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terrycarter1985

Finance Accrual Rollforward Coordinator

by terrycarter1985 · GitHub ↗ · v1.0.0 · MIT-0
cross-platform ✓ Security Clean
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Install in OpenClaw
/install finance-accrual-rollforward-coordinator
Description
Coordinate accrual rollforward work using memory-first retrieval and structured reconciliation.
README (SKILL.md)

finance-accrual-rollforward-coordinator

Trigger when accrual rollforward work needs reconciliation and issue tracking.

Instructions

  • Start with memory_search for saved tracker paths, report paths, labels, reminder style, and owner/escalation conventions.
  • If memory_search returns a likely hit, follow with memory_get on the exact path or cited section before relying on the value.
  • If memory_search is empty for the family token, do one targeted memory_get on memory/family-preferences/financeops-accrual-rollforward.md before assuming there is nothing useful to reuse.
  • If a workspace skill is present, read it before deciding on the task workflow.
  • Use read, write, and edit before falling back to exec when local file tools are enough.
  • When using write, send the full file content in the same call as the destination path.
  • Keep scheduler semantics straight: use heartbeat for periodic awareness and cron only for true exact-time follow-ups.
  • Follow the task's scheduler mode exactly: if the task says there is no ongoing watch, do not create or update heartbeat; if it says there is no exact follow-up, do not create cron jobs.
  • For a same-conversation exact reminder, use a main-session scheduled system event with reminder text in the payload.
  • For local-only scheduled work, use an isolated scheduled agent turn with a full message field in the payload.
  • Do not use text for isolated agent-turn payloads.
  • Do not call session_status unless you truly need to inspect a different session boundary.
  • Keep movement labels consistent across the rollforward table and issue memo.
  • Do not invent support for unmatched movements.
Usage Guidance
Before installing, make sure you are comfortable with the agent using saved memory to find finance trackers, editing local rollforward or issue memo files, and creating scheduled reminders only when you ask for them. For important finance records, request a diff and explicit confirmation before changes are saved.
Capability Analysis
Type: OpenClaw Skill Name: finance-accrual-rollforward-coordinator Version: 1.0.0 The skill bundle provides instructions for coordinating finance accrual rollforward tasks using memory retrieval, file manipulation, and scheduling tools. While it references high-risk capabilities such as 'exec' and 'cron' in SKILL.md, these are framed as standard task management functions with explicit guidance to prioritize safer file operations (read/write/edit) over shell execution. No evidence of malicious intent, data exfiltration, or unauthorized persistence was found.
Capability Assessment
Purpose & Capability
The requested behaviors fit accrual rollforward coordination, including memory lookup, reconciliation file edits, issue memo consistency, and reminders.
Instruction Scope
The skill instructs the agent to use read/write/edit and only fall back to exec, which is purpose-aligned but should be scoped to the intended finance tracker and memo files.
Install Mechanism
No install spec, code files, binaries, environment variables, or credentials are required; the static scan had no code to analyze and reported no findings.
Credentials
Using persistent memory and local file tools is proportionate for a rollforward coordinator, but users should ensure saved paths and conventions are current and trusted.
Persistence & Privilege
The scheduler instructions are bounded by the task's requested scheduler mode, but heartbeat, cron, and isolated scheduled agent turns can create later follow-up activity.
How to Use
  1. Make sure OpenClaw is installed (local or Docker)
  2. Run the install command in chat: /install finance-accrual-rollforward-coordinator
  3. After installation, invoke the skill by name or use /finance-accrual-rollforward-coordinator
  4. Provide required inputs per the skill's parameter spec and get structured output
Version History
v1.0.0
Initial release: memory-first accrual rollforward reconciliation with structured issue tracking
Metadata
Slug finance-accrual-rollforward-coordinator
Version 1.0.0
License MIT-0
All-time Installs 0
Active Installs 0
Total Versions 1
Frequently Asked Questions

What is Finance Accrual Rollforward Coordinator?

Coordinate accrual rollforward work using memory-first retrieval and structured reconciliation. It is an AI Agent Skill for Claude Code / OpenClaw, with 35 downloads so far.

How do I install Finance Accrual Rollforward Coordinator?

Run "/install finance-accrual-rollforward-coordinator" in the OpenClaw or Claude Code chat to install it in one step — no extra setup required.

Is Finance Accrual Rollforward Coordinator free?

Yes, Finance Accrual Rollforward Coordinator is completely free, licensed under MIT-0. You can download, install and use it at no cost.

Which platforms does Finance Accrual Rollforward Coordinator support?

Finance Accrual Rollforward Coordinator is cross-platform and runs anywhere OpenClaw / Claude Code is available (cross-platform).

Who created Finance Accrual Rollforward Coordinator?

It is built and maintained by terrycarter1985 (@terrycarter1985); the current version is v1.0.0.

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