| 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.
