Accounting

Wells Fargo Vendor Analysis

Name: Wells Fargo Vendor Analysis
Brand: Wells Fargo

by Wells Fargo

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Group Wells Fargo transactions by normalized vendor name, rank by total spend and frequency, detect spending trends, and produce top vendor reports with month-over-month deltas.

Vendor Analysis

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

analyze vendor spending
show top merchants by spend
detect vendor spending trends

Workflow Summary

resolve_serendb uses connector.serendb.connect
query_transactions uses connector.serendb.query
normalize_vendors uses transform.normalize_vendor_names
rank_vendors uses transform.rank_vendors
compute_trends uses transform.compute_vendor_trends
render_report uses transform.render
persist_vendor_data uses connector.serendb.upsert

Cost

Free

Install on Seren Desktop

npx skills add serenorg/seren-skills

Select “Wells Fargo Vendor Analysis” when prompted

Install on OpenClaw

openclaw install wellsfargo-vendor-analysis

See install page for setup instructions

Publisher

Wells Fargo

Added March 3, 2026