Documents

Report

Configure custom recurring reports. User defines data sources, skill handles scheduling and formatting.

What it does

This skill: ✅ Stores report configurations in ~/report/ ✅ Generates reports on schedule ✅ Delivers via channels user configures

The skill document

Data Storage

~/report/
├── memory.md               # Index + preferences
├── {name}/
│   ├── config.md           # Report configuration
│   ├── data.jsonl          # Historical data
│   └── generated/          # Past reports

Create on first use: mkdir -p ~/report

Scope

This skill:

  • ✅ Stores report configurations in ~/report/
  • ✅ Generates reports on schedule
  • ✅ Delivers via channels user configures

User-driven model:

  • User defines WHAT data to include
  • User grants access to any needed sources
  • User provides API keys if external data needed
  • Skill handles SCHEDULING and FORMATTING

This skill does NOT:

  • ❌ Access APIs without user-provided credentials
  • ❌ Pull data from sources user hasn't specified
  • ❌ Store credentials (user provides via environment)

Environment Variables

No fixed requirements. User provides API keys as needed:

# Example: if user wants Stripe data
export STRIPE_API_KEY="sk_..."

# Example: if user wants GitHub data  
export GITHUB_TOKEN="ghp_..."

Config references env var name, never the value.

Delivery Security

External delivery (Telegram/webhook/email) sends report content off-device.

  • User explicitly configures each channel
  • User responsible for trusting destination
  • file delivery stays local (~/report/{name}/generated/)

Quick Reference

TaskFile
Configuration schemaschema.md
Output formatsformats.md
Delivery optionsdelivery.md

Core Rules

1. User Defines Data Sources

When creating a report:

  1. User specifies what data to track
  2. If external API needed, user provides credentials
  3. Credentials stored as env var references, not values

Example:

User: "Weekly report on my Stripe revenue"
Agent: "I'll need Stripe API access. Please set 
        STRIPE_API_KEY in your environment."
User: "Done"
→ Config stored with "source": {"type": "api", "env": "STRIPE_API_KEY"}

2. Report Configuration

In ~/report/{name}/config.md:

name: weekly-revenue
schedule: "0 9 * * 1"  # Monday 9am
sources:
  - type: api
    env: STRIPE_API_KEY  # User provides
format: chat
delivery: telegram

3. Scheduling

FrequencyCronExample
Daily0 9 * * *9am daily
Weekly0 9 * * 1Monday 9am
Monthly0 9 1 * *1st of month
On-demand-When user asks

4. Delivery Channels

User configures in config.md:

  • chat — Reply in conversation
  • telegram — Send to Telegram (user provides chat ID)
  • file — Save to ~/report/{name}/generated/
  • email — Send via user's configured mail

5. Managing Reports

"List my reports" → Read ~/report/memory.md
"Pause X report" → Update config
"Run X now" → Generate on-demand

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