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norman-financenorman-finance/norman-mcp-server/skills/financial-overview/SKILL.md

financial-overview

Skill65 starsChanged 13 days agoMITView on GitHub

Get a complete financial overview of the business including balance, recent transactions, outstanding invoices, and upcoming tax obligations. Use when the user asks about their financial status, dashboard, summary, or "how is my business doing?

The file

We split this skill into the rules it gives an agent

7 rules. About 0 are common, 2 are distinctive, and 5 are very specific to this project.

  • ≈0

    Common · estimate

    Many files like this have a rule of this kind.

  • ≈2

    Distinctive · estimate

    This author's own choices. Worth a look.

  • 5

    Very specific

    Tied to their project's names, files or tools. Probably skip.

  • Common
  • Distinctive
  • Very specific
  1. Very specific:

    Company details: Call get_company_details to get the business name and context

    line 16
  2. Very specific:

    Current balance: Call get_company_balance to show available funds

    line 17
  3. Very specific:

    Recent transactions: Call search_transactions with a recent date range (last 30 days) to show cash flow

    line 18
  4. Very specific:

    Outstanding invoices: Call list_invoices and highlight unpaid or overdue ones

    line 19
  5. Very specific:

    Tax status: Call get_vat_next_report to show upcoming tax deadlines and get_company_tax_statistics for the tax overview

    line 20
  6. Distinctive:

    Start with the company name and current balance

    line 24
  7. Distinctive:

    Use the company's default currency for formatting.

    line 30

≈ “Common” is an estimate: at least 1 in 5 of the 350,495 skill files we read have a rule of the same kind, not the same words. “Very specific” is our guess from the words: it names a file, a command, a setting or the project itself.

Keep what fits and drop the rest. Your version, ready for your agents.
Files
SKILL.md

Provide a comprehensive financial overview by gathering data from multiple sources:

  1. Company details: Call get_company_details to get the business name and context
  2. Current balance: Call get_company_balance to show available funds
  3. Recent transactions: Call search_transactions with a recent date range (last 30 days) to show cash flow
  4. Outstanding invoices: Call list_invoices and highlight unpaid or overdue ones
  5. Tax status: Call get_vat_next_report to show upcoming tax deadlines and get_company_tax_statistics for the tax overview

Present the information in a clear, structured format:

  • Start with the company name and current balance
  • Show a brief income vs expenses summary from recent transactions
  • List any overdue invoices that need attention
  • Highlight upcoming tax deadlines
  • End with actionable recommendations (e.g., "You have 3 overdue invoices totaling X [currency]")

Use the company's default currency for formatting. Be concise but thorough.

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