> For the complete documentation index, see [llms.txt](https://docs.mosofin.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.mosofin.com/product-guide/templates.md). # Skills Skills preserve a repeatable review method so you do not have to rebuild the same process for every client or reporting period. A skill can describe what to inspect, which comparisons to make, and how to structure the result. Examples include pre-close reviews, variance analysis, receivables checks, cash explanations, and recurring client summaries. ## Skills Manager The Skills page opens the **Library**, where you can review stored skills and their status. Depending on your account and the current rollout, the page may also provide controls to create, edit, add, enable, or remove a skill. Skill visibility can include: * **Private or draft:** Visible to the author while the workflow is being developed. * **Approved team skill:** Available to workspace members. * **Pending:** Waiting for an administrator's review. * **Marketplace:** A MosoFin or community-authored template when marketplace access is available. ## Build a useful skill 1. Start with a review you already perform consistently. 2. Describe the objective, period, checks, and expected output. 3. Keep the method general so it can run against fresh numbers next month. 4. Test it in the correct workspace and review the result. 5. Share or promote it only after the workflow is reliable. > **Note:** Marketplace and Skills activity views may be hidden while those features are being rolled out. The Library is the main Skills surface in the current app. --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://docs.mosofin.com/product-guide/templates.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.