recap
Triggered by "monthly recap", "how did I do this month", "spending summary", "financial review", "weekly recap", "quarterly review", "year in review"
Best use case
recap is best used when you need a repeatable AI agent workflow instead of a one-off prompt.
Triggered by "monthly recap", "how did I do this month", "spending summary", "financial review", "weekly recap", "quarterly review", "year in review"
Teams using recap should expect a more consistent output, faster repeated execution, less prompt rewriting.
When to use this skill
- You want a reusable workflow that can be run more than once with consistent structure.
When not to use this skill
- You only need a quick one-off answer and do not need a reusable workflow.
- You cannot install or maintain the underlying files, dependencies, or repository context.
Installation
Claude Code / Cursor / Codex
Manual Installation
- Download SKILL.md from GitHub
- Place it in
.claude/skills/recap/SKILL.mdinside your project - Restart your AI agent — it will auto-discover the skill
How recap Compares
| Feature / Agent | recap | Standard Approach |
|---|---|---|
| Platform Support | Not specified | Limited / Varies |
| Context Awareness | High | Baseline |
| Installation Complexity | Unknown | N/A |
Frequently Asked Questions
What does this skill do?
Triggered by "monthly recap", "how did I do this month", "spending summary", "financial review", "weekly recap", "quarterly review", "year in review"
Where can I find the source code?
You can find the source code on GitHub using the link provided at the top of the page.
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SKILL.md Source
# 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 unusual (skip this section for year-over-year recaps)
- **Anomalies**: unusual transactions or spending spikes
- **Recurring bills**: new, changed, or cancelled subscriptions/bills
- **Key ratios**: any ratios returned in the summary (e.g. expense-to-income)
- **Account balances**: current balances and changes
6. **Tone**: Stick to the facts. Report what happened without judgement — no "great job" or "you need to cut back." Just clear, plain-language observations. Skip categories with trivial amounts.Related Skills
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