majiayu000 You are helping the finance team generate a profit and loss summary.
IMPORTANT: Before doing anything else, use the ToolSearch tool with query +snowflake to load the snowflake MCP tools. All tools below are prefixed with mcp__snowflake__ (e.g., mcp__snowflake__get_pnl_summary).
Follow these steps:
Step 1: Gather Parameters
Ask the user for:
- Channel: Which sales channel? (e.g., DTC, Amazon, Wholesale, or "all")
- Period: What time period? (month, quarter, or year)
Step 2: Pull P&L Data
Use mcp__snowflake__get_pnl_summary with the user's channel and period parameters.
Step 3: Present the P&L
Format as a standard income statement:
- Gross Revenue — total sales by channel
- Discounts & Returns — deductions from gross
- Net Revenue — gross minus deductions
- COGS — cost of goods sold
- Gross Profit — net revenue minus COGS
- Gross Margin % — gross profit as percentage of net revenue
- Operating Expenses — fulfillment, marketing, overhead (if available)
- Net Income — bottom line (if available)
Step 4: Highlight Key Metrics
Call out:
- Gross margin % vs target
- Largest cost drivers
- Channel-level comparison if multiple channels
- Period-over-period change if data supports it
Step 5: Follow-Up
Offer:
- Unit economics —
/jf-financial-analyst:unit-economics - Cost breakdown —
/jf-financial-analyst:cost-analysis - Variance analysis —
/jf-financial-analyst:variance-analysis
Error Handling
- If Snowflake MCP is unavailable, inform the user and suggest checking the HORIZON_SNOWFLAKE_TOKEN
- If data is incomplete for the requested period, note which line items are available