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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sjrazaviebra Bundle ComptableComptabilité et fiscalité françaises, pour une entreprise comme pour un particulier — choix de forme juridique, micro-entreprise, TVA, plan comptable et écritures, clôture et liasse fiscale, facturation, impôt sur le revenu, revenus financiers et crypto, cumul avec le chômage, paie et embauche. Utilisez ce skill dès qu'une question touche à un montant à déclarer, un régime fiscal, un seuil, une cotisation, une facture, un bilan, une déclaration, ou au choix d'un statut — même si l'utilisateur ne dit jamais le mot « comptabilité », et même si la question a l'air simple. Une question fiscale qui paraît simple est presque toujours une question à conditions. Also use this skill for any question about French accounting, tax or social contributions asked in English or any other language — French VAT and the reverse charge, micro-entreprise thresholds, choosing a legal form, self-employment and freelancing in France, invoicing rules, income tax, unemployment benefits while starting a business, hiring costs. People w
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sjrazaviebra Bundle PatrimoineÉpargne, placements et argent personnel en France — reconnaître une arnaque financière et vérifier qu'un acteur est autorisé, les enveloppes (compte-titres, PEA, assurance-vie, PER) et les supports (actions, obligations, OPCVM, ETF, fonds euros), les frais et ce qu'ils font à une performance, risque, horizon et liquidité, épargne réglementée et garantie des dépôts, immobilier comparé au financier, préparation de la retraite et relevé de carrière, budget, crédit à la consommation et surendettement. Utilisez ce skill dès qu'une question porte sur l'argent personnel qui dort ou sur ce qui le menace — y compris posée sans vocabulaire technique : « on me propose un placement à 9 % garanti », « c'est quoi un ETF », « les frais me mangent-ils », « je n'arrive plus à rembourser », « comment vérifier que ce conseiller est réel ». Also use this skill for any question about savings, investment vehicles, fees, financial scams, deposit guarantees, retirement records or over-indebtedness in France, asked in English or any
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datagouv Bundle Budget ReportingGénère le reporting d'activité périodique (mensuel, trimestriel) de l'équipe API Entreprise / API Particulier sur le repo `datagouv/apistration` à partir des commits, PRs GitHub et issues Linear. Produit 4 livrables dans `sandbox/` à 4 niveaux de détail. Use when user asks for "reporting budgétaire", "summary du mois", "bilan mensuel", "reporting d'activité", "budget summary", "executive summary mensuel", ou tout reporting périodique d'activité sur apistration.
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extruct-ai Skill Meddpicc Post CallAuto-fill CRM and create follow-up tasks after a sales call using MEDDPICC methodology. Pulls meeting transcripts from Granola, scores the call against all 8 MEDDPICC dimensions, extracts competitor mentions, budget discussions, decision criteria, champion signals, and next steps — then writes everything to Attio (deal updates, notes, tasks). MANDATORY TRIGGERS: Use this skill whenever the user mentions "post-call", "after the call", "MEDDPICC", "score the call", "call review", "update CRM after call", "auto-fill CRM", "call analysis", "sales call review", "what did we miss on the call", "debrief the call", "log the call", or references analyzing a completed sales meeting. Also trigger when the user asks to extract competitor mentions, budget info, or decision criteria from a call transcript.
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adsagents Bundle Meta CopyUse when preparing a Meta Ads creation, copy, template write, budget, status, targeting, or delivery change; not analysis-only reads.
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fla-org Skill Fla Triton To GluonWorkflow for porting an existing Triton kernel in `fla/ops/**` to Gluon (`triton.experimental.gluon`) to gain explicit control over tensor layouts, shared memory, async data movement (cp.async / TMA), MMA (WGMMA / tcgen05), and scheduling (persistent kernels, warp specialization). Covers when a port is worth it, an incremental porting sequence that keeps numerical parity at every step, a Triton-to-Gluon API mapping, compile-time / autotune / smem-budget management for heavily unrolled kernels, and a pitfall checklist (proxy fences, mbarrier semantics, layout costs, bitwise-cancellation traps, NaN-poisoned OOB handling). Use when a Triton kernel is register-bound, when `num_stages` pipelining underperforms, or when Hopper/Blackwell features (TMA, TMEM, tcgen05) are needed.
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furqanistic Bundle Integrate 1billDesign, implement, review, and troubleshoot Pakistan 1LINK 1BILL integrations for bill inquiry, bill payment, fixed invoice or voucher collections, variable or top-up payments, credit-card bill payments, packages, payment-status inquiry, voids, PSID or consumer-number flows, reconciliation, and certification. Use when a bank, fintech, government entity, educational institution, utility, biller, or Pakistani business needs to add or repair a 1BILL collection workflow.
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genezo13 Bundle Monadvault Council ConvenorDesign and synthesize MonadVault councils across multiple models, expert roles, or engaged Monads. Use when a Steward asks for a council, panel, debate, independent second opinions, devil's-advocate review, multiple perspectives on a decision, member roles and prompts, preserved dissent, a synthesis rubric, a chair summary, or privacy and budget guardrails for a multi-participant run.
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gidila91 Skill Billing AI Assisted WorkHow to track and bill time honestly when AI agents do part of the work — the concurrency rule for parallel timers, what happens to the hour when you are waiting rather than typing, and the failure modes that silently over-bill or lose hours. Use when designing or auditing time tracking for an agency, freelancer or studio that runs AI coding agents; when a client asks what they are actually paying for; when reconciling logged hours against a calendar or an invoice; or when building the timer, hours-bank or invoicing part of a practice-management app.
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jopre0502 Bundle Session Refresh**SESSION END / HIGH TOKEN BUDGET** - Use when token budget >65% or before ending a session. Complete session refresh: Updates CLAUDE.md + PROJEKT.md → conditional restructure → Token-Budget hint. Trigger keywords: "session refresh", "update docs", "phase transition", "token budget high" Use when: (1) token budget >65%, (2) before session end, (3) phase transitions, (4) consolidating learnings. Conditional /project-doc-restructure (only when NEEDS_RESTRUCTURE). Danach Token-Budget manuell reduzieren (CLI Built-in). NOT needed at session start if previous session ended with /session-refresh.
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jopre0502 Bundle Session WorkflowDetailed session-continuous workflow reference for task management, phase completion, token budget tracking, Vault-First commands, and 7-column task schema. Use when creating tasks, completing phases, managing session lifecycle, or needing Vault CLI command reference.
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pionex-official Bundle Financial Analysis EarningsQuarterly earnings analysis for US stocks using SEC EDGAR financial data. Use when asked to: analyze a company's latest quarterly results; review Q1/Q2/Q3/Q4 earnings; check if a company beat or missed estimates; understand revenue, margin, or EPS trends; get a beat/miss breakdown; review guidance or management commentary after an earnings release. Triggers: "analyze AAPL earnings", "did MSFT beat estimates", "NVDA Q4 results", "earnings update for GOOGL", "how did Tesla do last quarter".
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ravsau Skill Monetization StackBuild a creator revenue stack beyond AdSense. Frameworks from Colin & Samir, Roberto Blake, Ali Abdaal, Derral Eves. Platform ownership > marketplace splits. Use when planning how to make money from your channel.
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the-openroad-project Skill Debug Rtl SimDebug an RTL or gate-level simulation that hangs, times out, produces no output, or computes the wrong answer, without dumping logs or waveforms into context. Covers the cheapest-first ladder (which gate failed, how the run stopped, a bounded fetch trace, bounded disassembly, reduce to the smallest failing case, and only then a windowed waveform), the harness properties that make each rung possible (distinct exit codes, a cycle budget, a probe port, the program as a runtime plusarg), and why a plausible-looking number from a broken configuration is the failure mode to fear most. Use when a simulation "just hangs", when a core produces no output, when a workload passes on one configuration and not another, or before reaching for a waveform.
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opensearch-project Skill Slo SliSLO/SLI definitions, Prometheus recording rules, error budget calculations, and burn rate alerting for service reliability management.
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yasserstudio Skill Perfex CustomfieldsUse whenever the user is reading, writing, installing, or debugging Perfex CRM custom fields — `tblcustomfields` (definitions), `tblcustomfieldsvalues` (values keyed by `relid`), field types (`input`, `textarea`, `select`, `multiselect`, `checkbox`, `date`, `datetime`, `link`, `colorpicker`, `file`), `fieldto` values (`contacts`, `customers`, `leads`, `invoice`, `estimate`, `contracts`, `tasks`, `tickets`, etc.), `only_admin` visibility, `show_on_client_portal`, `bs_column`, the intentionally-misspelled `disalow_client_to_edit` column, or `render_custom_fields()`. Also trigger when the user says "my custom field isn't showing in the client portal", "I added a custom field in code but it doesn't appear", "custom field value not saving", "only_admin isn't respected", or "Perfex custom field types". Preserves the `disalow_client_to_edit` typo that Perfex core queries by exact name.
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yujie-jason-zhang Bundle Journal RecommenderRecommend target journals for a finished or near-finished manuscript. Use when the user asks where to submit, wants a shortlist, checks fit for a journal, compares SCI/non-SCI, OA/subscription, Chinese/English, fast-review venues, or asks which journals are realistic. Gather indexing, OA/budget, language, deadline, avoid-list, subfield, keywords, abstract/results, article type, and level anchor; estimate paper level; then return about 10 journals each in reach, fast-review reach, safe, and fast-review safe tiers, plus 1-3 field-top reference candidates outside the four tiers when useful. Each journal must include a fit rationale, recent related-paper evidence from that journal, official-site and mainland-China Simplified-Chinese LetPub (`letpub.com.cn`) URLs, and an adjustment note when borderline. Web search is mandatory: verify the journal site, the mainland-China Simplified-Chinese LetPub page, and recent related papers live, not from memory. Use before paper-cover-letter.
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aibjohnson Skill Invoice ChaseFind unpaid or overdue invoices in an export and draft polite chaser emails for each. Drafts only, never sends. Use when the user mentions chasing invoices, late payments, or money owed.
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aibjohnson Skill Weekly NumbersProduce the Monday business summary from a sales export - revenue, orders, average order value, top products, and anything that moved sharply. Use when the user asks for their weekly numbers, a business summary, or "how did last week go".
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aibjohnson Skill Expense CategoriseRead a bank or card statement export and sort every transaction into the user's accounting categories, flagging anything ambiguous rather than guessing. Use for bookkeeping, tax prep, or expense review.
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amethystluna Skill Keil Mdk BuildUse when building, flashing, or packaging firmware with Keil MDK (UV4 CLI, ARMCLANG), analyzing .map files for ROM/RAM optimization and memory budget, or diagnosing Keil-specific build failures. NOT for non-Keil build systems (Makefile, CMake, IAR, GCC-only). For crash triage see hardfault-triage.
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jinplu Bundle Teamwork GoalUse when the user explicitly asks to persist until a verifiable result, fix until green, monitor through completion, or stay within a stated budget; do not infer persistence from difficulty.
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mosofin Skill Query WorkspaceQuery MosoFin workspace business data (accounting platforms and other connected SaaS). Use when the user asks for P&L, invoices, cash, customers, or any live books data, or mentions MosoFin, a client workspace, or reconnecting a data source.
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skillmedev Skill Nutrition PlannerSets personal nutrition targets - protein at 1.6-2.2 g/kg, a calorie budget from goal and activity, fiber and hydration floors - and a repeatable meal structure with a review-and-adjust protocol for fat loss, muscle gain, or maintenance. Use when someone asks "how much protein should I eat", "set my macros for a cut", "why has my weight stalled", or "build me a sustainable diet framework". General wellness guidance, not medical advice. Do NOT use to produce a specific week of recipes with a shopping list and prep schedule - use meal-planner instead (this skill sets the targets; meal-planner cooks to them); for the broader multi-pillar health routine, use longevity-protocol.
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skillmedev Skill Personal Financial PlannerBuilds a complete personal financial plan - a prioritized order of operations across budgeting, emergency savings, debt payoff, and goals - from the user's actual numbers, then routes each piece to the right specialist skill. Use when someone asks "help me get my finances in order", "where should my money go first", "should I pay off debt or save", "am I doing okay financially", or "build me a financial plan". Do NOT use for constructing the monthly budget itself - use budget-builder instead; for sequencing multiple debts - use debt-payoff-planner; for sizing the cash cushion - use emergency-fund-planner; for investing fundamentals - use investment-basics; for retirement readiness math - use retirement-projection; for lowering a tax bill - use tax-optimization; for evaluating one large purchase - use big-purchase-decision.
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skillmedev Skill Debt Payoff PlannerBuilds a sequenced multi-debt payoff plan - avalanche or snowball chosen by explicit decision rules - with the rollover schedule, total-interest math, and a debt-free date. Use when someone asks "which debt do I pay first", "avalanche or snowball", "how do I get out of credit card debt", or "when will I be debt-free". Do NOT use for sizing the cash cushion that prevents new debt - use emergency-fund-planner instead; for building the monthly budget that produces the extra payment - use budget-builder; for the overall save-vs-invest-vs-payoff ordering - use financial-planner.
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skillmedev Skill Big Purchase DecisionEvaluates a major purchase with total cost of ownership, opportunity cost, affordability red lines, and a cooling-off rule, producing a scored buy/wait/walk verdict. Use when someone asks "should I buy this car", "can I afford this", "is this purchase a good idea", or is about to finance anything with a monthly payment. Do NOT use for fitting an approved purchase into the monthly plan - use budget-builder instead; for whether the purchase should outrank debt payoff or savings - use financial-planner; for home-purchase retirement trade-offs - use retirement-projection.
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skillmedev Skill Emergency Fund PlannerSizes an emergency fund from essential expenses and household risk tier, picks the right account, and builds the funding and replenishment schedule. Use when someone asks "how much should I have in savings", "how big should my emergency fund be", "where should I keep my emergency fund", or "should I save or pay off debt first". Do NOT use for sequencing debt payoff itself - use debt-payoff-planner instead; for planned irregular expenses like car registration or gifts, those are sinking funds - use budget-builder; for the full save-vs-invest ordering - use financial-planner.
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tribeunal Skill Arbitrating A DisputeUse when two parties need a ruling that someone outside the argument will act on — a contested invoice, a delivery dispute, a contract term, a payout someone has to release — or when a request mentions arbitration, a binding decision, or a verdict a contract points at. Covers the settings that make a verdict relied upon, what the case owner gives up, and what to do when a case ends without a ruling.
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azure-samples Skill Budget SetupCreate a budget with sensible default thresholds, contact emails, and an optional action group. WHEN: "create budget", "setup budget", "need a budget", "no budgets", "budget recommendations". INVOKES: list_budgets, query_costs, forecast_costs, create_budget
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azure-samples Skill Budget HealthCurrent spend vs limits, end-of-month forecast, and active alerts. WHEN: "budget status", "am I over budget", "budget health", "will I exceed budget", "budget forecast". INVOKES: list_budgets, forecast_costs, query_costs, list_alerts
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trustycap-technologies Skill Add Metered BillingTurn an application into a business that can charge: record usage per customer in units that match what the product actually does, publish a rate card, and bill against it, so the builder keeps their own brand, pricing and customer relationship. Use when an app has no revenue path, when someone asks how to charge for usage or add usage-based billing, or when usage happens today with no way to bill for it.
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varlabz Bundle First Dollar Speed RunAnalyzes a professional background to define the single fastest, simplest service or asset to earn a first $100 online within 48-72 hours using existing skills, zero budget, and minimal tech. Use when a user asks how to start making money online quickly based on their resume or job title.
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phuongnz Bundle Design Product InfrastructureConsult on a complete product runtime infrastructure — the compute, data, delivery, and observability a software product *runs on* in production — and recommend three designs across a floor-to-ceiling band, each with a live-priced cost estimate. Use when the user wants to choose hosting/compute, a datastore and state layer, a release-and-rollback path, and observability together for a product; match requirements/traffic/budget/tech-stack/business constraints to a runtime design; compare a light-vs-heavy runtime by cost; or asks what to run the product *on* and what it will cost. This designs the product's runtime, not the AI setup it is built *with* — for that, see the sibling skill `design-agentic-infrastructure`, and to design both planes together, the bridge skill `design-full-stack-infrastructure`.
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prilk-consulting Skill Add Custom FieldStep-by-step workflow to add a custom field to another app's DocType (e.g. Customer, Sales Invoice) from your own app, idempotently via install.py. Use when the user asks to add a field to a standard/ERPNext doctype, extend Customer with X, or store extra data on an existing DocType.
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secapi-ai Bundle Investigate Filing FootnotesInvestigates a defined accounting disclosure with source-linked findings. Use when a lease, tax, revenue-recognition, debt, covenant, or segment note needs filing evidence.
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 teamwork-goal, comptable, patrimoine. 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.