skills.rest
tapway
tapwayOFFICIAL
Explore all skills by this author →
WebsiteGitHub

finance-dashboard-snapshot

Writes live accounting data into JSON snapshot files for the Finance dashboard.

1|Updated Jun 21, 2026
Search Tags:#quickbooks#mcp tools#accounting automation#budget variance#finance dashboard#json snapshot#ar aging
One-click install
npx skills add https://github.com/tapway/shogun-os --skill finance-dashboard-snapshot-tapway
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: finance-dashboard-snapshot
Source: https://github.com/tapway/shogun-os/tree/main/skills/finance/finance-dashboard-snapshot
Command: npx skills add https://github.com/tapway/shogun-os --skill finance-dashboard-snapshot-tapway

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes scripts (resource) components.

What problem does it solve? The Finance dashboard shows stale example data because it has no live connection to the accounting system. This Skill closes that gap by pulling real data through acct_* MCP tools and writing machine-readable JSON snapshots that the dashboard backend reads automatically. ## Core Features & Use Cases - Live Data Refresh: Calls acct_* MCP tools (balance sheet, P&L, invoices, bills, contacts) via the accounting bridge and computes the full 5-tab dashboard payload. - Seven Snapshot Pages: Writes cash, assets, P&L, revenue concentration, budget-vs-actual, AR aging, AP, and compliance JSON files to finance/snapshots/. - Idempotent & Empty-Safe: Every run overwrites snapshots with fully recomputed payloads; an empty brain produces zeros and empty arrays without crashing. - Use Case: Schedule a daily 7am cron or trigger /refresh-finance-dashboard after month-end close so the Finance dashboard reflects current QuickBooks, Xero, or Bukku data with risk alerts for overdue AR and budget overruns. ## Quick Start Run the write_snapshots.py script with the finance-manager profile credentials configured, or use --dry-run first to preview the snapshot payloads without writing files.

Frequently Asked Questions about finance-dashboard-snapshot

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I refresh a finance dashboard with live QuickBooks data?▼

Run scripts/write_snapshots.py, which calls acct_* MCP tools through the accounting bridge to pull balance sheet, P&L, invoice, and bill data, then writes JSON snapshots the dashboard reads automatically. Use --dry-run to preview payloads first.

How to automate daily finance dashboard updates with a cron job?▼

Schedule the snapshot writer script for a daily 7am cron run, or trigger it on demand with the /refresh-finance-dashboard slash command. Each run overwrites all snapshot pages with fully recomputed data, so repeated runs are safe.

Does the snapshot writer work with Xero or Bukku instead of QuickBooks?▼

Yes, the script reads the ACCT_PROVIDER environment variable and routes through the shared accounting bridge, which supports QuickBooks, Xero, and Bukku. Credentials load from the finance-manager profile .env file.

What happens if the accounting gateway is down or the brain is empty?▼

The script degrades gracefully: failed MCP calls return empty results, and snapshots are written with zeros and empty arrays. It exits 0 without crashing or writing partial data.

Why is the budget vs actual tab empty on the finance dashboard?▼

The BvA snapshot requires finance/budget.json in the brain directory. If that file is missing, the script logs an info message and writes empty line_items while all other snapshots still populate normally.

Related Skills

Explore More Finance & Accounting Skills→
2nth-ai2nth-ai
1

fin/accounting

Automate accounting operations with QuickBooks Online and Xero integrations.

Official
Advanced
Peter-Swain-IncPeter-Swain-Inc
1

financial-report-writer

Generates investor-grade financial reports and board-ready packages with aligned KPIs and narratives from provided data and report type.

Official
Advanced
viethahongviethahong

financial-planning

Forecast cash flow, burn rate, and runway across base, best, and worst scenarios.

Community
Advanced
AradotsoAradotso
5

power-bi-retail-analytics-salespulse360

Deploy and customize the SalesPulse 360 Power BI dashboard for retail analytics.

Official
Advanced