{"skill":{"slug":"joellewis-reconciliation","name":"reconciliation","description":"Design and operate reconciliation processes across portfolio management, custodian, and clearing systems. Use when building a daily position, cash, or transaction reconciliation process, investigating discrepancies between internal records and custodian records, diagnosing recurring break patterns from corporate actions or pricing differences, setting tolerance thresholds for position, cash, or market value matching, implementing three-way reconciliation, designing break investigation workflows with aging and escalation, normalizing multi-custodian feeds from Schwab, Fidelity, or Pershing, reconciling cost basis or accrued income, or preparing for examinations on books and records accuracy.","repository":"https://github.com/JoelLewis/finance_skills/tree/main/plugins/client-operations/skills/reconciliation"},"recommended_command":"npx skills add JoelLewis/finance_skills --skill reconciliation","install_targets":[{"id":"openagentskill-cli","label":"CLI","title":"OpenAgentSkill CLI","kind":"command","value":"npx --yes https://github.com/Leon-Drq/openagentskill/releases/download/cli-v0.3.0/openagentskill-0.3.0.tgz add joellewis-reconciliation","description":"Resolve policy, run the source installer safely, and report a verified install receipt.","copyLabel":"Copy command"},{"id":"codex","label":"Codex","title":"Codex install prompt","kind":"agent-prompt","value":"Install the \"reconciliation\" agent skill from https://github.com/JoelLewis/finance_skills/tree/main/plugins/client-operations/skills/reconciliation. Read its SKILL.md or equivalent instructions first, install only the files needed for this workspace, and summarize any required setup before using it. Skill purpose: Design and operate reconciliation processes across portfolio management, custodian, and clearing systems. Use when building a daily position, cash, or transaction reconciliation process, investigating discrepancies between internal records and custodian records, diagnosing recurring break patterns from corporate actions or pricing differences, setting tolerance thresholds for position, cash, or market value matching, implementing three-way reconciliation, designing break investigation workflows with aging and escalation, normalizing multi-custodian feeds from Schwab, Fidelity, or Pershing, reconciling cost basis or accrued income, or preparing for examinations on books and records accuracy. After the install attempt, report the result to https://www.openagentskill.com/api/agent/outcome with POST JSON {\"event_id\":\"install_<unique-id>\",\"skill_slug\":\"joellewis-reconciliation\",\"task\":\"Install reconciliation\",\"agent\":\"codex\",\"outcome\":\"success\",\"install_used\":true}. Replace event_id with a unique value and outcome with success or failed. Report success only after the skill is installed and a minimal verification passes.","description":"Give Codex a repo-aware install prompt when the skill is not available through a local CLI.","copyLabel":"Copy prompt"},{"id":"claude-code","label":"Claude Code","title":"Claude Code skill prompt","kind":"agent-prompt","value":"Add \"reconciliation\" as a Claude Code skill from https://github.com/JoelLewis/finance_skills/tree/main/plugins/client-operations/skills/reconciliation. Inspect the skill instructions, place the reusable skill files in the appropriate local skills location for this project, and report the activation steps. Skill purpose: Design and operate reconciliation processes across portfolio management, custodian, and clearing systems. Use when building a daily position, cash, or transaction reconciliation process, investigating discrepancies between internal records and custodian records, diagnosing recurring break patterns from corporate actions or pricing differences, setting tolerance thresholds for position, cash, or market value matching, implementing three-way reconciliation, designing break investigation workflows with aging and escalation, normalizing multi-custodian feeds from Schwab, Fidelity, or Pershing, reconciling cost basis or accrued income, or preparing for examinations on books and records accuracy. After the install attempt, report the result to https://www.openagentskill.com/api/agent/outcome with POST JSON {\"event_id\":\"install_<unique-id>\",\"skill_slug\":\"joellewis-reconciliation\",\"task\":\"Install reconciliation\",\"agent\":\"claude-code\",\"outcome\":\"success\",\"install_used\":true}. Replace event_id with a unique value and outcome with success or failed. Report success only after the skill is installed and a minimal verification passes.","description":"Use this prompt to ask Claude Code to add the skill and explain the local activation steps.","copyLabel":"Copy prompt"},{"id":"cursor","label":"Cursor","title":"Cursor rule prompt","kind":"agent-prompt","value":"Turn \"reconciliation\" from https://github.com/JoelLewis/finance_skills/tree/main/plugins/client-operations/skills/reconciliation into a reusable Cursor project rule or agent instruction. Preserve the core workflow, adapt paths to this repo, and keep the rule scoped to tasks where it is relevant. Skill purpose: Design and operate reconciliation processes across portfolio management, custodian, and clearing systems. Use when building a daily position, cash, or transaction reconciliation process, investigating discrepancies between internal records and custodian records, diagnosing recurring break patterns from corporate actions or pricing differences, setting tolerance thresholds for position, cash, or market value matching, implementing three-way reconciliation, designing break investigation workflows with aging and escalation, normalizing multi-custodian feeds from Schwab, Fidelity, or Pershing, reconciling cost basis or accrued income, or preparing for examinations on books and records accuracy. After the install attempt, report the result to https://www.openagentskill.com/api/agent/outcome with POST JSON {\"event_id\":\"install_<unique-id>\",\"skill_slug\":\"joellewis-reconciliation\",\"task\":\"Install reconciliation\",\"agent\":\"cursor\",\"outcome\":\"success\",\"install_used\":true}. Replace event_id with a unique value and outcome with success or failed. Report success only after the skill is installed and a minimal verification passes.","description":"Use this when installing as Cursor project rules or reusable agent instructions.","copyLabel":"Copy prompt"}],"install_receipt":{"endpoint":"https://www.openagentskill.com/api/agent/outcome","method":"POST","idempotency":"event_id is unique; retries update the same receipt","count_rule":"verified installs require install_used=true and outcome=success","example":{"event_id":"install_<unique-id>","skill_slug":"joellewis-reconciliation","task":"Install reconciliation","agent":"codex","outcome":"success","install_used":true}},"safety_gate":{"tier":"blocked","label":"Blocked for auto-install","badge":"BLOCKED","auto_install_policy":"block","auto_install_allowed":false,"human_review_required":true,"blocked":true,"recommended_action":"Do not auto-install. Inspect the source, dependencies, and permission surface first.","reasons":["Audit risk exceeds the requested agent policy","Audit classified this skill as risky","Audit risk risky exceeds max_risk=medium"]},"agent_prompt":"Install the \"reconciliation\" agent skill only after reviewing the OpenAgentSkill profile and source repository. Safety gate: Blocked for auto-install (block). Start with https://www.openagentskill.com/skills/joellewis-reconciliation, inspect the trust and audit notes, then use the recommended install handoff: npx skills add JoelLewis/finance_skills --skill reconciliation. After installation, summarize changed files, required setup, and a minimal verification result before using the skill for real work. Report the verified result to https://www.openagentskill.com/api/agent/outcome using a unique event_id, skill_slug=joellewis-reconciliation, install_used=true, and outcome=success or failed.","safety_checklist":["Safety gate: Blocked for auto-install. Policy: block.","Do not auto-install. Inspect the source, dependencies, and permission surface first.","Review the repository and license before running third-party code.","Prefer a sandbox or isolated project when testing a new skill.","Start with the recommended command, then inspect generated files before committing changes.","Do not execute external side effects, payments, account changes, or credentialed actions without explicit user approval."],"verification_steps":["Open the skill documentation or SKILL.md and identify required setup.","Run the smallest safe example for the target task.","Confirm outputs match the task before allowing broader agent use.","Record any missing credentials, policy risks, or manual approvals needed."],"do_not_auto_install_when":["The repository or license cannot be reviewed.","The skill requires broad credentials or production account access.","The task involves regulated, private, or high-impact data without user approval."],"urls":{"web":"https://www.openagentskill.com/skills/joellewis-reconciliation","api":"https://www.openagentskill.com/api/agent/skills/joellewis-reconciliation","install_api":"https://www.openagentskill.com/api/skills/joellewis-reconciliation/install","repository":"https://github.com/JoelLewis/finance_skills/tree/main/plugins/client-operations/skills/reconciliation"},"meta":{"agent_friendly":true,"api_version":"1.0","generated_at":"2026-09-05T21:08:16.179Z"}}