Finance & Business
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.
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dalehurley Bundle Extract Email Actions To RemindersAnalyze recent emails to identify action items and automatically create prioritized reminders in the Reminders app. Use this skill when the user asks to convert emails into to-do items, create reminders from email, organize email tasks, or build a task list from inbox messages. Scans for action keywords like 'pay', 'review', 'urgent', 'deadline', 'invoice', and 'approval' to intelligently extract actionable items.
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dedinc Bundle Chef Technique GuideCore technique authority — heat management, searing, sautéing, roasting, braising, frying, poaching, steaming, stocks, knife work, and mise en place. Use whenever a recipe involves a cooking method that must be executed correctly, when the user asks "how do I sear/fry/roast/braise", when results are inconsistent (burnt outside raw inside, no crust, oily fried food), or when choosing which method fits the ingredient and time budget.
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dedinc Bundle Chef Kitchen EconomicsKitchen economics authority — food cost engineering, cheap vs expensive ingredients and worthy swaps, budget meal planning, batch scaling math, shopping strategy, price-per-protein logic, and when premium is worth it. Use whenever the user mentions budget, says something is too expensive, wants to eat well for less, plans big-batch cooking, scales a recipe up/down, or asks whether a premium ingredient is worth the money.
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loogacystudio Bundle Benchmark Author VariantsUse when a benchmark item or judged run needs a reusable variant pack from the repository's canonical metamorphic and adversarial families, with explicit invariants, drift budget, safe-failure rules, and execution-ready transformed input packages.
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qaia-project Skill Performance Budget CheckSet a latency budget and say where the number came from, prove a limited resource cannot be oversold under concurrency, and pick the CT-PT test type the question actually calls for. Use when a performance number needs a justification — spike and soak change what green means and are not load with different numbers. Self-hosted targets only.
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shaishavmaisuria Bundle Polish Tables FiguresPolishes LaTeX tables and figures to publication quality. Use when a researcher mentions table formatting, booktabs, figure layout, subfigures, captions, colorblind-safe colors or palettes, cref/cleveref consistency, overfull hbox, column widths, or asks to make tables and figures look professional or camera-ready for a venue (ACM, IEEE, NeurIPS, LNCS, CHI). Converts hline-and-vertical-rule tables to booktabs, sizes columns within the page budget, lays out subfigures with subcaption, applies caption conventions per venue family (table captions above, figure captions below, ACM Description alt-text), fixes ref/cref inconsistencies, and recommends colorblind-safe palettes (Okabe-Ito, Paul Tol) using bundled stdlib-Python linters and palette generators. Edits presentation only — never alters data values, units, or results.
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skills-il Bundle Israeli Budget PlannerNot tax, pension or investment advice, and not a mortgage approval. Plan household and personal budgets with Israeli-specific costs, rates, and financial products. Use when user asks about budgeting in Israel, mortgage (mashkanta) calculations, arnona rates, cost of living, takciv, or monthly expense planning. Covers Bank of Israel prime rate, mashkanta tracks, arnona, household health costs (mas briut / health-tax), and Israeli household benchmarks.
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skills-il Bundle Cardcom Payment GatewayNot tax or accounting advice. Integrate Cardcom payment processing and Israeli invoice generation into applications, covering Low Profile payments, tokenization, recurring billing, and automatic tax invoice/receipt creation per Israeli law. Use when user asks to accept payments via Cardcom, generate Israeli invoices with payments, set up "slikat ashrai" with hashbonit, handle recurring billing (hora'ot keva), or mentions "Cardcom", "CardCom API", "Low Profile", Israeli payment with invoicing, or needs combined payment plus document generation. Targets the REST API V11. Do NOT use for Tranzila integration (use tranzila-payment-gateway), general accounting, or non-payment queries.
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skills-il Bundle Pelecard Payment GatewayIntegrate Pelecard payment processing into Israeli web and mobile apps -- covers the iframe payment flow on gateway21.pelecard.biz, ActionType selection (J2/J4/J5/J5h), tashlumim (installments), tokenization, ConfirmationKey server-side validation via PaymentGW/GetTransaction, refunds, 3D Secure 2, Bit wallet, and Apple Pay via ClientSecure.js. Use when user asks to accept payments via Pelecard, set up slikat ashrai with Pelecard, validate a Pelecard callback, charge a saved Pelecard token, or mentions Pelecard, gateway21, PelecardStatusCode, or ConfirmationKey. Do NOT use for Cardcom (use cardcom-payment-gateway), Tranzila (use tranzila-payment-gateway), Grow/Meshulam (use grow-payment-gateway), multi-gateway orchestration (use israeli-payment-orchestrator), or invoice generation (use green-invoice).
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skills-il Bundle Tranzila Payment GatewayIntegrate Tranzila payment processing into Israeli applications -- covers iframe payments, tokenization, installments (tashlumim), refunds, 3D Secure, and Bit wallet. Use when user asks to accept payments via Tranzila, integrate Israeli credit card processing, set up "slikat ashrai", handle tashlumim (installment payments), create payment tokens, process refunds through Tranzila, or mentions "Tranzila", "tranzila API", "secure5", or Israeli online payments. Supports both legacy CGI endpoints and modern API V2. Do NOT use for Cardcom integration (use cardcom-payment-gateway), general accounting, or non-payment financial queries.
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skills-il Bundle Israeli Export Shipping KitGenerate the full export document set for Israeli exporters: commercial invoice (HE+EN), packing list, bill of lading / AWB / CMR, proforma, and origin documents (EUR.1, invoice origin declaration, US-Israel Origin Invoice Declaration, CIFTA Form B239). Use when user asks about exporting from Israel, Incoterms (FOB, CIF, DDP, EXW), EUR.1 certificate, approved exporter status, US-Israel FTA certificate of origin, commercial invoice template, or packing list. Do NOT use for import calculations (use israeli-customs-duty-calculator) or domestic VAT bookkeeping (use il-invoice-organizer).
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skills-il Bundle Israeli Consumer Fee FighterUse when an Israeli consumer wants to cut recurring bank and credit-card charges: cancel a credit card cleanly (bitul kartis ashrai), switch to a cheaper fixed-price bank fee track (maslul amlot: basic maslul basi or expanded maslul murchav), switch banks in one click (niud / maavar beklik), stop a recurring debit (bitul harshaa lechiyuv / horaat keva), or negotiate lower fees and commissions (amlot including overdraft, FX, and securities fees). Produces a ready-to-send Hebrew cancellation letter, a rights-grounded negotiation script, and a short rights summary, grounded in Bank of Israel fee rules and Israeli consumer-banking law. Do NOT use for maximizing cashback or deals (use israeli-smart-saver), coupon hunting (use israeli-coupon-code-finder), analyzing bank transactions (use israeli-bank-connector), or household budgeting (use israeli-budget-planner).
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skills-il Bundle Israeli Client Payment ChaserChase unpaid invoices and manage debt collection for Israeli freelancers and businesses. Use when user asks about "unpaid invoices Israel", "payment reminder", "invoice aging", "debt collection freelancer", "Michtav Drisha (pre-suit demand letter)", "demand letter Hebrew", "tvi'ot ktanot", or "גביית חובות". Covers graduated WhatsApp/email reminder escalation, Hebrew demand letter generation, Small Claims Court eligibility assessment, and Shabbat/holiday-aware scheduling. Do NOT use for invoice generation (use israeli-e-invoice) or general accounting.
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skills-il Bundle Us Person Israeli Investment CheckNot tax advice and not a filed return. Screens the Israeli savings and investment products a US person holds, keren hishtalmut, kupat gemel, pension, kranot neemanut, TASE ETFs, bituach menahalim, for two separate US exposures: whether the holding is a PFIC needing Form 8621, and whether it is a foreign trust needing Forms 3520 and 3520-A. Walks the actual statutory tests and the Revenue Procedure 2020-17 exemption criteria rather than guessing, and outputs a per-product table saying which test each product passes or fails and what to ask a preparer. Use when a US citizen or green card holder in Israel asks whether their keren hishtalmut, pension, kupat gemel or Israeli fund creates a US reporting problem, or is deciding what to buy. Do NOT use for annual filing mechanics or FBAR, for Israeli-side tax, for self-employment tax, or to obtain a final classification of any specific product.
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lvlup-sw Bundle Mutation AdequacyVerification-ladder R5 review dimension: the mutation-adequacy adequacy backstop. Runs the diff-scoped mutation gate, reads the carrier, and turns surviving / NoCoverage mutants into concrete 'write a test that kills <file>:<line>' follow-ups. Triggers: 'mutation adequacy', 'check mutation score', or /review on a HIGH-tier feature. The mutation SCORE is advisory by default (a config override is needed to block on it). The NoCoverage axis has its own real, functioning block-mode enforcement path under review.mutationEnforcement: block (default budget: 0 uncovered changed lines) — opt-in, same as the score's severity. The diff-scoped CI wiring runs in observe mode unconditionally pending a clean runner verdict; it is not yet a blocking CI backstop. Do NOT run full-tree mutation here (scope:'full' is deferred to R10/v2.12).
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henriquescastilho Skill Context OptimizerOptimize token usage and context management. Use when sessions feel slow, context is degraded, or you're running out of budget.
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nolpak14 Skill Sec Edgar UsLook up U.S. public companies for free via the official SEC EDGAR APIs - company submissions and filing history (10-K, 10-Q, 8-K, Form 4), XBRL financial facts (assets, revenue, net income), ticker-to-CIK resolution, and full-text search across filings 2001-present. Use for KYB / know-your-business checks on SEC-registered issuers, financial due diligence, filing monitoring, and reading audited financials straight from the source. Trigger on: 'SEC EDGAR', 'SEC filings', 'find a 10-K', '10-Q', '8-K', 'CIK lookup', 'ticker to CIK', 'company financials from SEC', 'XBRL facts', 'is this a public company', 'US public company lookup'. EDGAR is free and covers SEC filers only; for private US and non-US companies it hands off to the paid regdata registry actors.
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aks-builds Bundle Clinical Fhir Navigator91 production-grade healthcare engineering skills covering FHIR R4, HL7v2, HIPAA compliance, EHR integration, telehealth, clinical AI, and revenue cycle. Use when building, debugging, or auditing healthcare data pipelines, FHIR resources, HL7 message transforms, prior auth workflows, or any clinical interoperability task. Also triggers on: FHIR, HL7, HIPAA, EHR, Epic, Cerner, SMART on FHIR, CDS Hooks, ICD-10, CPT codes.
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mattforni Bundle Handle BudgetCategorize and approve YNAB transactions, building a payee rules engine that gets smarter each run. Runs as a dry run by default and never writes without explicit approval. Use whenever Forni mentions YNAB, categorizing spend, cleaning up the budget, approving transactions, the unapproved queue, payee cleanup, or wants a clean read on where money is going. Also trigger for "/assist:handle-budget", "tidy the budget", or "categorize my spending".
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faaz17 Skill Bom BuilderBuild or update the SumoX-26 bill of materials, weight budget, and power budget from the current design. Use when costing the robot, checking whether it will make weight, or sizing the motor driver and battery before ordering parts.
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faaz17 Skill Event ProposalDraft an event proposal in the society's official template format. Use when the user wants to propose a workshop, competition, trip, or social — turns an idea into a complete, approval-ready proposal (overview, description, budget with fallback, promotion, approvals, certificates). Matches the archived Event Proposal Template.
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lazyisefficient Bundle Revenue IntelligenceAI-powered revenue intelligence: sales call insight extraction, content-to-revenue attribution, and multi-source client reporting. Use when asked to analyze sales calls, build revenue attribution models, or generate client reports.
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khaledsaeed18 Bundle Performance OptimizationOptimize a performance problem by profiling to find the real bottleneck before changing anything, making one targeted change, and verifying both the improvement and that correctness did not degrade. Use when a feature is measurably slow, a page load or API response exceeds a budget, a query is taking too long, or a user reports sluggishness. Do not use to pre-optimize code that has not been measured to be slow.
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byerlikaya Skill Token BudgetContext/token discipline: subagent isolation, output = summary, move-to-file, delegation threshold, lean skills.
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iankiku Skill Finance(forwward) Models unit economics, burn rate, projections, pricing, and revenue forecasting with startup-specific frameworks. Triggers on CAC, LTV, burn rate, runway, pricing analysis, financial models, or any CFO-level financial question.
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sarojkjha Bundle Lifecycle And RetentionUse when the user wants to reduce churn, improve retention, or grow net revenue retention (NRR) through onboarding, lifecycle communication, and account expansion. Also use when the user mentions churn, retention, NRR/GRR, net dollar retention, activation, onboarding, customer lifecycle, upsell/expansion, or "why are customers leaving / how do we keep them." Produces churn, NRR, GRR, quick-ratio and lifetime math plus a diagnosis and a prioritized retention plan across onboarding, churn drivers, and expansion.
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sarojkjha Bundle Paid Media Budget AllocationUse when the user wants to plan, split, or optimize a paid advertising budget across channels (Google, Microsoft, LinkedIn, Meta, TikTok, YouTube, Amazon, Capterra/G2, and more) to hit a CAC target or a customer goal. Also use when the user mentions ad budget allocation, channel mix, media plan, paid spend split, CAC target, marginal CAC, diminishing returns, or "how should I split my ad spend." Produces a defensible per-channel allocation with projected customers, blended CAC, LTV:CAC, payback, and pacing.
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dragoon0x Skill Constraint EvaluationUnderstand the constraints a design was built under and evaluate quality within that context. Use when reviewing work that had limited time, budget, or team size, or when assessing whether constraints were handled well.
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garrettjsmith Skill Lsa AdsWhen the user wants help with Google Local Services Ads (LSAs), the pay-per-lead ad format with Google Guaranteed or Google Screened badges. Also use when the user mentions "LSA," "Local Services Ads," "Google Guaranteed," "Google Screened," "pay per lead," "LSA ranking," "LSA leads," "LSA disputes," or "LSA budget." For map pack ads, see local-search-ads. For geographic PPC, see local-ppc-ads.
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lukaskellerstein Skill StripeIntegrate and manage Stripe payment processing — accept payments, manage subscriptions, generate invoices, handle refunds, and configure webhooks. Covers Stripe Checkout, Payment Intents, Subscriptions, Invoicing, and Connect. <example> Context: User wants to set up Stripe user: "integrate Stripe payments into my app" </example> <example> Context: User wants to create a checkout user: "add Stripe checkout to my product page" </example> <example> Context: User wants to set up subscriptions user: "set up Stripe subscriptions for my SaaS" </example> <example> Context: User wants to handle webhooks user: "set up Stripe webhook handling" </example> <example> Context: User wants to create an invoice user: "generate a Stripe invoice for this customer" </example> <example> Context: User wants to issue a refund user: "refund this Stripe payment" </example>
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prowlrbot Bundle Meal PlannerWeekly meal plans with consolidated grocery lists, personalized to your family's dietary needs and budget.
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prowlrbot Bundle Invoice ChaserTracks every outstanding invoice, sends polite escalating follow-ups, and delivers weekly cash-flow summaries.
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alihusains Skill Finance Expense Policy TriageTriages expense claims against a supplied expense policy using a fixed disposition table, separates a policy breach from a tax or evidence problem, and escalates bribery, conflict-of-interest and fraud indicators out of the finance queue instead of deciding them. Refuses to rule on a claim when the policy text, the receipt evidence or the business purpose was not supplied. Use when reviewing a claim or a batch of claims, when a claimant disputes a rejection, when writing a rejection that must stand up, or when deciding whether a spend pattern needs escalation. Trigger on 'expense claim', 'is this claimable', 'expense policy', 'reject this claim', 'entertainment expense', 'gifts and hospitality', 'per diem', 'out of policy'. Not for explaining a cost-centre budget overrun (use finance-budget-vs-actual-commentary) or for month-end reconciliation (use finance-month-end-variance-analysis).
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alihusains Skill Finance Budget Vs Actual CommentaryTurns a reconciled budget-versus-actual position into cost-centre commentary that a budget holder can act on: driver-based explanation, an explicit full-year implication for every variance, a named owner and action, and a hard refusal to write narrative for figures that were never supplied or were not reconciled first. Use when preparing budget-holder commentary, a monthly business review, a cost-centre pack, a forecast update, or when a budget owner asks what their overspend means for the year. Trigger on 'budget vs actual', 'BVA', 'cost centre commentary', 'forecast update', 'why are we over budget', 'management commentary', 'run rate'. Not for the reconciliation and period-over-period flux that must precede it (use finance-month-end-variance-analysis) or for judging whether a specific claim is policy-compliant (use finance-expense-policy-triage).
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alihusains Skill Finance Month End Variance AnalysisRuns month-end variance analysis in the only order that works: reconciliation first, explanation second, so that anything failing to tie out is reported as the finding rather than explained as a variance. Decomposes explained movement into price, volume, mix, timing, FX and one-off effects and refuses to produce commentary when the ledger, sub-ledger or prior-period figures were not supplied. Use at month-end or quarter-end close, when a P&L or cost line moved unexpectedly, when preparing the close pack, or when a reviewer asks why a number changed. Trigger on 'month-end', 'variance analysis', 'why did this line move', 'close pack', 'flux analysis', 'reconciliation', 'period-over-period'. Not for forward-looking budget narrative and forecast implications (use finance-budget-vs-actual-commentary) or for assessing individual expense claims (use finance-expense-policy-triage).
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buildgreatproducts Skill Studio Develop Feature FinderUse in the app repo when the user wants feature or change recommendations to achieve a specific objective. Triggers on phrases like "what should I build next", "find features to improve retention", "how do I get more users to upgrade", "recommend features", "what would increase activation", "feature ideas for my app", or any request to translate a business goal (retention, activation, conversion, revenue, referrals, engagement) into concrete product changes. Asks for the objective, reviews the codebase to understand what the app does today, researches live best practices and what comparable products have done, then delivers ranked feature recommendations with evidence, effort estimates, and how to measure each — and offers to add the chosen ones to the plan file.
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 extract-email-actions-to-reminders, chef-technique-guide, chef-kitchen-economics. Rankings shift as installs change; sort this page by "Most installs" 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@latest add <owner>/<name>, or copy the file into your agent's skills directory.