> ## Documentation Index
> Fetch the complete documentation index at: https://control-dev.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# Use skills with Control MCP

> Give an AI client reusable instructions for common finance workflows powered by Control MCP.

Skills are reusable instructions that tell an AI client how to approach a recurring workflow, which Control MCP tools to prefer, and how to verify the result. They do not grant additional access: the connected user, workspace, session access level, and enabled Control features still determine which tools are available.

## Before you add a skill

1. [Connect the client to Control MCP](/product-docs/ai/mcp-server).
2. Refresh the client's tool list.
3. Confirm that the tools referenced by the skill are available to the current user.
4. Keep tenant-specific IDs, thresholds, and reporting choices outside shared skill files.

<Note>
  The MCP `tools/list` response is the source of truth. Update a sample when the tool names or schemas shown by your
  client differ from the example.
</Note>

If your client supports skill files, copy an example into a file named `SKILL.md` in the location documented by that client. Otherwise, save the same text as project instructions or paste it at the start of a workflow.

## Analysis and reporting

<CardGroup cols={2}>
  <Card title="Financial variance review" icon="chart-mixed" href="/product-docs/ai/skills/financial-variance-review">
    Compare periods and investigate the largest supported movements.
  </Card>

  <Card title="Monthly management report" icon="presentation-screen" href="/product-docs/ai/skills/monthly-management-report">
    Create a reconciled monthly report or editable board-deck brief.
  </Card>

  <Card title="Budget versus actual" icon="chart-column" href="/product-docs/ai/skills/budget-vs-actual-review">
    Align a plan with actuals and explain material variances.
  </Card>

  <Card title="Entity performance comparison" icon="building-columns" href="/product-docs/ai/skills/entity-performance-comparison">
    Compare explicitly named legal entities on a consistent basis.
  </Card>

  <Card title="Cash-flow review" icon="money-bill-transfer" href="/product-docs/ai/skills/cash-flow-review">
    Review consolidated cash movements and investigate material changes.
  </Card>

  <Card title="Transaction investigation" icon="magnifying-glass-chart" href="/product-docs/ai/skills/transaction-investigation">
    Turn an account, vendor, or unusual movement into bounded evidence.
  </Card>

  <Card title="Uniform invoice review" icon="file-invoice-dollar" href="/product-docs/ai/skills/uniform-invoice-review">
    Analyze normalized invoices and drill into invoice-line evidence.
  </Card>

  <Card title="Stripe journal-entry review" icon="credit-card" href="/product-docs/ai/skills/stripe-journal-entry-review">
    Reconcile Stripe revenue, fees, cash, disputes, VAT, and FX.
  </Card>
</CardGroup>

## Context, planning, and controlled writes

<CardGroup cols={2}>
  <Card title="Financial context pack" icon="sitemap" href="/product-docs/ai/skills/financial-context-pack">
    Give an AI client reviewed context about layouts, accounts, dimensions, and currencies.
  </Card>

  <Card title="Excel financial model" icon="file-excel" href="/product-docs/ai/skills/excel-financial-model">
    Build an editable workbook from reconciled Control actuals and plan data.
  </Card>

  <Card title="Budget import" icon="file-import" href="/product-docs/ai/skills/budget-import">
    Validate a structured workbook and preview budget writes before committing them.
  </Card>

  <Card title="Manual adjustment proposal" icon="pen-to-square" href="/product-docs/ai/skills/manual-adjustment-proposal">
    Investigate, propose, confirm, and verify manual ledger adjustments.
  </Card>
</CardGroup>

## Adapt a sample safely

* Add customer-specific reporting choices only after they have been reviewed.
* Keep credentials, tokens, personal data, and destination secrets out of the skill.
* Start with read-only workflows and require human review before consequential writes.
* Test the skill against a known period and reconcile the result with Control before using it routinely.
* Treat generated presentations and spreadsheets as editable outputs, not as a second source of truth.