
| OPENAI *CHATGPT SUBSCR | Chat GPT Subscription | DD Mon YYYY from description | Payment | Computer Software | Out of Scope |
| CARD PAYMENT TO ANTHROPIC | Anthropic API | DD Mon YYYY from description | Payment | Computer Software | 20% |
| CARD PAYMENT TO CLAUDE.AI | Claude AI Subscription | DD Mon YYYY from description | Payment | Computer Software | 0% |
| FOREIGN CURRENCY CONVERSION | USD to GBP Conversion fee | Mon YYYY from posting date | Payment | Bank/Finance Charges | Exempt |
| CHARGES FROM | Santander bank charges | Mon YYYY from description | Payment | Bank/Finance Charges | Exempt |
| INCIPER | Invoice receipt against {invoice#} | — | Invoice Receipt | — (from invoice) | — (from invoice) |
| DVLA-DE71SON | Car Tax DE71SON | Mon YYYY from posting date | Payment | Motor Expenses | Exempt |
| HMRC E VAT | VAT payment | Mon YYYY from posting date | Payment | VAT | 0% |
| CORPORATION TAX | Corporation Tax | YYYY from posting date | Payment | Corporation Tax | 0% |
| HMRC SHIPLEY | Employers NI P11 D | Mon YYYY from posting date | Payment | PAYE/NI | 0% |
| STAGE COACH | Neave Denison Stage Coach — {Term} Term | Term name from context | Payment | Childcare Vouchers | Out of Scope |
All values confirmed against live FreeAgent entries. "CARD PAYMENT TO TESLA" (regular £9.99/month) and "CARD PAYMENT TO TESLA INC." (irregular in-app purchase) are distinct patterns — only the regular charge is a business Motor Expense; INC. charges are personal director loan payments.
Open questions: QIF drop folder confirmed as
Disseminate\_temp\ · FreeAgent bank account selection TBC · Trigger: manual invocation
Personal Agents
personal-assistant
Personal
Matthew's personal task agent. Handles one-off personal tasks on request — sourcing quotes, gathering information, sending emails on Matthew's behalf.
Task — personal-assistant
🚐
Box Trailer Bodywork Quotes
Personal
Planned
One-off task: email smart repair garages and body shops near WF2 7LR (Wakefield) to request quotes for bodywork repairs on Matthew's box trailer. Sends from matthew.toby.denison@gmail.com using GMAIL_APP_PASSWORD secret. Photos of the damage attached to each email.
| # | Step | Detail | Responsible |
|---|---|---|---|
| 1 | Find garages | Web search for smart repair shops and body shops within a reasonable distance of WF2 7LR. Target 10–15 garages. Extract name, email address, and approximate location for each. | Agent |
| 2 | Compose draft email | Write a personalised quote request email describing the box trailer bodywork damage. Attach photos from Personal\_temp\. Address each garage by name where possible. |
Agent |
| 3 | Show draft for approval | Present the first draft email and the full list of garages to Matthew before sending anything. Wait for explicit approval or any amendments. | Agent Matthew |
| 4 | Send emails | On approval, send the quote request email to each garage via Gmail SMTP. Photos embedded as base64 data URIs so images display on all clients including iPhone. Report how many sent successfully. | Agent |
| 5 | Check for replies | Poll mattnoodling@gmail.com via IMAP (port 993, SSL) for replies to the quote request. For each reply: update the campaign report status, then forward the email to Matthew at matthew.toby.denison@gmail.com with a summary. If a reply contains a quote, flag it as Quoted. If it needs a response Matthew would know the answer to, flag it for his attention. Replies Matthew can handle are forwarded and awaited; straightforward acknowledgements are noted automatically. |
Agent Matthew |
Status: Emails sent to test recipients (matthew.toby.denison@gmail.com, matt_toby@yahoo.com) · 6 garages targeted · IMAP reply checking built · Quantum AutoFix removed from list
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