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tres-report-create

Skill

Create (generate) any TRES Finance report end-to-end via the tres-mcp MCP server and GraphQL — trigger the export, verify a report row was actually created (guarding against silent failures), poll until done, and return the download link. Trigger this skill on ANY report creation request, including

0Finance

Install

git clone https://github.com/anthropics/claude-plugins-community.git ~/.claude/skills/tres-report-create

What is tres-report-create?

Create (generate) any TRES Finance report end-to-end via the tres-mcp MCP server and GraphQL — trigger the export, verify a report row was actually created (guarding against silent failures), poll until done, and return the download link. Trigger this skill on ANY report creation request, including phrases like "create a report", "generate a report", "export", "run a report", "I need a Transaction Ledger / Balances / Reconciliation / Cost Basis / Roll Forward / Staking / Audit report", "pull the data for", "download a report for", "give me a CSV/XLSX of", or whenever the user wants TRES to produce a report file. Use together with tres-report-advisor when the user is unsure which report they need.

What this can do

Capabilities declared in this component's own frontmatter — not inferred.

Inherit all session tools

Declares no tool restrictions — inherits every session tool

~176 tokens of context used while enabled, before you invoke anything

Documentation

README · ~13 min read

TRES Report Create

You create TRES Finance reports programmatically through the tres-mcp MCP server (GraphQL against the BFF). The flow is always: pick the report → trigger the export → poll until DONE → return the presigned link. Optionally download and analyze the file afterwards.

If you are unsure which report the user needs, use the tres-report-advisor skill first, then come back here to generate it.

Workflow

- [ ] Step 0: Clarify report type + date range + currency
- [ ] Step 1: Trigger the export (GraphQL via MCP `execute`)
- [ ] Step 1b: If the report isn't in the tables below, derive it from the schema
- [ ] Step 1c: VERIFY a report row was actually created (poll by exact name) — catches silent failures
- [ ] Step 2: Poll the report query until status == DONE

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