Skill audit report
Design, generate, and deliver client performance reports across all channels, covering quarterly reports, tax reporting, portal integration, and compliance review. Use when the user asks about building or redesigning report templates, choosing what to include in quarterly or annual client reports, transitioning from print to digital delivery, integrating a client portal, presenting net-of-fee performance with benchmarks, managing report production timelines, or handling e-delivery consent. Also trigger when users mention 'client reporting', 'quarterly performance report', 'report customization', 'tax lot report', '1099 supplement', 'report disclaimers', 'UHNW reporting', or 'report QA process'.
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
INFO76
Public metadata needs stronger README/SKILL.md context
Dependency/runtime risk
PASS82
database surface
Install availability
PASS92
npx skills add JoelLewis/finance_skills --skill client-reporting-delivery
Install command safety
PASS92
standard package or runtime install path
Permission surface
PASS88
database access
Repository evidence
PASS86
https://github.com/JoelLewis/finance_skills/tree/main/plugins/advisory-practice/skills/client-reporting-delivery
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 client-reporting-delivery
Repository
88
https://github.com/JoelLewis/finance_skills/tree/main/plugins/advisory-practice/skills/client-reporting-delivery
License
86
MIT
Maintenance
88
2mo since push
AI review
88
Approved with no listed issues
README/SKILL.md completeness
84
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
82
database surface
Install command safety
92
standard package or runtime install path
Permission surface
88
database access
Stars/forks activity
57
178 stars, 34 forks; issue activity unavailable in current metadata
Adoption
68
178 GitHub stars
Financial decision safety
58
Research-only use: do not treat output as financial advice or execute a position without human approval.
Agent safety v2
Usable candidate, but the agent should surface permission and audit notes before installation.
Require human approval before installing into a real workspace.
Network access
mediumSkill likely fetches remote pages, APIs, repositories, or external services.
Database access
mediumSkill may inspect schemas, query databases, or work with persistent stores.