| name | ta-company-review |
| description | Full company review for tax advisors. Generates a structured health report covering financials, document completeness, tax compliance, and action items. Use when a tax advisor asks for an overview, health check, or status of a client company. |
| version | 1.0.0 |
| metadata | {"openclaw":{"emoji":"🔍","homepage":"https://norman.finance","requires":{"mcp":["norman-finance"]}}} |
Perform a comprehensive company review for the tax advisor:
Step 1: Gather all company data
- Call
get_client_overview with the active company ID to get an aggregated snapshot
- This returns company details, balance, transaction stats, tax reports, and outstanding invoices in one call
Step 2: Check document completeness
- Call
get_missing_documents_summary to identify all transactions without receipts
- Note the total missing count and the highest-value missing items
Step 3: Assess tax compliance
- Call
get_tax_compliance_status to check report filing status and registration completeness
- Identify overdue or unfiled reports and missing tax registration details
Step 4: Present the health report
Structure the output as follows:
Company Profile
- Company name, type (freelancer/GmbH/UG), chart of accounts
- Tax state, tax ID, VAT ID status
Financial Summary
- Current balance
- Total income and expenses
- Outstanding invoice count and total amount
Document Completeness
- Total transactions vs. transactions with receipts
- Missing receipt count with percentage
- Top 5 highest-value transactions missing receipts
Tax Compliance
- Filed vs. unfiled tax reports
- List of unfiled reports with periods and due dates
- Tax registration status (tax ID, VAT ID)
Action Items
Prioritized list of recommended actions:
- Critical: overdue tax reports
- High: large transactions missing receipts (>250 EUR)
- Medium: uncategorized transactions
- Low: missing tax registration details
Be specific with amounts, dates, and report periods. Use EUR formatting.
