Accounting Sync: FreeAgent <-> Spark <-> Paperless-ngx

This skill automates the workflow of matching bank transactions with their corresponding invoices and ensuring they are archived in Paperless-ngx and linked in FreeAgent.

Core Workflow

0. Mandatory Auth Preflight

Run this before any dry-run or real-mode work. If either Spark or FreeAgent is unavailable, stop and report the blocker. Do not continue to mailbox searches, FreeAgent reads, Paperless checks, or local file staging.

• spark accounts
  • Required: Spark Desktop is running, CLI access is enabled, and the accounting-evidence account dan.webb@damacus.io (damacus.io) is listed.
  • Optional: dan.m.webb@gmail.com (personal Gmail) and daniel.webb@equalexperts.com (EE) may be listed when their scoped workflows are needed; do not block routine accounting sync if either is absent.
  • Run through keychain/network-capable execution when the sandbox cannot reach the Spark Desktop bridge.
• freeagent-cli auth status
  • Required: exit code 0 and expired=false.
  • If the CLI reports no tokens stored, stop and ask the user to reauthenticate FreeAgent.
• paperless status
  • Required for real mode.
  • In dry-run mode, a Paperless failure may be reported as a Paperless-only blocker, but do not upload or attach anything.