board-packlisted
Install: claude install-skill mlobo2012/cfo-anthropic-finance-agent-workflows
# Board Pack Workflow
Use this skill for board decks, investor packs, finance committee packs, and monthly board updates.
## Scope
The board pack always includes a Round-only baseline and may include richer sections when evidence is available:
- executive summary from Round-visible cash/account evidence;
- cash and liquidity;
- account coverage and source freshness;
- bank-transaction movement when Round returns rows for the selected window;
- trading performance, working capital, forecast versus actual, risks, and decisions when Round MCP Xero data, model files, or user extracts are present;
- appendix workpapers; and
- editable PPTX output from a user `.pptx` or `.potx` template.
## Required Contract Fields
`contract.json` must state:
- board meeting date;
- `connector_mode`;
- reporting period and comparison periods;
- legal entities and consolidation scope;
- presentation currency and rounding policy;
- required sections and excluded sections;
- materiality threshold;
- Round MCP source requirements and optional enrichment sources;
- template path when applicable;
- locked slides and editable slides;
- final artifact format: `pptx`, `md`, or both.
## Execution
1. Register the run with workflow `board_pack`.
2. Write `contract.json`.
3. Save source extracts under `extracts/` and declare them in `source_ledger.json`.
4. Ask Workflow Planner to create a slide-by-slide production plan.
5. Ask Generator Agent to draft `generator_output.md` and, when requested, `genera