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iblaiiblai/financial-services-agents/skills/workiva/SKILL.md

workiva

Skill15 starsChanged 5 months agoMITView on GitHub

Workiva (Wdesk) financial reporting and compliance platform; lets an agent draft SEC filings, manage XBRL tagging, track reviewer sign-offs, and retrieve SOX workpaper data.

  • Reads credentials

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    Write operations (updating cell values, approving tasks) require elevated document:write scope — scope down integrations to read-only where …

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SKILL.md

Workiva

What it is

Workiva (Wdesk) is the cloud platform used by public companies and financial institutions to produce SEC filings (ADV, 13F, 8-K, 10-K), SOX/ICFR workpapers, and regulatory capital reports. It provides cross-linked data, collaborative review workflows, XBRL inline tagging, and a complete sign-off audit trail required for regulatory submissions and external audits.

When to use this skill

  • Retrieve the status of an in-progress SEC filing and its reviewer sign-off chain
  • Pull XBRL tagging validation results and flag outstanding errors before submission
  • Access SOX control narratives, process documentation, and evidence cross-references
  • Retrieve linked data cells to verify source system values match filing disclosures
  • Track section sign-off status and certification deadlines across the filing team
  • Export workpaper packages for examination response or audit evidence requests

Credentials

This skill authenticates using env vars declared in metadata above. Set them in ~/.openclaw/.env (see .env.example at the config root). Required variables:

  • WORKIVA_CLIENT_ID - OAuth2 client ID issued by Workiva
  • WORKIVA_CLIENT_SECRET - OAuth2 client secret
  • WORKIVA_BASE_URL - API base URL (e.g. https://api.app.wdesk.com)

Key operations

  • GET /platform/v1/documents — list documents in the workspace with status and owner
  • GET /platform/v1/documents/{id} — retrieve document metadata, version, and sign-off status
  • GET /platform/v1/spreadsheets/{id}/sheets/{sheetId}/cells — read linked cell values from a spreadsheet
  • GET /platform/v1/tasks — list open review tasks and due dates
  • POST /platform/v1/documents/{id}/export — export document to PDF or Word for distribution
  • GET /platform/v1/audit-trail — retrieve audit events for a document or workspace

Notes

  • The Workiva API uses OAuth2 client credentials flow; tokens expire after 3,600 seconds — implement refresh logic
  • XBRL validation is performed server-side; retrieval of tag-level error details requires the Taxonomy Services endpoint
  • Write operations (updating cell values, approving tasks) require elevated document:write scope — scope down integrations to read-only where possible
  • Workiva environments are tenant-isolated; sandbox and production tenants have separate client credentials

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