Bank Reconciliation Agent

v1.0.0

Automate bank statement reconciliation against general ledger records. Upload or paste bank statements (CSV, OFX, QFX, or plain text) alongside GL export dat...

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MIT-0
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LicenseMIT-0 · Free to use, modify, and redistribute. No attribution required.
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Benign
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Benign
high confidence
Purpose & Capability
The name/description describe bank-to-GL reconciliation and the SKILL.md contains only the expected steps (parse statements, match transactions, flag discrepancies, suggest adjusting entries). There are no unrelated requirements (no cloud keys, no system paths, no extra binaries).
Instruction Scope
Instructions ask the agent to parse CSV/OFX/QFX/pasted tables and extract tabular data from PDFs — which is appropriate for reconciliation. This is the one notable behavioral requirement: PDF extraction implies the agent or platform must process uploaded documents. The SKILL.md does not instruct sending data to external endpoints, but it also does not specify how PDFs will be processed or where data is stored, so users should confirm handling of sensitive financial data.
Install Mechanism
No install spec or code is included (instruction-only), so nothing will be written to disk or downloaded during install. This limits the attack surface and matches the skill's description.
Credentials
The skill declares no required environment variables, credentials, or config paths, which is proportionate for a workflow that operates on user-provided statement and GL files.
Persistence & Privilege
The skill is not marked always:true and does not request persistent system-wide privileges. Autonomous invocation is allowed by default but is not combined with broad credentials or unusual privileges.
Assessment
This skill appears to do what it says, but it will process sensitive financial documents you upload. Before installing or using it: 1) Confirm the platform's PDF/CSV processing and storage policies (are files uploaded to third-party services or retained?), 2) Test with redacted or sample data first, 3) Verify any suggested adjusting entries with an accountant before posting to your books, and 4) If you need direct integration with accounting systems (QBO), ensure you provide only the minimum credentials via the platform's vetted connector rather than pasting secrets into chat.

Like a lobster shell, security has layers — review code before you run it.

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License

MIT-0
Free to use, modify, and redistribute. No attribution required.

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