audit-xls

Triggers

• Audit spreadsheet
• formula error detection
• hardcoded cell finder
• cross-sheet reference audit
• workbook auditor
• Excel model audit
• financial model QA
• spreadsheet review
• cell dependency trace
• formula integrity check

Defaults

Parameter	Default Value	Rationale
ticker	(required)	Stock symbol to analyze
lookback_quarters	1	Standard lookback for this skill type

Methodology

1. Retrieval Scope

This skill operates with retrieval_scope: simple_lookup. It uses only profile/entity metadata tools — no document or XBRL retrieval at scale.

2. Retrieval Strategy

Follows the retrieval strategy decision tree in contracts/retrieval.md. Primary branch: (d) Simple Lookup. Resolve the canonical ticker first (exact → fuzzy alias → share-class) before any data call.

3. Temporal Scope

Default lookback: 1 fiscal quarter(s); maximum: 1. The default balances recency against the trend window this analysis requires.

4. Tool Allowlist

Per frontmatter allowed_tools:

• search_companies — ticker resolution + company context (entity-alias fuzzy match)
• get_company_financials — consolidated IS/BS/CF highlights
• get_calculation_tree — XBRL calculation linkbase (weights)
• validate_calculation — XBRL calc-consistency validation
• list_sources — used by this skill per the retrieval strategy

5. Protocol

1. Pre-flight: get_company_fiscal_calendar/{ticker} then get_ticker_coverage/{ticker}.
2. Lookup: get_company_profile/{ticker} / get_entity_knowledge for the requested metadata field(s).
3. Output: write the deliverable per ## Output File, then append to agentii.md.

Deliverable Chain

Inputs → Build → Validate → Output → Next

1. Inputs: resolved ticker + structured facts (search_xbrl_facts, get_company_financials) and any filing pages from the three-layer protocol.
2. Build: perform the formula / hardcoded-cell / cross-sheet-reference audit on the input workbook and write the .md audit report per ## Output Structure.
3. Validate: run the ## Validation Gates below.
4. Output: write the artifact path per ## Output File.
5. Next: append to agentii.md; hand off to a downstream pitch/review skill if requested.

Validation Gates

1. **calculation arc cross-validation **: workbook computed totals verified against gold.xbrl_calculations weights. Compare get_calculation_tree/{ticker} expected values against workbook formulas. Flag discrepancies ≥1% of parent concept value. If failed: If material discrepancy (≥5%): refuse delivery. If minor (1-5%): flag in audit findings with severity: warning.
2. hardcoded cell detection: zero hardcoded values in cells tagged as formulas. Use xlsx_audit hardcoded-count output. If failed: If hardcoded_count > 0: refuse delivery with audit report listing each hardcoded cell location.
3. cross-sheet reference integrity: all cross-sheet references resolve to valid cell ranges. If failed: If broken references found: refuse delivery with broken reference map.
4. tool diversity: distinct MCP tools used in this invocation >= min_tool_diversity (3). If failed: flag as depth-insufficient in Coverage Gaps.

Output File

Write the final deliverable to {ticker}/{YYYY-MM-DD_HHMM}_audit-xls_{affix}.md .

Output Structure

1. Executive Summary (≤200 words) — headline conclusions for the analysis.
2. Data Sources — filings + structured endpoints used, with {ticker} {citation_id} page<N> citations.
3. Analysis — the core findings, tables, and commentary for this dimension.
4. Key Metrics — the quantitative results with QoQ/YoY context where relevant.
5. Coverage Gaps & Citations — data not retrievable + citation index.

Citations & memory: follow contracts/citation-and-memory.md — ≥1 citation per 200 words; every material fact, table row, and metric is immediately followed by its inline clickable https://agentii.ai/v/{ticker}/{citation_id}/{N} link; a bottom Citations section provides a non-duplicative roll-up index; the closing TUI reply includes a compact Key Citations list (headline 5–10 facts) of clickable /v/ URLs; and append the run to agentii.md per contracts/agentii-md-schema.md.

Preflight

Run the canonical pre-flight sequence — MCP health probe, ticker resolution, workspace style.md override, memory load, and coverage check. See contracts/preflight.md.

Include the X-Agentii-Trace header on every tool call per contracts/x-agentii-trace-header.md.

Memory & Snapshot

• Memory load (pre-flight): load prior workspace context for the ticker before retrieval — see contracts/memory-load.md.
• Structured output frontmatter: emit the FR-090 block (key_metrics, conclusions, facts_count, deducted_count, views_count, citation_count) per contracts/output-frontmatter-schema.md.
• Snapshot synthesis: after writing the deliverable, update the two-tier snapshot and classify findings as [FACT]/[DEDUCTED]/[VIEW] — see contracts/snapshot-synthesis.md.
• Session archival: record the run under sessions/{YYYY-MM-DD}/ and update sessions/INDEX.md per contracts/session-format.md.

Final Summary (TUI)

End the closing chat reply with a compact Key Citations list (headline 5–10 facts), each a clickable https://agentii.ai/v/{ticker}/{citation_id}/{N} link, so the user can cmd+click straight to the exact SEC page. See contracts/citation-and-memory.md.

Error Handling

Error	Action
Ticker not found	Suggest checking spelling or trying list_coverage
No data available	Flag in Coverage Gaps, proceed with available data
API key invalid	Direct user to agentii.ai/api-keys
MCP server unreachable	Retry once; if persistent, halt with AGENTII_MCP_UNREACHABLE