board-prep

board-prep is a skill for Claude Code, Codex from davekilleen/Dex. It costs 44 tokens per session (1,103 once invoked), scanned A, original, MIT.

A finance briefing for a board or leadership review, based on dated actual results, budgets, forecasts, cash information, and the decisions under consideration. Actuals are recorded results; forecasts are estimates of future results.

In plain words
What is it for?
Use it to prepare a board-level finance draft from actuals, budgets, forecasts, and cash data.
Why use it?
It brings the financial facts and decision context together before a leadership discussion.

Skill for Claude CodeCodex

Written for no agent in particular: nothing here depends on one. Also seen: reads .claude/ paths; installed under .agents/ (shared by several agents).

Good fit Use it to prepare a board-level finance draft from actuals, budgets, forecasts, and cash data.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/davekilleen/dex/board-prep
Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

Any agent
npx skills add davekilleen/Dex --skill board-prep
Clone the repo
git clone --depth 1 https://github.com/davekilleen/Dex

Made for: Claude Code, Codex.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for board-prep

README.md
[![agentmods](https://agentmods.dev/badge/skills/davekilleen/dex/board-prep/github.svg)](https://agentmods.dev/skills/davekilleen/dex/board-prep)
Your own site
<a href="https://agentmods.dev/skills/davekilleen/dex/board-prep"><img src="https://agentmods.dev/badge/skills/davekilleen/dex/board-prep/github.svg" alt="Measured on agentmods" height="20"></a>

Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

agentmods 80×15 button for board-prep

Your own site · 80×15
<a href="https://agentmods.dev/skills/davekilleen/dex/board-prep"><img src="https://agentmods.dev/badge/skills/davekilleen/dex/board-prep.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 44 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 1,103 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe.
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5.1 $0.00044 $0.01103
Opus 5.5 $0.00018 $0.00441
Sonnet 5.5 $0.00009 $0.00221
Haiku 4.5 $0.00004 $0.00110

Measured 1mo ago against content hash 74815808c317, method: parsed. Prices are Anthropic first-party input rates as of 2026-10-07, from the pricing page.

Security

Grade A, and why

board-prep scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 1mo ago.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

.agents/skills/_available/finance/board-prep/SKILL.md · 89 lines

How it starts

The opening of the file, as written. The whole thing — 89 lines — stays where its author put it; the contents beside it link to each section on GitHub.

When to use

Use for a named board or leadership meeting when the requester needs a traceable financial snapshot, variance narrative, forecast limits, and questions for human review. Confirm the reporting period and meeting scope before gathering data.

Do not use this skill to close the books, post or alter accounting entries, certify an audit, approve a forecast, make a board decision, or send materials externally. Not for tax, legal, fundraising, or investor filings that require an authorized professional process.

Inputs and source discipline

  1. Record the requested period, meeting date if supplied, reporting timezone/fiscal calendar, and an explicit as-of date. Never invent a missing date; mark it unknown and ask for it. For every input record the source, source date, date checked, scope, unit, and currency.
  2. Prefer reconciled ledger or close-package actuals, then an approved budget or forecast, then dated management reports, then dated meeting notes or user statements. Treat meeting context as context, not as proof of a financial number. Keep conflicting sources visible.
  3. Keep actuals, budget, forecast, and scenario values in separate fields. Normalize units or currency only with an explicit conversion source, rate, and date; otherwise report them as incomparable. Do not turn a missing value into zero.

Method

  1. Start read-only with a source inventory. Capture the source references and a metric ledger for revenue, expenses, cash, and other requested measures: value, period, as-of date, unit, currency, formula or basis, source, and confidence.
  2. Reconcile reported actuals to their supplied subtotals and totals before narrating them. Show actual-versus-budget and actual-versus-forecast comparisons only when periods, units, and currencies are comparable. Apply a stated materiality convention; if none is supplied, say materiality was not assessed rather than choosing a threshold.
  3. Describe only evidenced changes. Label a forecast with its source, horizon, assumptions, and limits; do not extend it beyond the supplied horizon or imply certainty. Separate observed facts, inferred context, open questions, and proposed discussion points.
  4. Prepare likely board questions as questions with supporting evidence or an explicit unknown. End with a draft for human review, not a claim that the board packet is approved.

Read the full file on GitHub · 89 lines

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 1mo ago Changed · +2 lines 74815808c317
  2. 1mo ago First seen · 87 lines · 44 tokens per session scan A 1b11c57af1d7

Subscribe to this mod's changes

board-prep is a skill published in the GitHub repository davekilleen/Dex (508 stars, last pushed yesterday), licensed MIT. It adds 44 tokens to every session and 1,103 once invoked, about $0.0002 per session on Opus 5.5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-08-30.

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