CREATE_INVESTOR_UPDATE

Parameters

Name	Type	Required	Description
`output_path`	string	yes	Output .docx path
`company_name`	string	yes	Company name
`period`	string	yes	Reporting period (e.g., 'January 2026')
`kpis`	object	—	Key metrics: {mrr, arr, customers, churn_rate, runway_months, burn_rate, ...}
`highlights`	array	—	Key wins and milestones
`challenges`	array	—	Challenges and roadblocks
`financial_summary`	object	—	Financial data: {revenue, expenses, net_income, cash_on_hand}
`asks`	array	—	Asks from investors (intros, hiring, etc.)
`next_milestones`	array	—	Key goals for next period

How to use it

You normally trigger this by describing what you want in chat — the agent selects CREATE_INVESTOR_UPDATE automatically. For example:

Try saying

“create a financial tools document”

In a workflow

As a step in a multi-step workflow DAG:

{
  "id": "s1",
  "agent": "financial_tools",
  "action": "CREATE_INVESTOR_UPDATE",
  "args": {
    "output_path": "/Users/me/Documents/file.txt",
    "company_name": "…",
    "period": "…"
  },
  "depends_on": [],
  "outputs": []
}

Direct call

For scripting, call it directly via POST /execute_tool. Every tool returns { success, message, data }.

curl -X POST http://127.0.0.1:8000/execute_tool \
  -H "Content-Type: application/json" \
  -d '{"tool_name":"CREATE_INVESTOR_UPDATE","args":{"output_path":"/Users/me/Documents/file.txt","company_name":"…","period":"…"}}'

Part of the financial_tools plugin. Browse the full Plugin & Tool Catalog or the relevant feature guide.