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Install in OpenClaw
/install financial-admin-tool
Description
Perform fund administration tasks including GL reconciliation, break tracing, accrual scheduling, roll-forwards, variance commentary, and NAV tie-out to ensu...
Usage Guidance
Install only in an environment where the agent is allowed to read the relevant GL, subledger, NAV, and support documents. Treat its journal entries and operational actions as drafts or recommendations requiring controller or operations review before any real posting, suppression, adjustment, or investor statement change.
Capability Assessment
Purpose & Capability
The stated purpose is fund administration: GL reconciliation, break tracing, accrual schedules, roll-forwards, variance commentary, and NAV tie-out. The capabilities described are coherent with that purpose.
Instruction Scope
Instructions are task-scoped and repeatedly frame outputs as diagnostics, flags, commentary, or draft journal entries for human review; the skill explicitly says not to post or edit records.
Install Mechanism
The package contains only a SKILL.md and a small package.json, with no executable scripts, install hooks, commands, or bundled code.
Credentials
The skill expects access to sensitive finance systems such as internal GL, subledger, and NAV MCPs, but that access is disclosed and proportionate to the accounting workflows.
Persistence & Privilege
No persistence, background workers, credential harvesting, privilege escalation, or session/profile access is described in the artifacts.
How to Use
- Make sure OpenClaw is installed (local or Docker)
- Run the install command in chat:
/install financial-admin-tool - After installation, invoke the skill by name or use
/financial-admin-tool - Provide required inputs per the skill's parameter spec and get structured output
Version History
v1.0.0
Initial release of the fund administration and finance operations skillset, providing core tools for financial fund admin teams.
- Supports GL reconciliation, break tracing, accrual schedules, roll-forwards, variance commentary, and NAV tie-out.
- Individual skills include: accrual-schedule, break-trace, gl-recon, and nav-tieout with detailed operational logic and output formats.
- Designed for use during fund month-end close and reconciliation workflows, aiding in error identification and draft journal preparation.
- Emphasizes staging outputs for controller or operational review—no automated posting or adjustments.
Metadata
Frequently Asked Questions
What is Financial Admin?
Perform fund administration tasks including GL reconciliation, break tracing, accrual scheduling, roll-forwards, variance commentary, and NAV tie-out to ensu... It is an AI Agent Skill for Claude Code / OpenClaw, with 16 downloads so far.
How do I install Financial Admin?
Run "/install financial-admin-tool" in the OpenClaw or Claude Code chat to install it in one step — no extra setup required.
Is Financial Admin free?
Yes, Financial Admin is completely free, licensed under MIT-0. You can download, install and use it at no cost.
Which platforms does Financial Admin support?
Financial Admin is cross-platform and runs anywhere OpenClaw / Claude Code is available (cross-platform).
Who created Financial Admin?
It is built and maintained by paudyyin (@paudyyin); the current version is v1.0.0.
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