Recap Agent Skill

Triggered by "monthly recap", "how did I do this month", "spending summary", "financial review", "weekly recap", "quarterly review", "year in review

552 tokens

context cost

the whole folder, loaded on every use

files

instructions only

copies elsewhere

how many repositories repackaged it

3248

stars on the repo

on the repository, not the skill itself

Install

one command, takes just this skill from the repository

npx skills add https://github.com/davepoon/buildwithclaude --skill recap

The instruction itself

2 sections, as written by the author

Financial Recap

Generate a narrative financial review for any time period.

Workflow

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

Fetch summary data. Call the query MCP tool with compare: "prior_period":

   { "period": "<detected_period>", "compare": "prior_period", "include": ["ratios", "anomalies", "accounts"] }

(Use start/end if a specific date range was requested.)

Fetch year-ago comparison. For anything other than year-over-year, also fetch the same period from a year ago to account for seasonality:

   { "start": "<same_period_last_year_start>", "end": "<same_period_last_year_end>", "include": ["ratios"] }

For example, if reviewing February 2026, also fetch February 2025.

Fetch recurring bills. Call the query MCP tool:

   { "recurring": true }

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

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.

Other skills for the same job

different authors, same section of the catalogue

Invoice Organizer

by frostant

×5

Automatically organizes invoices and receipts for tax preparation by reading messy files, extracting key information, renaming them consistently, and sorting them into logical folders. Turns hours of manual bookkeeping into minutes of automated organization.

Expert guidance for systematic backtesting of trading strategies. Use when developing, testing, stress-testing, or validating quantitative trading strategies. Covers "beating ideas to death" methodology, parameter robustness testing, slippage modeling, bias prevention, and interpreting backtest results. Applicable when user asks about backtesting, strategy validation, robustness testing, avoiding overfitting, or systematic trading development.

15k tokens scripts

Analyzing Financial Statements

by anthropics

vendor ×2

This skill calculates key financial ratios and metrics from financial statement data for investment analysis

8k tokens scripts

Creating Financial Models

by anthropics

vendor ×2

This skill provides an advanced financial modeling suite with DCF analysis, sensitivity testing, Monte Carlo simulations, and scenario planning for investment decisions

This skill retrieves upcoming earnings announcements for US stocks using the Financial Modeling Prep (FMP) API. Use this when the user requests earnings calendar data, wants to know which companies are reporting earnings in the upcoming week, or needs a weekly earnings review. The skill focuses on mid-cap and above companies (over $2B market cap) that have significant market impact, organizing the data by date and timing in a clean markdown table format. Supports multiple environments (CLI, Desktop, Web) with flexible API key management.

Crypto wallet operations via the awal CLI — sign in, check balances, send USDC/ETH/POL/SOL, trade tokens, fund the wallet, and use the x402 payment protocol to discover paid services, pay for API calls, monetize an API, or query onchain data. Use whenever the user mentions signing in, login, authentication, wallet status, balance, address, sending money, paying someone, transferring tokens, ENS names, swapping/trading/converting tokens, funding/topping up/onramp, USDC, ETH, POL, SOL, the x402 bazaar, paid APIs, monetizing an endpoint, or querying onchain data on Base.

Access real-time and historical stock market data, forex rates, cryptocurrency prices, commodities, economic indicators, and 50+ technical indicators via the Alpha Vantage API. Use when fetching stock prices (OHLCV), company fundamentals (income statement, balance sheet, cash flow), earnings, options data, market news/sentiment, insider transactions, GDP, CPI, treasury yields, gold/silver/oil prices, Bitcoin/crypto prices, forex exchange rates, or calculating technical indicators (SMA, EMA, MACD, RSI, Bollinger Bands). Requires a free API key from alphavantage.co.

Braintree Automation: manage payment processing via Stripe-compatible tools for customers, subscriptions, payment methods, and transactions

2k tokens needs MCP

How to use it

Copy the folder

Take davepoon/recap from the repository into ~/.claude/skills for personal use, or into .claude/skills inside a project.

Check the name does not clash

The agent identifies a skill by the name field in its header. Two skills with the same name cannot sit side by side — one of them will be ignored.