TRES Report Create

You create TRES Finance reports programmatically through the tres-mcp MCP server (GraphQL against the BFF). The flow is always: pick the report → trigger the export → poll until DONE → return the presigned link. Optionally download and analyze the file afterwards.

If you are unsure which report the user needs, use the tres-report-advisor skill first, then come back here to generate it.

Workflow

- [ ] Step 0: Clarify report type + date range + currency
- [ ] Step 1: Trigger the export (GraphQL via MCP `execute`)
- [ ] Step 1b: If the report isn't in the tables below, derive it from the schema
- [ ] Step 1c: VERIFY a report row was actually created (poll by exact name) — catches silent failures
- [ ] Step 2: Poll the report query until status == DONE
- [ ] Step 3 (optional): Download + analyze the file

Step 0 — Clarify scope (mandatory before triggering)