Document Review
FINRA 2210 compliance checklist for prospectuses, ADVs, and financial marketing docs
Test report
- Verdict
- Works with setup
- Score
- Tested
- Jul 10, 2026
- Environment
- Claude Code 2.x (agent harness)
- Upstream re-checked
- Aug 10, 2026 · 9b8192f
Its two named tools only exist inside the parent framework's example folder, not as real Claude Code tools, so a standalone install needs that config line stripped or edited before it works.
Scored on four weighted criteria — install, triggering, output vs. baseline, docs. How scoring works
- Installs cleanly 5/5
- Triggers reliably 5/5
- Output vs. baseline 8/10
- Docs & honesty 3/5
What Document Review does
Reviews financial documents (prospectuses, ADVs, marketing materials) against FINRA 2210 and SEC disclosure requirements, flagging missing disclosures, misleading or exaggerated claims, and unbalanced risk/benefit presentation. Triggers on compliance checks, financial audits, and document verification requests, and outputs findings in a structured severity/rule-reference format.
How to install Document Review
git clone https://github.com/open-gitagent/opengap
cd opengap
mkdir -p ~/.claude/skills
cp -r examples/full/skills/document-review ~/.claude/skills/document-review
Skills live in ~/.claude/skills/ (global) or .claude/skills/
(per-project). Restart Claude Code after installing.
Commands — how to trigger Document Review
-
/document-reviewFINRA 2210 compliance checklist for prospectuses, ADVs, and financial marketing docs
It also activates on plain-language prompts like these:
-
Review this prospectus against FINRA 2210 disclosure rules -
Check this ADV for missing or exaggerated marketing claims -
Flag unbalanced risk/benefit language in this financial brochure
Frequently asked questions
- Is the Document Review skill free?
- Yes. The skill itself is free from open-gitagent/opengap. SkillProof publishes the install command and an independent test verdict at no cost.
- Does Document Review work with Claude Code?
- We tested it with Claude Code 2.x (agent harness) on Jul 10, 2026. Verdict: Works with setup. Its two named tools only exist inside the parent framework's example folder, not as real Claude Code tools, so a standalone install needs that config line stripped or edited before it works.
- What is the Document Review SkillProof Score?
- 8.4/10 — installs cleanly 5/5, triggers reliably 5/5, output vs. baseline 8/10, docs & honesty 3/5.
- How do I install Document Review?
- Copy the install command from this page, run it in your terminal, and restart Claude Code. Skills live in ~/.claude/skills/ (global) or .claude/skills/ inside a project.
- Can I use Document Review with Cursor, Copilot, Gemini CLI, Codex or other AI tools?
- The SKILL.md format is native to Claude (Claude Code, Desktop, claude.ai). The instructions inside adapt to other assistants: Cursor rules, GitHub Copilot instructions, Windsurf rules, Custom GPTs, AGENTS.md for OpenAI Codex, and GEMINI.md for Google Gemini CLI — our conversion guides cover each, and the free converter on the tools page does the wrapping for you.