mcpbeat

Roll Forward

anthropics/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.

353 tokens
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the whole folder, loaded on every use
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instructions only
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how many repositories repackaged it
33987
stars on the repo
on the repository, not the skill itself

Install

one command, takes just this skill from the repository 
npx skills add https://github.com/anthropics/financial-services --skill roll-forward

The instruction itself

4 sections, as written by the author

Roll-forward

Given an account (or account group), entity, and period, produce a roll-forward that ties beginning to ending.

Structure

Beginning balance (per prior-period close)      X
  + Additions / new activity                    A
  + Accruals booked this period                 B
  − Reversals of prior accruals                (C)
  − Payments / settlements                     (D)
  ± Reclasses / adjustments                     E
  ± FX translation                              F
Ending balance (per GL at period end)           Y

Tie each line

  • Beginning — prior-period close package, or GL balance at prior-period end date.
  • Each activity line — a GL query (account + date range + journal-source filter) via the internal-gl MCP. Cite the query.
  • Ending — GL balance at period-end date.

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.

Output

The roll-forward table with a "ties to" column citing the GL query or document for every line, plus a foot check (pass/fail and the unexplained delta if any).

How to use it

Copy the folder

Take anthropics/roll-forward from the repository into ~/.claude/skills for personal use, or into .claude/skills inside a project.

Check the name does not clash

The agent identifies a skill by the name field in its header. Two skills with the same name cannot sit side by side — one of them will be ignored.