fpa-board-briefing

fpa-board-briefing is a skill for Claude Code from JeffBrines/openfpa. It costs 40 tokens per session (633 once invoked), scanned A, original, MIT.

A workflow for turning an OpenFPA financial forecast into a briefing for a board, investors, lenders, or a chief financial officer. It presents the important figures, cash position, changes, and risks as Markdown and Excel output.

In plain words
What is it for?
Use it to summarize revenue, EBITDA, net income, ending cash, and runway from a forecast, then create a written briefing and an Excel file.
Why use it?
It removes the need to turn raw forecast results into a leadership-ready story manually. The focus is on the few financial points decision-makers need rather than a full data dump.

Skill for Claude Code

Written for Claude Code: shipped in a Claude Code plugin.

Part of the openfpa plugin — 14 skills shipped together

Good fit Use it to summarize revenue, EBITDA, net income, ending cash, and runway from a forecast, then create a written briefing and an Excel file.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/jeffbrines/openfpa/fpa-board-briefing
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.

Any agent
npx skills add JeffBrines/openfpa --skill fpa-board-briefing
Clone the repo
git clone --depth 1 https://github.com/JeffBrines/openfpa

Made for: Claude Code.

Or install openfpa, the plugin that ships this one along with the rest of its 14 skills.

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 fpa-board-briefing

README.md
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Your own site
<a href="https://agentmods.dev/skills/jeffbrines/openfpa/fpa-board-briefing"><img src="https://agentmods.dev/badge/skills/jeffbrines/openfpa/fpa-board-briefing/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 fpa-board-briefing

Your own site · 80×15
<a href="https://agentmods.dev/skills/jeffbrines/openfpa/fpa-board-briefing"><img src="https://agentmods.dev/badge/skills/jeffbrines/openfpa/fpa-board-briefing.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 40 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 633 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 $0.00040 $0.00633
Opus 5 $0.00020 $0.00316
Sonnet 5 $0.00008 $0.00127
Haiku 4.5 $0.00004 $0.00063

Measured 11d ago against content hash 8f27b48c0b9b, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-11, from the pricing page.

Security

Grade A, and why

fpa-board-briefing 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.

skills/fpa-board-briefing/SKILL.md · 50 lines

How it starts

The opening of the file, as written. The whole thing — 50 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Board Briefing (Operate)

Overview

Turn forecast output into a board/investor-grade briefing: the headline numbers, the cash story, what changed, and the risks - as markdown and Excel. Make the operator look like they have a CFO.

Core principle: A board wants the story and the three things that matter, not a data dump.

When to use

  • Board decks, investor updates, lender packages
  • "Summarize the forecast for leadership"

Workflow

  1. Discover the company command. Run openfpa entrypoint-list <company-root> --kind report. Use a registered briefing workflow when one exists.
  2. Build the forecast (monthly + optional runway):
    import pyfpa
    from pyfpa.io.loaders import load_cash13_config
    monthly = pyfpa.cashflow_from_config(pyfpa.load_config("examples/ridgeline/config.yaml"))
    runway = pyfpa.runway_summary(pyfpa.cash13_forecast(load_cash13_config("examples/ridgeline/cash13.yaml")))
    
  3. Render the briefing:
    from pyfpa.io.reporting import to_briefing_md, forecast_to_excel
    md = to_briefing_md(monthly, title="Acme Inc.", runway=runway)
    forecast_to_excel(monthly, "forecast.xlsx")
    
    to_briefing_md emits a headline (revenue, EBITDA, net income, ending cash), an optional 13-week runway section, and a monthly table.
  4. Add the narrative the renderer can't. to_briefing_md emits only the headline, the optional runway section, and the monthly table - it has no narrative slot. So author your own markdown around it: prepend a ## What changed section (the 3 things that moved) and append ## Risks (3 forward risks) and ## The ask (e.g. "approve a $200K line to bridge the spring build"). The rendered briefing is the data spine; you supply the story.
  5. Apply judgment (see fpa-cfo-judgment): caveat any pre-close months, state whether cash is flash or GL, and don't quote ebitda as true EBITDA if D&A matters.
  6. If the audience wants the model itself, produce the live-formula workbook via fpa-excel-model alongside the briefing.

Read the full file on GitHub · 50 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 · 50 lines · 40 tokens per session scan A 8f27b48c0b9b

Subscribe to this mod's changes

fpa-board-briefing is a skill published in the GitHub repository JeffBrines/openfpa (6 stars, last pushed 2mo ago), licensed MIT. It adds 40 tokens to every session and 633 once invoked, about $0.0002 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 2026-08-31.

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