cash-forecast

Answer "what will our cash look like?" and "how has our cash moved month by month?" using Well's MCP financial graph: settled month-end balances followed by a…

Skill by WellApp-ai

IndexedPolyForm-Perimeter-1.0.0★ 8

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Install

Works with Claude Code, Claude apps, Codex, Cursor, Gemini CLI, GitHub Copilot, VS Code, OpenCode, Goose, Windsurf. Read the repository before you give any tool access to your data.

npx agentmarket install skill/wellapp-ai-cash-forecast

Asks which of your tools to add it to (Claude Code, Codex, Cursor, VS Code, Windsurf, Gemini CLI, Claude Desktop) and shows the change first. See https://agentmart.dev/cli.

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About

Answer "what will our cash look like?" and "how has our cash moved month by month?" using Well's MCP financial graph: settled month-end balances followed by a worst-case projection computed here from the workspace's own balances and its own trailing burn, counting only the inflows its bank shows arriving every month. Use when the user asks "what will our cash look like", "show me our cash forecast", "project our cash forward", "when do we hit zero", "how has our cash moved month by month", "chart our cash over time", "is our cash going up or down", "what does our cash runway look like month by month", or "put our actual cash against our forecast in a Google Sheet" (the table comes back in the reply; Well reads and writes no Google Sheet). Requires a connected Well workspace with a banking connector; if none is connected, this skill guides the user to connect one first.

Use cases: spreadsheets, data, finance, agent-building

Reviews

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Permissions

What this skill can do and what it asks for, from its SKILL.md and code. Checked Oct 25, 2026.

Tools: No tools found
Secrets: None asked for
Install scripts: None found

Network hosts it talks to 1

codeload.github.com · found in install command

Files it touches

~/.claude/skills/cash-forecast

What's inside

Skill name: cash-forecast
Description: Answer "what will our cash look like?" and "how has our cash moved month by month?" using Well's MCP financial graph: settled month-end balances followed by a worst-case projection computed here from the workspace's own balances and its own trailing burn, counting only the inflows its bank shows arriving every month. Use when the user asks "what will our cash look like", "show me our cash forecast", "project our cash forward", "when do we hit zero", "how has our cash moved month by month", "chart our cash over time", "is our cash going up or down", "what does our cash runway look like month by month", or "put our actual cash against our forecast in a Google Sheet" (the table comes back in the reply; Well reads and writes no Google Sheet). Requires a connected Well workspace with a banking connector; if none is connected, this skill guides the user to connect one first.
License: PolyForm-Perimeter-1.0.0
Instructions: 10 lines in SKILL.md · view on GitHub

Files (1)

SKILL.md

The license isn't open source, so the instructions aren't shown here. Read SKILL.md on GitHub

Signals

Stars: 8
Forks: 0
Open issues: 0
Last commit (this folder): Oct 8, 2026 (22 days ago)

From GitHub (fetched Oct 24, 2026).

Details

License: PolyForm-Perimeter-1.0.0
Repository: github.com/WellApp-ai/skills
First seen: Oct 24, 2026
Last checked: Oct 24, 2026
Source: GitHub github-graphql

More from WellApp-ai

Cite this page

cash-forecast skill. Agent Mart. https://agentmart.dev/skills/wellapp-ai-cash-forecast (last updated 2026-10-24)