cash-flow-snapshot
Pass
Audited by Gen Agent Trust Hub on Oct 3, 2026
Risk Level: SAFE
Full Analysis
- [SAFE]: The skill uses specific, named tools (
sandbase_describe_tool,sandbase_call_tool) to interact with authorized data sources like QuickBooks and Stripe. This is standard procedure for AI agents using platform-provided capabilities to access user-authorized financial data. - [SAFE]: The skill implements clear boundary instructions, such as requesting opening cash balances and as-of dates before making claims about liquidity or payroll coverage. It also includes mandatory disclaimers regarding professional accounting advice.
- [SAFE]: Data processing logic (such as calculating payment variance and mean lag) is transparently documented in the reference files and instructions, with specific 'Gotcha' rules to handle common errors like divide-by-zero or inconsistent CSV headers.
- [SAFE]: The skill operates in a read-only mode for financial data, minimizing the risk of unauthorized modifications to the user's accounts.
Audit Metadata