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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teamtinvio Bundle Jaz CLIUse this skill when running Clio CLI commands, building shell scripts with Clio, debugging auth issues, understanding --json output, paginating results, or chaining multi-step accounting workflows from the terminal. Covers auth precedence, output formats, entity resolution, and common workflow patterns. Also use when the user asks how to use clio, what commands are available, or how to automate accounting tasks from the command line. Covers all 72 command groups and 369 tools, including employee-expense claims.
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teamtinvio Bundle Jaz RecipesUse this skill when modeling complex multi-step accounting transactions — anything that spans multiple periods, involves changing amounts, or requires linked entries. Covers 16 IFRS-compliant recipes (prepaid amortization, deferred revenue, loans, IFRS 16 leases, hire purchase, fixed deposits, asset disposal, FX revaluation, ECL, IAS 37 provisions, dividends, intercompany, capital WIP) and 13 financial calculators that produce execution-ready blueprints. Also use when the user mentions depreciation, amortization, lease accounting, loan schedules, or any IFRS calculation.
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lbiz-partners Bundle Tax Invoice Hometax한국 홈택스 전자세금계산서 발급·수정발급·조회·미수금 점검 범용 워크플로. 매출 세금계산서 작성, 거래처·공급가액·세액·품목 입력 보조, 발급 직전 QA, 수정세금계산서, 발급 후 조회, 청구 발행 건 입금 대조(미수금 리스트). 세금계산서 발행, 전자세금계산서 발급, 세금계산서 끊어줘, 수정세금계산서, 미수금 점검, 입금 확인, 수금 확인 요청 시 사용. 동료·일반 사업자용. 자동 발급 금지.
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rubyt5673 Bundle Trade Show Budget PlannerBuild realistic trade show budgets and ROI projections with industry cost benchmarks.
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corticalepilepsyladyofthehouse956 Skill Invoice ReconcileUse this skill when the user is matching supplier invoices against purchase orders or bank statements and needs the discrepancies explained — wrong totals, duplicate billing, missing VAT numbers, or currency mismatches. Reach for this even when the user only says "these numbers do not add up".
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haskaomni Bundle Serenity AlphaTranslate market-moving news into investable alpha hypotheses by mapping observed demand changes to revenue lines, supply chains, small-cap financial elasticity, market misclassification, validation metrics, downside risks, and position-sizing conditions. Use when the user shares news, product launches, technology breakthroughs, procurement signals, supply-chain changes, earnings-call clues, or asks for Serenity-style alpha analysis, small-cap beneficiaries, or "news to financial statement" translation.
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storehand Bundle Daily Store BriefingOpen the day with a short read-only briefing on a Shopify store — new orders and revenue since the last briefing, payments that need attention, cancellations and refunds, and variants below the stock threshold. Use when the user asks how the store is doing, what happened overnight, for a morning or daily briefing, or for new orders since yesterday.
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themattberman Bundle Budget OptimizerAnalyze spend efficiency across campaigns and adsets. Recommends budget shifts from underperformers to winners.
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xilinx Skill Aie Hw BringupGuide to bringing up a new IRON design on real AIE/NPU hardware for the first time — sequential block-by-block (and, for large models, dispatch-by-dispatch) bring-up against a reference, immediate output comparison against the numeric oracle/ONNX Runtime, methodical bisection when something hangs or mismatches, memory-budget tile splits, and validating the host-orchestration handoff between dispatches as its own step. Use this whenever the user is getting a new design running on real NPU hardware for the first time, debugging a hang/deadlock/wrong-output on real hardware (as opposed to in simulation), comparing NPU output against a reference to find where a design diverges, hitting an L1/tile memory budget overflow, or debugging a multi-dispatch handoff — even if they haven't framed it as "bring-up."
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y-66 Skill Budget Optimizer旅行预算优化技能 - 估算旅行费用,提供不同级别方案对比,给出省钱建议和最优预算分配。
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skillmedev Skill Expansion RevenueBuilds a systematic expansion playbook for existing SaaS customers - a catalog of usage triggers (limit approach, new team adoption, milestone hit) with routing rules, outcome-anchored upsell and cross-sell talk tracks, ownership and comp models, and metrics led by net revenue retention. Use when someone asks "how do we grow revenue from existing accounts", "build an upsell playbook", "our NRR is too low", or wants trigger-based expansion instead of reps guessing. Do NOT use for designing tiers and value metrics from scratch - use saas-pricing instead; for stopping customers from leaving, use churn-reduction.
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dejanvasic85 Skill Git InvoiceScan git logs for a date range and produce a categorised invoice line-item list. Classifies commits as Maintenance (framework upgrades, bug fixes) or Feature work (new functionality, with size estimates). Use when the user says "generate invoice", "invoice from git", "what did I work on", or invokes /git-invoice.
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jppuche Bundle AntialzheimerMemory health and cognitive architecture maintenance. Use when: memory drift, stale memories, instruction budget bloat, post-refactor cleanup, "check memories", "memory health", "consolidate", "clean up", or periodic maintenance (~every 10-15 sessions).
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ootto-ai Skill Invoice ChaserDraft the right payment reminder for an overdue invoice, with the tone matched to how late it is. Use when the user says "invoice reminder", "chase invoice", "overdue payment", "payment reminder", "unpaid invoice", or "follow up on a late payment".
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ootto-ai Skill Payment Plan DrafterPropose a fair installment plan for a client who can't pay in full, plus the email to offer it. Use when the user says "payment plan", "installment plan", "client can't pay", "split the invoice", or "payment arrangement".
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skillmedev Skill Observability StackInstruments systems with the three pillars - structured logs, RED/USE metrics, and distributed traces - correlated by one trace ID, with cardinality budgets and symptom-based alerts. Use when someone asks "how should I instrument this service", "what metrics should I emit", "why is my metrics bill exploding", "set up OpenTelemetry for my stack", or "we can't tell which service is slow". Do NOT use for tuning an existing noisy pager or alert thresholds - use alert-tuning instead; for defining SLO error-budget policy, use error-budget-policy; for the incident process when alerts fire, use sev-triage and postmortem-writer.
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affitor Skill Sale TrackingTrack sales and revenue for affiliate commission attribution via Sale API or Stripe metadata. Triggers on "track sales", "payment tracking", "commission tracking".
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fedimint Skill Gateway LiquidityUse this skill when the user asks about Fedimint gateway liquidity management, lightning channels, gateway balances, routing fees, peg-in, peg-out, channel opening/closing, payment logs, invoices, or any gateway-cli operations. Triggers on: "gateway", "liquidity", "channels", "routing fees", "peg-in", "peg-out", "ecash balance", "lightning balance", "open channel", "close channel", "set fees", "payment summary", "invoice", "gateway-cli".
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hashgraph-online Skill WhyExplain the provenance, authority, expiry, degradation state, and token accounting of CIGAR context already presented in this session.
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hashgraph-online Skill CompileCompile a deterministic CIGAR context bundle for the current task with an explicit token budget and inspectable manifest.
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akiru6 Bundle Invoice Posting根据已提取的发票JSON数据和企业会计科目表(COA),推断并生成会计记账分录(Journal Entry)。
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probichaux Bundle Flight TimeEstimate flight time between airports accounting for winds aloft. Use when calculating flight duration, planning trips, or comparing routes. Takes departure/arrival ICAO codes, cruise altitude, and true airspeed.
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meikocho1 Bundle ReframingChange what something MEANS before you change what it IS — Rory Sutherland's cheapest lever. Use when a product, price, feature, or message is objectively fine but feels cheap, generic, boring, overpriced, or unjustified; when the user says 'how do we make this feel more premium/valuable/exciting', 'people don't get why it's worth it', 'how do we reposition/rename/repackage this', or wants to raise perceived value without changing the product or cutting the price. Covers renaming, recategorising, mental accounting (price framing), creating artificial value, and context-shifting. Inspired by Rory Sutherland's *Alchemy*. Routed to from psycho-logic. 日本語の相談(「高いと言われる」「安っぽく見える」「値下げせずに高級感を出したい」)にも使う。中文咨询(“被说太贵”“显得廉价”“不降价也想显得高级”)也适用。
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trussary Bundle Vietnamese Finance CopyWrites and reviews native-quality Vietnamese (vi-VN) finance content — hóa đơn điện tử and e-invoice fields, báo cáo tài chính and management reports, investor updates and board decks, pricing and payment-terms pages, fintech, banking and insurance product copy, loan and credit disclosures, and thuế GTGT, TNDN and TNCN tax correspondence. Use when drafting Vietnamese financial statements or financial promotion, applying Thông tư 99/2025 statement terminology, checking guaranteed-return, lãi suất, insurance or digital-asset advertising limits, or formatting statement tables, negatives and đơn vị tính. Flags regulated phrasing and routes it to legal review rather than editing around it.
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0xmythril Skill Babysit Github PrMonitor a GitHub PR in a polling loop, post visible status updates, and auto-fix actionable review or bot comments until the PR is merge-ready, the time budget is exhausted, or progress stalls. Use when the user asks to babysit, monitor, triage, or keep a GitHub pull request merge-ready.
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adaptyteam Bundle Apple Ads StrategyUse when planning Apple Search Ads before there is anything to read — designing an account structure, choosing which campaigns and ad groups to create, building a keyword taxonomy and starting negative list, sizing a starting budget, or deciding whether Apple Ads fits an app at all. Triggers on "how do I launch Apple Search Ads", "what campaigns should I create", "which keywords should I target", "structure my ASA account", or any Apple Ads question about an app that is not connected yet. Needs no account, no CLI and no subscription.
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randypen Bundle Cdpm Calculation SkillCDPM calculation utilities using Cetus DLMM SDK plus the Scallop and Kai SAV lending math used by scallop_supply / scallop_redeem / kai_supply / kai_redeem. Provides liquidity calculation, bin price math, position management, fee calculations, and yield-fee accounting for both lending integrations. Use when performing mathematical operations for CDPM positions.
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experientiallabs Skill Test GatewayEnd-to-end happy-path test of the Experiential local gateway, covering interactive first-run setup via the exp run TUI, the served OpenAI-compatible routes, usage accounting, restart persistence, and integration with an external OpenAI-compatible client such as opencode. Use when asked to test, validate, or demo the local gateway.
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hsk10x2 Bundle How Many Tokens LeftPre-flight token gatekeeper. Use this skill when the user runs `/how-many-tokens-left`, or asks how much context budget is left, whether a task will fit in the remaining tokens, or says things like "토큰 얼마나 남았어", "이 작업 토큰 될까", "how many tokens left", "will this run out of context". Measures the current session's context usage, estimates what the requested task will consume, and STOPS to ask the user before starting work that is likely to run out mid-way.
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huangjia2019 Bundle Financial AnalyzingAnalyze financial data including revenue, costs, profitability, margins, and business metrics. Activate when user asks about financial analysis, revenue review, cost breakdown, ROI calculation, or profitability assessment.
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dianaprior Skill Tabpfn ExploreEDA, data profiling, adversarial validation, preprocessing checks, CV scheme setup, and API budget verification for tabular Kaggle competitions. Run at the start of every new competition before any modeling.
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show-karma Bundle Find Funding OpportunitiesSearch the Karma Funding Map for funding programs (grants, hackathons, bounties, accelerators, VC funds, RFPs) via the public API. Use when user says "find grants", "search hackathons", "look for bounties", "explore funding", "programs on Optimism", "what can I apply to", "funding opportunities", or asks about programs over or under a budget.
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ithustle Skill Mom Factura PoolsManage Mom Factura invoice pools for resellers (multi-company sub-tenant invoicing). Use when onboarding sub-tenants with their own NIF, issuing standalone pool API keys, uploading client logos, or emitting invoices with pool client keys.
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ithustle Skill Mom Factura WebhooksImplement webhook-based payment confirmation for Mom Factura API. Webhooks work for Bank Reference, sending two sequential events (payment.confirmed + invoice.created). Use when building payment confirmation flows, receiving webhook notifications, or handling order state transitions from OPEN to PAID. Status polling endpoint available as fallback.
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bo-cao Bundle Bcc Breaking Coding ChaosBCC main skill: dual-loop coding workflow (throughline → plan-spar → clean-cut) or quick status+next. Slash: /bcc-breaking-coding-chaos · chat: bcc:breaking-coding-chaos · "run BCC" · "BCC status" · "what next BCC". Needs a real idea (1:1 implement). Args: goal text, or status. May pass plan-spar review budget as rounds=N when chaining.
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nyuta01 Skill Add Derivation Cross SheetWire up a Folio `kind: cross_sheet` derivation — pull a field from a sibling Folio sheet that shares the same primary key (the 1:1 sidecar pattern). Invoke when the user wants to "join two sheets", "pull revenue from the finance sheet into customers", or otherwise copy values keyed by PK from one sheet to another.
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 jaz-cli, jaz-recipes, tax-invoice-hometax. 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.