当前公开展示的是 Norman: Financial Overview。本作品已批准的版本仍可按原地址安装和更新。

Financial Overview

该 Skill 通过 norman-finance MCP 依次调用 get_company_details、get_company_balance、search_transactions、list_invoices、get_vat_next_report 和 get_company_tax_statistics，将公司名称、余额、近 30 天收支、逾期发票和税务截止日整理成结构化财务概览，并以…

stanlee000

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最近更新 2026-05-11 17:26:25

分类：数据依赖：MCP 服务应用场景：财务 / 报告撰写 / 数据处理

安装技能

复制下面的话术发给你的 Agent，它会通过 secure-skills 检索并安装该技能。

执行命令安装此 skill： npx secure-skills-cli add financial-overview

Metadata

name: financial-overview
description: 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?"
version: 1.0.0
metadata: {"openclaw":{"emoji":"📊","homepage":"https://norman.finance","requires":{"mcp":["norman-finance"]}}}

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.