Agent Smith

An intelligent financial management skill for Claude Code that transforms PocketSmith from a passive tracking tool into an active financial intelligence system.

Core Capabilities

1. Hybrid Rule Engine

• Platform Rules: Simple keyword patterns synced to PocketSmith API
• Local Rules: Advanced regex, multi-condition logic, confidence scoring
• Intelligence Modes: Conservative (manual approval), Smart (auto-apply ≥90%), Aggressive (auto-apply ≥80%)
• Performance Tracking: Rule accuracy, matches, user overrides

2. 3-Tier Tax Intelligence (Australian ATO)

• Level 1 (Reference): ATO category mappings, basic tax reports, GST tracking
• Level 2 (Smart): Deduction detection, CGT tracking, confidence scoring, expense splitting
• Level 3 (Full): BAS preparation, compliance checks, scenario planning, audit-ready documentation