Write the document and export the business plan

The result you can request

The assistant can propose document text using accessible data: presentation, market, operations, customer acquisition, financing and risks. It can then request files for the saved version.

Required access: Read to export; edit to save text.

Information to supply

Choose the project, section to work on, available information and intended recipient. For an export, state the format and check that changes are saved.

1. Prepare text that respects the data and its limitations.
2. Review the document and assumptions before saving.
3. Request the export format for the chosen version.

Requests to copy into your assistant

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

Propose a presentation for this project using the saved information. Distinguish facts from assumptions and ask for missing details. Do not invent market research or commercial evidence; show me the text before saving it.

Export the chosen project’s latest saved version as a PDF. State its version and any assumptions still missing. Do not describe the business plan as validated by an expert.

Checks and limitations

Facts, assumptions and missing information must remain distinct. Export formats depend on your plan. An export uses the saved version, not a draft still under discussion.

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.

• project_get
• project_edit_draft
• project_save
• project_calculate
• project_export