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Financial Overview

Name: Financial Overview
Author: stanlee000

作者 Stan Kharlap · GitHub ↗ · v1.0.0

cross-platform ⚠ suspicious

1247

总下载

当前安装

版本数

在 OpenClaw 中安装

/install financial-overview

功能描述

Get a complete financial overview of the business including balance, recent transactions, outstanding invoices, and upcoming tax obligations. Use when the us...

使用说明 (SKILL.md)

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

Company details: Call get_company_details to get the business name and context
Current balance: Call get_company_balance to show available funds
Recent transactions: Call search_transactions with a recent date range (last 30 days) to show cash flow
Outstanding invoices: Call list_invoices and highlight unpaid or overdue ones
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.

安全使用建议

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.

功能分析

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.

能力评估

⚠ 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.

如何使用

确保已安装 OpenClaw（本地或 Docker 部署）
在对话框中输入安装命令：/install financial-overview
安装完成后，直接呼叫该 Skill 的名称或使用 /financial-overview 触发
根据 Skill 的参数说明提供必要输入，即可获得结构化输出

版本历史

v1.0.0

Initial release. Pulls balance, transactions, invoices, and tax deadlines into a single summary.

元数据

Slug financial-overview

版本 1.0.0

许可证 —

累计安装 6

当前安装数 6

历史版本数 1

常见问题

Financial Overview 是什么？

Get a complete financial overview of the business including balance, recent transactions, outstanding invoices, and upcoming tax obligations. Use when the us... 它是一个面向 Claude Code / OpenClaw 的 AI Agent Skill 插件，目前累计下载 1247 次。

如何安装 Financial Overview？

在 OpenClaw 或 Claude Code 对话框中运行命令「/install financial-overview」即可一键安装，无需额外配置。

Financial Overview 是免费的吗？

是的，Financial Overview 完全免费（开源免费），可自由下载、安装和使用。

Financial Overview 支持哪些平台？

Financial Overview 跨平台运行，可在任意部署了 OpenClaw / Claude Code 的环境中使用（cross-platform）。

谁开发了 Financial Overview？

由 Stan Kharlap（@stanlee000）开发并维护，当前版本 v1.0.0。