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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.

68

Quality

83%

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SKILL.md
Quality
Evals
Security

Quality

Content

78%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.

A compact, well-structured instruction skill with concrete, actionable guidance and a built-in validation checkpoint (the foot check). It would benefit from a numbered step sequence and an example of the actual GL MCP query format to push actionability and workflow clarity to the top anchor.

Suggestions

Number the workflow steps (build structure → tie each line to a cited GL query → run the foot check → emit the table + pass/fail) so the sequence is explicit rather than implied by section order.

Add one concrete example of the internal-gl MCP query (account + date range + journal-source filter) so the tie-out step is copy-paste ready.

Trim the opening 'Given an account...' line, which restates the frontmatter description and adds little beyond the Structure block.

DimensionReasoningScore

Conciseness

Lean, well-organized body that assumes accounting competence; the opening restatement of intent slightly overlaps the description and could be trimmed, but otherwise efficient.

4 / 5

Actionability

Concrete guidance: a labeled structure template with placeholders, a specific tool directive ('a GL query via the internal-gl MCP' with source filter) and an explicit foot-check formula; the exact MCP call shape is not given, leaving a minor gap.

4 / 5

Workflow Clarity

Clear progression from structure → tie each line → foot check → output, with an explicit validation checkpoint ('The schedule must foot... surface it, don't plug it'); steps are implicit rather than numbered, so a 5 is not quite reached.

4 / 5

Progressive Disclosure

Under 50 lines, single-purpose, with well-organized sections (Structure, Tie each line, Output) and no need for external references — meeting the simple-skill exception for a top score.

5 / 5

Total

17

/

20

Passed

Description

87%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 tight, well-targeted description that clearly states the capability and its trigger context in third person without fluff. It is comprehensive on what/when and highly distinct, with only marginal room for more trigger synonyms.

DimensionReasoningScore

Specificity

Names the domain ('roll-forward schedule for a balance-sheet account') and several concrete actions — builds the schedule, lays out the beginning + activity − reversals = ending structure, and ties each component to GL — with only minor coverage gaps.

4 / 5

Completeness

Explicitly answers both what ('Build a roll-forward schedule... with each component tied to GL') and when ('Use for month-end close packages and audit support') with a concrete trigger clause.

5 / 5

Trigger Term Quality

Strong natural triggers an accountant would say ('month-end close packages', 'audit support', 'roll-forward', 'balance-sheet account'); a few common synonyms (e.g. 'reconciliation', 'workpaper') are missing.

4 / 5

Distinctiveness Conflict Risk

A narrow accounting niche with distinct triggers (roll-forward, balance-sheet account, GL tie-out, close packages) and minimal overlap risk with other skills.

5 / 5

Total

18

/

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.

Validation16 / 16 Passed

Validation for skill structure

No warnings or errors.

Repository
anthropics/financial-services
Reviewed

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