fpa-configure-actuals

fpa-configure-actuals is a skill for Claude Code from JeffBrines/openfpa. It costs 95 tokens per session (1,036 once invoked), scanned A, original, MIT.

A workflow for connecting a financial forecast model to a company's actual numbers. It can use spreadsheets, accounting systems such as QuickBooks or NetSuite, public filings, or another data source, then puts the data into a common format.

In plain words
What is it for?
Use it to import profit and loss statements, balance sheets, accounts receivable or payable aging, inventory data, and similar financial records.
Why use it?
It removes the need to manually reshape every data source for the forecast model. The model can work with company data even when there is no ready-made connector.

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 import profit and loss statements, balance sheets, accounts receivable or payable aging, inventory data, and similar financial records.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/jeffbrines/openfpa/fpa-configure-actuals
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-configure-actuals
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-configure-actuals

README.md
[![agentmods](https://agentmods.dev/badge/skills/jeffbrines/openfpa/fpa-configure-actuals/github.svg)](https://agentmods.dev/skills/jeffbrines/openfpa/fpa-configure-actuals)
Your own site
<a href="https://agentmods.dev/skills/jeffbrines/openfpa/fpa-configure-actuals"><img src="https://agentmods.dev/badge/skills/jeffbrines/openfpa/fpa-configure-actuals/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-configure-actuals

Your own site · 80×15
<a href="https://agentmods.dev/skills/jeffbrines/openfpa/fpa-configure-actuals"><img src="https://agentmods.dev/badge/skills/jeffbrines/openfpa/fpa-configure-actuals.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 95 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 1,036 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 1 finding. 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 $0.00095 $0.01036
Opus 5 $0.00048 $0.00518
Sonnet 5 $0.00019 $0.00207
Haiku 4.5 $0.00010 $0.00104

Measured 12d ago against content hash 80c3f40a19de, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-12, from the pricing page.

Security

Grade A, and why

fpa-configure-actuals scanned grade A with 1 finding 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 12d 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.

Makes network callslowCapability

Not a fault in itself. Listed so you know the mod talks to something, and to what.

- **Public filings** - a 10-K / 10-Q from SEC EDGAR (curl + a compliant User-Agent), as in the Fox Factory example.
skills/fpa-configure-actuals/SKILL.md · 59 lines

How it starts

The opening of the file, as written. The whole thing — 59 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Configure Actuals & Data Sources (Phase 2)

Overview

Connect the model to real data - from wherever it lives. openfpa is not married to a connector: everything normalizes to one shape ({account: amount}), and where no built-in path exists, you build the ingestion for this source. That's the job, not a workaround - see examples/foxfactory/pull_edgar.py, a SEC-EDGAR adapter the agent wrote from scratch because no built-in one existed.

Core principle: one normalized shape regardless of source, so the engine never cares where the numbers came from - and the agent meets the data where it is.

The data can come from anywhere

  • Local spreadsheets (always works, no credentials). A P&L, balance sheet, AR/AP aging, or inventory export. pyfpa.read_pl_csv(path) reads any two-column Account, Amount CSV (handles $, commas, (parens) negatives) → {account: amount} - it is generic, not P&L-only. For richer tables (aged AR/AP buckets, item-level inventory) there is no rigid reader by design: parse the file to what the model needs - derive DSO from AR aging, DIO from inventory, DPO from AP aging.
  • A live accounting system via MCP - the cleanest live path. If a QuickBooks or NetSuite MCP server is connected, pull the trial balance / P&L / balance sheet through it and map the result to {account: amount}. openfpa never handles credentials - the MCP server owns auth.
  • A live system via API - build a company-specific connector around the source API and its actual report shape. The functions in pyfpa.io.adapters are fixture-backed examples only, not live QuickBooks, NetSuite, or Shopify clients.
  • Public filings - a 10-K / 10-Q from SEC EDGAR (curl + a compliant User-Agent), as in the Fox Factory example.
  • Anything else - if the source isn't covered, write a small ingestion that returns {account: amount} (or parses the richer statement to the drivers the model needs). That is the toolkit working exactly as intended.

Read the full file on GitHub · 59 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. 12d ago First seen · 59 lines · 95 tokens per session scan A 80c3f40a19de

Subscribe to this mod's changes

fpa-configure-actuals is a skill published in the GitHub repository JeffBrines/openfpa (6 stars, last pushed 2mo ago), licensed MIT. It adds 95 tokens to every session and 1,036 once invoked, about $0.0005 per session on Opus 5. A static security scan graded it A with 1 finding (makes network calls). No closer match exists in the catalogue, so it is treated as the original; first seen 2026-08-31.

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