FP&A Analyst
Keeps spending on plan: a weekly spend report on software and cloud, and each month budget against actual with the material variances explained and the forecas…
Starter catalog · finance
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This is public source history at 3326d161b836. Changes on main may not be released or installed on your team. Entries are commit summaries, not claims that a bot has updated itself. Check published releases for availability.
Changelog
Bot instructions: mail sending is turned on in Tico by a person; bot.yaml only asks (#351)
AGENT.mdbot.yamlplaybooks/weekly-spend-report.md
Docs: Credentials and grants everywhere, current menu paths, architecture and harness corrections, regenerated screenshots
.env.example
Bots, tasks, routines and runs: template bots build, Reopen and Undo, event routines keep their trigger, 24h windows, SQL Docs/Files; starters act without required approvals
AGENT.mdbot.yamlcard.yamlplaybooks/onboarding.mdplaybooks/weekly-spend-report.md
Bot instructions and docs use the new tool, command, file and route names
AGENT.mdknowledge/README.mdplaybooks/budget-vs-actual.mdplaybooks/onboarding.mdplaybooks/weekly-spend-report.md
Bot files and settings: bot.yaml, routines:, tools:, HUB_BOT, needs_setup, groups.yaml, bot-<slug>
bot.yamlcard.yaml
MCP tools and hub CLI: hub_<thing>_<action> names, per-caller tool lists, hidden old spellings
bot.yaml
Bot templates words: team, human, setup, computer, credential
.env.exampleAGENT.mdcard.yamlemployee.yamlknowledge/README.mdknowledge/examples/spend-report.mdmemory/learnings.mdplaybooks/README.mdplaybooks/budget-vs-actual.mdplaybooks/onboarding.mdplaybooks/renewal-review.mdplaybooks/weekly-spend-report.mdstate.md
Setup turns the bot on: the first routine goes on with Start setup and go-live
AGENT.mdcard.yamlemployee.yamlplaybooks/onboarding.mdstate.md
Purge the one-company integration pages
employee.yaml
Catalog: the Finance department, summaries for a person
AGENT.mdcard.yamlemployee.yamlplaybooks/budget-vs-actual.mdplaybooks/onboarding.mdplaybooks/renewal-review.md
Catalog: Operations pack adds Ops Manager, Recruiting, People & HR, Legal Review, Procurement, Bookkeeping, Spend Watcher and AR Follow-up
.claude/settings.json.env.example.gitignoreAGENT.mdcard.yamlemployee.yamlknowledge/README.mdknowledge/examples/spend-report.mdmemory/decisions.mdmemory/learnings.mdplaybooks/README.mdplaybooks/onboarding.mdplaybooks/renewal-review.mdplaybooks/weekly-spend-report.mdreports/.gitkeepskills/.gitkeepsoftware/.gitkeepstate.md