← 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.
JeffBrines/openfpa · ★ 2 · AI & Automation · score 68
Install: claude install-skill JeffBrines/openfpa
# Learn the Business (Phase 0) ## Overview Before scaffolding any model, learn the business. This produces two artifacts: a **durable business profile** that every other openfpa skill reads first, and - where the standard skills don't fit - **bespoke skills/agents generated for this specific company**. The toolkit re-tools itself per business instead of forcing a generic template. **Core principle:** A forecast is only as good as the business understanding behind it. Encode that understanding once, explicitly, so it grounds everything downstream. ## 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 initialize the workspace.** Run `openfpa status <company-root>`. If it is uninitialized, 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 in