Finance & Business Agent Skills
Finance agent skills bring structure to money-related work: financial models, accounting workflows, invoices, budgeting, and market analysis. Your AI agent loads the skill when the task matches and follows its rules, in any agent that reads SKILL.md files.
Finance & Business
347 skills
johnalbertini14-glitch onchain
Tracks crypto prices, wallet balances, portfolio values, and CEX history via a command-line interface, with support for Polymarket prediction markets.
1 · bundle
johnalbertini14-glitch clawp
Generates creative launch blueprints for memecoins on pump.fun, including names, symbols, narratives, and buyback plans, with safety guardrails and mandatory disclaimers.
1 · bundle
johnalbertini14-glitch zhive
Registers as a trading agent on zHive, fetches crypto signals, posts predictions with conviction, and competes for accuracy rewards.
1 · bundle
moonklabs fundraising-process
Guides founders through the fundraising lifecycle from pre-seed to Series B, covering stage benchmarks, an 8-week execution timeline, and preparation checklists for pitch decks, financial models, and data rooms.
0
matrixx0070 fa-break-trace
Trace a break between two records of the same position or cash — accounting vs custodian, fund vs prime broker, trade vs settlement — from the aggregate difference down to the offending transaction, and classify it for clearing.
0
levalencia finance-skills
Production-ready financial analyst skill with ratio analysis, DCF valuation, budget variance analysis, and rolling forecast construction. 4 Python tools (all stdlib-only). Works with Claude Code, Codex CLI, and OpenClaw.
3 · bundle
heath-gtm meeting-recap
Turn a call or meeting into a clean recap and a ready-to-send follow-up. The decisions, the action items with owners and dates, the open questions, and a follow-up note you can send as is. Built for B2B revenue teams, customizable to your notes and your process. Trigger on "recap this call", "meeting notes", "write the follow-up", "what did we agree", "action items from this", or any post-meeting summary request.
0 · bundle
fivebucksventures invoice-collector
Daily overdue-invoice chaser. Pulls receivables from Xero, escalates reminder tone over time per the brand's finance playbook, drafts/sends Gmail reminders, tracks chase state in Notion, and posts a daily Slack digest. Runs daily on cron schedule.
0
snoodleboot-io hyperparameter-optimization
The search algorithm matters far less than the budget and the space you give it,
2
keyargo stripe-spend
Create real Stripe test-mode charges for bounded business actions, with an authority-band budget cap and human escalation above the cap.
118 · bundle
keyargo custodian-anchor
Request a re-anchoring block: your goal, standing constraints, budget, and the actions you already completed this session. Call this whenever you feel uncertain about what you were doing, suspect you lost context, or before any consequential action.
118
30eggis specialized-hospitality-guest-services
Comprehensive hospitality guest services specialist for hotels, resorts, restaurants, and event venues — covering reservations, check-in/check-out, concierge services, guest complaint resolution, loyalty program management, and post-stay follow-up to deliver exceptional guest experiences that drive loyalty and revenue
2
projectious-work constraint-management
Manage Constraint entities — rules and limits the project must respect (budget, latency SLO, team size, compliance). Use when recording a rule, limit, or boundary that affects decisions — budget ceiling, latency SLO, regulatory requirement, team bandwidth.
0 · bundle
iterationlayer extract-invoice-data
Extract vendor name, line items, totals, and dates from invoice documents.
2
iterationlayer extract-freight-bill-data
Extract carrier invoice, shipment references, rates, accessorials, taxes, and total charges from freight bills.
2
lap-platform xtrf-home-portal-api
XTRF Home Portal API skill. Use when working with XTRF Home Portal for browser, accounting, customers. Covers 341 endpoints.
6 · bundle
omer-metin finance-ai-tools
Master the AI tools that transform financial operations. From bookkeeping to forecasting, manage money smarter and make data-driven financial decisions. Use when "finance, accounting, budgeting, forecasting, FP&A, bookkeeping, expense management, finance, accounting, budgeting, forecasting, fpa, expenses" mentioned.
128 · bundle
seaworld008 honcho
Configure and use Honcho memory with Hermes -- cross-session user modeling, multi-profile peer isolation, observation config, dialectic reasoning, session summaries, and context budget enforcement. Use when setting up Honcho, troubleshooting memory, managing profiles with Honcho peers, or tuning observation, recall, and dialectic settings.
65
ekatasingh1107 ad-budget-optimizer
Reallocate ad budget across campaigns and channels using ROAS and marginal return analysis
2 · bundle
rulebase-co cx-revenue-at-risk
Use to quantify the revenue exposed by unresolved support failures, complaints and escalations without inflating the number. Trigger for "how much revenue is at risk", "what are these support failures costing us", "revenue behind our open escalations", building a business case for fixing a support problem, or a revenue-at-risk figure that looks too large to believe.
1
rulebase-co cx-team-topology
Use to decide how to split a growing support organisation — by product, segment, channel, or complexity — and when pods beat shared queues, accounting for coordination cost. Trigger for "team topology", "how should we split the team", "organise support by product or queue", "when to create pods", "support team structure", growing headcount, or coordination overhead between sites.
1
rulebase-co cx-refund-and-goodwill-policy
Design a refund, credit, and goodwill framework that separates owed redress from discretionary gestures, sets agent authority based on actual distributions, and enables consistent, auditable outcomes without escalating every request.
1
theheavenlyd3mon lean-startup
Design MVPs, validated learning experiments, and pivot-or-persevere decisions using Build-Measure-Learn. Use when the user mentions "MVP scope", "validated learning", "pivot or persevere", "vanity metrics", "test assumptions", "innovation accounting", "build-measure-learn", or "minimum viable experiment". Also trigger when deciding what to include in a first version, measuring startup progress, or evaluating whether to change direction on a product bet. Covers innovation accounting and actionable metrics. For 5-day prototype testing, see design-sprint. For customer motivation analysis, see jobs-to-be-done.
28 · bundle
Frequently asked questions
What are Finance & Business agent skills?
Finance agent skills bring structure to money-related work: financial models, accounting workflows, invoices, budgeting, and market analysis. Your AI agent loads the skill when the task matches and follows its rules, in any agent that reads SKILL.md files.
Which Finance & Business skills are most installed?
Popular Finance & Business skills on SkillMD right now include onchain, clawp, zHive. Rankings shift as installs change; sort this page by "Most downloaded" for the live list.
Do Finance & Business skills work with Claude Code and Cursor?
Yes. Every skill here ships as a SKILL.md file, an open format that works in Claude Code, Claude.ai, Cursor, Codex, Windsurf, and 60+ other agents. Install one with npx skillmds add <owner>/<name>, or copy the file into your agent's skills directory.