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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drmoisan Skill Invoke Python Engineer 3Invoke the python-typed-engineer worker to design, implement, and verify Python changes within typed repository boundaries. Applies Black -> Ruff -> Pyright -> Pytest toolchain, the 3-production + 3-test per-batch budget, and zero-regression quality gates.
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drmoisan Skill Invoke Powershell Engineer 3Invoke the powershell-typed-engineer worker to design, implement, and verify PowerShell changes within typed repository boundaries. Applies PoshQC formatting, analysis, and testing with a one-to-two production-file direct-mode budget, a three-production plus three-test batch cap, and zero-regression quality gates.
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drmoisan Skill Invoke Powershell Engineer 4Invoke the powershell-typed-engineer worker to design, implement, and verify PowerShell changes within typed repository boundaries. Applies PoshQC format -> analyze -> test toolchain, the 1-2 production-file direct-mode budget, the 3-production + 3-test per-batch cap, and zero-regression quality gates.
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drmoisan Skill Csharp Change Budget Router 4C# Change Budget Router
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drmoisan Skill Csharp Change Budget Router 5C# Change Budget Router
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drmoisan Skill Powershell Change Budget Router 4Budget-first routing contract for PowerShell work: estimate production-file scope, choose small vs large path, enforce direct-mode escalation to orchestrator, and use the VS Code extension command surface for promotion lifecycle steps when available.
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drmoisan Skill Powershell Change Budget Router 5PowerShell Change Budget Router
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drmoisan Skill Powershell Change Budget Router 6PowerShell Change Budget Router
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drmoisan Skill Invoke Csharp Engineer 6Invoke the csharp-typed-engineer worker to design, implement, and verify C# changes within typed repository boundaries. Applies CSharpier, .NET analyzers, nullable analysis, and MSTest with the one-to-three production-file small-path budget and zero-regression quality gates.
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drmoisan Skill Invoke Python Engineer 4Invoke the python-typed-engineer worker to design, implement, and verify Python changes within typed repository boundaries. Applies Black, Ruff, Pyright, and Pytest with a three-production plus three-test per-batch budget and zero-regression quality gates.
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drmoisan Skill Csharp Change Budget Router 6Budget-first routing contract for C# work: estimate production-file scope, choose small vs large path, enforce orchestration-first routing for larger changes, and use the VS Code extension command surface for promotion lifecycle steps when available.
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drmoisan Skill Invoke Csharp Engineer 7Invoke the csharp-typed-engineer worker to design, implement, and verify C# changes within typed repository boundaries. Applies CSharpier -> .NET Analyzers -> Nullable Analysis -> MSTest toolchain, the 1-3 production-file small-path budget, and zero-regression quality gates.
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drmoisan Skill Invoke Csharp Engineer 8Invoke the csharp-typed-engineer worker to design, implement, and verify C# changes within typed repository boundaries. Applies CSharpier -> .NET Analyzers -> Nullable Analysis -> MSTest toolchain, the 1-3 production-file small-path budget, and zero-regression quality gates.
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aaaaqwq Skill Invoice 2Manual invoice generation without CRM
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aaaaqwq Skill Startup Business Analyst Financial Projections 2Create detailed 3-5 year financial models with revenue, costs, cash flow, and scenario analysis for startup planning and fundraising.
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eturkes Bundle Usfiscaldata 2Query the U.S. Treasury Fiscal Data REST API for federal financial data. No API key required. Use for national debt (Debt to the Penny), Daily Treasury Statements, Monthly Treasury Statements, Treasury securities auctions, interest rates, foreign exchange rates, savings bonds, or U.S. government revenue and spending statistics.
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shengdabai Skill Afa Paid 2付费获客 Supervisor——统筹 Meta/Google/TikTok 广告与创意生产的跨渠道预算分配、策略协同与路由。Use when user mentions: 付费广告, paid ads, 广告投放, 预算分配, budget allocation, 跨渠道广告, 广告策略, ad strategy, 获客成本, CAC, 广告效果, 投放优化, 多渠道广告.
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bankrbot Bundle Splits 2Use Splits with Bankr for onchain treasury operations: secure assets, process revenue, manage operating subaccounts, pay expenses, govern contracts, and maintain clean accounting books.
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howard-lynn-ye Bundle Portfolio Optimizers 2Turn expected returns and a covariance matrix into weights, and measure what the optimizer did to your estimation error on the way. TRIGGER - portfolio optimization, mean-variance, Markowitz, efficient frontier, tangency or max-Sharpe portfolio, minimum-variance portfolio, long-only and budget constraints, scipy SLSQP or linprog for weights, Black-Litterman, BlackLittermanModel, tau, Omega, market-implied prior, views matrix P and Q, risk parity, equal risk contribution, ERC, inverse volatility, minimum CVaR, Rockafellar-Uryasev linear program, 1/N benchmark, DeMiguel Garlappi Uppal, weight turnover; "my optimizer puts 90% in one asset", "the weights change completely every month". SKIP for choosing between optimizer libraries and reporting the result (portfolio-and-risk), for the covariance matrix and its N > T failure (covariance-and-risk-models), for expected returns (factor-models), for VaR and ES (risk-measures-var-cvar), and for HRP and PyPortfolioOpt's API traps (lib-pyportfolioopt).
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howard-lynn-ye Bundle Wash Sale Rules 2A wash sale defers a loss into the replacement's basis rather than destroying it, and a monthly-rebalanced strategy triggers one on almost every trade. TRIGGER - wash sale, wash sales, IRC 1091, section 1091, 30 day rule, 61 day window, substantially identical, disallowed loss, loss disallowed, basis adjustment, replacement shares, tax loss harvesting, harvesting rules, buy back within 30 days, "can I sell and rebuy", Form 8949 code W, 1099-B box 1g, wash sale in an IRA, Rev. Rul. 2008-5, holding period carryover, "my backtest books every loss", after-tax turnover penalty. Modelling assumptions for backtests, not tax advice. SKIP for choosing which lot to sell in the first place (tax-lot-matching-and-cost-basis), for futures and broad-based index options where the rule does not apply (section-1256-and-derivatives-tax), for wiring it into a backtest and reporting an after-tax Sharpe (after-tax-backtesting), and for the A-share tax code (china-ashare-trading-taxes).
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howard-lynn-ye Bundle Fundamental And Macro Data 2Company fundamentals and macro series with correct point-in-time semantics. TRIGGER - 10-K, 10-Q, 8-K, 13F, Forms 3/4/5, filings, EDGAR, XBRL, accession number, CIK, "which CIK is this ticker", ticker-to-CIK mapping, edgartools; parsing an income statement or balance sheet out of a filing; revenue, EPS or balance-sheet history as it was known on a past date; restatements; earnings dates; or CPI, GDP, payrolls, unemployment, interest rates, FRED, ALFRED, data vintages and revisions. Load before joining ANY fundamental or macro series to prices: the obvious join is a look-ahead bug, and the SEC frames API cannot be made point-in-time. SKIP for price and OHLCV vendors (market-data-sourcing) and Chinese filings (china-ashare-data).
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howard-lynn-ye Bundle Bond Conventions And Accrued 2Compute accrued interest, clean and dirty prices and day-count year fractions on a bond without silently picking the wrong convention. TRIGGER - accrued interest, day count, daycount, ACT/ACT ICMA vs ISMA vs ISDA, ACT/365F, ACT/360, 30/360, 30E/360, 30E/360 ISDA, Thirty360 BondBasis vs USA vs European vs NASD, year fraction, yearFraction, ActualActual(ISMA), "my accrued interest is off by a few hundred dollars", "which 30/360 is this", clean price vs dirty price vs invoice price, settlement amount, T+1 settlement, quasi-coupon date, first and last stub period. SKIP for negative accrued inside a gilt ex-dividend window (ex-dividend-and-rebate-interest), for turning a price into a yield (yield-measures-and-bill-quotes), for duration and DV01 (duration-convexity-and-dv01), for discount-curve conventions and compounding (../../../fin-models/skills/term-structure-models), and for QuantLib's evaluationDate global (../../../fin-libraries/skills/lib-quantlib).
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howard-lynn-ye Bundle Tax Lot Matching And Cost Basis 2The same trades produce four different reported P&Ls depending on which lot you sold, and only one of the four methods is a statutory default. TRIGGER - tax lot, tax lots, lot matching, cost basis, cost basis method, which shares did I sell, FIFO, LIFO, HIFO, LOFO, tax lot optimizer, specific identification, specific share identification, adequate identification, average cost basis, average basis, short-term vs long-term capital gain split, holding period more than one year, Publication 550, Form 8949, 1099-B basis mismatch, "my broker says HIFO", "which lot method should the backtest use", after-tax P&L of a blotter. Modelling assumptions for backtests, not tax advice. SKIP for the loss you are not allowed to book at all (wash-sale-rules), for futures and index options that never use lots at all (section-1256-and-derivatives-tax), for wiring all of it onto a backtest and reporting an after-tax Sharpe (after-tax-backtesting), and for A-share stamp duty and dividend tax (china-ashare-trading-taxes).
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desesbraker Bundle Billing Automation 2Master automated billing systems including recurring billing, invoice generation, dunning management, proration, and tax calculation.
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projectious-work Bundle Constraint Management 2Manage 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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peterbamuhigire Bundle Saas Accounting System 2Use when designing double-entry accounting inside SaaS, including automated postings, ledgers, controls, reconciliations, and reports.
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manastalukdar Skill UI Animate 2Add purposeful animations and transitions to UI — enforces motion budget, bans bounce/elastic easing, and requires prefers-reduced-motion fallbacks on every animated element
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manastalukdar Skill Loop Design 2Pre-flight readiness checklist for a new loop before enabling unattended execution — verifies maker/checker split, state file, budget caps, denylist, kill switch, attempt cap, and human escalation paths
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apideck-libraries Bundle Myob 2MYOB integration via Apideck's Accounting unified API — same methods work across every connector in Accounting, switch by changing `serviceId`. Use when the user wants to read, write, or reconcile invoices, bills, payments, ledger accounts, and journal entries in MYOB. Routes through Apideck with serviceId "myob".
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apideck-libraries Bundle Odoo 2Odoo integration via Apideck's CRM, Accounting unified API — same methods work across every connector in CRM, Accounting, switch by changing `serviceId`. Use when the user wants to read, write, or search contacts, companies, leads, opportunities, activities, and pipelines in Odoo. Routes through Apideck with serviceId "odoo".
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apideck-libraries Bundle Wave 2Wave integration via Apideck's Accounting unified API — same methods work across every connector in Accounting, switch by changing `serviceId`. Use when the user wants to read, write, or reconcile invoices, bills, payments, ledger accounts, and journal entries in Wave. Routes through Apideck with serviceId "wave".
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apideck-libraries Bundle Xero 2Xero integration via Apideck's Accounting unified API — same methods work across every connector in Accounting, switch by changing `serviceId`. Use when the user wants to read, write, or reconcile invoices, bills, payments, ledger accounts, and journal entries in Xero. Routes through Apideck with serviceId "xero".
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apideck-libraries Bundle Yuki 2Yuki integration via Apideck's Accounting unified API — same methods work across every connector in Accounting, switch by changing `serviceId`. Use when the user wants to read, write, or reconcile invoices, bills, payments, ledger accounts, and journal entries in Yuki. Routes through Apideck with serviceId "yuki".
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apideck-libraries Bundle Banqup 2banqUP integration via Apideck's Accounting unified API — same methods work across every connector in Accounting, switch by changing `serviceId`. Use when the user wants to read, write, or reconcile invoices, bills, payments, ledger accounts, and journal entries in banqUP. Routes through Apideck with serviceId "banqup".
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apideck-libraries Bundle Digits 2Digits integration via Apideck's Accounting unified API — same methods work across every connector in Accounting, switch by changing `serviceId`. Use when the user wants to read, write, or reconcile invoices, bills, payments, ledger accounts, and journal entries in Digits. Routes through Apideck with serviceId "digits".
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apideck-libraries Bundle Rillet 2Rillet integration via Apideck's Accounting unified API — same methods work across every connector in Accounting, switch by changing `serviceId`. Use when the user wants to read, write, or reconcile invoices, bills, payments, ledger accounts, and journal entries in Rillet. Routes through Apideck with serviceId "rillet".
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 invoke-python-engineer, invoke-powershell-engineer, invoke-powershell-engineer. 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.