roll-forward
anthropics1.2k installs
Balance-sheet movements tied to the ledger.
What it does
Creates a balance-sheet account schedule that reconciles beginning balances, activity, and ending balances with general-ledger evidence.
When to use it
Use for month-end close packages and audit support.
How to use it
Give it an account or account group, entity, and period; it returns a roll-forward table with supporting citations and a reconciliation check.
What you provide
- an account or account group
- an entity
- a period
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What you need · 1
Requires the internal-gl MCP server to query general-ledger activity by account, date range, and journal source.
Access · 1
This skill
internal-gl
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Queries general-ledger activity