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financial-reporting

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precis-mcp

Read-only MCP server for FP&A & management reporting — governed metrics, financial statements and drill-down over a SQL semantic layer. Your own financials on your own warehouse, not market data. Open core of Précis. (metric engine · ClickHouse · OIDC · Docker)

  • Updated Jun 25, 2026
  • Python

Structured and evolving resource for CFA Level 1 preparation, covering key concepts across topics in a clear, concise format. It emphasizes conceptual understanding through theory, quantitative reasoning, and real-world financial intuition, helping connect ideas across markets and investment decisions.

  • Updated Jun 17, 2026

Automated Board Pack generator using Make, Google Sheets, OpenAI and Notion. Pulls monthly actuals, converts them into structured JSON, generates MD&A commentary, stores results in Notion, and posts updates to Slack. Fully reusable for multi-company CFO workflows.

  • Updated Dec 18, 2025

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