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Root cause of a reconciliation break v1.0.0

Use this resource to identify the source of a reconciliation break by tracing it to the original posting

New

  • 472 downloads
  • 231 likes
  • 246 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install reconciliation-break-root-cause

With no option, the skill goes to ~/.agents/skills/; add --agent claude-code (or codex, cursor…) to target an agent.

First time: connect the CLI with

npx --yes palatekit@latest login

The agent starts from a break row, pulls the matching journal entry and transaction, compares their attributes, then writes the cause statement. You get a root-cause statement drawn from the audit trail.

Mostly picked by

Updated November 2, 2026

Card for the “Root cause of a reconciliation break” skill

Details

Works in
Install guides
Generates with
Your agent's model
Licence
Apache-2.0

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What you get

  • SKILL.md: trace path from the break row to both sources
  • SKILL.md: attribute comparison and cause statement

Good fit for

  • An FX or date difference to explain
  • A break already classified in a reconciliation that must be documented for audit

Not for

    Tags

    • break
    • audit trail
    • root cause
    • reconciliation

    About

    You say

    “Trace the €1,240 break on transaction 88412: which entry produced it and which rate was used?”

    Card for the “Root cause of a reconciliation break” skill

    Skill published by anthropics under the Apache-2.0 license, delivered in its original version.

    Show more

    How to use it

    1. Install the skill in your agent's skills folder
    2. Ask your agent to identify the source of a reconciliation break by tracing it to the original posting
    3. Review and adjust the result

    Content preview

    Files

    • LICENSE11.3 KB
    • NOTICE-PALATEKIT.md0.5 KB
    • SKILL.md1.9 KB

    Origin and licence

    Listed unmodified

    Author
    anthropics
    Source
    github.com/anthropics/financial-services/tree/60565064557ca77b12f62aa7877f365d111c129d/plugins/agent-plugins/gl-reconciler/skills/break-trace
    Licence
    Apache-2.0

    Notice

    « break-trace » (anthropics, Apache-2.0) livré dans sa version d'origine : fiche en français et en anglais par PalateKit.

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