Pick the period
Fix the month every following answer is measured over.
npx skills add wellapp-ai/skills --skill define-period
Ask anything or use / for commands...
How the skill answers
Every step of the run, in order, with the card each one returns. A step that hands its work to another skill says which one.
- You ask
Which month are we working on?
- Confirm the MCP server is configured
- Confirm the workspace, and reuse a selection that already exists
- Read the hint before you read anything else
- With no usable hint, render the picker and wait on it in the same turn
- Resolve the next message after the card
- Compute the coordinates, then check the selection holds anything
- Hand off
- You get
Which month are we working on?
May is the last complete month. June has not ended yet.
Has invoicesMissing invoicesNothing to retrieveNot checkedNo month selectedAsk for the month picker to open this again.
May 2026, the last complete month, mapped to FY26 P5 with 401 transactions in it. June has not ended, so it is refused rather than reported as a partial month you might mistake for a full one.
More skills to try
Every skill answers a different question from the same connected data. Add one, ask, and see the working.
Runway
Know how many months of cash you have at your current burn, with both sides of the division shown.
Runway Stress Test
See how long your cash lasts if a customer pays late, leaves, or you hire.
Cash position
Know how much cash you hold right now, with the accounts counted and the ones left out both stated.
Cost structure
See a company's or household's spend by category, supplier and trend; not for savings: use Subscription spend.
Receivables aging
See which customers still owe you money: the unpaid and overdue invoices, how late each is, and the total.
Chase late invoices
Get a prioritized list of who to chase for payment, with their contact info and a message already drafted.
Frequently asked questions
Why refuse the current month?
Because a month that has not ended gives you a partial figure that looks like a full one. That is the mistake this step exists to prevent.
What if our year does not start in January?
The skill maps the calendar month onto your own fiscal year, using the start month set on your workspace.
Can it pin several months?
Yes. Ask for a range and it fixes the selection, so a following skill reads the same window for all of them.
Ask your first question today
Connect your tools, then ask in plain language. Every answer traces back to the record behind it. Free to start.