FCCS MCP Agentic Server

# Real-Life Prompt Gallery Use these ready-to-run prompts in ChatGPT/Claude to drive the FCCS MCP Agentic Server. Replace bracketed values with your context. --- ## 🏥 Health & Connectivity ### Basic Connectivity - **"Check FCCS connectivity and show the application info."** - *Use case*: Verify server connection and get basic app metadata - *Expected*: Application name, version, REST API version, dimensions count - **"List available tools and give a one-line purpose for each."** - *Use case*: Discover what operations are available - *Expected*: Complete list of MCP tools with brief descriptions - **"Run a health check on the web API and return the status."** - *Use case*: Verify web server is running - *Expected*: HTTP status, response time, service availability ### Advanced Diagnostics - **"Test FCCS connection and return any auth or network errors."** - *Use case*: Troubleshoot connection issues - *Expected*: Detailed error messages, authentication status - **"Get the REST API version and list all available endpoints."** - *Use case*: Understand API capabilities - *Expected*: API version number and endpoint documentation --- ## 📊 Data Retrieval & Analysis ### Single Account Queries - **"Get FCCS_Net Income for Entity `[Entity]` for FY25 YTD and summarize variances vs FY24."** - *Example*: "Get FCCS_Net Income for Entity `FCCS_Total Geography` for FY25 YTD and summarize variances vs FY24." - *Use case*: Quick P&L check for specific entity - *Expected*: Current YTD value, prior year comparison, variance analysis - **"Smart retrieve AP and AR balances for `[Entity]` FY25 YTD and show top 5 largest movements."** - *Example*: "Smart retrieve AP and AR balances for `FCCS_US` FY25 YTD and show top 5 largest movements." - *Use case*: Balance sheet analysis - *Expected*: Account balances with period-over-period changes - **"Get CTA (cumulative translation adjustment) for FY25 and highlight entities with largest FX impact."** - *Use case*: Foreign currency translation analysis - *Expected*: CTA values by entity, sorted by magnitude ### Multi-Account Analysis - **"Export a data slice for Account `FCCS_Gross Profit`, Entity `[Entity]`, Scenario Actual, Year FY25, Period Dec."** - *Example*: "Export a data slice for Account `FCCS_Gross Profit`, Entity `FCCS_Europe`, Scenario Actual, Year FY25, Period Dec." - *Use case*: Detailed period analysis - *Expected*: Grid data with all dimensions specified - **"For each top 5 entity by Net Income FY25, show Net Income, Gross Profit, and Operating Expenses with variance vs FY24."** - *Use case*: Comparative analysis across entities - *Expected*: Table with multiple accounts, entities, and variances - **"Export a grid: Scenario Actual, Year FY25, Period Dec, Entities `[E1, E2, E3]`, Accounts `[A1, A2, A3]`, in CSV."** - *Example*: "Export a grid: Scenario Actual, Year FY25, Period Dec, Entities `FCCS_US, FCCS_Europe, FCCS_Asia`, Accounts `FCCS_Revenue, FCCS_COGS, FCCS_Net Income`, in CSV." - *Use case*: Custom data extraction for reporting - *Expected*: Structured data export ready for Excel/Power BI ### Time Series Analysis - **"Get monthly Net Income for `[Entity]` FY25 and create a trend chart showing seasonality."** - *Use case*: Identify seasonal patterns - *Expected*: Monthly values with trend analysis - **"Compare Q1, Q2, Q3, Q4 Net Income for `[Entity]` FY25 vs FY24 and highlight quarters with >10% variance."** - *Use case*: Quarterly performance review - *Expected*: Quarter-by-quarter comparison with variance flags --- ## 📈 Performance Insights ### Top/Bottom Performers - **"Show the top 10 performers by Net Income for FY25 and include the total."** - *Use case*: Identify best-performing entities - *Expected*: Ranked list with Net Income values and grand total - **"List the bottom 10 entities by Net Income for FY25 with a brief risk note per entity."** - *Use case*: Risk assessment and underperformer identification - *Expected*: Ranked list with performance metrics and risk indicators - **"Find entities with Net Income variance >20% vs FY24 and group by region."** - *Use case*: Identify significant changes requiring investigation - *Expected*: Filtered list grouped by geographic region ### Variance Analysis - **"Summarize YTD vs prior-year performance for `[Entity]` FY25 with key drivers."** - *Example*: "Summarize YTD vs prior-year performance for `FCCS_US` FY25 with key drivers." - *Use case*: Management reporting - *Expected*: Summary with revenue, cost, and margin drivers - **"Calculate revenue growth rate for top 5 entities FY25 YTD and rank by growth."** - *Use case*: Growth analysis - *Expected*: Growth percentages with rankings - **"Identify accounts with largest absolute variance between Actual and Budget FY25 Dec."** - *Use case*: Budget vs actual analysis - *Expected*: Accounts sorted by variance magnitude --- ## 📝 Journals & Close ### Journal Listing & Review - **"List open journals for period Dec FY25 and show status, preparer, and amount."** - *Use case*: Month-end close tracking - *Expected*: Journal list with status (Draft, Submitted, Approved, Posted), preparer names, and amounts - **"List journals in `Submitted` status for FY25 Dec with amounts > 1,000,000 and prepare approval commands."** - *Use case*: High-value journal review - *Expected*: Filtered journal list with ready-to-run approval commands - **"Get all journals for Entity `[Entity]` FY25 Dec and group by status."** - *Use case*: Entity-specific close tracking - *Expected*: Journals grouped by status with counts ### Journal Details & Actions - **"Get details for journal `[Journal Label]` including line items and status."** - *Example*: "Get details for journal `JE-2025-12-001` including line items and status." - *Use case*: Journal review before approval - *Expected*: Full journal details with debit/credit entries, accounts, entities, amounts - **"Approve journal `[Journal Label]` and then post it if it is in `Submitted` status."** - *Example*: "Approve journal `JE-2025-12-001` and then post it if it is in `Submitted` status." - *Use case*: Automated journal workflow - *Expected*: Status updates and confirmation of actions taken - **"Update journal `[Journal Label]` period to `[New Period]` and verify the change."** - *Use case*: Correct journal period assignment - *Expected*: Confirmation of period update ### Journal Export & Import - **"Export all journals for FY25 Dec in CSV format with line items."** - *Use case*: External audit or analysis - *Expected*: CSV file with journal headers and line items - **"Import journals from file `[path]` and report rows loaded and errors."** - *Use case*: Bulk journal entry - *Expected*: Import summary with success count and error details --- ## ⚙️ Jobs & Automations ### Job Monitoring - **"List the most recent 20 jobs and their status."** - *Use case*: Monitor system activity - *Expected*: Job list with type, name, status, start time, duration - **"Check job status for job ID `[ID]` and summarize duration and errors."** - *Example*: "Check job status for job ID `12345` and summarize duration and errors." - *Use case*: Track long-running processes - *Expected*: Current status, elapsed time, completion percentage, error messages if any - **"Find all failed jobs in the last 24 hours and list error messages."** - *Use case*: System health monitoring - *Expected*: Failed job list with timestamps and error details ### Business Rule Execution - **"Run the Consolidation business rule for Scenario Actual, Year FY25, Period Dec."** - *Use case*: Execute month-end consolidation - *Expected*: Job ID, status, and execution confirmation - **"Run the Consolidation business rule asynchronously and monitor until completion."** - *Use case*: Long-running consolidation with progress tracking - *Expected*: Job ID, periodic status updates, final completion status - **"Execute Data Management load rule `[Rule Name]` for periods Jan-Mar FY25 with import mode REPLACE."** - *Example*: "Execute Data Management load rule `GL_Load` for periods Jan-Mar FY25 with import mode REPLACE." - *Use case*: Data import automation - *Expected*: Job execution confirmation and data load summary --- ## 🗂️ Metadata & Dimensions ### Dimension Exploration - **"List members in the `Entity` dimension under `[Parent]` (depth 3)."** - *Example*: "List members in the `Entity` dimension under `FCCS_Total Geography` (depth 3)." - *Use case*: Understand organizational hierarchy - *Expected*: Hierarchical member list with parent-child relationships - **"Show the hierarchy path for member `[Entity]` in Entity dimension."** - *Example*: "Show the hierarchy path for member `FCCS_US` in Entity dimension." - *Use case*: Understand member placement in hierarchy - *Expected*: Full path from root to member - **"Get all members of Account dimension and filter for accounts containing 'Revenue'."** - *Use case*: Find specific account types - *Expected*: Filtered account list ### Dimension Management - **"Get member `[Member Name]` from dimension `[Dimension]` with all properties."** - *Example*: "Get member `FCCS_Net Income` from dimension `Account` with all properties." - *Use case*: Member metadata review - *Expected*: Member details including aliases, descriptions, properties - **"Add new member `[Member Name]` to dimension `[Dimension]` under parent `[Parent]`."** - *Example*: "Add new member `New_Entity` to dimension `Entity` under parent `FCCS_Total Geography`." - *Use case*: Dimension maintenance - *Expected*: Confirmation of member creation ### Metadata Export - **"Export consolidation rulesets and save them locally."** - *Use case*: Backup or version control - *Expected*: Ruleset export file - **"Export all Account dimension members to CSV with aliases and descriptions."** - *Use case*: Documentation or external analysis - *Expected*: CSV file with member metadata --- ## 📄 Reports ### Standard Reports - **"Generate the Enterprise Journal report for Actual FY25 Dec as PDF and provide the download link."** - *Use case*: Month-end reporting - *Expected*: PDF report file with download information - **"Generate an intercompany matching report and summarize unmatched pairs."** - *Use case*: Intercompany reconciliation - *Expected*: Report file with summary of matched/unmatched transactions - **"Generate Task Manager report for FY25 Dec and email to `[email@company.com]`."** - *Example*: "Generate Task Manager report for FY25 Dec and email to `finance@company.com`." - *Use case*: Automated report distribution - *Expected*: Report generation confirmation and email notification ### Custom Reports - **"Generate a custom HTML report showing Net Income by Entity for FY25 YTD with variance analysis."** - *Use case*: Custom analysis presentation - *Expected*: HTML report file with charts and tables - **"Create a Python script template for custom FCCS reporting with accounts `[A1, A2, A3]` and entities `[E1, E2, E3]`."** - *Example*: "Create a Python script template for custom FCCS reporting with accounts `FCCS_Revenue, FCCS_COGS, FCCS_Net Income` and entities `FCCS_US, FCCS_Europe`." - *Use case*: Custom report development - *Expected*: Python script file ready for customization ### Report Status & Management - **"Check status of report job `[Job ID]` and download when complete."** - *Use case*: Monitor async report generation - *Expected*: Job status updates and download link when ready --- ## 🔄 Data Operations (Use with Caution) ### Data Copy - **"Copy data from Scenario Budget FY25 to Scenario Actual FY25 for Period Jan–Mar."** - *Use case*: Scenario initialization - *Expected*: Confirmation of data copied with row counts - **"Copy Net Income data from FY24 to FY25 for all entities in Period Dec."** - *Use case*: Prior year data seeding - *Expected*: Copy operation summary ### Data Clear - **"Clear data for Scenario Forecast FY25 Period Dec for Entity `[Entity]`."** - *Example*: "Clear data for Scenario Forecast FY25 Period Dec for Entity `FCCS_US`." - *Use case*: Reset forecast data - *Expected*: Confirmation of data cleared - **"Clear all data for Scenario `[Scenario]` Year `[Year]` Period `[Period]` and confirm."** - *Use case*: Complete scenario reset - *Expected*: Clear operation confirmation with safety checks ### Data Import - **"Import supplementation data from file `[path]` and report rows loaded and errors."** - *Example*: "Import supplementation data from file `C:\Data\supplement.csv` and report rows loaded and errors." - *Use case*: Bulk data load - *Expected*: Import summary with success/error counts --- ## 📊 Feedback & Metrics ### Performance Metrics - **"Show tool execution metrics: success rate, avg duration, and top 5 slowest tools."** - *Use case*: System performance monitoring - *Expected*: Metrics dashboard with statistics - **"Get feedback scores for the last 10 tool executions and show average rating."** - *Use case*: Quality monitoring - *Expected*: Feedback summary with ratings and comments ### User Feedback - **"Record user feedback score 5 with note 'Great response quality' for the last action."** - *Use case*: Improve system through feedback - *Expected*: Confirmation of feedback recorded - **"Show all feedback entries for tool `[Tool Name]` in the last 30 days."** - *Use case*: Tool-specific quality analysis - *Expected*: Feedback list with scores and comments --- ## 🖥️ Dashboard & Web ### Dashboard Operations - **"Start the performance dashboard and provide the local URL."** - *Use case*: Launch monitoring dashboard - *Expected*: Dashboard URL (typically http://localhost:8050) - **"Open the dashboard and show me the current tool execution statistics."** - *Use case*: Real-time monitoring - *Expected*: Dashboard access with live metrics ### Web API - **"Run the web API server and confirm the health endpoint responds."** - *Use case*: API server startup verification - *Expected*: Server URL and health check response - **"Test all web API endpoints and return status codes."** - *Use case*: API health check - *Expected*: Endpoint list with HTTP status codes --- ## 🔧 Troubleshooting ### Connection Issues - **"Test FCCS connection and return any auth or network errors."** - *Use case*: Diagnose connectivity problems - *Expected*: Detailed error messages and connection status - **"Verify authentication credentials and test API access."** - *Use case*: Auth troubleshooting - *Expected*: Authentication status and token validity ### Data Issues - **"Diagnose why Net Income for `[Entity]` is returning null in FY25 and suggest next checks."** - *Example*: "Diagnose why Net Income for `FCCS_US` is returning null in FY25 and suggest next checks." - *Use case*: Data quality investigation - *Expected*: Diagnostic steps and potential root causes - **"Check if consolidation has been run for FY25 Dec and list any errors."** - *Use case*: Close process verification - *Expected*: Consolidation status and error log ### Validation - **"Validate application metadata and generate a log file with any issues."** - *Use case*: System health check - *Expected*: Validation report with issues flagged --- ## 🎯 Templates for Fast Reuse ### Multi-Entity Analysis - **"For each top 5 entity by Net Income FY25, show Net Income, Gross Profit, and Operating Expenses with variance vs FY24."** - *Use case*: Executive summary - *Expected*: Comparative table with key metrics ### Journal Workflow - **"List journals in `Submitted` status for FY25 Dec with amounts > 1,000,000 and prepare approval commands."** - *Use case*: High-value journal review workflow - *Expected*: Filtered list with ready-to-execute commands ### Custom Grid Export - **"Export a grid: Scenario Actual, Year FY25, Period Dec, Entities `[E1, E2, E3]`, Accounts `[A1, A2, A3]`, in CSV."** - *Example*: "Export a grid: Scenario Actual, Year FY25, Period Dec, Entities `FCCS_US, FCCS_Europe, FCCS_Asia`, Accounts `FCCS_Revenue, FCCS_COGS, FCCS_Net Income`, in CSV." - *Use case*: Custom data extraction - *Expected*: CSV file with specified data slice ### Period Comparison - **"Compare Net Income for `[Entity]` across all periods in FY25 and identify the best and worst performing months."** - *Use case*: Period performance analysis - *Expected*: Period-by-period comparison with highlights ### Scenario Analysis - **"Compare Actual vs Budget vs Forecast for Net Income FY25 YTD by Entity and highlight variances >10%."** - *Use case*: Multi-scenario analysis - *Expected*: Comparative table with variance flags --- ## 💡 Tips & Best Practices 1. **Be Specific**: Include exact member names, periods, and scenarios in your prompts 2. **Use Smart Retrieve**: For single account queries, use `smart_retrieve` for automatic dimension handling 3. **Check Status**: For long-running operations, always check job status before proceeding 4. **Export First**: When in doubt, export data to verify before making changes 5. **Use Filters**: Filter journals and data by status, amount, or date ranges for focused analysis 6. **Async Operations**: Use async mode for large reports or long-running consolidations 7. **Error Handling**: Always check for errors in job status and data operations 8. **Documentation**: Export metadata and rulesets regularly for backup --- ## 🚀 Advanced Scenarios ### Complete Close Process - **"Execute the month-end close for FY25 Dec: 1) Run consolidation, 2) List all journals, 3) Approve submitted journals, 4) Post approved journals, 5) Generate Enterprise Journal report."** - *Use case*: Automated close workflow - *Expected*: Step-by-step execution with status updates ### Financial Analysis Package - **"Create a comprehensive financial analysis for FY25 YTD: top 10 entities by revenue, bottom 5 by profit margin, largest variances vs FY24, and intercompany matching status."** - *Use case*: Executive reporting package - *Expected*: Multi-section analysis report ### Data Quality Check - **"Run a data quality check for FY25 Dec: identify entities with zero revenue, accounts with null values, and unbalanced journals."** - *Use case*: Pre-close validation - *Expected*: Data quality report with issues flagged --- *Last Updated: 2025-01-15* *For more information, see README.md and other documentation files.*