Sorted Agent Skill

Sorted — Freelancer Tax & Invoicing Automation

Automates getSorted.de via real Chrome Beta browser for invoicing, expense tracking, and German tax report submissions.

Prerequisites

• Chrome Beta with --remote-debugging-port=9222 (use /real-browser launch sequence)
• Google account session persisted in ~/.chrome-beta-profile
• agent-browser CLI installed

Commands

invoice create

Create a new invoice on Sorted.

Required params: client name, amount

Optional: hours, rate, description, due date, service date, client type (business/person)

invoice download <invoice-number>

Download a properly formatted PDF from Sorted (not browser print).

invoice send <invoice-number> --email <email>

Send invoice via email directly from Sorted (paid plan only). On free plan, downloads PDF and sends via Telegram instead.

invoice list

List all invoices with status (paid/unpaid).

expense add

Add an expense entry.

tax status

Show current tax obligations, deadlines, and overdue reports.

tax preview <report-type> <period>

Preview a tax report before submission.

tax submit <report-type> <period>

Submit a tax report to Finanzamt via ELSTER (requires paid plan).

Sorted Navigation

App URL: https://app.getsorted.de/

| Section | Sidebar link | Purpose |

|---------|-------------|---------|

| Dashboard | Sorted (logo) | Overview: taxes owed, income, expenses |

| Taxes | Taxes | Tax reports, deadlines, submissions |

| Income | Income | Invoice list, create/edit invoices |

| Expenses | Expenses | Expense tracking, receipts |

| Tax consultant | Tax consultant | Advisor connection |

| Personal details | Profile → Personal details | Freelancer info, Steuernummer |

| Bank accounts | Profile → Bank accounts (Beta) | Connected banks |

| Subscription | Profile → Subscription | Plan management |

| Import | Profile → Import your data | Bulk data import |

| Settings | Profile → Settings | App preferences |

Tax Report Types

| Report | German name | Frequency | Description |

|--------|------------|-----------|-------------|

| Advance VAT | Umsatzsteuer-Voranmeldung (UStVA) | Quarterly | VAT collected on invoices |

| EU Summary | Zusammenfassende Meldung (ZM) | Quarterly | Revenue from EU customers |

| Annual Returns | EÜR + Einkommensteuererklärung | Yearly | Profit/loss + income tax |

Invoice Creation Flow

Step-by-step browser automation:

• Navigate: Income → click Add → Create invoice
• Set client: Click Client details area on invoice preview
• Search existing clients or click Add new client
• Choose Business or Private person
• Fill: name, VAT/TIN, street, city, zip, country (autocomplete dropdown — type then click match), email (optional)
• Click Save in dialog
• Set invoice date: Click the date next to "Invoice date" (defaults to today)
• Set service date (REQUIRED): Click the empty area to the right of invoice date labeled "Service date"
• This is a date range picker — select start date, then end date
• If same-day service, click the same date twice
• Without service date, Save will fail silently — the field shows "Required" in red
• The clickable element has class clickable and is positioned at ~x:734 y:413 on the invoice preview
• If snapshot doesn't show it, use JS: find div with text "Service dateRequired" and click it
• Set due date: Click "Select date" under "Due date" → pick from calendar
• Add line item: Click Add a line
• Fields: description (text), quantity (number), unit dropdown (h/pcs/etc), rate (number)
• Click on collapsed values to re-edit them
• VAT: Automatically 0% for Kleinunternehmer accounts. Shows "Service not taxable in Germany" in notes
• Save: Click Save button. Title changes from "Add invoice" to "Edit invoice" on success

Gotchas

• Service date is mandatory but easy to miss — it's not highlighted until you try to save
• German number formatting: dots are thousands separators (1.000 = one thousand), commas are decimals
• Collapsed fields: After saving, line item fields collapse to display-only. Click the displayed value to re-open the editable field
• Invoice number: Auto-generated sequentially (e.g., 2025-03-21). Can be edited by clicking it

Invoice PDF Download Flow

CRITICAL: Do NOT use Chrome CDP Page.printToPDF — it captures the entire page including sidebar and settings panel. Always use Sorted's native PDF.

Step-by-step:

• Open the invoice (click from Income list, or navigate after creating)
• Click Save and send button (top right, teal button)
• An "Email invoice" dialog appears with:
• To field (email)
• Subject (auto-filled)
• Message textarea
• Attachments section at the bottom showing the PDF filename
• Click the PDF link (e.g., ALL3 DOO BELGRADE-2025-03-21-20260506.pdf)
• It's a generic element with cursor:pointer and onclick
• The text matches pattern: {CLIENT_NAME}-{INVOICE_NUMBER}-{DATE}.pdf
• PDF downloads to ~/Downloads/
• Close the dialog (click Close or ×)

Email sending (paid plan)

On paid plans, the "Email invoice" dialog is fully functional:

• Fill To field with client email (@e49)
• Edit Subject if needed (auto-filled as "Gleb Kalinin sent you an invoice (#INVOICE-NUMBER)")
• Write a Message in the textarea
• Toggle "Send a copy to my email" checkbox (checked by default)
• Click Email invoice button (@e15) to send

On the free plan, the dialog shows "Sending invoices by email is not available in your plan" with a "Change my plan" link. The PDF download still works regardless.

Fallback: Telegram delivery (free plan)

When email sending is unavailable, download the PDF and send via Telethon (see "Sending Invoice After Download" section below).

PDF filename pattern

{CLIENT_NAME}-{INVOICE_NUMBER}-{YYYYMMDD}.pdf

Example: ALL3 DOO BELGRADE-2025-03-21-20260506.pdf

Client Management

Existing clients are stored and reusable. When creating an invoice:

• The client picker shows all saved clients
• Search by name in the search box
• Edit/delete clients via small buttons next to each name

Client fields (Business)

• Business name (required)
• VAT number / TIN (optional)
• Street & Number
• City
• Zip Code
• Country (autocomplete — type and click match)
• Email

Client fields (Private person)

• First name, Last name
• Address fields same as business

Sending Invoice After Download

After downloading the PDF, send via Telegram using Telethon:

from telethon.sync import TelegramClient
import json
from pathlib import Path

config = json.loads((Path.home() / '.telegram_dl' / 'config.json').read_text())
session = str(Path.home() / '.telegram_dl' / 'user')

with TelegramClient(session, config['api_id'], config['api_hash']) as client:
    client.send_file("username", "/path/to/invoice.pdf", caption="message")

Gleb's Sorted Account Details

• Status: Kleinunternehmer (no VAT charged)
• Finanzamt: Berlin - Wedding
• VAT-ID: DE369692682
• Tax Number: 2337201265
• Bank: Revolut Bank UAB, Zweigniederlassung
• IBAN: DE38 1001 0178 8157 1777 30
• BIC/SWIFT: REVODEB2
• Plan: Free (invoicing works, tax submission requires upgrade)

Browser Session Setup

Always use the /real-browser skill's launch sequence. Session name should be unique per run:

SESSION=$(LC_ALL=C tr -dc 'a-z0-9' < /dev/urandom | head -c 6)
agent-browser --cdp 9222 --session "$SESSION" open "https://app.getsorted.de/"

Google login is persisted — no need to re-authenticate each time.