mohitagw15856
036511ab3e
Broadens both reach (more tools) and content types (an MCP server), continuing the multi-platform story. Windsurf + Aider: - build-exports.mjs gains two platforms: exports/windsurf/*.md (workspace rules, trigger: model_decision) and exports/aider/*.md (conventions for `aider --read`). Now 5 platforms (ChatGPT, Gemini, Cursor, Windsurf, Aider). - install.sh + bin/cli.mjs install both (windsurf -> .windsurf/rules, aider -> .aider/skills with a --read hint); generated README index is excluded from copies. - One-line windsurf-install.sh / aider-install.sh wrappers for parity. MCP server (new content type): - mcp/server.mjs — zero-dependency stdio MCP server exposing list_skills, search_skills, get_skill. Published as a second bin (pm-claude-skills-mcp). Logs to stderr; reads bundled skills/ at startup. mcp/README.md documents client config. Also: README hero "See it in action" demo placement (ready to swap in a GIF; recording guide in web/docs-assets/README.md), Works-With table + exports + install docs updated, CHANGELOG Unreleased. package.json files/bin updated. Claude-Session: https://claude.ai/code/session_016JWn5jRD5tcEFKrubjQ6Px Co-authored-by: Claude <noreply@anthropic.com>
74 lines
2.8 KiB
Markdown
74 lines
2.8 KiB
Markdown
# Financial Model Narrative Skill
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Turns financial model outputs into a clear, structured written narrative suitable for board packs, investor updates, or management reporting.
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## Required Inputs
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- **Financial data** (paste key figures: revenue, costs, margins, EBITDA, cash)
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- **Period covered** (month / quarter / annual / multi-year)
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- **Audience** (board / investors / management / bank / internal)
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- **Key message** (what is the headline story?)
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- **Actuals vs budget / prior period?** (comparison context)
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## Output Structure
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### 1. Headline Summary
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3-5 sentences. The financial story in plain English. Lead with the most important insight — not "revenue was X" but what that figure means.
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### 2. Revenue
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- Performance vs prior period / budget
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- Key drivers: what caused the movement
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- Risks or opportunities in the revenue line
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### 3. Costs and Margins
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- Gross margin: % and trend
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- Key cost movements and why
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- EBITDA performance and drivers
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- One-off items clearly flagged
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### 4. Cash and Balance Sheet
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- Cash position and movement
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- Runway (for startups)
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- Key working capital movements
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### 5. Variance Analysis
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For each significant variance:
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**[Line item] — Over/Under by [amount]**
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- **Cause:** [Plain English explanation]
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- **Permanent or temporary?** One-time / Structural
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- **Action being taken:** [If applicable]
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### 6. Forward-Looking Commentary
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- Expected next period
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- Key risks to forecast
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- Key opportunities
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- Any reforecast or guidance change
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## Writing Rules
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- Never just restate a number — always explain what it means
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- Flag variances over 10% automatically
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- Use past tense for actuals, conditional for forecast
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- One insight per paragraph
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## Quality Checks
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- [ ] Headline summary leads with meaning, not just the number
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- [ ] Every significant variance has a cause, permanence, and action
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- [ ] Forward-looking commentary includes specific risks and opportunities
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- [ ] Audience-appropriate language (board vs investor vs management)
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- [ ] One-off items clearly distinguished from recurring items
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## Anti-Patterns
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- [ ] Do not list numbers without explaining what is driving them — narrative must go beyond restating the figures
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- [ ] Do not mix one-off items with recurring performance without clearly distinguishing them
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- [ ] Do not write the same level of detail for all line items — focus depth on the items that matter most
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- [ ] Do not omit forward-looking commentary — a narrative without outlook is incomplete for board or investor audiences
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- [ ] Do not use technical accounting language without translation — the audience is executives, not accountants
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## Example Trigger Phrases
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- "Write a financial narrative for these results: [paste numbers]"
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- "Turn this P&L into a board narrative"
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- "Write the finance section of our board pack"
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- "Explain these financial results in plain English"
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