# Budget Season Starter Kit
Hook: The annual budget conversation, prepped in minutes: IT debt, availabilities, forecast, and the meeting to present it.
APIs: Lifecycle Manager + Core
Endpoints
| API | Method | Endpoint | Purpose | |---|---|---|---| | Lifecycle Manager | GET | /lifecycle-manager/v1/budget/{client_id}/it-debt | List the client's IT debt | | Lifecycle Manager | GET | /lifecycle-manager/v1/budget/{client_id}/availabilities | Get budget availabilities | | Lifecycle Manager | GET | /lifecycle-manager/v1/budget/{client_id}/initiatives | List budget initiatives | | Lifecycle Manager | GET | /lifecycle-manager/v1/budget/{client_id}/forecast/pdf | Generate the budget forecast PDF | | Lifecycle Manager | POST | /lifecycle-manager/v2/meetings | Create the budget-planning meeting | | Core | GET | /core/v1/service/contracts | List active contract commitments |
Flow
- 1.Compile the client's IT debt, budget availabilities, planned initiatives, and contract commitments.
- 2.Generate the budget forecast PDF.
- 3.Create a budget-planning meeting with the forecast attached and a summary agenda note.
Prompt seed
> Prepare [client]'s annual budget review: pull IT debt, budget availabilities, planned initiatives, and active contracts. Generate the budget forecast deliverable and set up a budget meeting for [month] with an agenda note summarizing the big decisions. Finalize everything by linking the deliverable to the meeting.
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