Delegated Authority Matrix Builder

    1

    Builds and audits evidence-backed delegated authority matrices for finance, procurement, and organizational governance.

    $6.99

    Secure checkout via Stripe

    Money-back guarantee

    Converts to your local currency at checkout

    Security scanned

    Works with the AI Agents you already use

    Claude CodeClaude CodeCursorCursorCodex CLICodex CLIDeepSeekDeepSeekMuseMuse+22 more

    Delegated Authority Matrix Builder

    Example session with this skill installed

    Create a draft authority matrix for a tech firm. CEO approves contracts to £50k. Board retains anything higher. CTO handles R&D spend to £10k. No hiring or signing limits provided yet.

    • Read your context and instructions
    • Compiled the delegated authority matrix

    I have drafted the Delegated Authority Matrix based on the thresholds provided. Note that several fields are marked as NOT STATED where source evidence was not supplied.

    Delegated Authority Matrix — Draft (Proposed)

    1. Scope, Effective Status and Evidence Sources

    • Entity: Tech Firm (Unspecified Jurisdiction)
    • Status: DRAFT / PROPOSED (Pending Board Ratification)
    • Sources: User-provided summary (Version 1.0)
    • Conflicts: None identified in initial input.

    2. Decision Taxonomy and Threshold Rules

    • Value Basis: Total Contract Value (TCV).
    • Currency: GBP (£).
    • Tax: Thresholds assumed inclusive of VAT unless confirmed otherwise.
    • Missing Items: Hiring authorities, legal signing mandates, and disposal rights are currently omitted.

    3. Delegated Authority Matrix

    DecisionValue / triggerRequestorBudget / specialist checkApproverCo-approval / reserved bodySignatoryEscalationAuthority sourceStatus
    R&D Operational Spend£0 - £10,000R&D StaffFinance TeamCTON/ANOT STATEDCEOUser InputCONFIRMED
    General Contracts£0 - £50,000Dept HeadFinance / LegalCEON/ANOT STATEDBoardUser InputCONFIRMED
    Major Commitments> £50,000CEOFinance / LegalBoardBoard CommitteeNOT STATEDN/AUser InputCONFIRMED
    RecruitmentAnyNOT STATEDHRNOT STATEDNOT STATEDNOT STATEDNOT STATEDMissingNOT STATED

    4. Segregation, Conflicts and Pre-Commitment Checks

    No Self-Approval: The CEO cannot act as both Requestor and Approver for contracts under £50k without a second Director sign-off.

    • Dual Review: All R&D spend requires a Finance check to confirm budget availability before CTO approval.

    5. Escalation and Acting Arrangements

    • Board Reserved: All commitments exceeding £50,000 are strictly reserved for the Board.
    • Unavailability: No temporary acting-authority rules have been provided for the CTO or CEO roles.

    7. Gaps, Conflicts and Questions for Decision

    IDGap / conflictImpactEvidence neededDecision ownerPriority
    G01Signatory RightsHighWho is legally authorized to sign deeds/contracts?Legal/BoardHigh
    G02Hiring AuthorityMediumRecruitment & salary change limits missing.HR DirectorMedium
    G03Boundary LogicLowIs £50,000 inclusive or exclusive?FinanceLow

    Next steps

    1. Define legal signatory mandates to separate "approval to spend" from "authority to bind the company."
    2. Confirm the recruitment and headcount approval workflow with the HR lead.
    3. Validate if the £50,000 board limit applies to single-year or multi-year contract values.

    Connects securely to your tools. The creator never sees your data.

    About this skill

    Managing decision rights in a growing company often results in fragmented spreadsheets, unapproved spending, and ambiguous sign-off routes. This skill formalizes governance by converting raw policy extracts and organizational roles into structured delegated authority matrices. It eliminates guesswork by mapping exactly who proposes, reviews, and approves across finance, HR, and procurement.

    What it does

    • Builds authority matrices by mapping transaction categories against confirmed financial and risk thresholds.
    • Audits existing controls to identify boundary overlaps, self-approval risks, and missing segregation of duties.
    • Maps escalation routes for board-reserved matters, emergency spending, and temporary cover arrangements.
    • Defines decision taxonomies that separate operational budget holders from legal contract signatories.
    • Generates evidence checklists to ensure every approval leaves a verifiable audit trail for compliance.

    How it works

    1. Define scope by providing the entity type, currency, organizational roles, and available policy sources.
    2. Input evidence including existing board reserved-matters schedules, procurement rules, or budget ownership guidelines.
    3. Execute mapping to generate the matrix, distinguishing between confirmed rules and proposed design suggestions.
    4. Review findings through the audit mode to spot gaps like "maker-checker" failures or transaction-splitting vulnerabilities.

    Frameworks & tools

    This tool works with internal governance frameworks, procurement policies, and internal audit standards. It outputs structured Markdown compatible with GitHub, Notion, or internal wikis.

    Why this beats prompting it yourself

    Generic prompts often invent arbitrary spending limits or overlook the legal distinction between a budget holder and a contract signatory. This skill enforces an evidence-led protocol that marks missing rules as "Not Stated" rather than hallucinating thresholds.

    Use cases

    • Scaling startups needing to move from founder-led approvals to formal department delegations.
    • Internal audit prep to identify where current spending practices deviate from documented board policies.
    • Policy consolidation after a merger to align disparate approval limits into one unified matrix.
    • System configuration to define the logic for ERP or procurement software approval workflows.

    Known limitations

    Does not grant legal authority or replace formal board resolutions. It cannot certify statutory compliance or perform live transaction approvals within banking or ERP systems.

    Find more skills like this on the Claude Skills Marketplace, the Codex Skills Marketplace and the Gemini Skills Marketplace, or browse Claude Skills for Finance & Accounting.

    Requires source evidence to confirm limits; marks missing data as NOT STATED. Does not provide legal, tax, or regulatory advice. Cannot execute live signatures or bank approvals.

    How to use

    1. 1

      Connect your agent to the Agensi MCP

      Copy the prompt and paste it into Claude, ChatGPT, Cursor or any agent that supports MCP. It sets up the connection for you. Manual setup

    2. 2

      Sign in to Agensi

      Your agent shows a sign-in link. Sign in and click Allow.

    3. 3

      Ask for what you need

      Your agent loads this skill and uses it on your task. It always asks before buying a skill.

    Reviews

    No reviews yet

    Be one of the first to try it. Every listed skill goes through the trust checks below.

    Security scanned

    Checked by our 8-point scan before listing

    Fresh listing

    Recently published to Agensi

    Money-back guarantee

    Doesn't do what its page promises? You get your money back.

    Trust & safety

    Security scan

    Security scan passed 23 days ago

    Permissions

    Read Files
    Write Files
    Listed23 days ago

    What's inside

    Frequently Asked Questions

    The skill requires your organizational chart (roles/titles) and any existing policy documents, such as procurement guidelines or board-reserved matters. It uses these to map specific financial thresholds and decision rights without hallucinating figures not found in your source data.

    Yes, the 'Audit Mode' specifically scans for internal control failures like self-approval risks, lack of maker-checker separation, and 'transaction splitting' loopholes where thresholds could be bypassed.

    The skill outputs a structured Markdown format, making it easy to copy-paste into Notion, GitHub, or internal wikis, and provides the logic needed to configure approval workflows in ERP or procurement software.

    Unlike generic prompts, this skill distinguishes between 'Budget Holders' and 'Legal Signatories' and will flag missing information as 'Not Stated' rather than inventing arbitrary spending limits.

    Upon purchase, you receive the full skill logic and access to all updates, which include periodic refinements to the governance frameworks and audit logic used to scan for compliance gaps.

    New in Finance & Accounting