Skill audit report
Process account maintenance requests across the account lifecycle. Use when changing a client address or contact info with identity verification, updating beneficiary designations after marriage, divorce, birth, or death, re-registering or re-titling an account to a trust or new entity, selecting tax lot methods or fixing cost basis records, applying legal or compliance holds or Reg T freezes, setting up systematic withdrawals or standing instructions, processing a death notification and estate account setup, handling a QDRO, power of attorney, or guardianship, closing accounts and managing escheatment, or designing data quality review programs.
OpenAgentSkill Trust Score
The Trust Score helps an agent decide whether a skill is safe enough to shortlist before installation.
GitHub adoption
INFO62
178 GitHub stars
Stars/forks activity
WARN57
178 stars, 34 forks; issue activity unavailable in current metadata
Recent maintenance
PASS88
2mo since push
License clarity
PASS86
MIT
README/SKILL.md completeness
PASS86
Metadata includes enough usage and workflow context
Dependency/runtime risk
PASS90
no major dependency risk hints in public metadata
Install availability
PASS92
npx skills add JoelLewis/finance_skills --skill account-maintenance
Install command safety
PASS92
standard package or runtime install path
Permission surface
PASS86
filesystem or document access
Repository evidence
PASS86
https://github.com/JoelLewis/finance_skills/tree/main/plugins/client-operations/skills/account-maintenance
Review status
PASS88
AI review data available
Agent Proven outcomes
INFO54
No agent outcome data yet
Checks
Install path
92
npx skills add JoelLewis/finance_skills --skill account-maintenance
Repository
88
https://github.com/JoelLewis/finance_skills/tree/main/plugins/client-operations/skills/account-maintenance
License
86
MIT
Maintenance
88
2mo since push
AI review
88
Approved with no listed issues
README/SKILL.md completeness
86
Warnings
Method
This report combines public metadata, AI review output, repository freshness, install readiness, OpenAgentSkill events, quality scoring, trust checks, and the agent safety gate. It is not a full source-code security review.
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Usable description available
Dependency risk
90
no major dependency risk hints in public metadata
Install command safety
92
standard package or runtime install path
Permission surface
86
filesystem or document access
Stars/forks activity
57
178 stars, 34 forks; issue activity unavailable in current metadata
Adoption
68
178 GitHub stars
Financial decision safety
20
Potential execution surface detected; do not connect live broker, exchange, wallet, or payment credentials.
Agent safety v2
This skill should not be selected by an agent without explicit human security review.
Do not auto-install. Inspect the source, dependencies, and permission surface first.
Browser automation
mediumSkill may drive a browser or interact with web pages.
Network access
mediumSkill likely fetches remote pages, APIs, repositories, or external services.
Filesystem access
mediumSkill may read or write project files, documents, generated artifacts, or local workspace state.