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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levalencia Bundle Finance SkillsProduction-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.
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heath-gtm Bundle Meeting RecapTurn 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.
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fivebucksventures Skill Invoice CollectorDaily 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.
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snoodleboot-io Skill Hyperparameter OptimizationThe search algorithm matters far less than the budget and the space you give it,
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keyargo Bundle Stripe SpendCreate real Stripe test-mode charges for bounded business actions, with an authority-band budget cap and human escalation above the cap.
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keyargo Skill Custodian AnchorRequest 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.
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30eggis Skill Specialized Hospitality Guest ServicesComprehensive 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
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projectious-work Bundle Constraint ManagementManage 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.
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iterationlayer Skill Extract Invoice DataExtract vendor name, line items, totals, and dates from invoice documents.
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iterationlayer Skill Extract Freight Bill DataExtract carrier invoice, shipment references, rates, accessorials, taxes, and total charges from freight bills.
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lap-platform Bundle Xtrf Home Portal APIXTRF Home Portal API skill. Use when working with XTRF Home Portal for browser, accounting, customers. Covers 341 endpoints.
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seaworld008 Skill HonchoConfigure 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.
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ekatasingh1107 Bundle Ad Budget OptimizerReallocate ad budget across campaigns and channels using ROAS and marginal return analysis
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rulebase-co Skill Cx Revenue At RiskUse 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.
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rulebase-co Skill Cx Team TopologyUse 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.
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rulebase-co Skill Cx Refund And Goodwill PolicyDesign 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.
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theheavenlyd3mon Bundle Lean StartupDesign 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.
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mohitagw15856 Skill Gift FinderFind a genuinely good gift for a specific person and occasion within a budget — thoughtful and non-obvious, not a generic 'top 10 gifts' list. Use when asked for gift ideas, what should I get [person], help me find a present, or I have no idea what to buy. Produces a short set of tailored ideas across price points, why each fits this person, where to get it and rough price, a safe backup, and an honest flag when you need one more detail to nail it.
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mohitagw15856 Skill Wine PairingPick a wine that flatters tonight's meal — at your budget, from what's actually available — without the sommelier mystique. Use when asked what wine goes with [dish], help me pick a wine, what should I drink with dinner, or recommend a bottle for. Produces a couple of specific bottle styles (not just 'a red'), why each works with the dish, a budget-tier pick, an easy-to-find fallback, and a non-alcoholic option — with a plain reason you can remember next time.
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mohitagw15856 Bundle Event Budget PlanBuild an event budget that survives the event — every cost line including the ones people forget, the contingency sized to the actual risk, and the tracking that shows overspend while it can still be stopped. Use when asked to build an event budget, cost an event, price a conference or wedding, or explain why an event went over budget. Produces the full cost breakdown, the commonly-forgotten lines, the contingency sizing, the payment and cash-flow schedule, the per-head economics, and the variance tracker.
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mohitagw15856 Bundle Architectural Programme BriefTurn a client's wishes into an architectural brief that can actually be designed against — the accommodation schedule, the adjacencies, the budget reality, and the constraints named before they become change orders. Use when asked to write an architectural brief, prepare a project brief for a building, run a client briefing, or capture requirements for a new build or refurbishment. Produces the accommodation schedule with areas, the adjacency and circulation requirements, the site and statutory constraints, the budget and programme reality check, and the explicit exclusions.
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klotzkette Skill Kostenobergrenze Budget HaftungFür Kostenobergrenze, Budget und Haftung: ordnet Norm, Beweislast und Gegenargument; Ergebnis: Prüfprodukt mit Risiko und nächstem Schritt.
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klotzkette Skill Persoenliches Budget 29 Sgb IxFür Persönliches Budget 29 SGB Ix: ordnet Norm, Beweislast und Gegenargument; Ergebnis: Prüfprodukt mit Risiko und nächstem Schritt.
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klotzkette Skill Costs Court Counterclaim SetoffFür Costs and Budget: ordnet Norm, Beweislast und Gegenargument; Ergebnis: Prüfprodukt mit Risiko und nächstem Schritt.
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klotzkette Skill Patentprozess Kostensicherheit Und BudgetFür Patentprozess: Kosten, Sicherheit und Budget: ordnet Norm, Beweislast und Gegenargument; Ergebnis: Prüfprodukt mit Risiko und nächstem Schritt.
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klotzkette Skill Bim Modell Kostenobergrenze Budget LphFür BIM, CDE und Planstandshaftung: ordnet Norm, Beweislast und Gegenargument; Ergebnis: Prüfprodukt mit Risiko und nächstem Schritt.
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klotzkette Skill Accounting CyberFür Bilanzierungsunregelmäßigkeiten und Accounting-Forensik: ordnet Norm, Beweislast und Gegenargument; Ergebnis: Prüfprodukt mit Risiko und nächstem Schritt.
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alirezarezvani Bundle Deep WorkUse when someone wants to plan a deep work day, time-block their calendar or task list, budget or cut shallow work, protect focus hours, track deep-work sessions and streaks, run an end-of-day shutdown ritual, or says "/deep-work" or "/time-block". Classifies tasks deep vs shallow, builds an energy-first time-blocked schedule that refuses deep demand past the 4-hour ceiling, batches shallow work into at most two windows, and logs focus sessions against a weekly target.
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alirezarezvani Bundle Capacity PlannerUse when an ops leader (Director of CX, Head of Support, VP Ops, Head of BizOps, Head of IT ops, Head of Finance ops) is sizing ops capacity, building a headcount plan, modeling utilization risk, planning Q3 capacity or annual support capacity, or designing CS coverage — and needs Erlang-C queueing math, P90 demand sizing, shrinkage-adjusted FTE, manager-trigger thresholds, and a quarterly hiring sequence with ramp + attrition. Apply when sustained team utilization is above 80% or when the team is growing >50% in 12 months. Run before committing the headcount budget. This is NOT engineering capacity (see vpe-advisor for DORA + cycle time) and NOT strategic 3-year workforce planning (see chro-advisor).
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dvcrn Bundle HumPublish long-form articles that rank on Google and reach real human readers. Earn revenue, build reputation, engage with your audience. Not a playground — a publishing platform.
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dvcrn Skill AdsPaid acquisition strategy, budget allocation, and avoiding common advertising mistakes across platforms
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dvcrn Bundle HotelLocal-first hotel decision engine for trip stays, hotel comparison, shortlist creation, booking readiness, and accommodation planning. Use whenever the user mentions hotels, where to stay, comparing properties, nights, location tradeoffs, budget, amenities, booking decisions, or choosing the best stay for a trip. Captures hotel options, stores trip context, scores tradeoffs, and surfaces the best-fit hotel based on budget, location, amenities, and decision confidence.
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dvcrn Bundle WaveWave accounting — invoices, customers, transactions, accounts, products, taxes. Small business accounting CLI.
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dvcrn Bundle GridtrxDouble-entry, full-cycle accounting suite built for AI agents. Converts bank CSVs, OFX, and QBO files into balanced, auditable books — balance sheet, income statement, general ledger, trial balance. All data stays in a single local SQLite file.
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dvcrn Bundle WeaveUse when creating crypto or stablecoin invoices, generating payment quotes, or tracking invoice payment status with the Weave CLI.
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dvcrn Bundle YieldConversational Compounding Engine — models every bot message as a financial investment that compounds trust, micro-commitments, and conversion momentum over time. Zero external APIs. Zero cost. Maximum revenue lift.
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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 stripe-spend, xtrf-home-portal-api, architectural-programme-brief. 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.