Audit Evidence Export

Extract the complete activity history of any Numeric close period into a five-tab Excel workbook ready to hand to auditors. No more screenshotting the activity panel on every task.

Audit & Compliance

Audit Evidence Export

Install this skill.

Extract the complete activity history of any Numeric close period into a five-tab Excel workbook ready to hand to auditors. No more screenshotting the activity panel on every task.

Before You Begin

Numeric MCP connected.
Numeric Toolkit installed.
At least one closed (or in-progress) close period to pull from.

This skill works on open or closed periods — the title row of the workbook notes which, so auditors know if the close is still in progress.

How It Works

Ask Claude for audit evidence. Example prompts:
- "Pull audit evidence for December close."
- "SOX evidence package for Q4."
- "Reconciliation sign-off history for March."
Claude asks which workspace and period (if not already specified).
Claude pulls every task across all four types — reconciliations, checklist, flux, journal entries - querying each type separately.
Claude pulls activity events and review notes/comments for every task, batching the calls in parallel.
Claude produces a formatted Excel workbook with five sheets.

What You Get

A single .xlsx file, <Workspace>_<Period>_Audit_Evidence.xlsx, with five sheets:

Sheet	Content
1. Reconciliation Tasks	Account × preparer × reviewer × statuses × due dates
2. Checklist Tasks	Custom + journal-entry tasks combined
3. Activity Log	Every event in chronological order — the core evidence sheet
4. Review Notes & Comments	Open notes highlighted yellow, resolved green, general comments plain
5. Summary	Status counts, event breakdown, activity by user

Troubleshooting

Issue	What to Check
Comments are missing on some tasks	Numeric stores comments on the entity-1 variant of each key. The skill handles this automatically — if you still see gaps, re-run and confirm the entity-1 key conversion.
Workbook has fewer tasks than expected	Some workspaces return `0` on unfiltered `list_tasks`. The skill falls back to per-type queries — check the run log to confirm fallback ran.
Comment body has raw HTML tags	The skill strips HTML to plain text. If you see or , re-run — parsing likely failed silently on one batch.
Tasks with no events are missing	Expected. Tasks without events appear in the Reconciliation Tasks and Checklist Tasks sheets; the Activity Log only includes tasks with at least one event.

FAQ

Can I run this before the close is done? Yes — works on open periods. The workbook labels the period status for auditors.
Does it include deleted tasks? No. Only live tasks in the selected period.
Can I filter to one task type? Yes — say "just recs" or "only flux" when you trigger the skill.

Download & Install

Download the full Numeric Toolkit (15 community skills, including this one):

🔗 numeric-mcp-toolkit.zip

Install via Claude Code CLI:

/plugin marketplace add geoff-lew/numeric-toolkit /plugin install numeric-mcp-toolkit

Need help? Reach out to support@numeric.io.

Audit Evidence Export