financial-overview

financial-overview is a skill for Claude Code from norman-finance/norman-mcp-server. It costs 48 tokens per session (312 once invoked), scanned A, original, MIT.

A summary of a business’s financial position, including its bank balance, recent money movements, unpaid invoices and upcoming tax duties. It gathers these details into one overview.

In plain words
What is it for?
Use it for a business dashboard or regular financial check-in. It helps review cash flow, unpaid customer invoices and upcoming tax reporting.
Why use it?
It removes the need to check several financial records separately to understand how the business is doing. It also brings overdue payments and tax deadlines to attention.

Skill for Claude Code

Written for Claude Code: shipped in a Claude Code plugin. Also seen: built for openclaw.

Part of the norman-finance plugin — 20 skills, 2 MCP servers shipped together

Good fit Use it for a business dashboard or regular financial check-in. It helps review cash flow, unpaid customer invoices and upcoming tax reporting.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/norman-finance/norman-mcp-server/financial-overview
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 norman-finance/norman-mcp-server --skill financial-overview
Clone the repo
git clone --depth 1 https://github.com/norman-finance/norman-mcp-server

Made for: Claude Code.

Or install norman-finance, the plugin that ships this one along with the rest of its 20 skills, 2 MCP servers.

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-overview

README.md
[![agentmods](https://agentmods.dev/badge/skills/norman-finance/norman-mcp-server/financial-overview/github.svg)](https://agentmods.dev/skills/norman-finance/norman-mcp-server/financial-overview)
Your own site
<a href="https://agentmods.dev/skills/norman-finance/norman-mcp-server/financial-overview"><img src="https://agentmods.dev/badge/skills/norman-finance/norman-mcp-server/financial-overview/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-overview

Your own site · 80×15
<a href="https://agentmods.dev/skills/norman-finance/norman-mcp-server/financial-overview"><img src="https://agentmods.dev/badge/skills/norman-finance/norman-mcp-server/financial-overview.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 48 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 312 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. Third-party audits
  • NVIDIA SkillSpector pass 7 Sept 2026
How audits are shown
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 $0.00048 $0.00312
Opus 5 $0.00024 $0.00156
Sonnet 5 $0.00010 $0.00062
Haiku 4.5 $0.00005 $0.00031

Measured 12d ago against content hash 65baf7ebdc85, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-11, from the pricing page.

Security

Grade A, and why

financial-overview 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 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.

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/financial-overview/SKILL.md · 31 lines

What it actually says

Provide a comprehensive financial overview by gathering data from multiple sources:

  1. Company details: Call get_company_details to get the business name and context
  2. Current balance: Call get_company_balance to show available funds
  3. Recent transactions: Call search_transactions with a recent date range (last 30 days) to show cash flow
  4. Outstanding invoices: Call list_invoices and highlight unpaid or overdue ones
  5. Tax status: Call get_vat_next_report to show upcoming tax deadlines and get_company_tax_statistics for the tax overview

Present the information in a clear, structured format:

  • Start with the company name and current balance
  • Show a brief income vs expenses summary from recent transactions
  • List any overdue invoices that need attention
  • Highlight upcoming tax deadlines
  • End with actionable recommendations (e.g., "You have 3 overdue invoices totaling X EUR")

Use EUR currency formatting. Be concise but thorough.

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 · 31 lines · 48 tokens per session scan A 65baf7ebdc85

Subscribe to this mod's changes

financial-overview is a skill published in the GitHub repository norman-finance/norman-mcp-server (54 stars, last pushed 2d ago), licensed MIT. It adds 48 tokens to every session and 312 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 2026-08-30.

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