Financial Recap

Generate a narrative financial review for any time period.

Workflow

1. Determine the period. Parse $ARGUMENTS for the time span:

   • "this week", "last week" → weekly
   • "this month", "january", "jan 2025", "2025-01" → monthly (default if no argument)
   • "this quarter", "Q1", "Q1 2025" → quarterly
   • "this year", "2025", "year in review" → yearly
   • Any explicit date range works too

2. Fetch summary data. Call the query MCP tool with compare: "prior_period":

   { "period": "<detected_period>", "compare": "prior_period", "include": ["ratios", "anomalies", "accounts"] }
   

   (Use start/end if a specific date range was requested.)