fa-jobs-to-be-done

✓ Official★ 4,081

by openai · part of openai/plugins

Use when the user asks for D&B Finance Analytics workflows such as customer onboarding, credit decisioning, credit limit validation, portfolio risk management, company reports, ownership trees, folder management, or alerts. Use only the D&B Finance Analytics MCP tools for these workflows.

🧩 One of 7 skills in the openai/plugins package — works on its own, and pairs well with its siblings.

This is the playbook your agent receives when the skill activates — you don't need to read it to use the skill, but it's here to audit before installing.

Finance Analytics Jobs To Be Done

This skill routes D&B Finance Analytics requests to the partner-supplied workflow references in fa-skills/references/.

Tool Source

Use the D&B Finance Analytics MCP server only. Do not substitute Morningstar, Moody's, generic web search, local files, or another MCP server for Finance Analytics data.

Before making a tool call, confirm the Finance Analytics MCP tools are available. If they are not visible, tell the user the D&B Finance Analytics connection is not available and stop rather than fabricating data.

Expected Finance Analytics tools include:

fa_search_tool
query_portfolio
get_company_report
get_live_report
account_decisioning_tool
application_decisioning_tool
manage_folder
get_company_ownership_tree
query_alerts
get_portfolio_status
get_portfolio_public_records
get_companies_and_accounts_count
get_dashboard_overview
get_risk_distribution
get_dashboard_status

Tool names may be exposed with a Codex namespace such as mcp__finance_analytics_mcp_server__query_portfolio; use the namespaced form when available.

Route The Request

Load exactly one workflow reference based on the user's intent:

Intent signals	Load this reference
onboard, new customer, new account, add to portfolio, can I do business with	`fa-skills/references/fa-onboarding-workflow.md`
credit decisioning, company overview for credit, financial profile, company report	`fa-skills/references/fa-credit-decisioning.md`
approve credit, credit limit, increase credit, validate credit, extend credit	`fa-skills/references/fa-credit-validation.md`
portfolio risk, top risky companies, portfolio overview, risk distribution, risky accounts	`fa-skills/references/fa-portfolio-management.md`
alerts, unread alerts, new alerts, alert severity, alerts for a company	`fa-skills/references/fa-alerts-monitoring.md`

If the user's intent is ambiguous, ask one clarifying question before calling tools.

The partner bundle did not include dedicated persona files or an aging-forecast workflow file. For persona-specific language, load fa-skills/references/fa-plain-language.md. For aging forecast requests, explain that no aging-forecast workflow was supplied in this skill bundle and ask whether the user wants to proceed with available portfolio or report workflows instead.

Output Layer

Before producing user-facing output, load:

fa-skills/references/fa-plain-language.md

Use it for tone, numeric presentation, status summaries, and suppression of internal tool or entity identifiers.

Required Behavior

Never fabricate or fill gaps with assumed D&B data.
Retry a failed or unexpectedly empty Finance Analytics tool call once with the same parameters.
If a tool still fails, document what was attempted, what was missing, and how the gap affects the result.
Favor precision over recall when resolving companies or making risk assessments.
Never make a binding credit approval or decline; frame credit outputs as suggested decisions based on available data.
Include an audit trail when the selected workflow requires one.
Do not pause mid-pipeline unless a blocking ambiguity must be resolved before a critical decision.

Workflow

Identify the user intent.
Load fa-plain-language.md.
Load the matching workflow reference.
Follow that reference's tool order and output structure.
Cite the D&B Finance Analytics app as the data source when returning substantive credit, portfolio, report, ownership, or alert results.