recap

# Financial Recap Generate a narrative financial review for any time period. ## Workflow 1. **Determine the period.** Parse `$ARGUMENTS` for the time span: - "this week", "last week" → weekly - "this month", "january", "jan 2025", "2025-01" → monthly (default if no argument) - "this quarter", "Q1", "Q1 2025" → quarterly - "this year", "2025", "year in review" → yearly - Any explicit date range works too 2. **Fetch summary data.** Call the `query` MCP tool with `compare: "prior_period"`: ```json { "period": "<detected_period>", "compare": "prior_period", "include": ["ratios", "anomalies", "accounts"] } ``` (Use `start`/`end` if a specific date range was requested.) 3. **Fetch year-ago comparison.** For anything other than year-over-year, also fetch the same period from a year ago to account for seasonality: ```json { "start": "<same_period_last_year_start>", "end": "<same_period_last_year_end>", "include": ["ratios"] } ``` For example, if reviewing February 2026, also fetch February 2025. 4. **Fetch recurring bills.** Call the `query` MCP tool: ```json { "recurring": true } ``` 5. **Synthesize a narrative recap** covering: - **Headline numbers**: total income, total expenses, net cash flow, savings rate - **vs. prior period**: changes from the immediately preceding period (last week, last month, etc.) - **vs. same period last year**: seasonal context — note whether changes are normal for this time of year or unusu...