generate_system_pitch

Instructions

Implementation Reference

• fccs_agent/tools/memo.py:34-168 (handler)

  Core async handler function that generates and saves a professionally formatted one-page DOCX pitch document describing the FCCS MCP Agent system's features and capabilities using python-docx library.

  async def generate_system_pitch() -> dict[str, Any]:
      """Generate a one-pager pitch document about the system's capabilities.
  
      Generate a professional one-page Word document highlighting the FCCS MCP Agent
      system capabilities, features, and value proposition.
  
      Returns:
          dict: Path to generated document and summary.
      """
      if not DOCX_AVAILABLE:
          return {
              "status": "error",
              "error": "python-docx not available. Install with: pip install python-docx"
          }
  
      try:
          # Create document
          doc = Document()
          
          # Set margins for one-pager (narrow margins)
          sections = doc.sections
          for section in sections:
              section.top_margin = Inches(0.4)
              section.bottom_margin = Inches(0.4)
              section.left_margin = Inches(0.5)
              section.right_margin = Inches(0.5)
  
          # Title
          title = doc.add_heading('FCCS MCP Agentic Server', 0)
          title.alignment = WD_ALIGN_PARAGRAPH.CENTER
          title.runs[0].font.color.rgb = RGBColor(31, 71, 136)
          
          subtitle = doc.add_paragraph('AI-Powered Oracle EPM Cloud Financial Consolidation Assistant')
          subtitle.alignment = WD_ALIGN_PARAGRAPH.CENTER
          subtitle_format = subtitle.runs[0].font
          subtitle_format.size = Pt(12)
          subtitle_format.bold = True
          subtitle_format.color.rgb = RGBColor(31, 71, 136)
          
          doc.add_paragraph()  # Spacing
  
          # Value Proposition (condensed)
          value_text = doc.add_paragraph(
              'Transform your financial close process with an intelligent AI assistant that provides '
              'seamless access to Oracle EPM Cloud Financial Consolidation and Close (FCCS) through '
              'natural language. Built on Google ADK with MCP protocol support.'
          )
          value_text_format = value_text.runs[0].font
          value_text_format.size = Pt(10)
          value_text_format.bold = True
          value_text.paragraph_format.space_after = Pt(8)
  
          # Key Capabilities (condensed format)
          capabilities_heading = doc.add_paragraph()
          cap_heading_run = capabilities_heading.add_run('CORE CAPABILITIES')
          cap_heading_run.font.bold = True
          cap_heading_run.font.size = Pt(11)
          cap_heading_run.font.color.rgb = RGBColor(31, 71, 136)
          capabilities_heading.paragraph_format.space_after = Pt(4)
  
          capabilities = [
              ('25+ FCCS Tools', 'Complete Oracle FCCS REST API coverage'),
              ('Dual Access', 'MCP server (Claude Desktop) + FastAPI web server'),
              ('Smart Queries', 'Intelligent 14-dimension cube handling'),
              ('Journal Automation', 'Complete lifecycle: create, approve, post'),
              ('Consolidation', 'Business rules, metadata validation, intercompany matching'),
              ('Report Generation', 'Multi-format: PDF, HTML, XLSX, CSV'),
              ('Bilingual', 'English & Portuguese support'),
              ('Learning System', 'SQLite feedback tracking & metrics')
          ]
  
          for cap_title, cap_desc in capabilities:
              cap_para = doc.add_paragraph()
              cap_run = cap_para.add_run(f'• {cap_title}: ')
              cap_run.font.bold = True
              cap_run.font.size = Pt(9)
              cap_run.font.color.rgb = RGBColor(31, 71, 136)
              desc_run = cap_para.add_run(cap_desc)
              desc_run.font.size = Pt(9)
              cap_para.paragraph_format.space_after = Pt(3)
  
          doc.add_paragraph()  # Spacing
  
          # Technical & Use Cases (combined, condensed)
          tech_heading = doc.add_paragraph()
          tech_heading_run = tech_heading.add_run('TECHNICAL HIGHLIGHTS & USE CASES')
          tech_heading_run.font.bold = True
          tech_heading_run.font.size = Pt(11)
          tech_heading_run.font.color.rgb = RGBColor(31, 71, 136)
          tech_heading.paragraph_format.space_after = Pt(4)
  
          combined_points = [
              'Google ADK + MCP protocol | Docker & Cloud Run ready | Mock mode for testing',
              'Query financial data | Automate journal workflows | Run consolidation rules',
              'Generate reports on-demand | Explore hierarchies | Monitor job execution'
          ]
  
          for point in combined_points:
              point_para = doc.add_paragraph(point, style='List Bullet')
              point_para.runs[0].font.size = Pt(9)
              point_para.paragraph_format.space_after = Pt(2)
  
          # Footer
          doc.add_paragraph()  # Spacing
          footer = doc.add_paragraph()
          footer.alignment = WD_ALIGN_PARAGRAPH.CENTER
          footer_run = footer.add_run(
              f'FCCS MCP Agentic Server | Generated: {datetime.now().strftime("%B %d, %Y")} | '
              'Oracle EPM Cloud Financial Consolidation and Close'
          )
          footer_run.font.size = Pt(8)
          footer_run.font.color.rgb = RGBColor(128, 128, 128)
          footer_run.font.italic = True
  
          # Save document
          filename = f"FCCS_System_Pitch_{datetime.now().strftime('%Y%m%d_%H%M%S')}.docx"
          filepath = Path(filename).absolute()
          doc.save(filename)
  
          return {
              "status": "success",
              "data": {
                  "file_path": str(filepath),
                  "filename": filename,
                  "message": "One-pager system pitch document generated successfully",
                  "note": "Document highlights system capabilities, features, and value proposition"
              }
          }
  
      except Exception as e:
          return {
              "status": "error",
              "error": f"Failed to generate pitch document: {str(e)}"
          }

• fccs_agent/tools/memo.py:568-576 (schema)

  Tool schema definition specifying the tool name, bilingual description, and empty input schema (no parameters required). Part of TOOL_DEFINITIONS list.

  {
      "name": "generate_system_pitch",
      "description": "Generate a one-pager pitch document about the system's capabilities / Gerar documento de apresentacao do sistema",
      "inputSchema": {
          "type": "object",
          "properties": {},
          "required": [],
      },
  },

• fccs_agent/agent.py:177-179 (registration)

  Registration of the generate_system_pitch handler function in the central TOOL_HANDLERS dictionary, mapping the tool name to memo.generate_system_pitch for execution dispatching.

  # Memo
  "generate_system_pitch": memo.generate_system_pitch,
  "generate_investment_memo": memo.generate_investment_memo,

• fccs_agent/agent.py:188-199 (registration)

  Aggregation of all tool definitions including memo.TOOL_DEFINITIONS (containing generate_system_pitch schema) into the central ALL_TOOL_DEFINITIONS list exposed via get_tool_definitions().

  ALL_TOOL_DEFINITIONS = (
      application.TOOL_DEFINITIONS +
      jobs.TOOL_DEFINITIONS +
      dimensions.TOOL_DEFINITIONS +
      journals.TOOL_DEFINITIONS +
      data.TOOL_DEFINITIONS +
      reports.TOOL_DEFINITIONS +
      consolidation.TOOL_DEFINITIONS +
      memo.TOOL_DEFINITIONS +
      feedback.TOOL_DEFINITIONS +
      local_data.TOOL_DEFINITIONS
  )