break-trace
Root-cause a reconciliation break to its source transaction or posting — follow the audit trail from the break row back to the originating entry on each side and state what differs and why. Use after gl-recon has classified a break.
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Install
Works with every agent the skills CLI supports.
npx skills add https://github.com/anthropics/financial-services --skill break-trace- 01
Install
Run the command in your project. The CLI asks which agents to install for.
- 02
Describe the task
Ask your agent for something this skill covers. It loads break-trace automatically when relevant.
- 03
Review the result
The agent follows the SKILL.md steps, scripts and references bundled with the skill.
SKILL.md
The instructions your agent reads when the skill is triggered.
Root-cause a break
Given a single break row (key, GL values, subledger values, bucket, likely cause), trace it to source and produce a root-cause statement.
Trace path
- Pull the GL side — via the internal-gl MCP, fetch the journal entry or posting that produced this GL line: entry id, posting date, source system, batch id, preparer.
- Pull the subledger side — via the subledger MCP, fetch the matching transaction: trade id, trade/settle dates, counterparty, source feed, FX rate used.
- Diff the attributes — line up posting date, FX rate/date, account mapping, quantity sign, amount sign. The differing attribute is usually the cause.
Cause → statement
Write the root cause as a single sentence in the form "⟨side⟩ ⟨did what⟩ because ⟨reason⟩", e.g.:
- "GL posted on settle date (T+2) while subledger posted on trade date — timing break, will clear on 2026-05-07."
- "Subledger used WM/R 4pm rate; GL used Bloomberg close — FX break of 12 bps on the base amount."
- "Security ABC123 maps to GL account 11420 in the mapping table but the subledger fed 11410 — mapping break, raise to reference-data."
- "Subledger posted the trade twice (trade ids 88412 and 88419 are duplicates) — duplicate post, suppress 88419."
Output
For each traced break, return:
{
"key": "...",
"root_cause": "one sentence as above",
"owner": "ops | reference-data | accounting | upstream-system",
"expected_clear_date": "YYYY-MM-DD or null",
"action": "monitor | adjust | raise-ticket | suppress"
}
Only the resolver writes adjustments — this skill diagnoses, it does not post.
FAQ
What does the break-trace skill do?
Root-cause a reconciliation break to its source transaction or posting — follow the audit trail from the break row back to the originating entry on each side and state what differs and why. Use after gl-recon has classified a break.
How do I install break-trace?
Run npx skills add https://github.com/anthropics/financial-services --skill break-trace in your project. The skills CLI detects the agents you use and copies the skill into the right folder. For Claude Code you can also place the skill folder at ~/.claude/skills/break-trace/ (personal) or .claude/skills/break-trace/ (project).
Which AI agents can use break-trace?
Any agent that supports the open Agent Skills format (a folder with a SKILL.md file), including Claude Code, Codex, Cursor, GitHub Copilot, Gemini CLI, Windsurf, Cline, OpenCode and more.
Is break-trace safe to install?
No partner security audit is available yet. Skills can run commands and scripts, so read the SKILL.md and any bundled files before installing.
Who maintains break-trace?
It is published by anthropics in anthropics/financial-services, and it is an official skill from the maker of the technology it covers. It has 1,256 recorded installs.
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