weekly-pulse-report

Generates weekly financial pulse reports covering cash runway, AR aging, AP commitments, and MTD pacing.

1|Updated Jun 21, 2026
One-click install
npx skills add https://github.com/tapway/shogun-os --skill weekly-pulse-report-tapway
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: weekly-pulse-report
Source: https://github.com/tapway/shogun-os/tree/main/skills/finance/weekly-pulse-report
Command: npx skills add https://github.com/tapway/shogun-os --skill weekly-pulse-report-tapway

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes scripts (resource) components.

What problem does it solve? Finance teams spend hours each week manually pulling balance sheet, receivables, payables, and P&L data from accounting systems to build a weekly cash and performance summary. This Skill automates that four-step data-gathering sequence and produces a consistent, executive-readable weekly financial pulse report. ## Core Features & Use Cases - Four-Section Pulse Report: Compiles cash & runway status, AR aging with priority collections actions, AP commitments due this week, and MTD revenue/spend pacing against targets. - Accounting Tool Integration: Executes the acct_get_balance_sheet, acct_get_aging_report, acct_list_purchase_bills, and acct_get_profit_loss MCP contract calls in the correct order. - Delivery & Archiving: Formats the report for Slack/Telegram delivery and archives a copy to the gbrain finance source at finance/reports/weekly/<date>.md. - Use Case: A CFO asks "Give me the weekly financial pulse" on Monday morning; the agent runs the script, flags the top 5 overdue invoices by amount, and posts the formatted report to the finance Slack channel. ## Quick Start Ask the finance-manager agent to generate the weekly financial pulse report for this week, or run the script with python weekly_pulse.py --dry-run to preview a sample report.

Frequently Asked Questions about weekly-pulse-report

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

FAQPage Schema
How do I generate a weekly financial report from accounting data?

Run the weekly_pulse.py script, which calls four accounting tools in sequence: balance sheet, AR aging, AP aging plus purchase bills, and month-to-date P&L. It formats the results into a four-section pulse report and optionally saves it to a markdown file.

How to test the weekly pulse report without live accounting access?

Run python weekly_pulse.py --dry-run to generate the report using built-in sample data. Live mode requires the acct_* MCP contract tools, which raise NotImplementedError outside the Hermes Agent environment.

What accounting tools does the weekly financial report require?

It requires four MCP contract tools: acct_get_balance_sheet, acct_get_aging_report (receivable and payable), acct_list_purchase_bills, and acct_get_profit_loss. These are provided through the finance-manager Hermes Agent profile.

Why does weekly_pulse.py fail with NotImplementedError?

The acct_* functions are stubs for MCP contract tools only available inside the Hermes Agent runtime. Outside that environment, run with --dry-run to use sample data instead of live accounting calls.

When should I not use the weekly pulse report?

Do not use it for full monthly board reports or deep cash runway modelling. Use the monthly-board-report skill for board reporting and the cash-runway-forecasting skill for dedicated cash-basis runway analysis.