Guide · Agent skill
How to use the Entity Compliance Tracker agent skill
Updated · written with AI from the project's own documentation and checked against our catalogue data
The Entity Compliance Tracker is an agent skill that turns your AI assistant into a keeper of a corporate filing calendar. It reads your entity list from a configuration file, builds a YAML tracker of annual reports, franchise taxes and similar filings by entity and state, and reports what is due soon. This guide is for founders, in-house legal teams and operations staff who want a simple, editable record of filings, and it explains how to install the skill, trigger it with plain requests and use its export and audit features.
Entity Compliance Trackeranthropics/claude-for-legal · Apache-2.0 Download the skill Quick start
- 1Download and unzip the skill. Download the ZIP from this page and unzip it so that SKILL.md is in a folder named entity-compliance.
- 2Place the skill folder. Move the folder to ~/.claude/skills/ for personal use or to a project's .claude/skills/ folder, or upload the ZIP under Settings → Capabilities → Skills in the Claude apps.
- 3Create the configuration file. Create ~/.claude/plugins/config/claude-for-legal/corporate-legal/CLAUDE.md with an Entity Management section listing your entity table, jurisdictions and registered agent.
- 4Grant folder access. Make sure the agent can read and write the entities/ folder under the corporate-legal path, where the tracker file is stored.
- 5Initialize the tracker. Ask the agent to set up your entity compliance tracker, or run /entity-compliance. It builds compliance-tracker.yaml from your entity table.
- 6Confirm deadlines. Check each deadline with your registered agent or the relevant Secretary of State, then have the agent update the tracker.
- 7Report and export. Ask what is due in the next 30, 60 or 90 days, and export to CSV or a table when you need to share it.
What is an agent skill and what does this one do?
An agent skill is a folder containing a SKILL.md file that gives an AI agent specific instructions for a task. When a request matches the skill's description, the agent follows those instructions.
The entity-compliance skill maintains a single YAML tracker file that records each entity, its jurisdictions, filing types, due dates and status. It can report filings due in the next 30, 60 or 90 days, run a health audit, walk through overdue or unknown items one by one, and export the tracker to CSV or a table. It is designed to organize data from your registered agent, not replace their compliance calendar.
- Initialize the tracker from your entity table (--init, the default mode)
- Report upcoming deadlines and overdue items (--report, with --days N)
- Update filing status manually or from a report (--update)
- Walk through unknown or overdue items (--sweep)
- Run a full health audit (--audit)
- Export to CSV or a table (--export, with --format csv or table)
Install the entity-compliance skill
Download the ZIP file from this page and unzip it. The skill is a single file, SKILL.md, inside the folder.
For a personal installation, place the unzipped folder in ~/.claude/skills/. To share the skill with a project, place it in that project's .claude/skills/ folder.
You can also upload the ZIP in the Claude apps under Settings → Capabilities → Skills.
- Personal: ~/.claude/skills/
- Project: .claude/skills/ inside your project
- Claude apps: Settings → Capabilities → Skills, then upload the ZIP
~/.claude/skills/Set up the required configuration
The skill reads your entity list from a configuration file. Before first use, create ~/.claude/plugins/config/claude-for-legal/corporate-legal/CLAUDE.md and include an Entity Management section with your entity table, jurisdictions and registered agent.
The skill also needs read and write access to ~/.claude/plugins/config/claude-for-legal/corporate-legal/entities/, where it stores the tracker file compliance-tracker.yaml.
- Entity Management section: entity table, jurisdictions, registered agent
- Folder access: read and write to the entities/ folder for the tracker file
~/.claude/plugins/config/claude-for-legal/corporate-legal/CLAUDE.mdTrigger the skill with natural requests
You do not need to remember flags to use the skill. The skill responds to phrases such as "entity compliance", "filing deadlines", "annual reports due", "entity tracker", "what filings are due", "entity health" and "good standing". You can also use the slash form /entity-compliance with optional flags.
Initialization runs when no tracker exists. Mode is chosen from the flag you give, or from the default when you give none.
- "What filings are due in the next 60 days?"
- "Run an entity health audit."
- "Export my entity tracker to CSV."
- "Set up my entity compliance tracker."
/entity-compliance --report --days 90Understand entity types and Delaware deadlines
The filing calendar depends on entity type, not only on the state. The skill's reference notes say Delaware corporations, LLCs and LPs have different filings, deadlines and consequences, so the skill checks the entity type before computing a deadline.
If the entity table records a Delaware entity without a type, the skill flags it as type_unknown and asks you to confirm the type. It will not compute a deadline until you do.
- Delaware corporation: annual report and franchise tax, per the skill's reference notes
- Delaware LLC and LP: different annual tax rules, so they are not handled like corporations
- Confirm each deadline with your registered agent or Secretary of State
Safety, limits and what to verify
The skill runs no scripts and makes no network requests. It works on the configuration file and the tracker file in your own folders.
The skill's built-in deadline reference may be outdated. Its own guidance says to confirm deadlines with your registered agent or the relevant Secretary of State before relying on them for compliance. If you use a registered agent service, its compliance calendar is authoritative for your entities.
The skill may not apply to complex international footprints managed by local counsel, or to entities with undisclosed foreign qualifications or dissolved status. In those cases, confirm with the registered agent or local counsel.
- No scripts are run and no network use is required
- Deadlines are reference only and must be confirmed
- Not suitable as the sole source for international or unusual entity structures
Tips for getting reliable results
Keep the entity table in your CLAUDE.md accurate, especially entity type and state of formation, because the skill computes deadlines from those fields.
After each update, the skill shows a summary of changes and the next action. Review it, then re-run --report on a schedule that suits you.
Use --export --format csv when you need to share upcoming filings with colleagues or a registered agent.
- Record entity type for every Delaware entity
- Update the tracker when your registered agent sends reminders
- Export to CSV for sharing
What people use it for
- A founder with several entities in different states checks which annual reports and franchise taxes are due in the next 90 days.
- An operations person keeps an editable record of good-standing status for each entity and updates it when the registered agent sends confirmations.
- An in-house legal team exports upcoming corporate filings to CSV to share with colleagues.
- A team runs a health audit to find entities whose filings are overdue or unknown and works through them with the sweep mode.
Frequently asked questions
How do I install the entity-compliance agent skill?
Download the ZIP from this page and unzip it. Put the folder in ~/.claude/skills/ for personal use or in a project's .claude/skills/ folder, or upload the ZIP in the Claude apps under Settings → Capabilities → Skills.
What does the entity-compliance skill need to run?
It needs a configuration file at ~/.claude/plugins/config/claude-for-legal/corporate-legal/CLAUDE.md with an Entity Management section, and read and write access to the entities/ folder under the same path for the tracker file. It runs no scripts and uses no network.
Is the entity-compliance skill free?
The source material for this listing is licensed under Apache-2.0. It does not state pricing for any other service, so check the licence file for the terms that apply to you.
Can this skill replace my registered agent's compliance calendar?
No. The skill is designed to organize data from your registered agent, not replace their compliance calendar. Its built-in deadline reference may be outdated, so confirm deadlines with your registered agent or the Secretary of State.
Why does the skill ask me about my Delaware entity type?
Delaware corporations, LLCs and LPs have different filings and deadlines. If a Delaware entity has no recorded type, the skill flags it as type_unknown and will not compute a deadline until you confirm the type.
What should I do if the skill gives a wrong or unexpected deadline?
Check the deadline with your registered agent or the relevant Secretary of State, then update the tracker. Also check that the entity type, state of formation and jurisdictions in your CLAUDE.md are correct, since the skill computes from those fields.
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Our verdict
This skill suits founders, in-house legal teams and operations staff who track annual reports and franchise taxes across several states and want a simple, editable tracker with CSV export. It is not a substitute for authoritative compliance advice, so people with complex international footprints, or with Delaware entities whose type is unclear, should confirm every deadline with their registered agent, the Secretary of State or local counsel.
Download the skill