by @skills-il
Analyze Israeli bank transactions, spending patterns, and financial data across Israeli banks and credit card companies. Use when user asks about bank transactions, spending analysis, "cheshbon bank", budget tracking, or needs to categorize Israeli banking data. Enhances israeli-bank-mcp, il-bank-mcp, and asher-mcp servers with financial analysis workflows. Supports Hapoalim, Leumi, Discount, Mizrahi, Visa Cal, Max, Isracard. Do NOT use for payment initiation, money transfers, or investment advice.
npx skills-il add skills-il/tax-and-finance --skill israeli-bank-connectorCheck which MCP server is available and what accounts are connected:
Fetch transaction data for the requested period:
Apply Israeli-specific categorization:
| Category | Hebrew | Examples |
|---|---|---|
| Housing | diur | Rent, arnona, vaad bayit |
| Groceries | mazon | Shufersal, Rami Levy, Victory |
| Transportation | tahaburah | Rav-Kav, fuel, Gett |
| Utilities | shartuim | Electric Company, Mekorot, Bezeq |
| Healthcare | briut | Kupat Cholim, pharmacy |
| Education | chinuch | Gan, school, courses |
| Entertainment | bilui | Restaurants, cinema, streaming |
| Insurance | bituach | Health, car, home insurance |
| Savings | chisachon | Pension, keren hishtalmut |
Provide:
Format transactions for Israeli tax purposes:
User says: "Show me my spending breakdown for January" Result: Categorized breakdown with NIS amounts per category, top merchants, and comparison to December.
User says: "What recurring payments am I making?" Result: List of detected recurring charges with amounts, frequency, and suggestion for potential savings.
User says: "Export my business expenses for my accountant" Result: Filtered and categorized business transactions with VAT amounts, ready for import into accounting software.
scripts/categorize_transactions.py — Categorizes Israeli bank transactions by spending category using Israeli-specific merchant pattern matching (Shufersal, Rami Levy, Rav-Kav, etc.). Accepts transaction JSON and outputs categorized spending summaries. Run: python scripts/categorize_transactions.py --helpreferences/spending-categories.md — Israeli spending category definitions with Hebrew terms and common merchant examples for each category (housing/diur, groceries/mazon, transportation/tahaburah, utilities/shartuim, etc.). Consult when customizing categorization rules or explaining categories to users.references/supported-banks.md — List of supported Israeli banks (Hapoalim, Leumi, Discount, Mizrahi-Tefahot, FIBI) and credit card companies (Visa Cal, Max, Isracard) with bank codes and MCP server compatibility notes. Consult when setting up bank connections or troubleshooting missing accounts.Cause: Israeli banks require two-factor authentication Solution: Complete 2FA through your bank's app/SMS when prompted by the MCP server. This is a one-time setup per session.
Cause: Bank website slow or blocking automated access Solution: Retry after a few minutes. If persistent, check israeli-bank-scrapers GitHub issues for known bank-specific issues.
Cause: Credit card company is separate from bank in Israel Solution: Add credit card company (Visa Cal, Max, Isracard) as a separate connection in the MCP server configuration.
Supported Agents
Trust Score
Automated analysis: No risk factors detected. Permissions: 40/100, Data handling: 100/100.
Audited by: skills-il-sync-v1
by @skills-il
Calculate Israeli payroll including income tax, Bituach Leumi (National Insurance), health tax, pension contributions, and net salary. Use when user asks to calculate salary, "tlush maskoret", payroll deductions, "bruto to neto", employer cost, tax credits (nekudot zikui), or needs help understanding Israeli payslip items. Covers employees, freelancers (atzmai), and employer cost calculations. Do NOT use for US, UK, or other countries' payroll calculations.
by @skills-il
Navigate the Israeli pension and savings system including pension funds (keren pensia), manager's insurance (bituach menahalim), training funds (keren hishtalmut), and retirement planning. Use when user asks about Israeli pension, "pensia", "keren hishtalmut", retirement savings, "bituach menahalim", pension contributions, or tax benefits from savings. Covers mandatory pension, voluntary savings, and withdrawal rules. Do NOT provide specific investment recommendations or fund performance comparisons.
by @skills-il
Convert currencies to/from Israeli New Shekel (NIS/ILS) using Bank of Israel official exchange rates. Use when user asks to convert shekels, NIS, ILS, asks about exchange rates, "shaar yatzig" (representative rate), or needs currency conversion for Israeli tax or business purposes. Supports 30+ currencies with current and historical rates. Do NOT use for cryptocurrency or unofficial money exchange rates.