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document-classification

Automates the classification of financial documents like insurance and pension statements.

Install

mkdir -p .claude/skills/document-classification && curl -L -o skill.zip "https://agentskills.codes/api/skills/download/14494" && unzip -o skill.zip -d .claude/skills/document-classification && rm skill.zip

Installs to .claude/skills/document-classification

Activation

This is the description your AI agent reads to decide when to run this skill — the better it matches your request, the more reliably it fires.

Use when working on document classification — `classify_document` tool, OCR pipeline, document type taxonomy for insurance/pension documents.
141 chars✓ has a “when” trigger
Intermediate

Key capabilities

  • Classify documents using an LLM
  • Define document type taxonomy
  • Design OCR to classification workflows
  • Write tests for document classifiers
  • Log classification decisions
  • Flag low-confidence classifications for review

How it works

The skill classifies documents using the `classify_document` tool, which employs a Claude Haiku model. It assigns a document type, confidence score, and flags items for human review if confidence is below 0.75.

Inputs & outputs

You give it
Document content or snippet
You get back
JSON object with document type, confidence, reasoning, and review flag

When to use document-classification

  • Building a document classification pipeline
  • Training/testing document classifiers
  • Defining document taxonomy

About this skill

Document Classification skill

When to invoke

  • Touching src/tools/classify-document.ts
  • Defining or extending document type taxonomy
  • Designing OCR → classification flow
  • Writing tests for the classifier

Document taxonomy (initial)

TypeHebrewTriggers
id_cardתעודת זהות"תעודת זהות", ID number patterns
pension_statementדוח פנסיהקרן פנסיה, יתרה צבורה
gemel_statementדוח גמלגמל, השתלמות
policy_documentפוליסהפוליסה, ביטוח מנהלים
loan_documentמסמך הלוואההלוואה
severance_formטופס פיצוייםפיצויים, סיום עבודה
salary_slipתלוש שכרתלוש, שכר
medical_formטופס רפואיהצהרת בריאות
power_of_attorneyייפוי כוחייפוי כוח
unknownלא ידוע(fallback)

Classification policy

  • Use Claude Haiku (cheap, fast) — model claude-haiku-4-5-20251001
  • Confidence threshold: if classifier confidence < 0.75 → return unknown + flag for human
  • Always preserve original file path
  • Log every classification decision (input snippet, output type, confidence, model)
  • Never throw away the original — store classification metadata alongside

Output schema

{
  document_type: DocumentType;
  confidence: number;            // 0-1
  reasoning: string;             // why this type
  hebrew_label: string;          // for UI/CRM
  requires_review: boolean;      // true if confidence < threshold
}

How it compares

This skill automates document classification with an LLM and predefined taxonomy, unlike manual sorting or rule-based systems.

Compared to similar skills

document-classification side by side with the closest alternatives in the catalog.

SkillInstallsUpdatedSafetyDifficulty
document-classification (this skill)02moNo flagsIntermediate
docetl22moReviewIntermediate
slm-lab-benchmark15moReviewAdvanced
reasoning-judge03moNo flagsAdvanced

Try saying

Example prompts that trigger this skill in your AI assistant.

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