Create a business plan from a template

The result you can request

The assistant reviews templates, helps choose one suited to the activity and prepares a project. Calculations come from open-bp’s financial engine.

Required access: Read and edit.

Information to supply

State the activity, project name and information already known. The assistant can ask for missing volumes, prices, expenses and financing.

1. Choose a template suited to the activity.
2. Enter supplied values and identify missing data.
3. Review the prepared project before requesting its creation.

Requests to copy into your assistant

Enable open-bp in the conversation and choose the relevant project. Review modification requests before saving anything.

Using open-bp, find templates suitable for my activity. Ask the questions needed to choose one, without inventing amounts.

Prepare a business plan using the chosen template and information I supplied. Distinguish fictitious examples from confirmed values. Wait for my approval before creating the project.

Checks and limitations

Template data is fictitious and must be replaced. An unknown amount remains missing; creating a project does not confirm its assumptions.

Permissions, quotas and versions are checked by the server. For an external AI client, keep confirmation required for every action that saves, shares or changes your account.

Corresponding MCP tools

These names let an agent find operations in the catalogue. The list available to your connection depends on its granted permissions.

• templates_list
• template_get
• template_prepare
• project_create
• project_context