Cost Allocation
v2.0.0CoreMulti-method cost allocation engine
A flexible cost allocation engine supporting two modes: standalone allocations from GL account balances and document-linked allocations traced back to specific bills or invoices. Four allocation methods are available — fixed percentage, by headcount, by revenue, and custom formula. Every allocation enforces balanced debits and credits, prevents double-allocation of the same costs, and creates a full audit trail. Allocations can be voided with automatic reversing entries.
Commands
/allocate-costsCreate and execute a cost allocation from start to finish. Supports standalone (from GL balances) and document-linked (from a specific bill/invoice). Guides through: entity/period selection, mode choice, source identification, allocation method, preview, and submission.
/allocation-previewCalculate and preview an allocation without submitting. Shows preview table with source and target lines, total debits/credits, and source line account verification. Supports both standalone and document-linked modes.
How It Works
Standalone Allocation
- 1
Identify source costs — fetch balance of source account(s) for the allocation period
- 2
Determine allocation method: fixed percentage, by headcount, by revenue, or custom formula
- 3
Calculate target splits and show preview table with source and target lines
- 4
User reviews and confirms the allocation preview
- 5
Create allocation run and submit balanced debit/credit lines
- 6
Optionally approve and post the GL journal entry immediately
Document-Linked Allocation
- 1
Identify source transaction — find the source bill/invoice/JE and show GL lines
- 2
Check existing allocations — verify account is not already fully allocated
- 3
Select which line(s) to allocate: all expense lines or specific accounts
- 4
Determine allocation method and calculate target splits
- 5
User confirms preview including source document reference
- 6
Create allocation run with source_transaction_id for full traceability
Voiding and Correcting
- 1
Void an existing allocation run
- 2
System creates reversing GL entry automatically
- 3
Source account freed up for re-allocation
Validation Checkpoints
Every run must pass these checks before proceeding. If any checkpoint fails, the workflow stops and reports the issue.
Source data exists (account has balance or transaction has allocatable lines)
Target accounts exist and are active
Total debits equal total credits (balanced)
At least one source line and one target line
For document-linked: source line accounts match source transaction GL lines
For document-linked: account not already fully allocated
User has reviewed and confirmed the preview
Submission succeeds without errors
Reference Data Included
Structured knowledge files that drive the plugin's logic. These contain formulas, templates, and regulatory rules — not hardcoded values.
allocation-methods.md
Fixed percentage, by headcount, by revenue, and custom formula calculation methods with examples
submission-format.md
JSON structure for allocation_run submission with source/target line format
Built for Artifi, open for everyone
This plugin is designed to work out-of-the-box with the Artifi MCP server for full automation — Claude fetches your data, runs calculations, validates results, and submits entries automatically.
You can also download and adapt it to your own needs. The skills, commands, validation logic, and reference data are all open source. Swap the MCP tool calls for your own backend, or use the reference files as standalone knowledge resources for your Claude projects.
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