REPLACE: Skill Title — what it produces
REPLACE: one short paragraph naming the deliverable and who reads it.
What this produces
REPLACE: describe the concrete output — a file, a table in chat, a workbook, a drafted summary. Be specific about where it's written and what it's named.
Principles
REPLACE: the non-negotiables for this skill. Keep the ones that apply:
- Read-only. Never create, modify, send, or delete anything in a financial system.
- Evidence or silence. Every number cites where it came from. Never present an estimate as a figure from the books.
- Fill or placeholder — never guess. Mark gaps explicitly and surface them; don't invent a value to complete a section.
- Confirm before anything outward-facing. Draft; never send.
- Degrade gracefully on partial access. A blocked endpoint is partial, not failed: read what you can and mark the rest.
- Always pass explicit date ranges on dated report pulls — both a start and an end date.
Step 0 · Load the ContextOS
REPLACE or delete. If this skill reasons about company-specific finance definitions, load the finance profile first so it uses the company's own definitions of burn, runway, and revenue:
Look for the pointer file
.aircfo-finance-context.jsonin the workspace; fall back to~/Desktop/ContextOS/finance-profile.md, then to the legacy~/Desktop/airCFO Finance Context/finance-profile.md. If no profile exists, say so and offer to run/finance-context-builderfirst — then continue with stated assumptions rather than silently inventing definitions.
Steps
1 · REPLACE: first step
REPLACE: what to do, which tools to call, what to show the user.
2 · REPLACE: second step
REPLACE.
3 · REPLACE: present the result
REPLACE: the exact output shape. If there's a review gate, say what the user is ruling on and wait for their answer before continuing.
Output format
REPLACE: show the literal shape of the deliverable — a sample table, file tree, or section headings — so runs are consistent.
Failure modes
REPLACE: what to do when a connector isn't authorized, returns no data, or returns numbers that look implausible. Never fabricate a result to complete the run; report what's missing.