mcpField
R
recap

recap

github.com/davepoonData & databases3.7k99 installsUpdated 2d ago
Repository

About recap

A skill that creates narrative financial reviews for a requested period. It is for people reviewing cash flow and spending, and combines prior-period and year-ago comparisons with anomalies, recurring bills, ratios, and account balances.

Key features

  1. 01Parse weekly, monthly, quarterly, and yearly periods
  2. 02Compare with prior and year-ago periods
  3. 03Summarize income, expenses, and net cash flow
  4. 04Identify anomalies and spending changes
  5. 05Include recurring bills and account balances

Use cases

  1. 01Review income and expenses for a month
  2. 02Compare quarterly cash flow with the prior quarter
  3. 03Inspect annual changes and seasonality
  4. 04Find unusual transactions or new bills

MCP support

Uses the MCP `query` tool to retrieve financial summaries, year-ago data, and recurring bills, then synthesizes those results into a recap.

Install

Copy the command and run it in a terminal.

$npx skills add https://github.com/davepoon/buildwithclaude --skill recap

After installing, type/recapin Claude Code to confirm it loaded.

Details

From the project README

Financial Recap

Generate a narrative financial review for any time period.

Workflow

  1. Determine the period. Parse $ARGUMENTS for 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

  2. Fetch summary data. Call the query MCP tool with compare: "prior_period":

    { "period": "<detected_period>", "compare": "prior_period", "include": ["ratios", "anomalies", "accounts"] }

    (Use start/end if a specific date range was requested.)

  3. Fetch year-ago comparison. For anything other than year-over-year, also fetch the same period from a year ago to account for seasonality:

    { "start": "<same_period_last_year_start>", "end": "<same_period_last_year_end>", "include": ["ratios"] }

    For example, if reviewing February 2026, also fetch February 2025.

  4. Fetch recurring bills. Call the query MCP tool:

    { "recurring": true }

  5. Synthesize a narrative recap covering:

    • Headline numbers: total income, total expenses, net cash flow, savings rate
    • vs. prior period: changes from the immediately preceding period (last week, last month, etc.)
    • vs. same period last year: seasonal context — note whether changes are normal for this time of year or unusual (skip this section for year-over-year recaps)
    • Anomalies: unusual transactions or spending spikes
    • Recurring bills: new, changed, or cancelled subscriptions/bills
    • Key ratios: any ratios returned in the summary (e.g. expense-to-income)
    • Account balances: current balances and changes

  6. Tone: Stick to the facts. Report what happened without judgement — no "great job" or "you need to cut back." Just clear, plain-language observations. Skip categories with trivial amounts.

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