Complete assumptions and their sources
Identify missing forecast data and document supplied amounts with their sources.
Connect my assistantThe result you can request
The assistant finds project fields, units and values to check. It can propose changes and keep a source and note for each assumption.
Required access: Read and edit.
Information to supply
Choose the project and supply the information to include: quote, amount, period and source. Specify whether the amount includes VAT and whether it is monthly or annual.
- List missing information or values still taken from an example.
- Check the field, unit and period of supplied values.
- Review changes and sources before saving.
Requests to copy into your assistant
Enable open-bp in the conversation and choose the relevant project. Review modification requests before saving anything.
In the chosen project, list assumptions that are missing, fictitious or lack a source. Organize the questions to ask me before changing any data.I will provide a rent quote for this project. Check the period and whether the amount includes VAT, ask for missing information, then propose the expense and its source. Wait for my approval before saving.Checks and limitations
Confirmed status requires a source or note. Retrieved information enters your AI provider’s conversation; use only data you are permitted to send there.
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.
See calculation conventionsCorresponding MCP tools
These names let an agent find operations in the catalogue. The list available to your connection depends on its granted permissions.
Read the documentation for agents