finance-onboarding-check

name	finance-onboarding-check
description	Runs monthly LCAT check for Finance. Pulls all billable roles from Jira Staffing board (project SO) where Project Start Date falls in a given month then creates new Google Sheet report in Delivery Staffing Movements Drive folder for Finance to compare LCATs vs. Unanet. Trigger phrases: "monthly LCAT check", "run the LCAT check", "LCAT check for [month]", "run the finance report", "monthly finance check", "pull staffing for [month]", "create the finance onboarding sheet", or "finance staffing report." What it does: - Asks which month to report on and whether to notify Finance afterward - Queries Jira (project SO) for roles with Project Start Date in that month, excluding Corporate/Non-Billable - Builds CSV with columns: Project Name, Employee Full Name, Project Start Date, Summary, Issue Key, GSA LCAT, Contract LCAT, Unanet LCAT, Flag/Comment? - Creates new Google Sheet titled {Month} {Year} - Delivery Staffing Movements in Finance LCAT reports Drive folder - Sends summary to Finance Slack channel
version	1.0
author	[e-mail]
author_name	Clare Rogoyska
team	Operations and Automation
sensitive_data	false
problem	Before this skill, running the monthly Finance LCAT check was a two-hour manual process — exporting a report from Jira, cleaning and sorting the data, formatting it into something Finance could actually use, and then tracking down the right people to send it to. Now it takes minutes. The skill pulls the right roles directly from the Jira Staffing board, builds the report in the exact format Finance needs, drops it into the shared Drive folder, and can notify the Finance team in Slack — all in one shot, no spreadsheet wrangling required.
estimated_impact	Saves around 45 minutes in the Jira export to cleanup, saves around 45 minutes in sorting and formatting the data, saves around 15-30 minutes in sharing and notifying
usage_frequency	Monthly or less
expected_audience	2-5 people
impact_type	["Time saved per use","Reduced error rate or rework","Faster turnaround / cycle time","Other"]
compatibility	["claude-chat"]
tags	["lcat-check","monthly-invoice-review","staffing-movements-report"]
data_sources	Jira staffing board, Google Drive, Slack

Monthly LCAT Check

This skill generates the monthly Finance onboarding report by pulling assigned roles from the Nava Jira Staffing board and creating a Google Sheet for the Finance team to reconcile against Unanet.

What you need from the user

Before doing anything, confirm:

1. Which month to report on (e.g. "June 2026"). If they haven't specified, ask. If the context makes it obvious (e.g. they say "this month" or "last month"), infer it and confirm.
2. Whether to notify Finance in Slack after the sheet is created. Always ask before sending — never send automatically.

Step 1: Query Jira for roles that started in the target month

Use the Jira MCP with cloudId navasage.atlassian.net.

Build the JQL using the first and last day of the target month. Exclude Corporate/Non-Billable roles — Finance only needs billable project assignments:

project = SO AND cf[10130] >= "YYYY-MM-01" AND cf[10130] <= "YYYY-MM-31" AND cf[17867] != "Corporate/Non-Billable" ORDER BY cf[10130] ASC

Use maxResults=100 and check pageInfo.hasNextPage — if true, fetch additional pages using the nextPageToken until all results are collected.

Request these fields for each issue:

• summary
• customfield_10130 — Project Start Date
• customfield_10133 — Employee Full Name (primary)
• customfield_10514 — Employee Full Name (fallback if 10133 is empty)
• customfield_17867 — Project Name
• customfield_10099 — GSA LCAT
• customfield_10148 — Contract LCAT

Extracting values: Several of these return objects, not plain strings. Always check:

• If the field is a dict, pull .value (e.g. customfield_10099.value)
• If it's a string, use it directly
• If null/empty, leave blank — don't fill in guesses

Employee Full Name: Use customfield_10133. If that's empty, fall back to customfield_10514.

Project Start Date format: Convert from YYYY-MM-DD to M/D/YYYY (e.g. 2026-06-01 → 6/1/2026).

Step 2: Build the CSV content

Use these column headers exactly (matching the existing sheet format):

Project Name, Employee Full Name, Project Start Date, Summary, Issue Key, GSA LCAT, Contract LCAT, Unanet LCAT, Flag/Comment?

Leave Unanet LCAT and Flag/Comment? blank — Finance fills those in during their Unanet reconciliation.

Include all roles regardless of Jira status (ARCHIVED, open, filled) — Finance will flag anything they don't need. Corporate/Non-Billable roles are already excluded at the query level (see Step 1).

Step 3: Create a new Google Sheet

Use the Google Drive MCP to create the file:

• Title: {Month} {Year} - Delivery Staffing Movements (e.g. June 2026 - Delivery Staffing Movements)
• Content: The CSV you built in Step 2
• contentMimeType: text/csv (Google Drive will auto-convert to a Google Sheet)
• parentId: 0AGC27df_PJirUk9PVA (the Finance LCAT reports Drive folder)

After creating, share the viewUrl from the response with the user.

Permissions reminder: After sharing the link, always remind the user to open the sheet and set sharing to "Nava (navapbc.com) — Editor" so the Finance team can access it. They can do this via Share → General access → change to Nava with Editor role. This cannot be done automatically.

Note on the master sheet: The ideal workflow would add a new tab directly to the existing "Delivery Staffing Movements" sheet (1r3FLgfHXu48q6FQZPZ9oA4jN0HCqa4I3U3lSgK3MmT0), but the Google Drive MCP can only create files, not modify tabs in existing spreadsheets. The separate monthly file approach is the reliable fallback. If the user's Chrome browser is already signed into Google, you can optionally try the browser tool to add the tab directly — but only if they ask.

Step 4: Notify Finance in Slack (with permission)

Before sending, confirm with the user. If they say yes, send to channel C0BDFV39CG2:

📊 *{Month} {Year} Finance Staffing Report is ready!*

{N} roles with a Project Start Date in {Month} have been pulled from the Jira Staffing board.

👉 [View the report]({Google Sheet URL})

The *Unanet LCAT* and *Flag/Comment?* columns are blank — please fill those in as you compare against Unanet.

Jira field reference

What you want	Jira field
Project Start Date (filter + display)	customfield_10130
Project Name	customfield_17867
Employee Full Name	customfield_10133 (fallback: customfield_10514)
GSA LCAT	customfield_10099
Contract LCAT	customfield_10148

Config

Setting	Value
Jira cloudId	navasage.atlassian.net
Jira project	SO
Drive parent folder	0AGC27df_PJirUk9PVA
Finance Slack channel	C0BDFV39CG2
Master sheet (for reference)	1r3FLgfHXu48q6FQZPZ9oA4jN0HCqa4I3U3lSgK3MmT0

What to tell the user when you're done

After creating the sheet:

• Share the link
• State how many roles were included
• Remind them that Unanet LCAT and Flag/Comment? are blank for them to fill in
• Ask if they want to notify Finance in Slack (if you haven't already)
• If zero results were found, warn the user — this likely means the date filter needs checking