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Financial Overview
by
Stan Kharlap
· GitHub ↗
· v1.0.0
1247
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0
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Install in OpenClaw
/install financial-overview
Description
Get a complete financial overview of the business including balance, recent transactions, outstanding invoices, and upcoming tax obligations. Use when the us...
README (SKILL.md)
Provide a comprehensive financial overview by gathering data from multiple sources:
- Company details: Call
get_company_detailsto get the business name and context - Current balance: Call
get_company_balanceto show available funds - Recent transactions: Call
search_transactionswith a recent date range (last 30 days) to show cash flow - Outstanding invoices: Call
list_invoicesand highlight unpaid or overdue ones - Tax status: Call
get_vat_next_reportto show upcoming tax deadlines andget_company_tax_statisticsfor 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.
Usage Guidance
Before installing, verify the norman-finance connector: ask the publisher what credentials/tokens the connector requires and exactly where data is sent and stored. Confirm the MCP's domain and privacy/security policy (the SKILL.md references https://norman.finance but the registry lists no homepage/source). Do not grant broad account or admin credentials; prefer least-privilege API keys scoped to read-only financial data. If possible, test the skill in a non-production environment and require the author to explicitly declare needed environment variables and a data-retention/privacy statement. If you cannot verify the connector owner or where financial data is transmitted/stored, treat installation as risky and avoid providing real company credentials.
Capability Analysis
Type: OpenClaw Skill
Name: financial-overview
Version: 1.0.0
The skill bundle is benign. It defines a 'financial-overview' skill that instructs the AI agent to call a series of financial data retrieval functions (e.g., `get_company_details`, `search_transactions`) from a required 'norman-finance' service. The `SKILL.md` instructions are clear, align with the stated purpose, and do not contain any prompt injection attempts for malicious purposes, direct shell commands, or instructions for data exfiltration or unauthorized actions. The external homepage `https://norman.finance` is merely a link and not an execution vector.
Capability Assessment
Purpose & Capability
The SKILL.md instructs the agent to call finance-specific functions (get_company_details, get_company_balance, search_transactions, list_invoices, get_vat_next_report, get_company_tax_statistics) which align with a 'financial overview' skill. However, the metadata also lists a required mcp 'norman-finance' connector but the skill declares no environment variables, credentials, or config paths. A connector that accesses company financial data would typically require explicit credentials or configuration; the omission is a mismatch.
Instruction Scope
The instructions are narrowly scoped to specific finance API/function calls and to presenting results in EUR. They do not instruct reading local files, environment variables, or unrelated system paths, nor do they direct data to arbitrary external endpoints beyond the implied 'norman-finance' connector.
Install Mechanism
This is an instruction-only skill with no install spec and no code files, so nothing is written to disk by the skill itself. That reduces install-time risk.
Credentials
The skill will expose and aggregate sensitive financial information but declares no required environment variables, primary credential, or config paths. The embedded metadata's 'requires: mcp: norman-finance' implies an external integration that almost certainly needs credentials or access tokens; not declaring them is disproportionate and leaves unclear how authentication/authorization is handled.
Persistence & Privilege
The skill does not request always:true and does not indicate changes to other skills or system-wide settings. It uses normal autonomous-invocation defaults (disable-model-invocation: false), which is expected for skills and not flagged on its own.
How to Use
- Make sure OpenClaw is installed (local or Docker)
- Run the install command in chat:
/install financial-overview - After installation, invoke the skill by name or use
/financial-overview - Provide required inputs per the skill's parameter spec and get structured output
Version History
v1.0.0
Initial release. Pulls balance, transactions, invoices, and tax deadlines into a single summary.
Metadata
Frequently Asked Questions
What is Financial Overview?
Get a complete financial overview of the business including balance, recent transactions, outstanding invoices, and upcoming tax obligations. Use when the us... It is an AI Agent Skill for Claude Code / OpenClaw, with 1247 downloads so far.
How do I install Financial Overview?
Run "/install financial-overview" in the OpenClaw or Claude Code chat to install it in one step — no extra setup required.
Is Financial Overview free?
Yes, Financial Overview is completely free (open-source). You can download, install and use it at no cost.
Which platforms does Financial Overview support?
Financial Overview is cross-platform and runs anywhere OpenClaw / Claude Code is available (cross-platform).
Who created Financial Overview?
It is built and maintained by Stan Kharlap (@stanlee000); the current version is v1.0.0.
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