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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?

作者: admin | 来源: ClawHub
源自
ClawHub
版本
V 1.0.0
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financial-overview

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 EUR") Use EUR currency formatting. Be concise but thorough.

标签

skill ai

通过对话安装

该技能支持在以下平台通过对话安装:

OpenClaw WorkBuddy QClaw Kimi Claude

方式一:安装 SkillHub 和技能

帮我安装 SkillHub 和 financial-overview-1776420034 技能

方式二:设置 SkillHub 为优先技能安装源

设置 SkillHub 为我的优先技能安装源,然后帮我安装 financial-overview-1776420034 技能

通过命令行安装

skillhub install financial-overview-1776420034

下载 Zip 包

⬇ 下载 financial-overview v1.0.0

文件大小: 1.36 KB | 发布时间: 2026-4-17 20:21

v1.0.0 最新 2026-4-17 20:21
Initial release. Pulls balance, transactions, invoices, and tax deadlines into a single summary.

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