fa-jobs-to-be-done Skill
Use when the user asks for D&B Finance Analytics workflows such as customer onboarding, credit decisioning, credit limit validation, portfolio risk management, company reports, ownership trees, folder management, or alerts. Use only the D&B Finance Analytics MCP tools for these workflows. Published by openai in plugins.
What is fa-jobs-to-be-done Skill?
Use when the user asks for D&B Finance Analytics workflows such as customer onboarding, credit decisioning, credit limit validation, portfolio risk management, company reports, ownership trees, folder management, or alerts. Use only the D&B Finance Analytics MCP tools for these workflows. Published by openai in plugins. This profile combines repository metadata with install, compatibility, and usage signals so developers can quickly decide whether it fits their agent workflow before opening the source repository.
Automated repository signals based on public metadata such as recency, license, installation evidence, and adoption. These are not a security audit or endorsement.
Key capabilities
- Includes SKILL.md support
- Reusable instructions support
- Data analysis
- Research
- Data analysis use cases
- Research use cases
Technical details
- Install or run with Copy skill directory
When to use fa-jobs-to-be-done Skill
- Use it for data analysis.
- Use it for research.
Built with
Editorial notes
Source
- Creator: openai
- Repository: openai/plugins
- Skill file: plugins/dnb-finance-analytics/skills/fa-jobs-to-be-done/SKILL.md
What it does
Use when the user asks for D&B Finance Analytics workflows such as customer onboarding, credit decisioning, credit limit validation, portfolio risk management, company reports, ownership trees, folder management, or alerts. Use only the D&B Finance Analytics MCP tools for these workflows.
Skill instructions
Finance Analytics Jobs To Be Done This skill routes D&B Finance Analytics requests to the partner-supplied workflow references in fa-skills/references/. Tool Source Use the D&B Finance Analytics MCP server only. Do not substitute Morningstar, Moody's, generic web search, local files, or another MCP server for Finance Analytics data. Before making a tool call, confirm the Finance Analytics MCP tools are available. If they are not visible, tell the user the D&B Finance Analytics connection is not available and stop rather than fabricating data. Expected Finance Analytics tools include: - fasearchtool - queryportfolio - getcompanyreport - getlivereport - accountdecisioningtool - applicationdecisioningtool - managefolder - getcompanyownershiptree - queryalerts - getportfoliostatus - getportfoliopublicrecords - getcompaniesandaccountscount - getdashboardoverview - getriskdistribution - getdashboardstatus Tool names may be exposed with a Codex namespace such as mcpfinanceanalyticsmcpserverqu
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Frequently asked questions
What is fa-jobs-to-be-done?
fa-jobs-to-be-done is a open-source AI agent skill with Copy skill directory. Use when the user asks for D&B Finance Analytics workflows such as customer onboarding, credit decisioning, credit limit validation, portfolio risk management, company reports, ownership trees, folder.
Who is fa-jobs-to-be-done best for?
fa-jobs-to-be-done is best for reusing agent instructions, scripts, and references, data analysis workflows, research workflows.
How do I install fa-jobs-to-be-done?
Install or run fa-jobs-to-be-done using Copy skill directory. Check fa-jobs-to-be-done for the latest setup command.
Is fa-jobs-to-be-done actively maintained?
fa-jobs-to-be-done may need a closer maintenance check before production use.
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