serenorg/recurring-transactions
wellsfargo/recurring-transactions/SKILL.md
Detect and track recurring subscriptions, bills, and regular payments from Wells Fargo transaction data stored in SerenDB.
$ install --global
skillsauthnpx skillsauth add serenorg/seren-skills recurring-transactionsInstall this skill globally with one command. Works with Claude Code, Cursor, and Windsurf.
Security Scan Results
3 of 9 scanners reported clean
Some scanners were skipped, did not run, or reported a non-clean status. Review each row below.
3
Scanners Passed
9
Scanners in report
Clean
TrivyContainer and dependency vulnerability scanner
95%
Clean
SemgrepStatic code analysis for vulnerabilities
95%
Clean
mcp-scan (Snyk)Model Context Protocol security validation
95%
Skipped
Snyk (dep)Open source security scanning
50%
Skipped
Socket.devSupply chain security analysis
50%
Skipped
VirusTotalMulti-engine malware detection
50%
Skipped
CrowdStrikeAdvanced threat intelligence
50%
Skipped
OSV-ScannerOpen Source Vulnerability database check
50%
Skipped
OWASP Dep-Check
50%
Last scanned: Apr 29, 2026, 9:10 AM16.9s9 files scanned
SKILL.md
- name:
- recurring-transactions
- display-name:
- Wells Fargo Recurring
- description:
- Detect and track recurring subscriptions, bills, and regular payments from Wells Fargo transaction data stored in SerenDB.
Wells Fargo Recurring Transactions
For Claude: How to Use This Skill
Skill instructions are preloaded in context when this skill is active. Do not perform filesystem searches or tool-driven exploration to rediscover them; use the guidance below directly.
When To Use
- Detect recurring subscriptions, bills, and regular payments from transaction history.
- Track recurring transaction frequency, amounts, and next expected dates.
- Identify spending commitments and subscription creep.
- Persist detected recurring patterns into SerenDB for downstream analysis.
Prerequisites
- The
bank-statement-processingskill must have completed at least one successful run with SerenDB sync enabled. - SerenDB must contain populated
wf_transactionsandwf_txn_categoriestables. - At least 3 months of transaction data recommended for accurate detection.
Safety Profile
- Read-only against SerenDB source tables (
wf_transactions,wf_txn_categories). - Writes only to dedicated
wf_recurring_*tables (never modifies upstream data). - No browser automation required.
- No credentials stored or transmitted.
- All amounts sourced from already-masked account data.
Workflow Summary
resolve_serendbconnects to SerenDB using the same resolution chain as bank-statement-processing.query_transactionsfetches categorized transactions for the analysis window.detect_recurringgroups transactions by normalized payee and amount to find repeating patterns.score_patternsassigns confidence scores based on frequency regularity and amount consistency.render_reportproduces Markdown and JSON output files.persist_patternsupserts detected recurring patterns into SerenDB.
Quick Start
- Install dependencies:
cd wellsfargo/recurring-transactions
python3 -m pip install -r requirements.txt
cp .env.example .env
cp config.example.json config.json
- Detect recurring transactions from the last 12 months:
python3 scripts/run.py --config config.json --months 12 --out artifacts/recurring-transactions
Commands
# Last 12 months (default)
python3 scripts/run.py --config config.json --months 12 --out artifacts/recurring-transactions
# Specific date range
python3 scripts/run.py --config config.json --start 2025-01-01 --end 2025-12-31 --out artifacts/recurring-transactions
# Higher confidence threshold
python3 scripts/run.py --config config.json --months 12 --min-confidence 0.8 --out artifacts/recurring-transactions
# Skip SerenDB persistence (local reports only)
python3 scripts/run.py --config config.json --months 12 --skip-persist --out artifacts/recurring-transactions
Outputs
- Markdown report:
artifacts/recurring-transactions/reports/<run_id>.md - JSON report:
artifacts/recurring-transactions/reports/<run_id>.json - Pattern export:
artifacts/recurring-transactions/exports/<run_id>.patterns.jsonl
SerenDB Tables
wf_recurring_runs- recurring detection runswf_recurring_patterns- detected recurring transaction patternswf_recurring_snapshots- summary snapshot per run
Reusable Views
v_wf_recurring_latest- most recent recurring pattern snapshotv_wf_recurring_active- currently active recurring transactions
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