tomorrow-plan-generator

Tomorrow's Work Plan

Available Tools

This skill can call the following MCP data services, selected as needed during execution:

Yingmi Financial Data (qieman)

• Service address:https://dashscope.aliyuncs.com/api/v1/mcps/Qieman/sse
• Core capabilities: fund search/diagnosis, portfolio analysis/backtesting, asset allocation plans, CFP toolchain, chart rendering
• Optional tools for this skill:GetCurrentTime, GetTxnDayRange

Hundsun Juyuan Financial Data (gildata-aidata)

• Service address: obtained after activating the Hundsun Juyuan MCP service, in the format https://dashscope.aliyuncs.com/api/v1/mcps/<your-mcp-id>/mcp
• Core capabilities: individual stock research (A/H/US), financial statements, capital flows, research reports and sentiment, wealth management products, macroeconomic data
• Optional tools for this skill: call as needed (this skill focuses on plan generation, with MCP tools as auxiliary supplements)

Input Requirements

Required information (injected via context)

• To-do items or clients that need follow-up
• Or: automatically generated based on the review results in the current session

Optional information

• Special arrangements for tomorrow (meetings, training, etc.)
• Priority preference

Execution Process

Step 1: Information Collection

• Call GetCurrentTime to get the current date
• Call GetTxnDayRange to confirm whether tomorrow is a trading day
• Extract to-do items and clients needing follow-up from the context

Step 2: Task Prioritization

• Arrange by the urgent + important matrix
• Due clients > scheduled meetings > daily communications > administrative affairs

Step 3: Time Scheduling

• Allocate tasks according to the financial advisor's standard working hours:
  • 8:30-8:50 Morning meeting preparation
  • 9:00-12:00 Morning communications/meetings
  • 14:00-17:00 Afternoon communications/meetings
  • 17:00-18:00 Administrative/data entry
  • 18:30-19:00 Evening meeting/review

Output Template

## 明日工作计划 | {日期}（{星期}）{交易日提示}

### 重点客户（优先跟进）
| 优先级 | 客户 | 事项 | 方式 | 时间建议 |
|--------|------|------|------|---------|
| P0 | {姓名} | {事项} | {方式} | {时间} |
| P1 | {姓名} | {事项} | {方式} | {时间} |

### 时间安排
| 时段 | 任务 |
|------|------|
| 8:30-8:50 | 晨会：{内容} |
| 9:00-10:00 | {任务} |
| 10:00-11:30 | {任务} |
| 14:00-15:30 | {任务} |
| 15:30-17:00 | {任务} |
| 17:00-18:00 | {任务} |

### 明日目标
- [ ] {目标1}
- [ ] {目标2}
- [ ] {目标3}

### 注意事项
- {提醒事项}

---
*计划根据待办事项自动生成，请根据实际情况调整。*

Notes

• Context-injection type: based on the to-dos and review results provided by the user
• Reasonable timing: do not over-schedule; leave buffer time
• Clear priorities: no more than 3 P0 tasks per day
• Trading day awareness: adjust communication strategy on non-trading days