dr-financial-summary

From README

Financial Summary What this skill does A quick overview of the user's financial data — revenue, key expense categories, gross profit, gross margin, monthly trend direction. Built for a morning check-in or 30-second meeting prep. Uses the aggregation start→poll tools (startaggregationbyalias → getaggregationresultbyalias, or their by-id twins) for real totals — no row caps, no estimation from samples. Totals default to the latest complete fiscal year (or trailing 12 closed months), never an unscoped all-time figure, and every snapshot is labeled with the period and scenario it covers. This skill is self-contained: it discovers the client's financials table and field names itself (Step 2). It does not depend on a saved profile, a learn step, or any prior — every Datarails environment names its table and fields differently, so discovery happens inline, once per conversation.