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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ferroxlabs Skill Outdoor Gear Selection Guide 2Provides category-by-category outdoor gear selection criteria for hiking, camping, cycling, and general outdoor recreation. Covers footwear, layering systems, packs, shelter, and navigation with fit testing guidelines, durability priorities by use intensity, and budget tier recommendations. Use when the user asks about choosing outdoor gear, comparing hiking boots, selecting a backpack, building a layering system, or evaluating gear quality and durability. Do NOT use for specific brand or product recommendations, professional mountaineering equipment, cycling-specific gear (use cycling-route-planner), or fishing, hunting, or water sports equipment.
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ferroxlabs Skill Oss Funding Strategist 2Build sustainable funding for open source projects through GitHub Sponsors, Open Collective, grants, and diverse revenue models Use when the user asks about oss funding strategist, related techniques, best practices, or needs guidance in this domain. Do NOT use when the request is outside the scope of oss funding strategist or requires a different specialized skill.
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ferroxlabs Skill Travel Rewards Optimizer 2Creates a points and miles earning and redemption strategy organized by program type. Gathers the user's current rewards accounts, travel goals, spending patterns, and redemption preferences to produce a structured earning plan and a redemption value comparison that maximizes travel reward value per dollar spent. Use when the user asks about travel rewards, how to use points or miles, maximizing credit card travel benefits, or choosing a rewards strategy. Do NOT use for general credit card comparison (use personal-finance skills), travel insurance evaluation (use travel-insurance-evaluator), or travel budgeting (use budget-travel-planner).
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ferroxlabs Skill Conference Organizer 2Complete guide to organizing conferences and large events covering venue selection, speaker management, agenda design, sponsorship acquisition, registration systems, A/V requirements, volunteer coordination, post-event follow-up, and budget management. Use when the user asks about conference organizer or needs help with related topics. Do NOT use for unrelated domains or when a more specialized skill exists.
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ferroxlabs Skill Packing List Builder 2Creates categorized packing checklists with quantity columns and trip-type and weather conditionals. Gathers destination, trip duration, activities planned, weather forecast, and traveler preferences to produce a printable packing list organized by category with check-off boxes. Use when the user asks to create a packing list, figure out what to pack, prepare luggage for a trip, or organize travel gear by category. Do NOT use for trip itinerary building (use trip-itinerary-builder), travel budgets (use budget-travel-planner), or moving and relocation packing.
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ferroxlabs Skill Gallery Exhibition Planner 2Gallery exhibition planning guidance covering curation strategy, installation design, exhibition proposals, opening event production, press outreach, artist statements, pricing artwork, gallery agreements, shipping and handling, and post-exhibition follow-up. Includes timeline templates, budget worksheets, press release formats, and installation checklists. Use when the user asks about gallery exhibition planner, related techniques, best practices, or needs guidance in this domain. Do NOT use when the request is outside the scope of gallery exhibition planner or requires a different specialized skill.
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ferroxlabs Skill Theory Of Constraints Coach 2Applied Theory of Constraints guide covering bottleneck identification, the Five Focusing Steps, Drum-Buffer-Rope scheduling, Thinking Processes, throughput accounting, and practical techniques for finding and exploiting system constraints. Use when the user asks about theory of constraints coach, related techniques, best practices, or needs guidance in this domain. Do NOT use when the request is outside the scope of theory of constraints coach or requires a different specialized skill.
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ferroxlabs Skill Family Reunion Planning 2Creates complete family reunion plans with venue selection criteria, logistics coordination, activity programming, budget frameworks, and communication templates. Produces structured event plans with timelines, task assignments, and attendee management systems. Use when the user asks about planning a family reunion, large family gathering, or multi-generational family event. Do NOT use for planning weddings, corporate events, or small dinner parties.
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ferroxlabs Skill Family Budget Conversation 2Provides conversation frameworks for discussing money within families, including shared financial goal setting, household budget conversations, teaching children about money, and navigating financial disagreements. Produces structured conversation guides with opening scripts and shared goal templates. Use when the user asks about having money conversations with a partner, family, or children, setting shared financial goals, or discussing a household budget together. Do NOT use for financial advice, investment guidance, debt management strategies, or individual budget creation (use personal-finance skills).
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ferroxlabs Skill Content Monetization Strategist 2Content monetization expertise covering revenue stream diversification, audience building strategies, pricing psychology for digital products, sponsorship and brand deal negotiation, membership and subscription models, passive income from content, and building a sustainable creator business beyond ad revenue. Use when the user asks about content monetization strategist, related techniques, best practices, or needs guidance in this domain. Do NOT use when the request is outside the scope of content monetization strategist or requires a different specialized skill.
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ferroxlabs Skill Budget Travel Planner 2Creates line-item travel budget breakdowns by category (accommodation, transport, food, activities, contingency) with per-day and total cost estimates. Gathers destination, trip duration, traveler count, and spending preferences to produce a currency-agnostic cost table the user can track against actual spending. Use when the user asks to create a travel budget, estimate trip costs, plan a budget-friendly vacation, or break down travel expenses by category. Do NOT use for annual personal finance budgeting (use personal-finance skills), business travel expense reporting, or trip itinerary building (use trip-itinerary-builder).
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ferroxlabs Skill Family Travel Expert 2Plan stress-free family trips with guidance on kid-friendly destinations by age, packing for families, car trip survival, flying with children from infants to teens, accommodation selection, activity planning, travel documents for minors, managing expectations, and budget-friendly family travel strategies. Use when the user asks about family travel expert, related techniques, best practices, or needs guidance in this domain. Do NOT use when the request is outside the scope of family travel expert or requires a different specialized skill.
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ferroxlabs Skill Grocery List Optimization 2Builds organized grocery lists optimized by store section, budget strategies, waste reduction techniques, and pantry staple management. Produces a categorized shopping list with quantity estimates, budget-saving notes, and a pantry checklist system. Use when the user asks about organizing a grocery list, reducing grocery spending, minimizing food waste through smarter shopping, or building a pantry staples inventory. Do NOT use for meal planning (use meal-planning-framework), macro calculations (use macro-calculation), or specific recipe ingredients.
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ferroxlabs Skill Home Maintenance Scheduler 2Comprehensive home maintenance scheduling with monthly, seasonal, and annual checklists covering HVAC, plumbing, electrical, roofing, appliances, pest prevention, and maintenance budget planning. Use when the user asks about home maintenance scheduler, or needs help with comprehensive home maintenance scheduling with monthly, seasonal, and annual checklists covering hvac, plumbing, electrical, roofing, appliances, pest prevention, and maintenance budget planning. Do NOT use when the request requires professional specialized advice or falls outside the scope of home maintenance scheduler.
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ferroxlabs Skill Carbon Footprint Estimator 2Estimates personal carbon footprint by category (transportation, home energy, food, and consumption) and produces a ranked reduction action list with estimated CO2e savings per action. Gathers the user's lifestyle data to produce a baseline footprint estimate and prioritized reduction plan with realistic impact numbers. Use when the user asks about their carbon footprint, personal emissions, environmental impact of their lifestyle, or how to reduce their carbon output. Do NOT use for corporate or business carbon accounting, carbon offset evaluation or purchasing, climate policy analysis (use environmental-policy-researcher), or life cycle assessment of specific products.
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ferroxlabs Skill Sustainable Shopping Guide 2Evaluates purchasing decisions across product categories by comparing eco-alternatives to conventional options using quality-longevity scoring, lifecycle cost analysis, and environmental impact criteria. Gathers the user's shopping needs, budget, and priorities to produce a category-by-category sustainable purchasing framework without brand endorsements. Use when the user asks about eco-friendly product alternatives, sustainable shopping practices, evaluating product longevity vs. disposability, or reducing the environmental impact of purchases. Do NOT use for grocery or food shopping (use waste-reduction-planner for food waste), investment decisions on green technology, business procurement sustainability, or evaluating corporate sustainability claims.
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bg-szy Skill Pricing Change Strategist 2Design and roll out a price increase or packaging change without triggering churn. Segments the base by price sensitivity, models revenue and churn scenarios, decides grandfathering and notice strategy, and produces the full comms kit (customer email, in-app notice, sales talk track, support FAQ, objection handling). Use when raising prices, repackaging tiers, or moving customers to new plans.
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nota-america Skill Sox Testing 3Generate SOX sample selections, testing workpapers, and control assessments. Use when planning quarterly or annual SOX 404 testing, pulling a sample for a control (revenue, P2P, ITGC, close), building a testing workpaper template, or evaluating and classifying a control deficiency.
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nota-america Skill Variance Analysis 2Decompose financial variances into drivers with narrative explanations and waterfall analysis. Use when analyzing budget vs. actual, period-over-period changes, revenue or expense variances, or preparing variance commentary for leadership.
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nota-america Skill Friday Brief 2Delivers the Friday end-of-week pulse — revenue vs prior week, top sellers, wins and watches. Accepts optional lookback window of 7 or 14 days.
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nota-america Skill Financial Statements 3Generate financial statements (income statement, balance sheet, cash flow) with period-over-period comparison and variance analysis. Use when preparing a monthly or quarterly P&L, closing the books and need to flag material variances, comparing actuals to budget, building a financial summary for leadership review, or looking up GAAP presentation requirements and period-end adjustments.
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nota-america Bundle Invoice Chase 2Drafts overdue-invoice reminder emails from QuickBooks and PayPal data, matched to each customer's payment history and tone (gentle for good customers, firm for repeat late payers). Sends via PayPal with owner approval; non-PayPal invoices queue as mail drafts. Use when the user asks "who owes me money," mentions overdue invoices, or wants to follow up on unpaid invoices.
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tuyv Bundle Goal Draft 2Turn a fuzzy intention into a /goal objective the Goal verifier can actually judge - one outcome, numbered binary "Done when" checks that leave evidence in the transcript, guardrails, a budget, and a block protocol. Use when the user wants to set or define a goal, asks whether a goal is good enough, or says "keep going until X". Usage - /goal-draft <what you want done>, or /goal-draft <existing goal> to tighten it. This skill only writes the objective; it never starts the work.
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tuyv Bundle Bahamas Vat 2Use this skill whenever asked to prepare, review, or classify transactions for a Bahamas VAT return for any client. Trigger on phrases like "Bahamas VAT", "DIR Bahamas", "Department of Inland Revenue Bahamas", or any request involving Bahamas VAT. The Bahamas has NO income tax — VAT is the primary tax. MUST be loaded alongside vat-workflow-base v0.1 or later. ALWAYS read this skill before touching any Bahamas VAT work.
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tuyv Bundle Bahrain Vat 2Use this skill whenever asked to prepare, review, or classify transactions for a Bahrain VAT return for any client. Trigger on phrases like "prepare VAT return", "Bahrain VAT", "NBR return", "file VAT Bahrain", or any request involving Bahrain VAT filing. Also trigger when classifying transactions for VAT purposes from bank statements, invoices, or other source data. This skill contains the complete Bahrain VAT classification rules, return box mappings, deductibility rules, reverse charge treatment, GCC transitional provisions, and filing deadlines. Bahrain applies VAT at 10% under Decree-Law No. 48 of 2018, administered by the National Bureau for Revenue (NBR). ALWAYS read this skill before touching any Bahrain VAT-related work.
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tuyv Bundle Bd Einvoice 2> Use this skill whenever asked about electronic invoicing, fiscal devices, and digital VAT compliance in Bangladesh. Trigger on phrases like "Bangladesh e-invoicing", "EFD SDC NBR", "electronic fiscal device Bangladesh", "Mushak invoice", "VAT software Bangladesh". Covers the NBR's electronic fiscal devices (EFD/SDC) for VAT, the Mushak invoice/return forms, and what small/non-VAT businesses must issue. ALWAYS read before any Bangladesh e-invoicing work.
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tuyv Bundle Barbados Vat 2Use this skill whenever asked to prepare, review, or classify transactions for a Barbados VAT return for any client. Trigger on phrases like "Barbados VAT", "BRA filing", "Barbados Revenue Authority", or any request involving Barbados VAT. MUST be loaded alongside vat-workflow-base v0.1 or later. ALWAYS read this skill before touching any Barbados VAT work.
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tuyv Bundle Ar Monotributo 2> Use this skill whenever asked about the Argentine Monotributo simplified tax regime. Trigger on phrases like "monotributo", "regimen simplificado", "AFIP", "DAS monotributo", "categorias monotributo", "impuesto integrado", "monotributista", or any question about the unified monthly payment, category thresholds, or obligations for small self-employed individuals in Argentina. Covers the unified monthly payment (impuesto integrado + aportes jubilatorios + obra social), revenue-based categories (A through K), and exclusion rules. ALWAYS read this skill before touching any Argentine Monotributo work.
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tuyv Bundle S4h Economics Externalities 2Identifies costs and benefits not borne by the decision-maker — and how to internalise them. Triggers: 'externality', 'who else is affected', 'costs falling on others', 'side effects', 'spillover', 'the market isn't accounting for this', 'negative externality', 'positive externality', 'social cost vs. private cost', 'Pigou', any situation where the person deciding does not bear all the consequences.
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tuyv Bundle Bd Bookkeeping 2> Use this skill whenever asked about record-keeping and bookkeeping for self-employed people and small businesses in Bangladesh. Trigger on phrases like "Bangladesh bookkeeping", "records for NBR", "invoice requirements Bangladesh", "freelancer records Bangladesh", "what records to keep NBR". Covers the records a business individual must keep, foreign-remittance evidence for IT exporters, invoicing, and retention. ALWAYS read before any Bangladesh bookkeeping work.
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tuyv Bundle Ae Corporate Tax 2> Use this skill whenever asked about UAE Corporate Tax for freelancers, sole establishments, or small businesses. Trigger on phrases like "how much tax do I pay in UAE", "corporate tax UAE", "CT return", "FTA", "small business relief", "free zone tax", "qualifying free zone person", "AED 375,000", "9% tax", "taxable income UAE", "corporate tax registration", "UAE tax return", "self-employed tax UAE", "freelancer tax Dubai", "EmaraTax", or any question about computing or filing UAE corporate tax. This skill covers the 0%/9% rate structure, small business relief (revenue under AED 3M), qualifying free zone person rules, deductible and non-deductible expenses, transfer pricing, registration requirements, and filing deadlines. Note: the UAE has NO personal income tax — self-employed individuals and sole establishments are subject to corporate tax. ALWAYS read this skill before touching any UAE corporate tax work.
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tuyv Bundle Americas Corridors 2OpenAccountants tax and accounting reference for INTL: americas corridors. Use for cross-border questions in INTL (tax year ).
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tuyv Bundle Australia Bookkeeping 2> Use this skill whenever asked about Australian bookkeeping for sole traders, partnerships, or small companies. Trigger on phrases like "chart of accounts", "BAS", "GST codes", "bookkeeping", "profit and loss", "balance sheet", "AASB", "simplified disclosures", "Tier 2", "bank reconciliation", "expense categories", "revenue recognition", "depreciation", "instant asset write-off", "small business pool", "ABN", "ATO reporting", "activity statement", "accrual basis", "cash basis", "general ledger", or any question about day-to-day transaction recording, financial statement preparation, or account coding for an Australian business.
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tuyv Bundle Asia Pacific Corridors 2OpenAccountants tax and accounting reference for INTL: asia pacific corridors. Use for cross-border questions in INTL (tax year ).
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tuyv Bundle Suede Graph Flo Xr 2Suede Thought Graph shipping search for a multi-file repo change. Use when competing implementation plans need one evidence-gated selection before any build. Halts on hazards, collisions, budget exhaustion, or no safe winner. Reads production; never deploys. NOT FOR: bulk independent work (use a separate private worker-fleet pass); findings-only diff review (use suede-code-review); CI or branch-protection wiring (use suede-ci-gate); copy-only shipping (use suede-ship-copy).
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tonone-ai Skill Token Budget 2Design token budgets — system/user/assistant allocation, overflow handling, context compression. Use when asked "we are blowing the context window", "design a token budget", or "handle context overflow".
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 outdoor-gear-selection-guide, oss-funding-strategist, travel-rewards-optimizer. 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.