Auto-Draft Flux Explanations
Loops through every flux task assigned to you where commentary has been requested, pulls 6 months of transaction lines per account, and drafts concise first-pass explanations directly in Numeric — ready for you to review, adjust, and submit.
Loops through every flux task assigned to you where commentary has been requested, pulls 6 months of transaction lines per account, and drafts concise first-pass explanations directly in Numeric — ready for you to review, adjust, and submit.
Before You Begin
- Numeric MCP connected.
- Numeric Toolkit installed.
- You're assigned as preparer on at least one flux task with a pending explanation.
- A saved flux report (IS, BS, or both).
How It Works
- Ask Claude to draft your fluxes. Example prompts:
- "Write my flux explanations."
- "Draft all my fluxes for this month."
- "Run flux analysis for close."
- Claude filters to PENDING flux tasks where you're the preparer.
- For each task, Claude pulls 6 months of transaction lines and groups by available dimensions (vendor, customer, department, class, location).
- Claude investigates variances by pulling the underlying transaction lines, and investigates them using a pre-defined rule set.
- Claude drafts a conclusion-first explanation. Claude drafts and optionally posts the explanation to Numeric.
What You Get
Formatted flux explanation per pending task, structured:
- Conclusion paragraph first: total variance, primary driver, concentration statement
- Supporting bullets: vendor / dept / customer breakdown with $ amounts
- When data supports: YoY comparison, run-rate implication, % of revenue for variable costs
Example draft (5105 Employee Wages, Mar 2025):
The $496k MoM increase (12.4%) is driven entirely by Marketing department bi-weekly payroll for full-time employees, which accounts for 100% of activity in this account across all 6 months.
-- $496k Marketing payroll rose from $4,005k in Feb to $4,500k in Mar.
-- Mar at $4,500k is 79% above the 6-month average of $2,515k.
-- Average monthly increase over Oct–Mar: $622k. March implies $54.0M annualized, up from Oct–Dec average of $17.4M annualized.
Troubleshooting
FAQ
- Does it submit the task? No — it drafts and posts explanations only. You review and submit.
- What if I don't have 6 months of history? The skill uses what's available and notes the limitation.
- Parallel across accounts? Yes — fans out sub-agents, one per account, after setup.
Download & Install
Download the full Numeric Toolkit (15 community skills, including this one):
Install via Claude Code CLI:
/plugin marketplace add geoff-lew/numeric-toolkit
/plugin install numeric-mcp-toolkit
Or drop the .skill directory into ~/.claude/skills/ manually. Once installed, just describe what you need — the skill activates automatically.
Need help? Reach out to support@numeric.io.
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