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skill Claude Code CX Codex Cursor GitHub Copilot official · Anthropic

roll-forward — Claude Code skill: what it does, how to install

Builds a balance-sheet roll-forward schedule that ties beginning balance and period activity directly to the general ledger.

Install into Claude Code · Skills CLI (Vercel) All methods and platforms ↓ 
npx skills add anthropics/financial-services --skill roll-forward -a claude-code
Open on GitHub

What roll-forward does

The skill produces a roll-forward table for an account or account group, entity, and period. It walks from prior-period closing balance to the ending balance across additions, accruals, reversals, settlements, reclassifications, and foreign exchange translation.

Every activity entry references a specific general ledger query with date ranges and journal source filters through the internal-gl MCP tool. The schedule must foot mathematically. If components do not sum to the ending balance, the tool surfaces the unexplained variance rather than plugging the difference.

Running this requires the internal-gl MCP connection in your agent environment, because the skill needs it to run queries and cite sources for every line item.

What it helps with

  • build a balance sheet roll-forward schedule
  • tie activity lines directly to general ledger queries
  • surface unexplained gaps between beginning and ending balances
  • assemble supporting documentation for period-end close and audits

Example prompts for the agent

  • Build a roll-forward schedule for accrued expenses for entity Acme over the prior period
  • Tie beginning and ending balances for accounts payable with general ledger query citations
  • Generate a roll-forward table for prepaid assets and flag any foot check failure

How to install roll-forward

1Skills CLI (Vercel)

npx skills add anthropics/financial-services --skill roll-forward -a claude-code

2Manually: put the files in place

~/.claude/skills/roll-forward/SKILL.md

Copy the whole skill folder; for one project use .claude/skills/roll-forward/

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Questions about roll-forward

How to install roll-forward in Claude Code?

Run npx skills add anthropics/financial-services --skill roll-forward -a claude-code.

What does the roll-forward skill do?

It creates an accounting roll-forward schedule linking starting balances, period adjustments, and ending balances with GL citations.

What happens when the roll-forward schedule does not foot?

The skill flags a failed foot check and displays the unexplained delta instead of smoothing or plugging the gap.

Source text

SKILL.md · Apache-2.0 
---
name: roll-forward
description: Build a roll-forward schedule for a balance-sheet account — beginning balance plus activity less reversals equals ending balance, with each component tied to GL. Use for month-end close packages and audit support.
---

# Roll-forward

Given an account (or account group), entity, and period, produce a roll-forward that ties beginning to ending.

## Structure

```
Beginning balance (per prior-period close)      X
  + Additions / new activity                    A
  + Accruals booked this period                 B
  − Reversals of prior accruals                (C)
  − Payments / settlements                     (D)
  ± Reclasses / adjustments                     E
  ± FX translation                              F
Ending balance (per GL at period end)           Y
```

## Tie each line

- **Beginning** — prior-period close package, or GL balance at prior-period end date.
- **Each activity line** — a GL query (account + date range + journal-source filter) via the internal-gl MCP. Cite the query.
- **Ending** — GL balance at period-end date.

The schedule **must foot**: `X + A + B − C − D + E + F = Y`. If it doesn't, the gap is an unexplained item — surface it, don't plug it.

## Output

The roll-forward table with a "ties to" column citing the GL query or document for every line, plus a foot check (pass/fail and the unexplained delta if any).

© anthropics · Apache-2.0 · anthropics/financial-services

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