Fa Jobs To Be Done Skill for Codex

Finance Analytics Jobs To Be Done

This skill routes D&B Finance Analytics requests to the partner-supplied workflow

references in fa-skills/references/.

Tool Source

Use the D&B Finance Analytics MCP server only. Do not substitute Morningstar,

Moody's, generic web search, local files, or another MCP server for Finance

Analytics data.

Before making a tool call, confirm the Finance Analytics MCP tools are available.

If they are not visible, tell the user the D&B Finance Analytics connection is not

available and stop rather than fabricating data.

Expected Finance Analytics tools include:

• fa_search_tool
• query_portfolio
• get_company_report
• get_live_report
• account_decisioning_tool
• application_decisioning_tool
• manage_folder
• get_company_ownership_tree
• query_alerts
• get_portfolio_status
• get_portfolio_public_records
• get_companies_and_accounts_count
• get_dashboard_overview
• get_risk_distribution
• get_dashboard_status

Tool names may be exposed with a Codex namespace such as

mcp__finance_analytics_mcp_server__query_portfolio; use the namespaced form when

available.

Route The Request

Load exactly one workflow reference based on the user's intent:

| Intent signals | Load this reference |

| --- | --- |

| onboard, new customer, new account, add to portfolio, can I do business with | fa-skills/references/fa-onboarding-workflow.md |

| credit decisioning, company overview for credit, financial profile, company report | fa-skills/references/fa-credit-decisioning.md |

| approve credit, credit limit, increase credit, validate credit, extend credit | fa-skills/references/fa-credit-validation.md |

| portfolio risk, top risky companies, portfolio overview, risk distribution, risky accounts | fa-skills/references/fa-portfolio-management.md |

| alerts, unread alerts, new alerts, alert severity, alerts for a company | fa-skills/references/fa-alerts-monitoring.md |

If the user's intent is ambiguous, ask one clarifying question before calling tools.

The partner bundle did not include dedicated persona files or an aging-forecast

workflow file. For persona-specific language, load fa-skills/references/fa-plain-language.md.

For aging forecast requests, explain that no aging-forecast workflow was supplied in

this skill bundle and ask whether the user wants to proceed with available portfolio

or report workflows instead.

Output Layer

Before producing user-facing output, load:

• fa-skills/references/fa-plain-language.md

Use it for tone, numeric presentation, status summaries, and suppression of internal

tool or entity identifiers.

Required Behavior

• Never fabricate or fill gaps with assumed D&B data.
• Retry a failed or unexpectedly empty Finance Analytics tool call once with the

same parameters.

• If a tool still fails, document what was attempted, what was missing, and how the

gap affects the result.

• Favor precision over recall when resolving companies or making risk assessments.
• Never make a binding credit approval or decline; frame credit outputs as suggested

decisions based on available data.

• Include an audit trail when the selected workflow requires one.
• Do not pause mid-pipeline unless a blocking ambiguity must be resolved before a

critical decision.

Workflow

• Identify the user intent.
• Load fa-plain-language.md.
• Load the matching workflow reference.
• Follow that reference's tool order and output structure.
• Cite the D&B Finance Analytics app as the data source when returning substantive

credit, portfolio, report, ownership, or alert results.