القائمة
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.
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استنادا إلى تصنيف SOC المهني
| name | workiva |
| description | 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. |
| metadata | {"openclaw":{"requires":{"env":["WORKIVA_CLIENT_ID","WORKIVA_CLIENT_SECRET","WORKIVA_BASE_URL"]}},"primaryEnv":"WORKIVA_CLIENT_ID"} |
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.
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 WorkivaWORKIVA_CLIENT_SECRET - OAuth2 client secretWORKIVA_BASE_URL - API base URL (e.g. https://api.app.wdesk.com)GET /platform/v1/documents — list documents in the workspace with status and ownerGET /platform/v1/documents/{id} — retrieve document metadata, version, and sign-off statusGET /platform/v1/spreadsheets/{id}/sheets/{sheetId}/cells — read linked cell values from a spreadsheetGET /platform/v1/tasks — list open review tasks and due datesPOST /platform/v1/documents/{id}/export — export document to PDF or Word for distributionGET /platform/v1/audit-trail — retrieve audit events for a document or workspacedocument:write scope — scope down integrations to read-only where possibleBlackRock Aladdin risk and portfolio management platform; lets an agent query VaR, factor exposures, stress test scenarios, risk limit utilization, and performance attribution across multi-asset portfolios.
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