SkillsAdd

smithery.ai

financial-overview

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?

First seen Mar 22, 2026

Installation

$ npx skills add https://smithery.ai
View on skills.sh ↗ Website ↗

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Also in this package

Other skills from smithery.ai · top by installs.

npx skills add https://smithery.ai
smithery-ai-cli 7.8K frontend-design 6.2K skill-creator 2.5K ck:ui-ux-pro-max 1.3K pdf 1.2K xlsx 966 pptx 894 docx 884 webapp-testing 1 web-design-reviewer 657

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More details

Agent compatibility

Declared targets from SKILL.md / docs. Unmarked agents are not listed — the skill may still install via the CLI.

Claude Code Not declared
Cursor Not declared
Codex Not declared
GitHub Copilot Not declared
Windsurf Not declared
Gemini CLI Not declared
Cline Not declared
OpenCode Not declared

Skill metadata

Parsed from SKILL.md frontmatter.

Version1.0.0
Declared agents clawdbot
More metadata
openclaw
{"emoji":"U0001F4CA","homepage":"https:\/\/norman.finance","requires":{"mcp":["norman-finance"]}}

Package contents

Files included with this skill beyond the listing page.

  • skill md SKILL.md 1,423 B
  • docs SUMMARY.md 271 B

History

  1. First seen on skills.sh
  2. First recorded snapshot · 1 installs

SKILL.md

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

  1. Company details: Call getcompanydetails to get the business name and context
  2. Current balance: Call getcompanybalance 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 getvatnextreport to show upcoming tax deadlines and getcompanytaxstatistics 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 EUR")

Use EUR currency formatting. Be concise but thorough.