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Prompts to copy

Ready-to-paste prompts for installing and for everyday reconciliation work.

Prompts to copy

Copy any of these into your agent and edit the names to match your workspace — the agent figures out the IDs.

Set up

First conversation

You have access to my Simetrik workspace through the Simetrik CLI. Confirm you can reach it, then give me a short summary of my sources and reconciliations. Don't change anything yet — just show me what's there.

Confirm your agent can reach your workspace (read-only).

Install via your agent

Install the Simetrik CLI and its Claude skill on this machine. On macOS or Linux run `curl -fsSL https://cli.simetrik.com | sh`; on Windows run `irm https://cli.simetrik.com/install.ps1 | iex`. Then run `simetrik --version` to confirm it installed, and tell me the version.

For a terminal-capable agent like Claude Code — it installs the CLI and skill for you.

Everyday operations

Load data

Upload the file `pagos-mayo.csv` to my collections source.

Uploads a local file into a source.

Run a reconciliation

Run my bank transaction reconciliation and tell me how many records matched and how many are still pending.

Runs an existing reconciliation and reports the result.

Query pending rows

Show me the latest 100 pending rows from the collections source. Don't change anything.

Reads recent records without changing anything.

Create a reconciliation

Create a reconciliation between my collections source and my bank source, matching on reference number and amount. Leave it in draft so I can review it before running.

Drafts a new reconciliation between two sources.

Schedule a run

Schedule the transaction reconciliation to run every day at 8 a.m. Bogotá time.

Sets a recurring run on a schedule.

Export a result

Export the result of the last reconciliation to my `cierre-diario-s3` connection.

Sends a reconciliation result to a configured destination.

Configure an alarm

Create an alarm that notifies me if more than 100 transactions are still unmatched at the close of day.

Creates a threshold alert.

Request approval

Request approval to run the month-end close reconciliation.

Routes an action through the formal approval flow.

Explore dependencies

Show me the dependency tree for my `ingresos-banco` resource.

Shows how resources relate, read-only.

Monitor a task

Let me know when the reconciliation you just launched finishes, with the final matched and pending counts.

Waits for a running task and reports when it finishes.

If your action falls within Simetrik's normal operation, your agent can do it. See what it can and can't do.

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