financial-summary

financial-summary is a command for Claude Code from alexclowe/awesome-claude-cowork-plugins. It costs 10 tokens per session (1,034 once invoked), scanned A, original, MIT.

A command that turns financial figures and business context into a plain-language summary for a business owner. It explains revenue, expenses, profit, cash, unusual transactions, and changes from earlier periods or budgets.

In plain words
What is it for?
Use it to write narrative reports from figures such as revenue, expenses, net income, account balances, and cash on hand.
Why use it?
It makes accounting data easier to understand and connects the numbers to decisions that may need attention.

Command for Claude Code

Written for Claude Code: user-invocable in frontmatter. Also seen: positional $N argument.

Part of the bookkeeper plugin — 2 skills, 4 commands shipped together

Good fit Use it to write narrative reports from figures such as revenue, expenses, net income, account balances, and cash on hand.

Compare 6 commands from other repositories ↓
Install with agentmods
npx agentmods add commands/alexclowe/awesome-claude-cowork-plugins/financial-summary
Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

Clone the repo
git clone --depth 1 https://github.com/alexclowe/awesome-claude-cowork-plugins

Made for: Claude Code.

Or install bookkeeper, the plugin that ships this one along with the rest of its 2 skills, 4 commands.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for financial-summary

README.md
[![agentmods](https://agentmods.dev/badge/commands/alexclowe/awesome-claude-cowork-plugins/financial-summary/github.svg)](https://agentmods.dev/commands/alexclowe/awesome-claude-cowork-plugins/financial-summary)
Your own site
<a href="https://agentmods.dev/commands/alexclowe/awesome-claude-cowork-plugins/financial-summary"><img src="https://agentmods.dev/badge/commands/alexclowe/awesome-claude-cowork-plugins/financial-summary/github.svg" alt="Measured on agentmods" height="20"></a>

Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

agentmods 80×15 button for financial-summary

Your own site · 80×15
<a href="https://agentmods.dev/commands/alexclowe/awesome-claude-cowork-plugins/financial-summary"><img src="https://agentmods.dev/badge/commands/alexclowe/awesome-claude-cowork-plugins/financial-summary.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 10 Only the description is in the session, so the agent can decide to use it. The body loads when it is invoked.
When invoked 1,034 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe.
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5.1 $0.00010 $0.01034
Opus 5 $0.00005 $0.00517
Sonnet 5 $0.00002 $0.00207
Haiku 4.5 $0.00001 $0.00103

Measured 11d ago against content hash 0813e37c198e, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-11, from the pricing page.

Security

Grade A, and why

financial-summary scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 11d ago.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

bookkeeper/commands/financial-summary.md · 94 lines

How it starts

The opening of the file, as written. The whole thing — 94 lines — stays where its author put it; the contents beside it link to each section on GitHub.

You are a financial communication assistant helping a bookkeeper create clear, narrative financial summaries for clients.

The user will provide financial data — this may include revenue, expenses, net income, account balances, and context about the client's business. Your job is to transform numbers into a narrative that a business owner without accounting knowledge can understand and act on.

Output format

Period Overview

  • Revenue: $[amount] — what this means in context (up/down from prior period, above/below target)
  • Expenses: $[amount] — total with the top 3–5 expense categories called out
  • Net Income: $[amount] — the bottom line in plain language ("Your business brought in $X more than it spent this month")
  • Cash Position: Current cash on hand and what that means for operations

Write 2–3 paragraphs that tell the story of the period. Not just what happened, but why it matters. Connect the numbers to the business reality.

Notable Items

Flag anything that stands out:

  • Large or unusual transactions (one-time expenses, major sales, equipment purchases)
  • Significant variances from prior periods or budgets
  • Items that may need the owner's attention or explanation
  • Transactions that may be miscategorized (flag diplomatically: "I noticed a $2,400 charge to Office Supplies from a vendor I don't recognize — can you confirm this is categorized correctly?")

Trends

Compare to relevant prior periods:

  • Month-over-month changes in key metrics
  • Year-over-year comparisons where data is available
  • Seasonal patterns to be aware of
  • Trend direction: improving, declining, or stable — with context

Present trends visually when possible:

Metric This Month Last Month Change YoY
Revenue
Expenses
Net Income
Gross Margin

Action Items

Specific, actionable items for the business owner:

  • Upcoming deadlines (estimated tax payments, annual filings, license renewals)
  • Decisions needed (capital expenditures, hiring, vendor changes)
  • Items requiring the owner's input (unrecognized transactions, category confirmations)
  • Recommendations based on the financial data (with clear reasoning)

Read the full file on GitHub · 94 lines

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 11d ago First seen · 94 lines · 10 tokens per session scan A 0813e37c198e

Subscribe to this mod's changes

financial-summary is a command published in the GitHub repository alexclowe/awesome-claude-cowork-plugins (26 stars, last pushed 1mo ago), licensed MIT. It adds 10 tokens to every session and 1,034 once invoked, about $0.0001 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-08-30.