Credit Monitoring

Plugin credit-monitoring from marketplace 100xopensource in 100xopensource/100x-credit-monitoring. Commands read from the repo's manifest — 2 days ago.

Skills (10)

• build-monitoring-model

  Build/refresh the canonical monthly financials model (Income Statement, Balance Sheet, Cash Flow) for a borrower from its reporting packages. Triggers: "build the monitoring model", "refresh the financials model", "append the new month", "rebuild after a restatement". Produces ONE validated workbook

• covenant-setup

  One-time per borrower: distill the credit agreement into a standardized, machine-readable covenant-spec.json — controlled-vocabulary covenants, shared definitions, thresholds/schedules, test dates, cure rights, and any covenant the borrower may satisfy one of two ways — plus the facility's contractu

• monitor-setup

  Configure the credit-monitoring for a borrower. Run once per borrower (or to update paths, enabled modules, or the deal view). Writes TWO control files: borrower-config.json (mechanical — paths, pinned budget, module menu) and deal-context.json (interpretive — thesis, underwritten risks, our current

• monthly-monitor

  Run the monthly portfolio monitor for a borrower. Loads borrower-config and deal-context, asks the analyst what to watch, ensures the financials model is current, establishes continuity with the prior period, fans out the enabled analysis modules in parallel, synthesizes the monitoring memo, and wri

• open-folder-guide

  Open the illustrated folder setup guide without starting monitoring or requesting folder access. Use when the user says “open the folder guide”, asks how local or synced folders work, or wants pictures for folder setup. version: "0.1.0

• portfolio-artifact

  Create, reopen, or check the private portfolio dashboard built from selected monitoring results. Same-link updates are deferred. Triggers: "create my portfolio dashboard", "update the dashboard", "open the portfolio dashboard", "is it current", "show me how to share the dashboard". version: "0.1.0

• refresh-dashboard

  Build or refresh the local portfolio pages from verified published monitoring runs. Use this after selecting a monitoring run, when the local dashboard shows an old month, or when asked to refresh its saved pages. Hosted create and update requests belong to portfolio-artifact. version: "0.1.0

• render-memo

  Render the monthly monitoring memo as ONE self-contained HTML file in the fixed Credit Monitoring format — five tabs (Overview, Deal summary, Covenants, Financial performance, Files & audit), figure-trace interaction (every number answers when clicked), and store links. Engines gather every figure a

• run-monitor

  The front door for portfolio monitoring. Resolves the borrower and journey state in one read-only lookup, then starts, resumes, or runs the right stage. Triggers: "run the monitor on {borrower}", "run credit monitoring for {borrower}", "run monitor for {borrower}", "cred mon - {borrower}", "{borrowe

• store-setup

  Choose or reconnect the read-only source and persistent output folders. Use during first setup or when either folder cannot be reached.

Subagents (3)

• covenant-extractor

  Sweeps a borrower's executed credit agreement (and its fee letters, notes and side letters) into a validated covenant-spec.json, and reports the ambiguities that need analyst sign-off. Dispatched by the covenant-setup skill once the deal folder is connected; not for general delegation.

• model-builder

  Assembles or refreshes a borrower's validated monthly IS/BS/CF workbook from its reporting packages, gates it, and returns a short conclusion. Dispatched by the build-monitoring-model skill once the paths and the covenant spec are in hand; not for general delegation.

• module-analyst

  Runs ONE credit-monitoring analysis module end to end — locates its inputs, invokes its engine, gates the output — and returns only that module's JSON conclusion. Dispatched by the monthly-monitor skill with a per-module brief; not for general delegation.

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