Auto-Draft Flux Explanations

Last updated: April 17, 2026

Loops through every flux task assigned to you where commentary is pending, analyzes 6 months of transaction lines per account, and drafts concise first-pass explanations in Numeric — ready for you to review and submit.

Think of it as a running start on your flux work, not a replacement for it.

Before You Begin

  • Numeric MCP connected.

  • Numeric Toolkit installed.

  • You're assigned as preparer on at least one flux task with a pending explanation.

  • A saved flux report (IS, BS, or both).

How It Works

  1. Ask Claude to draft your fluxes. Example prompts:

    • "Write my flux explanations."

    • "Draft all my fluxes for this month."

    • "Run flux analysis for close."

  2. Claude filters to PENDING flux tasks where you're the preparer.

  3. For each task, Claude pulls 6 months of transaction lines and groups by available dimensions (vendor, customer, department, class, location).

  4. Claude investigates variances by pulling the underlying transaction lines, and investigates them using a pre-defined rule set.

  5. Claude drafts a conclusion-first explanation. Claude drafts and optionally posts the explanation to Numeric.

What You Get

Formatted flux explanation per pending task, structured:

  • Conclusion paragraph first: total variance, primary driver, concentration statement

  • Supporting bullets: vendor / dept / customer breakdown with $ amounts

  • When data supports: YoY comparison, run-rate implication, % of revenue for variable costs

Example draft (5105 Employee Wages, Mar 2025):

The $496k MoM increase (12.4%) is driven entirely by Marketing department bi-weekly payroll for full-time employees, which accounts for 100% of activity in this account across all 6 months.

-- $496k Marketing payroll rose from $4,005k in Feb to $4,500k in Mar.

-- Mar at $4,500k is 79% above the 6-month average of $2,515k.

-- Average monthly increase over Oct–Mar: $622k. March implies $54.0M annualized, up from Oct–Dec average of $17.4M annualized.

Learning From Your Edits

When you adjust drafts before approving, Claude asks whether the change applies to just this account or all accounts going forward and saves these adjustments into the task in Numeric for future reference.

Troubleshooting

Issue

What to Check

Can I customize per account?

Yes — add a ## Flux Template section to the task description (Grouping, Ignore, Context, Format). Carries forward next period

Appended when should have overwritten

By design. The skill never overwrites; delete old content manually if needed.

Skill skipped a task

It only processes PENDING preparer tasks; submitted tasks are intentionally skipped.

FAQ

  • Does it submit the task? No — it drafts and posts explanations only. You review and submit.

  • What if I don't have 6 months of history? The skill uses what's available and notes the limitation.

  • Parallel across accounts? Yes — fans out sub-agents, one per account, after setup.

Download & Install

Download the full Numeric Toolkit (15 community skills, including this one):

🔗 numeric-mcp-toolkit.zip

Install via Claude Code CLI:

/plugin marketplace add geoff-lew/numeric-toolkit
/plugin install numeric-mcp-toolkit

Direct link to the Skill

🔗 automatically-draft-flux-explanations.skill

In Cowork, go to Customize in the left sidebar, click +, select the Skills tab, and click Install to upload the downloaded skill file.

Need help? Reach out to support@numeric.io.