Weekly Runway Summary to Slack: n8n + Claude Haiku & Aggregate MCP

Get a weekly cash runway snapshot in Slack—automatically

This n8n workflow posts a compact “Weekly Runway Summary” to your Slack channel every Monday at 9:00—using Anthropic Claude Haiku 5.5 and Aggregate MCP to pull cash, net burn, runway, recent transaction movements, and upcoming bills for each company.

What this workflow does

• Runs on a schedule: automatically executes every Monday at 9:00.
• Discovers accessible companies: Claude Haiku 5.5 calls Aggregate MCP tools to identify the companies you can access.
• Fetches key finance metrics: for each company, it retrieves cash, net burn, and runway from the finance overview.
• Summarizes recent money movement: queries Aggregate for each company’s last 7 days of transactions, grouped by counterparty, then identifies the three biggest movements.
• Highlights upcoming obligations: retrieves items due in the next 14 days, including large upcoming bills.
• Sends one Slack-ready update per company: formats a short message per company—using “unknowns” when data is missing—then posts the combined weekly update to your selected Slack channel.

Use cases

• SaaS finance and ops teams that want a weekly runway status without manual reporting.
• Founders and stakeholders who need quick visibility into cash, runway, and upcoming bills in one place.
• Automation engineers setting up reliable n8n + Slack reporting workflows for finance data.

Technical details

• Scheduling: Schedule Trigger (runs every Monday at 9:00).
• Finance data via Aggregate: n8nn8n-nodes-langchainmcp client tool + Aggregate MCP OAuth2 (Dynamic Client Registration) at https://app.aggregate.finance.
• AI layer: n8nn8n-nodes-langchainagent with Anthropic Claude Haiku 5.5.
• Slack delivery: Slack credentials to post to your chosen channel (e.g., #finance).
• Optional controls: adjust schedule timing and agent prompt rules for message format and thresholds.