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roll-forward

Build a roll-forward schedule for a balance-sheet account — beginning balance plus activity less reversals equals ending balance, with each component tied to GL. Use for month-end close packages and audit support.

Quality

88%

Does it follow best practices?

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SecuritybySnyk

Passed

No findings from the security scan

The canonical home for this skill is roll-forward in anthropics/financial-services

SKILL.md
Quality
Evals
Security

Quality

Content

92%Weight 40%Scale 1-5

Reviews the quality of instructions and guidance provided to agents. Good implementation is clear, handles edge cases, and produces reliable results.

An exemplary lean instruction-only skill: a copy-ready schedule template, concrete data-source instructions per line including query parameters and the named MCP tool, an explicit must-foot validation with defined failure behavior (surface the delta, don't plug it), and a precise output spec. The only minor improvement would be a small worked example or sample GL query.

DimensionReasoningScore

Conciseness

"Given an account (or account group), entity, and period, produce a roll-forward that ties beginning to ending" — the ~30-line body assumes Claude's competence, never explaining what a roll-forward or GL is, and every line is instructional. Lean and efficient; every token earns its place.

5 / 5

Actionability

Concrete, executable guidance throughout: an exact schedule template, per-line tie sources ("a GL query (account + date range + journal-source filter) via the internal-gl MCP"), the explicit foot formula "X + A + B − C − D + E + F = Y", and a defined output format with a ties-to column. Not 5 because there is no worked example or literal sample GL query to copy — a minor gap versus 'specific examples cover the common cases'.

4 / 5

Workflow Clarity

The sequence is unambiguous (pull beginning, query each activity line, pull ending, assemble, foot-check, output) and there is an explicit validation checkpoint with error handling: "The schedule must foot: X + A + B − C − D + E + F = Y. If it doesn't, the gap is an unexplained item — surface it, don't plug it." This matches the simple-skill exception (single unambiguous deliverable with explicit validation), and the operation is read-only so the destructive/batch cap does not apply.

5 / 5

Progressive Disclosure

The skill is under 50 lines with no need for external references (none referenced, and no bundle files exist), organized into clear Structure / Tie each line / Output sections. Per the rubric's short-skill guidance, this warrants a 5.

5 / 5

Total

19

/

20

Passed

Description

78%Weight 40%Scale 1-5

Based on the skill's description, can an agent find and select it at the right time? Clear, specific descriptions lead to better discovery.

A strong description: it states a concrete deliverable, the governing equation, per-component tie-out, and an explicit use-when clause in the third person with no fluff. The only refinements would be broadening trigger synonyms and making the when-clause more user-mention oriented.

DimensionReasoningScore

Specificity

"Build a roll-forward schedule for a balance-sheet account — beginning balance plus activity less reversals equals ending balance, with each component tied to GL" lists several concrete, domain-anchored actions (build schedule, apply the equation, tie each component to GL). Falls short of the 5 anchor (comprehensive multi-action coverage) because it describes a single deliverable without enumerating variations or edge actions; clearly above the 3 anchor's '1-2 concrete actions'.

4 / 5

Completeness

The what is explicit ("Build a roll-forward schedule... with each component tied to GL") and the when is explicit ("Use for month-end close packages and audit support"), matching the anchor for both present but when could be more specific. Not 5 because the when-clause names contexts rather than concrete user-mention triggers (e.g., 'when the user asks for a roll-forward or account reconciliation').

4 / 5

Trigger Term Quality

Includes natural phrases an accounting user would actually say: "roll-forward schedule", "balance-sheet account", "GL", "month-end close", "audit support". A few natural terms are missing (e.g., "reconciliation", "tie-out", "flux analysis"), which keeps it below the comprehensive 5 anchor.

4 / 5

Distinctiveness Conflict Risk

"roll-forward schedule" for a "balance-sheet account" in the month-end close / audit context is a clear niche with distinct triggers; 'roll-forward' is an unambiguous accounting term with minimal conflict risk against other skills.

5 / 5

Total

17

/

20

Passed

Validation

100%

Checks the skill against the spec for correct structure and formatting. All validation checks must pass before discovery and implementation can be scored.

Validation — 16 / 16 Passed

Validation for skill structure

No warnings or errors.

Repository

anthropics/financial-services

Path

plugins/vertical-plugins/fund-admin/skills/roll-forward/SKILL.md

Reviewed

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