Connections

Name: Connections
Author: MosoFin

ASecurity

Show which company files and data sources are connected to a MosoFin workspace and their status (maps to the get_agent_datasources MCP tool). Use when the user asks what's connected, which companies are linked, whether a data source is working, or needs to reconnect a data source.

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Added October 6, 2026

ai-agents

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A100/100

Scanned October 6, 2026

npx -y skills add MosoFin/mosofin-mcp-plugin --skill connections --agent claude-code

Installs into .claude/skills of the current project.

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SKILL.md

---
name: connections
description: Show which company files and data sources are connected to a MosoFin workspace and their status (maps to the get_agent_datasources MCP tool). Use when the user asks what's connected, which companies are linked, whether a data source is working, or needs to reconnect a data source.
allowed-tools:
  - mcp__plugin_mosofin_mosofin__list_workspaces
  - mcp__plugin_mosofin_mosofin__get_agent_datasources
  - mcp__plugin_mosofin_local__list_workspaces
  - mcp__plugin_mosofin_local__get_agent_datasources
---

# Connection status

Status-only path; fetches no accounting data. Same contract as
`/mosofin:query-workspace`. Full spec: `docs/mcp-tool-spec.md`.

## If MosoFin tools are missing

If MosoFin tools are absent, a call returns `Unknown tool`, or MosoFin reports
that sign-in is required: the user is not signed in to MosoFin in this host
(this is not a company-file reconnect). Keep their request and follow
`/mosofin:connect` (`skills/connect/SKILL.md`) to get them signed in from this
conversation, then continue. Never say "refresh/reconnect". Do not invent
status. A disconnected company file is a different problem (`reconnect_url`).

## Steps

1. Confirm workspace via `list_workspaces` if this chat has not already.
2. `get_agent_datasources` for the confirmed `workspace_id`.
3. Report each company file by `display_name` with its platform and whether it
   is connected (`connected: true` iff status ACTIVE). Never show raw
   `data_source_id` values or integer ids.
4. For a disconnected source: reconnecting happens in the MosoFin workspace
   data-sources page, or via the `reconnect_url` a data fetch error returns.
   Do not attempt data calls against a disconnected source, and never invent
   numbers for it.

If the user then wants data from a connected company, continue with
`/mosofin:list-tools`, `/mosofin:run-tool`, or `/mosofin:query-workspace`.