board-pack
Assemble the board numbers in one pass using Well's MCP financial graph: cash, burn, runway, recurring revenue, and what is owed on each side, every figure…
Skill by WellApp-ai
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Install
Works with Claude Code, Claude apps, Codex, Cursor, Gemini CLI, GitHub Copilot, VS Code, OpenCode, Goose, Windsurf. Read the repository before you give any tool access to your data.
npx agentmarket install skill/wellapp-ai-board-pack
Asks which of your tools to add it to (Claude Code, Codex, Cursor, VS Code, Windsurf, Gemini CLI, Claude Desktop) and shows the change first. See https://agentmart.dev/cli.
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About
Use cases: documents, data, finance, agent-building
Reviews
Write a reviewNo reviews yet. Installed it? Reviews come from verified installers only. How reviews work
Permissions
What this skill can do and what it asks for, from its SKILL.md and code. Checked Oct 25, 2026.
- Tools
- No tools found
- Secrets
- None asked for
- Install scripts
- None found
Network hosts it talks to 1
codeload.github.com· found in install command
Files it touches
~/.claude/skills/board-pack
What's inside
- Skill name
board-pack- Description
- Assemble the board numbers in one pass using Well's MCP financial graph: cash, burn, runway, recurring revenue, and what is owed on each side, every figure computed here from the workspace's own balances, transactions and invoices, each one carrying the scope it was measured under and the window it covers. Use when the user asks "what numbers do I put in front of the board", "put my board pack together", "board numbers for this quarter", "what do I report to my investors this quarter", "the finance section of my board update", "prépare mon board pack", "les chiffres pour mon board" or "qu'est-ce que je présente à mes investisseurs ce trimestre". Requires a connected Well workspace with bank data and a resolved own company; an invoicing source adds the revenue pages. It reads and changes nothing.
- License
- PolyForm-Perimeter-1.0.0
- Instructions
- 10 lines in SKILL.md · view on GitHub
Files (1)
- SKILL.md
The license isn't open source, so the instructions aren't shown here. Read SKILL.md on GitHub
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- 0.617score
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Answer "what bills are coming due, and how much do they add up to by date?" using Well's MCP financial graph: every bill the workspace still owes, ordered by…
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accounting-reports
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Read a profit and loss, balance sheet or cash flow statement from the user's connected QuickBooks, Xero or Pennylane, and state its key lines with their source.
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accounting-review
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Work through the open accounting items of a Well workspace with the member, one category at a time.
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accounts-payable-aging
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Answer "what do I owe my suppliers, and how overdue is it?" using Well's MCP financial graph: every supplier bill still carrying a balance, sorted into aging…
SkillAFreshness: A★ 8Claude Code +9 - 0.617score
accounts-receivable-aging
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Answer "which customers owe us money, and since when?" using Well's MCP financial graph: every outstanding customer invoice bucketed into aging bands…
SkillAFreshness: A★ 8Claude Code +9 - 0.617score
avg-burn
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Answer "what is our burn rate?" using Well's MCP financial graph: the trailing average of real monthly outflows, computed here from the workspace's own…
SkillAFreshness: A★ 8Claude Code +9 - 0.617score
call-and-claim
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Claim a refund or a compensation from one business for one purchase or one service: a delayed or cancelled flight, an order never delivered, a charge for…
SkillAFreshness: A★ 8Claude Code +9 - 0.617score
cash-flow-waterfall
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Answer "where did the cash go?" using Well's MCP financial graph: a bridge from the opening cash position to the closing one, computed here from the…
SkillAFreshness: A★ 8Claude Code +9 - 0.617score
cash-forecast
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Answer "what will our cash look like?" and "how has our cash moved month by month?" using Well's MCP financial graph: settled month-end balances followed by a…
SkillAFreshness: A★ 8Claude Code +9 - 0.617score
cash-position
WellApp-ai
Answer "how much cash do we have right now?" using Well's MCP financial graph: the total of your real bank balances, computed here from the workspace's own…
SkillAFreshness: A★ 8Claude Code +9 - 0.617score
categorize-counterparties
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Raise category coverage on the counterparties (suppliers and customers) behind one Well workspace's spend — for a given month's still-missing invoices, or…
SkillAFreshness: A★ 8Claude Code +9 - 0.617score
chart-of-accounts
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Read the chart of accounts a Well workspace posts to, account number by account number, using Well's MCP context graph.
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Signals
- Stars
- 8
- Forks
- 0
- Open issues
- 0
- Last commit (this folder)
- Oct 7, 2026 (23 days ago)
From GitHub (fetched Oct 24, 2026).
Details
- License
- PolyForm-Perimeter-1.0.0
- Repository
- github.com/WellApp-ai/skills
- First seen
- Oct 24, 2026
- Last checked
- Oct 24, 2026
- Source
- GitHubgithub-graphql
More from WellApp-ai
- 0.617score
bills-due
WellApp-ai
Answer "what bills are coming due, and how much do they add up to by date?" using Well's MCP financial graph: every bill the workspace still owes, ordered by…
SkillAFreshness: A★ 8Claude Code +9 - 0.617score
accounting-reports
WellApp-ai
Read a profit and loss, balance sheet or cash flow statement from the user's connected QuickBooks, Xero or Pennylane, and state its key lines with their source.
SkillAFreshness: A★ 8Claude Code +9 - 0.617score
accounting-review
WellApp-ai
Work through the open accounting items of a Well workspace with the member, one category at a time.
SkillAFreshness: A★ 8Claude Code +9 - 0.617score
accounts-payable-aging
WellApp-ai
Answer "what do I owe my suppliers, and how overdue is it?" using Well's MCP financial graph: every supplier bill still carrying a balance, sorted into aging…
SkillAFreshness: A★ 8Claude Code +9 - 0.617score
accounts-receivable-aging
WellApp-ai
Answer "which customers owe us money, and since when?" using Well's MCP financial graph: every outstanding customer invoice bucketed into aging bands…
SkillAFreshness: A★ 8Claude Code +9 - 0.617score
avg-burn
WellApp-ai
Answer "what is our burn rate?" using Well's MCP financial graph: the trailing average of real monthly outflows, computed here from the workspace's own…
SkillAFreshness: A★ 8Claude Code +9
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Cite this page
board-pack skill. Agent Mart. https://agentmart.dev/skills/wellapp-ai-board-pack (last updated 2026-10-24)