← ClaudeAtlas

fpa-learn-businesslisted

Use when starting FP&A work for a new company, onboarding a business into openfpa, or asked to "understand my business / set up a model for us" before any forecasting - produces a durable business profile and generates business-specific skills.
ryanduguid/au-fpa-pack · ★ 0 · AI & Automation · score 72
Install: claude install-skill ryanduguid/au-fpa-pack
# Learn the business (Phase 0) ## Overview Learn the business before scaffolding a model. Record that understanding in a business profile that every other openfpa skill reads first. Where the standard skills do not fit, propose company-specific skills or agents and generate them after approval. ## When to use - A new company is being onboarded into openfpa - You're asked to 'build us a model' / 'understand our business' before forecasting - An existing `.fpa/business-profile.md` is missing or stale Do not force this workflow when the user asks for a narrow task that can be completed without understanding the whole company. ## Workflow 1. **Check and initialise the workspace.** Run `openfpa status <company-root>`. If it is uninitialised, run `openfpa init <company-root> --business-name "<name>"`. Then run `openfpa doctor <company-root>`. The CLI emits JSON. If the console script is unavailable in a source checkout, use `python3 -m pyfpa.cli`. 2. **Inspect local evidence first.** Run `openfpa inspect-data <data-root>` for every user-supplied folder, then read the relevant financials, operating files, documentation, and existing model code before asking questions. Record each fact with `openfpa intake-record <company-root>`, including file references and confidence. Never access an external MCP/API system without the user's approval. 3. **Ask only what remains unknown.** Run `openfpa intake-next <company-root>` and ask that related round of