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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derekrbreese Skill Live Draft AssistantThis skill should be used during a live draft, when the user says "I'm on the clock", "who should I pick", "best available", "my draft is live", "we're drafting now", "should I reach for him", "what's my max bid", "who should I nominate", or reports draft picks as they happen. Tracks a live snake or auction draft in real time - best-available logic, reach/value alerts against ADP, auction budget and nomination strategy, and roster-construction tracking. Not for pre-draft board building (draft-strategy draft-prep), keeper cost decisions (draft-strategy keeper-evaluation), or in-season waiver bids (waiver-wire faab-bidding).
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googlecloudplatform Skill Insecure Financial ModelingUse when the planning committee asks about marathon finances or requests a budget change. Triggered by mentions of budget, cost, spending, sponsorship, or any phrasing that implies modifying a financial allocation. Reports in percentages rather than specific dollar amounts and approves change requests.
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firatcand Bundle Copywriter SkillUse when the user needs to write, rewrite, review, or critique commercial copy meant to drive a reader toward action — landing pages, hero sections, headlines, email (cold outreach, nurture, promo, launch), CTAs, microcopy, product descriptions, value propositions, ads, or taglines. Also for copy audits, clarity checks, conversion reviews, or choosing a framework (AIDA, PAS, BAB, FAB, 4U's). Applies even when the user just says "write me an email" or "review this page." Not for channel/budget strategy (use channel-expert) or pricing structure (use pricing).
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gabrielmoreira Bundle Bound The UnknownProbe unfamiliar ground on a stated budget, and stop when the shape appears rather than when patience runs out. For the state before anything is a task, where you cannot yet say whether this is a bug, a feature, or nothing. Use when a second probe has run and no finding has been named, when a question needs a command nobody has run yet, when a read came back different from what you expected, when you are about to write a script to find something out, or when a change has to reach everywhere something appears in a codebase you do not know well enough to say where that is. Covers the budget said out loud first, read-only probing, where the intermediate is kept, when to stop, and what the probe leaves behind. Nobody needs telling to look; what fails is stopping. Not for a symptom that already has a name, a change that already exists, or a tool that will not run.
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haochenhust Skill Financial Data FetcherThis skill should be used when the user asks to '查一下XX的财务数据', '这只股票估值多少', '找一下XX ETF', '对比一下同行', 'ETF日线行情', or when any analysis task needs financial statements, valuation metrics, ETF listings, or ETF daily OHLCV data. Fetches stock financials (revenue, profit, margins, ROE, PE/PB) and ETF data via Tushare Pro (primary) and AKShare (fallback + ETFs).
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kenmulford Bundle Budget PlanProject Budget
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paid-tw Skill EcpayProvides ECPay (綠界科技) integration guide including payment setup and electronic invoice integration. Use when integrating ECPay payment gateway or e-invoice features.
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pratikshadake Bundle Value Vs EffortPrioritizes features using structured scoring across user impact, revenue potential, strategic alignment, confidence, and engineering effort. Use when deciding which feature to build next or comparing competing priorities.
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skills-il Bundle Israeli E InvoiceGenerate, validate, and manage Israeli e-invoices (hashbonit electronit) per Tax Authority (SHAAM) standards. Use when user asks to create Israeli invoices, request allocation numbers, validate invoice compliance, or asks about "hashbonit", "e-invoice", "SHAAM", "allocation number", or Israeli invoicing requirements. Uses the official SHAAM document type codes including transaction invoice (300), tax invoice (305), periodic tax invoice (310), tax invoice/receipt (320), credit invoice (330), and proforma (332). Do NOT use for general accounting, bookkeeping, or non-Israeli invoice formats.
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skills-il Bundle Israeli Bank ReconciliationNot accounting or tax advice. Automates bank reconciliation for Israeli banks and credit-card issuers (Leumi, Hapoalim, Discount, Mizrahi Tefahot, Beinleumi/FIBI, Otsar Hahayal, Mercantile, Massad, Yahav, OneZero, and the card issuers Isracard, Max, Visa Cal, Amex) using the israeli-bank-scrapers library. Matches scraped or imported transactions to invoices and receipts, detects discrepancies, and generates reconciliation reports with matched, unmatched, and suspicious entries. Handles shekel amounts, Hebrew merchant names, and Israeli date formats. Use when you need to reconcile bank statements against your accounting records, identify missing invoices, or prepare monthly closing reports for Israeli business accounts. Do NOT use for international bank accounts, cryptocurrency wallets, or investment portfolio reconciliation.
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skills-il Bundle Israeli Bookkeeping AutomationGenerate proper double-entry journal entries (pkudat yoman) for common Israeli business transactions including payroll with all statutory components, VAT handling, asset depreciation, and revenue recognition. Use when you need to create accurate bookkeeping entries using an illustrative Israeli account-numbering convention that you map onto the business's own kartesset and its Form 6111 codes. Supports both Osek Murshe (authorized dealer) double-entry and Osek Patur (exempt dealer) single-entry bookkeeping. Handles salary payments with income tax, bituach leumi, health insurance, pension, keren hishtalmut, and convalescence pay. Do NOT use for tax filing submissions, annual financial statement audits, or replacing a certified public accountant (roeh heshbon).
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talkincode Skill Reference RfcLook up and cite international protocol standards (RFC/IEEE) (TR-F021). Any change to RADIUS/EAP/accounting/CoA/IPv6 protocol behavior should first check docs/rfcs and cite the clause.
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giova445 Skill OrchestratingDrive a multi-task plan through the durable ledger, claim file scope before writing, and obey the fix-loop budget. Use when executing a written plan, running a fan-out, or resuming after a compaction.
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pengqianhan Bundle Nz Ird NumberExplain how to apply for and use a New Zealand IRD number, including eligibility, required identity documents, tax setup, and common first-arrival questions for international students and new migrants. Use when Codex needs to answer IRD number questions, compare online versus manual application paths, explain what documents are usually needed, or help a user understand post-approval setup such as tax codes and linking the IRD number to employment or banking. For any current rule, official form, timing, or fee question, verify the latest Inland Revenue guidance first and update the skill reference if policy has changed.
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vermapragya Bundle Linear RegressionFits, evaluates, and interprets linear regression for continuous outcomes (revenue, session time, NPS scores) with residual diagnostics and assumption checks. Use when the user mentions linear regression, OLS, continuous outcome, "predict <numeric KPI>", coefficient interpretation, R-squared, or regression diagnostics.
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jeffbrines Skill Fpa Capture CorrectionUse when a human reviewing a forecast catches something off ("December always spikes", "you're double-counting deferred revenue", "that Q3 number was a one-time contract") - captures it as a durable, typed correction in the company's memory so future forecasts are grounded by it.
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receiptor-ai Skill Bookkeeping SetupCreate a bookkeeping context profile before downstream bookkeeping work. Captures entity type, tax jurisdiction, accounting method, chart of accounts baseline, connected tools, approval thresholds, record-retention policy, and review boundaries. Trigger on "set up my bookkeeping", "bookkeeping context", "chart of accounts", "cash or accrual", "configure my books", "what info do you need before bookkeeping".
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redtropig Bundle Context Budget DisciplineUse when sessions run long, adding subagents, fetching large files, or planning context-heavy work. SELECT/WRITE/COMPRESS/ISOLATE discipline.
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zubair-trabzada Skill Finance BudgetSpending analysis and custom budget builder. Analyzes spending patterns using 50/30/20 rule, zero-based budgeting, or envelope method. Categorizes expenses, identifies waste, suggests cuts, and produces a 12-month budget. Use when the user says "/finance budget", "build me a budget", "analyze my spending", "where is my money going", or asks about expense optimization.
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zubair-trabzada Skill Realestate FlipFix-and-Flip Analysis — purchase price, ARV, rehab budget breakdown, holding costs, selling costs, profit margin, ROI, timeline, and risk assessment with Flip Score (0-100)
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kangarooking Bundle Cost Accounting当用户需要把产品价格"拆解"成小额日常消费来降低价格抵触时调用此 skill。适用场景:耐用消费品(家电、家具、课程)消费者觉得一次性支出太高、节能型产品需要展示长期节省、增量产品需要让额外花费显得微不足道。不适用于:低价一次性消费品(无需拆解)、冲动消费品类(算账反而破坏氛围)。关键 trigger 信号:用户提到"嫌贵""怎么降低价格感知""每天才多少钱""长期划算"。两种核心方法:平摊法(高价品除以使用天数)和省钱法(算出长期使用节省的金额)。
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lensetek Skill Accounting Data ProcessorMengekstrak data keuangan dari dokumen terstruktur dan foto/OCR, mengklasifikasikan transaksi, dan mengeksekusi rekonsiliasi fiskal sesuai regulasi perpajakan.
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open-winmale Bundle Wm Revenue ProfitWm Revenue Profit
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stiggio Bundle Stigg ContractsUse for contract-based (sales-led / enterprise) agreements in Stigg — the contract that is both an entitlement and an invoice. Covers all three ways to start one — provisioning only (entitlement provisioning, attaching custom subscriptions), billing only (negotiated terms, custom pricing, invoicing), or both — plus attaching or detaching subscriptions, amending, archiving, refreshing contract usage, and reading a customer's contracts and invoices. Triggers include "contract", "enterprise deal", "negotiated terms", "order form", "PO number", "provision access", "entitlement provisioning", "billing contract", "set up billing", "attach subscription to contract", "custom plan subscription", "next invoice", "customer invoices", "amendment", "renewal". Skip for catalog modeling (stigg-pricing-modeling), subscriptions with no contract (stigg-subscriptions), credits (stigg-credits), and per-entity budgets (stigg-governance).
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boom-vitt Bundle Thai InvoiceThai Tax Documents (ใบกำกับภาษี / ใบเสร็จ / ใบเสนอราคา / WHT)
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thaitype Bundle MoneyTrack personal income, expenses, and transfers between accounts. Use when the user wants to record spending, add income, check balances, view transaction history, manage categories/accounts, or anything related to personal finance tracking. Trigger on mentions of money, spending, income, expenses, budget, balance, or financial tracking.
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aaronartistzhang-afk Bundle Metric Change AttributionUse when a metric moved between two periods (week-over-week, month-over-month, pre/post, A-vs-B) and you need to attribute WHY — which dimension members, segments, or factors drove it, ranked and drilled to root cause. Covers ratio/rate metrics (reach rate, CTR, conversion, retention, win rate, ARPU) and additive totals (revenue, events, DAU). Triggers: "why did X change", "what drove the drop/spike", "归因", "解释度", "拆解 WoW/MoM 变化", "which segment caused the change", "attribute the change".
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aaronartistzhang-afk Bundle Lark Peer Feedback DraftingUse when a person who holds a FORMAL evaluation/feedback responsibility (inside an HR process) wants to draft an evidence-based, first-cut peer-feedback write-up from their OWN visible Lark/Feishu collaboration records. The skill uses lark-cli to assemble first-hand facts (1:1 work chat + a user-confirmed whitelist of groups), builds a re-checkable evidence ledger, and drafts a fact-based feedback draft with a tiered retrieval budget. Human-in-the-loop throughout: the human sets the rating, the human finalizes the wording, and the human submits. NOT for covert investigation, disciplinary evidence-gathering, digging up dirt, surveillance, or evaluating sensitive/protected attributes. 触发词:「写同事评价初稿」「基于协作记录起草反馈」 「peer feedback 初稿」「360 评价取证初稿」「lark-peer-feedback-drafting」.
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agntdev Skill Telegram Bot UX RulesShape the strings and timings a Telegram bot shows the user (microcopy, error UX, loading UX, media UX, chat-type UX, performance budgets). USE FOR: microcopy, button label, error message, loading state, sendChatAction, typing indicator, has_spoiler, sendPhoto, privacy mode, message_thread_id, performance budget, throttle, edits per minute, bot copy, error UX, loading UX — even if the user doesn't say "UX" or "error" explicitly. DO NOT USE FOR: flow patterns (see telegram-bot-flow-patterns), onboarding (see telegram-bot-onboarding), anti-patterns (see telegram-bot-anti-patterns), keyboard wiring (see telegram-bot-ui). Triggers: microcopy, button label, error message, loading state, sendChatAction, typing indicator, has_spoiler, sendPhoto, privacy mode, message_thread_id, performance budget, throttle, edits per minute, bot copy, error UX, loading UX.
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zaialamm Skill MonitorPut rankings and AI citations on a standing weekly watch: each run checks the keyword list and the buyer questions, diffs against last run, keeps history in the repo, and stops at a hard per-run budget. Setup spends nothing; a typical run costs $0.60–2.10.
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jackxu1978 Skill Tai Chi Sword Class CostPractical US pricing guide for tai chi sword (tai chi jian / 太极剑) instruction — what classes actually cost by format (park groups, community centers, studio group classes, private lessons, online courses), why sword classes run 10–20% above empty-hand tai chi, what the money actually buys, red flags when comparing schools, and how to budget the first year including the sword itself. Use when a user asks how much a tai chi sword class costs, the price of tai chi sword lessons, average tai chi class cost per month, whether free tai chi classes are worth it, why sword classes cost more than regular tai chi, whether private tai chi lessons are worth paying for, whether they can learn tai chi sword online to save money, what a tai chi sword beginner should budget, or any question about tai chi sword tuition, class prices, drop-in rates, or workshop costs.
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nt-ninjatrader Bundle Position WatchdogReports the live health of open futures positions. Output covers open P&L in dollars and R, and distance to stop (ticks, dollars, % of the daily loss budget). It also covers R-achieved to target, time in trade, and margin utilization. It also lists guardrail flags (no stop attached, a stop moved against entry, correlated index exposure). It also gives informational what-if math — move stop, extend target, go breakeven. It also detects stop drift from order history. A trailed stop means less risk. A widened stop means more risk. Use when the user asks "how am I doing", "what's my P&L", "how much am I up", "am I up or down", "position health", "my positions", "where's my stop", or "how close to stop". Also use when the user asks "am I in trouble", "daily loss", "margin usage", "am I safe", "what if I move my stop to X", "what if I extend target", "should I go breakeven", or "has my stop been moved". For closed-position analysis use trade-replay. For exact order payloads to execute, use scale-manager.
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ertugrulakben Skill Cashclaw CoreThe business brain of CashClaw. Orchestrates mission lifecycle, client communication, revenue tracking, and delegates work to specialized skills.
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ertugrulakben Bundle Cashclaw InvoicerHandles invoice creation, payment link generation, payment status tracking, and automated reminders via Stripe API. Supports multi-currency billing and recurring payments.
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gul-labs Bundle TaxExpert US tax, accounting, entity, and state-filing guidance for individuals, partnerships, S corporations, C corporations, disregarded LLCs, and multi-entity portfolios. Use for estimates, return workpapers, basis and carryforwards, tax planning and deductions (including accountable plans, home office, QBI, QSBS, §1244, and real estate), founder or investor stock issuances, payroll and owner compensation, corporate governance, notices and audits, WA taxes, and entity compliance. Trigger whenever the user asks about taxes, accounting, deductions, K-1s, estimated payments, issuing shares or founder stock, entity or state filings, governance records, or what an owner should pay or reimburse.
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aarshsharma2803-stack Skill PonytailCode minimalism — no premature abstractions, no speculative features, smallest correct implementation only. Auto-activates when complexity budget is minimal or user asks for simpler/smaller code. Trigger: complexity_budget:minimal, goal contains refactor/simplify/minimize/clean/slim, or user says "keep it simple", "no abstractions", "smaller diff".
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 live-draft-assistant, insecure-financial-modeling, copywriter-skill. 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.