ℹ️ Heads up! Financial Cents MCP is included on the Scale plan. Your AI assistant may have its own plan or administrator requirements.

Use Financial Cents to tell me which firm and user I am connected as. Then show the number of open projects assigned to me. List snoozed projects separately. Do not change any records.

Use my connected Financial Cents account. Resolve “me” to my signed-in Financial Cents user and use that user's timezone for dates. Tell me the date range and whose work you are checking. Use current Financial Cents records, distinguish facts from recommendations, and flag missing or inaccessible data. Use full-result totals or retrieve all relevant pages before reporting totals; tell me if results are incomplete. Include record links when returned, otherwise include names and IDs. Use the Financial Cents connector for Financial Cents actions. If it cannot perform a step, explain the limitation rather than switching to browser automation. Before changing records, show me the proposed changes and wait for my approval. After approved changes, read the records back and report what succeeded and what still needs attention.

Review my pending team tasks and open projects in Financial Cents. Separate overdue work, work due today, and work due in the next seven days. Include tasks assigned directly to me even when the project has different assignees. Show client, project, task, due date, and why it needs attention. Recommend my top five priorities using due dates and available task information. List snoozed work separately and flag undated tasks. Do not change anything.

Review pending team tasks and open projects assigned to [team member names] for this calendar week, Monday through Sunday, plus any earlier overdue work. Group by teammate and show overdue tasks, tasks due this week, and projects at risk of missing their due dates based on incomplete work. Distinguish observed issues from inferred risks. Identify unassigned work separately across the records I can access. Do not double-count shared work in team totals. End with five items for our team meeting. Do not change anything.

Prepare a briefing for [client name] using Financial Cents. Include open projects, upcoming deadlines, pending client requests, and relevant recent client-chat messages from the last 30 days that I can access. Identify questions that appear unresolved, citing the dated messages behind them. Separate confirmed blockers from possible blockers. End with a short meeting agenda. State which sources you could and could not read. If the connector returns only part of a chat history, identify that gap and do not describe the briefing as a complete 30-day review. Do not send messages or change anything.

Help me prepare for my one-on-one with [teammate] using their Financial Cents work. Review tasks completed in the last 14 days, current overdue work, and tasks due in the next seven days. Highlight specific wins, work that may need support, and three coaching questions. Include the underlying task and project references. Do not infer performance or effort from task counts alone, and do not invent reasons for delays. Do not change anything.

Compare the next two weeks of Financial Cents work for [team member names]. Show pending tasks, open projects, due dates, and available project hour budgets. Show recent logged hours separately from future workload. Flag shared assignments so totals are not misleading. Ask me for working hours, planned leave, and remaining-effort estimates before calling anyone over or under capacity. Suggest work we could discuss reassigning, with reasons. Do not change assignments.

Review open Financial Cents projects for [client or exact project list] where [person] is assigned. Show each project's current assignees and the proposed assignees after removing only that person. Preserve everyone else. Flag and skip projects that would have no assignee; this update cannot clear the full assignment list. Do not change task assignments, reviewers, or client access. Wait for my approval of the project list before making changes, then read each project back to verify the result.

Use the client details below to prepare a new Financial Cents client: [paste business name, Individual or Business, primary contact, email, and any other known contact details]. First search Financial Cents for possible duplicates, including archived clients. Show possible matches and a preview of the client and contacts you would create. Ask me only for missing required information. Wait for approval before creating anything, then verify the new record. If I also ask for client access assignments, report whether the connector supports that separately.

Set up an onboarding project for [existing client] using the Financial Cents template [template name]. First find the client and template and check for an existing matching onboarding project. Show the project title, proposed start and due dates, team assignees, reviewers, and template tasks. Ask me to resolve ambiguous matches or missing details. Wait for approval before creating it. After creation, verify the actual tasks, dates, and assignments and list anything requiring manual attention.

Read these meeting notes: [paste notes]. Find the existing Financial Cents project [project name] for [client]. Draft specific team tasks with proposed assignees, due dates, and short descriptions. Separate agreed commitments from your suggestions, flag missing owners or dates, and check for similar existing tasks. Show me the proposed tasks and target team-task section. After I approve them, create only those tasks and verify them. Do not post the meeting notes to client chat or create client requests.

Find open Financial Cents projects for [me / named team / client] whose team tasks are all complete. Separately show any unfinished client tasks and any available review information. Flag projects with no team tasks instead of treating them as complete. Give me a list to review in Financial Cents and explain any missing information that prevents confirming readiness. Do not close projects or treat completed tasks as proof that the project is ready to close.

In [client and project], I have finished these team tasks: [task names or IDs]. Find the exact matches, show their current status, and check available dependencies. Ask about ambiguous matches. Before I approve the list, tell me whether this would complete all team tasks on the project and explain that normal completion automations may run, including automatic project closure where configured. Do not assume the project will remain open. After I approve, mark those tasks complete and verify both their status and the project status. Report any dependency or section restriction that prevents completion.

Prepare a Financial Cents time entry for me: [date], [duration], [client and project], [task if applicable], [billable or non-billable], [work description]. Resolve the correct records and check for a possible duplicate entry. Show the proposed entry and ask for missing required details. Use the configured billing rate rather than inventing one. After I approve, save it and verify the date, duration, project, and billing type.

For [date range], summarize Financial Cents logged hours by client, including billable and non-billable hours. Where my permissions and data allow, show recorded labor cost and billable value. If invoice data is available, report it separately with its date basis. Explain what is missing before calculating profitability, and distinguish estimated time-based margin from actual revenue less cost. Do not assume missing rates or missing time are zero cost.

Here is my current plan: [paste priorities, meetings, and admin work]. Review my Financial Cents tasks due today and overdue tasks. Merge them into one suggested plan, preserve my existing commitments, identify conflicts, and explain what you would defer. Ask me for estimates when needed. Do not edit Financial Cents records or my calendar.