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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snowflake-labs Bundle Credit Risk CalculatorUse this skill when the user asks about a borrower's default probability, credit risk drivers, PD scores, risk ratings, or wants to run what-if scenarios on credit metrics like "what if revenue drops 20%" or "recalculate PD with adjusted inputs". Also use when explaining why a borrower received a particular risk rating, SHAP analysis, or comparing risk across borrowers.
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f-e-u-e-r Skill Motion CraftImplementation-agnostic motion judgment for product UI. Load when you are adding, reviewing, or tuning animation in any framework - durations, easings, springs, staggers, entrances/exits, gesture handoff, reduced motion - when a spec says "smooth" or "delightful" with no numbers attached, or when you notice animation being judged by feel instead of against a budget. NOT for debugging one animation library's API (use its docs), for static visual decisions (ui-design-craft), or for running a design review end-to-end (design-review-gate).
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nice-wolf-studio Bundle Unity Procedural GenUnity procedural generation design-to-code translation. Noise-based terrain/placement, tile & grid systems, dungeon/room generation, seed & reproducibility, content budget & constraint systems, runtime vs baked generation. DESIGN INTENT format: INTENT/WRONG/RIGHT/SCAFFOLD/DESIGN HOOK. Based on Unity 6.3 LTS.
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ahump20 Skill SquadBuild and optimize a Diamond Dynasty squad within a budget, position requirements, and collection goals
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bobmatnyc Bundle Cto DBRead-only query tools over the CTO operations database (headcount, budget, risks, work classification) for the cto-assistant persona.
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broneq Bundle Mermaid DrawerBDK's shared Mermaid standard - diagram type selection, node budget, and a palette verified legible in light and dark themes. Use whenever writing a mermaid block, or when asked to diagram, visualise, or map a flow, architecture, or state machine.
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davidlee Skill Capsule DriverUse to drive a slice's phases to completion through in-session capsule subagents in the MAIN worktree — you are the super-orchestrator seat, spawning capsule-orchestrators that each charter 2-4 phases and spawn their own planners and workers. No worktrees, no dispatch, no confinement. Use when you want a whole slice implemented under a tight context budget without handing the tree to confined workers. Not for confined or parallel-worktree execution — that is /dispatch.
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ccdawn Bundle Briefbound Completion SummaryUse when completed work needs formal cross-stage or cross-session synthesis, resumed-task closure, durable handoff evidence, deferred-risk accounting, or an independent PR/release evidence package that the current owner's concise final response cannot represent.
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ccdawn Bundle Briefbound Performance EngineeringUse when an explicit performance goal, measurable regression, unresolved hot path, large workload, concurrency/cache/streaming decision, or latency/throughput/CPU/memory/I/O/bundle budget needs profiling and evidence-backed optimization; do not use for routine development, speculative cleanup, or an already-located N+1/local inefficiency whose batch fix and deterministic count verification are clear to the current owner.
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afadtc Skill Afa Paid付费获客 Supervisor——统筹 Meta/Google/TikTok 广告与创意生产的跨渠道预算分配、策略协同与路由。Use when user mentions: 付费广告, paid ads, 广告投放, 预算分配, budget allocation, 跨渠道广告, 广告策略, ad strategy, 获客成本, CAC, 广告效果, 投放优化, 多渠道广告.
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hosaypeng Skill Finance AnalysisComprehensive financial and psychological analysis of personal finance data. Use when user says '/finance-analysis', 'analyze my finances', 'spending analysis', 'financial review', 'how am I doing financially', or 'budget check'.
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bartolli Skill HandoffThis skill should be used to close a session so the next one starts cold from corrected truth. Operator-invoked, gated on a retro note newer than the scope's last edit. Rewrites the primer within its budget first, then runs the status sweep (fully-resolved stories proposed for archiving, flipped only on approval) and reconciles every plan's Story Index — Focus, Next, Open, Read order, about 300 words, nothing another surface derives — confirms the index synced, and prints the one line the next session starts with. Use when the user says "/handoff", "hand off", "close the session", "wrap up the session", "prep the primer", "get the primer ready", "cold session prep", or "what does the next session start with".
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drupaltools Bundle Drupaltools Cost EstimationEstimate costs and timeline for Drupal projects using a structured breakdown of tasks, roles, content types, and development work. Use this skill when the user asks for a project quote, cost breakdown, timeline estimation, budget planning, or resource allocation for a Drupal website. Trigger for requests like "how much would this Drupal project cost", "estimate this project", "create a quote", "plan the budget", or any discussion about pricing/timeline for Drupal development.
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grafana Bundle Slo InvestigateDiagnoses breaching Grafana SLOs via gcx - root cause analysis, dimensional breakdown, alert rule correlation, runbook access. Use when a specific SLO is breaching or alerting and the user needs to understand why. Trigger on phrases like "investigate SLO", "why is my SLO breaching", "SLO error budget burning", "SLO alerting". For SLO status overview use slo-check-status. For creating or modifying SLOs use slo-manage. For optimization suggestions use slo-optimize.
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grafana Skill Slo Check StatusChecks Grafana SLO health, error budget, and burn rate via gcx, with timeline graphs for trends. Use when the user asks about SLO health, wants an overview of all SLOs, or needs status of a specific SLO. Trigger on phrases like "how are my SLOs doing", "SLO status", "check my SLOs", "is my SLO healthy", "SLO budget", "SLO burn rate". For investigating breaching SLOs use slo-investigate. For optimization suggestions use slo-optimize. For creating or modifying SLO definitions use slo-manage.
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hoetaek Bundle Loop CouncilBounded review/fix loop using council as the engine — convene the panel, fix the chair's top verdict, verify, repeat within budget (default 2). Stops on cross-axis tradeoffs needing a human. Triggers: council loop, loop-council, panel review loop.
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hoetaek Bundle Loop TorvaldsBounded review/fix loop using torvalds as the engine — find the highest-priority issue, fix it, verify, repeat within budget. For a diff, PR, branch, or repo. Triggers: torvalds loop, loop-torvalds, maintainer review loop.
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oocx Skill Authoring RolesHow to write and validate a role definition - required structure, the tier system, and the line budget.
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koinod Bundle Autonomous RevenueAutonomous Revenue Generation System
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abhinavbwj Bundle Building ProgrammingDevelop architectural programs, space needs analyses, adjacency matrices, area schedules, and project briefs. Use when the user asks about programming a building, sizing spaces, determining area requirements, creating adjacency diagrams, building a space program, developing a brief, calculating net-to-gross ratios, analyzing space standards, comparing area benchmarks, constructing stacking diagrams, or validating a program against site capacity and budget. Also use when the user needs area tables for residential, office, healthcare, education, hospitality, retail, or cultural building types, or when checking compliance with NDSS, Neufert, NHS HBN, BB103, or ASHRAE standards.
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cuga-project Bundle Revenue EstimatorEstimate the annual-revenue band of a business from public size signals (review counts, employee mentions, hours×days density, multi-location flags). Output is a coarse band, not a number, with explicit "estimated, not measured" disclaimer. Use to rank leads by recoverable revenue.
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erich3000 Skill Mac Mail SearchingThis skill should be used when the user wants to search for or find messages in Apple Mail.app — such as locating messages from a sender, about a topic, containing an invoice or receipt, or with specific characteristics. Use mac-mail-reading for browsing mailbox contents, mac-mail-managing for organizing, and mac-mail-sending for composition.
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gaintrace Bundle Book Of Business TriageWhen the user has a whole book of accounts and needs to decide what to actually work on this week, in what order, with a realistic time budget. Also use when the user mentions 'where do i start', 'no idea where to start', 'what should I work on this week', 'Monday planning', 'prioritise my book', 'my book of business', 'I have too many accounts', 'where do I spend my time', 'weekly plan', 'work queue', 'triage my accounts', 'which accounts need attention', 'I'm drowning', 'how do I cover 200 accounts', 'nobody has touched these accounts', 'my pooled book', or 'help me plan my week'. Use this whenever someone is deciding how to allocate CSM time across more accounts than they can cover, even if they never say 'triage' or . For why one account is at risk, see churn-risk. For preparing a specific meeting, see pre-call-brief. For the portfolio revenue number, see renewal-forecast.
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howells Bundle XeroQuery Xero accounting data through a configured integration. Not for Starling (`starling`).
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timzaak Skill T Web Demo Run AllDiscover all non-live Demo E2E tests and run them one file at a time in the main session, diagnosing and fixing failures inline, restarting the environment after backend code changes and rebuilding demo data between files, until every file is resolved or exhausts its retry budget. Supports an optional scan mode that pre-runs all files without repairing, clusters failures by shared root cause, and fixes each unique cluster once before re-verifying affected files.
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wellapp-ai Skill Close BooksDrive a month-end close for a Well workspace to the point of approval — start the close for a named month, read what is blocking it, clear the blockers one at a time, prepare the close package, and mint the approval offer the user accepts in the Well app. Use when the user asks to "close the books", "close last month", "run the month-end close", "close March", "finish the close", or "what's left to close the period". This is a WRITE flow — it advances a real close run and can resolve tasks, so it shows the state before every step and asks first before retrying reconciliation or queuing a vendor invoice fetch, the two that need an explicit yes. It never locks the period itself; the final approval is a first-party click in Well by design. Requires a connected Well workspace with its bank synced — the only connection the close blocks on; an accounting connection is optional and makes the close richer. If none, it walks the user through connecting first.
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wellapp-ai Skill Connect BankGet a bank account connected to a Well workspace and confirm the feed is live — read which banks are already connected, still running their first sync, or in error, hand the user Well's one-click bank install link, and return a typed bank-coverage result to the flow that follows. Use when the user asks to connect a bank, link a bank account, add Qonto or a Plaid-supported bank, asks "is my bank connected", "why are my transactions missing", or when a Well skill needs settled bank spend in the workspace before it continues. Do not use to connect accounting or invoicing tools (that is connect-tools), to compute a figure, to force a re-sync, or to disconnect an account.
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wellapp-ai Skill Connect ToolsCheck which data sources a Well workspace has connected — bank accounts, accounting software, invoicing and payment portals — get the missing ones connected with Well's one-click install links, and hand off a typed coverage result to the flow that follows. Use when the user asks to connect a bank, connect their finance tools, link an accounting tool (Pennylane, QuickBooks, Xero…), add Stripe or Shopify, asks "which tools are connected", "what can I connect to Well", or when a Well skill needs bank / accounting / invoicing data present before it continues. Do not use to compute figures, to trigger a sync, to disconnect a tool, or to run a connector's own actions.
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wellapp-ai Skill Define WorkspaceResolve which Well workspace (legal entity / company account) a conversation works in, and hand it off as a typed result — workspace_id, name, identity, and how it was resolved — to any Well skill or flow that follows. Use when the user asks to select, choose, switch, or confirm a workspace, says "use my FR entity" / "work in workspace X" / "which company account is this", or when a Well skill needs one workspace pinned before it reads or writes data. Resolves several entities too — "do both my companies", "FR and US" — as a pin plus a server-held queue the caller walks one workspace per pass. Do not use to connect a bank or accounting tool, to compute any financial figure, or to confirm the company identity inside the Well app.
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wellapp-ai Skill Confirm My CompanyResolve which company in a Well workspace is the user's own legal entity — the `own_company` pointer that decides which side of an invoice is a payable and which is a receivable — fold in its duplicate records, and hand the confirmed identity off as a typed result; and, when asked to persist it, set the anchor via `well_set_own_company` on the user's explicit confirmation. Use when a Well skill needs to tell its own invoices from a counterparty's, when the user asks "which company is mine" or "set our company to X", or when `workspaces.own_company` is null, missing from the schema, or ambiguous. Setting the anchor is an accounting-critical, admin-only write, taken only on an explicit confirmation and never inferred. Do not use to pick the workspace, to look up an arbitrary company by name, to merge or edit duplicate company records in Well, or to compute any financial figure.
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wellapp-ai Skill Connect AccountingGet an accounting tool connected to a Well workspace and confirm the feed is live — read whether an accounting system (Pennylane, QuickBooks, Xero, Sage…) is already connected, still running its first sync, or in error, hand the user Well's one-click install link, and return a typed accounting-coverage result to the flow that follows. Use when the user asks to connect their accounting software, link Pennylane/QuickBooks/Xero/Sage, asks "is my accounting connected", or when a Well skill (like closing the books) needs posted-ledger data in the workspace before it continues. Do not use to connect a bank (that is connect-bank), to connect invoicing or payment portals or several kinds at once (that is connect-tools), to compute a figure, to force a re-sync, or to disconnect a tool.
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ominou5 Bundle Saas FunnelBuilds a 4–6 page SaaS trial/signup funnel. Converts visitors into free trial users or freemium signups, then nurtures to paid. Best for software products with recurring revenue.
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vcxcvii Skill Brief My WriterTurn one blueprint node into a complete content brief: the revenue argument, the buyer's own words that must appear, the proof to cite, the internal links, the schema, and what the piece will not say. Refuses to brief a node whose SERP has never been checked. Use this skill whenever the user asks to: - Write a content brief for a page or topic - Spec out an article before writing it - Turn a keyword or cluster into something a writer can execute against Trigger even for casual requests like "write a brief for this", "brief for <topic>", "spec this article", "what should this page cover".
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vcxcvii Skill What To Target NextTurn qualified clusters into a specific keyword plan, slotted as new, refresh, consolidate or kill, capped at the site's own authority budget. Use this skill whenever the user asks to: - Build a keyword plan or content calendar - Decide which specific queries to target next - Understand whether a page needs a refresh or a rewrite Trigger even for casual requests like "keyword plan", "what should I target next", "which queries should we go after", "plan next month's content".
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vcxcvii Skill Stop Losing VisitorsFind where arriving traffic leaks before it converts, using behavioural data the core already pulled, and rank the leaks by how close the page sits to revenue rather than by how dramatic the metric looks. Use this skill whenever the user asks to: - Understand why visitors leave, bounce or drop off - Investigate rage clicks, dead clicks or scroll depth - Find conversion leaks on pages that already get traffic - Work out whether a page has a traffic problem or a page problem Trigger even for casual requests like "why do people leave my pricing page", "we get traffic but no demos", "is my page broken for real users", or when a user shares a page and asks why it is not converting.
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manager-dot-dev Bundle Retaining DevelopersHelps engineering managers prevent and respond to engineer attrition by diagnosing retention risk, choosing the right intervention, and preparing retention conversations. Use when the user says "developer quit," "attrition," "someone is disengaged," "how do I retain," "engineer is leaving," "developer unhappy," "keeping the team," "someone seems checked out," "engineer received another offer," "retention risk," or "my best engineer may leave." Produces a five-state diagnostic, action plan, conversation script, compensation/equity guidance, zero-budget recognition ideas, and warning signs. Do NOT use when the issue is day-to-day motivation only; use engineer-motivation.
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 credit-risk-calculator, motion-craft, unity-procedural-gen. 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.