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Close to Report Protocol

Agent skill
1 skill

Use this skill to coordinate the financial period close and reporting process across Dynamics 365 Finance and Microsoft Fabric / Power BI. It orchestrates subledger close, general ledger reconciliation, currency revaluation, consolidation, financial statement preparation, and report certification. The skill defines stage gates for subledger close, reconciliation sign-off, and report certification, and enforces structured handoffs between d365-finance-close-to-report-agent and fabric-power-bi-business-insights-governance-agent. It does not post journal entries, modify financial data, certify financial statements, or access live ledger credentials; all production-impacting steps are escalated to the relevant specialist or human finance owner.

Install with
Claude CodeCodexCursorGitHub CopilotGemini CLI

Supported by the Atlas install prompt. Skill-specific requirements vary.

Skill stats

Skills1CategorySecurityStars0

About this skill

Use this skill to coordinate the financial period close and reporting process across Dynamics 365 Finance and Microsoft Fabric / Power BI. It orchestrates subledger close, general ledger reconciliation, currency revaluation, consolidation, financial statement preparation, and report certification. The skill defines stage gates for subledger close, reconciliation sign-off, and report certification, and enforces structured handoffs between d365-finance-close-to-report-agent and fabric-power-bi-business-insights-governance-agent. It does not post journal entries, modify financial data, certify financial statements, or access live ledger credentials; all production-impacting steps are escalated to the relevant specialist or human finance owner.

Quick start

  1. Copy the install prompt. Use the green button above this README.
  2. Send it to your agent. Paste it into your coding agent’s chat and send.
  3. Review the setup. Your agent checks the skill’s instructions, requirements, and installation scope.
Review, license & listing details
Review the source before using this skill

This is an imported listing. We haven’t certified its safety, license, or compatibility. Skills may include executable scripts.

Automated security scan: Partial

Only SKILL.md was scanned. Supporting files and scripts were not checked. No safety grade has been assigned.

0 potential findings · Scanned 11/4/2026 · Scanner 0.2.1

Content SHA-256: 32857ce7b3d1c654d7a01c9fc1cd5f96de29f47589f6d02379d581a3cdaea7ae

About scan coverage and limitations

About this listing

Category
Security
Reported license
Apache-2.0
Listing language (estimated)
English
Review status
Not individually reviewed
Agent compatibility
Atlas installation supports Claude Code, Codex, and Cursor. Skill-specific dependencies and features are checked during setup.
Close to Report Protocol | Agent Skills Atlas