recap
Financial Recap
Generate a narrative financial review for any time period.
Workflow
-
Determine the period. Parse
$ARGUMENTSfor 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
-
Fetch summary data. Call the
queryMCP tool withcompare: "prior_period":{ "period": "<detected_period>", "compare": "prior_period", "include": ["ratios", "anomalies", "accounts"] }(Use
start/endif a specific date range was requested.)
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