clients-crm
Manage Frihet client records, contacts, notes, and CRM activity timelines in ChatGPT. Use when the user asks to list or inspect…
Review a month's business records in a connected Frihet workspace. Use for revisión mensual, cierre mensual, monthly review, month summary or resumen del mes. Separates billed, collected and outstanding amounts by currency and reports gaps without claiming accounting or fiscal
Claude Code
$ npx -y skills add Frihet-io/frihet-mcp --skill revision-mensual --agent claude-code
Codex
$ npx skills add Frihet-io/frihet-mcp --skill revision-mensual -a codex -y
Cursor
$ npx skills add Frihet-io/frihet-mcp --skill revision-mensual -a cursor -y
Gemini CLI
$ npx skills add Frihet-io/frihet-mcp --skill revision-mensual -a gemini-cli -y
GitHub Copilot
$ npx skills add Frihet-io/frihet-mcp --skill revision-mensual -a github-copilot -y
OpenCode
$ npx skills add Frihet-io/frihet-mcp --skill revision-mensual -a opencode -y
Windsurf
$ npx skills add Frihet-io/frihet-mcp --skill revision-mensual -a windsurf -y
name: revision-mensual description: >- Review a month's business records in a connected Frihet workspace. Use for revisión mensual, cierre mensual, monthly review, month summary or resumen del mes. Separates billed, collected and outstanding amounts by currency and reports gaps without claiming accounting or fiscal close. license: MIT
Antes de usar herramientas, lee [las reglas de Frihet](../frihet-mcp/SKILL.md) y [el flujo mensual](../frihet-mcp/references/workflows.md#revisión-mensual).
Define el periodo y la empresa. Revisa resúmenes y registros disponibles, páginas, moneda y significado de cada importe. No mezcles borradores con facturación emitida, facturado con cobrado ni total original con saldo después de pagos parciales. Identifica abonos, cancelaciones y gastos pendientes de validar.
Entrega un resumen por moneda con facturado, cobrado, pendiente y gastos solo cuando se puedan comprobar. Incluye la cobertura, los registros de origen, incidencias y siguientes acciones propuestas. Si faltan páginas o justificantes, indica que la revisión es parcial; no declares que el mes está cerrado.
No ejecutes conciliaciones, cambios de estado, recurrencias ni presentaciones fiscales como parte de una revisión. Solicita una instrucción concreta cuando el usuario decida realizar una de las acciones propuestas.
Official MCP server for Frihet ERP — 157 tools for AI-powered invoicing, tax & e-invoicing compliance (VeriFactu, TicketBAI, Facturae), banking, CRM, HR/payroll & POS. Works with Claude, ChatGPT, Cursor, Windsurf, Cline, Antigravity, Codex, Copilot, Gemini CLI — and any MCP-compatible client.
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