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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yongjianwan Skill Resource Planning 2Plan and optimize resource allocation. Trigger with "resource planning", "capacity", "utilization", "staffing plan", "who should work on what", "we're stretched thin", or when the user needs help allocating people, budget, or time across projects and teams.
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drixxodev Skill Token Budget Advisor 3トークンバジェットアドバイザー(TBA)
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drixxodev Skill Token Budget Advisor 4Token预算顾问(TBA)
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kennyolofsson23-netizen Skill Ads Budget 2Budget allocation and bidding strategy review across all ad platforms. Evaluates spend distribution, bidding strategy appropriateness, scaling readiness, and identifies campaigns to kill or scale. Uses 70/20/10 rule, 3x Kill Rule, and 20% scaling rule. Use when user says "budget allocation", "bidding strategy", "ad spend", "ROAS target", "media budget", or "scaling".
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harshsinghmp Bundle Invoice Chaser 2When to use this skill
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cristoslc Skill Swain Teardown 2Full session shutdown — digest, retro, merge worktree branches, worktree cleanup, close session state, and commit handoff. This is the single entry point for ending a session. Triggers on: 'teardown', 'clean up', 'wrap up', 'session end', 'end session', 'close session', 'done', 'log off', 'sign off', or automatically when the decision budget is reached.
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lvlup-sw Bundle Mutation Adequacy 2Verification-ladder R5 review dimension: the mutation-adequacy adequacy backstop. Runs the diff-scoped mutation gate, reads the carrier, and turns surviving / NoCoverage mutants into concrete 'write a test that kills <file>:<line>' follow-ups. Triggers: 'mutation adequacy', 'check mutation score', or /review on a HIGH-tier feature. The mutation SCORE is advisory by default (a config override is needed to block on it). The NoCoverage axis has its own real, functioning block-mode enforcement path under review.mutationEnforcement: block (default budget: 0 uncovered changed lines) — opt-in, same as the score's severity. The diff-scoped CI wiring runs in observe mode unconditionally pending a clean runner verdict; it is not yet a blocking CI backstop. Do NOT run full-tree mutation here (scope:'full' is deferred to R10/v2.12).
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kevinzai Skill Monetization Strategy 2Brainstorm 3-5 monetization strategies with audience fit, risks, and validation experiments. Use when exploring revenue models, evaluating pricing strategies, or deciding how to monetize a product.
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payram Skill Payram Topup Wallet Integration 2Integrate PayRam into an EXISTING app using the recommended top-up wallet pattern — credit crypto payments to a user's in-app wallet balance first, then debit invoices from that balance. Handles every crypto payment reality (overpayment, underpayment, multiple sends, late payments, duplicate webhooks) as balance states instead of payment exceptions. Covers the ledger schema, the credit/debit flows, idempotency, concurrency, reconciliation, and PayRam's cumulative filled_amount_in_usd semantics. Use when adding PayRam to an app that has its own users/invoices/orders, when payments may not exactly match invoice amounts, or when building credits, prepaid balances, or usage billing on crypto rails.
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skills-agents-co Skill Card Receipt Forwarding 2Forward recurring corporate-card receipts (e.g. Divvy, Ramp, Expensify) to the card/AP system and keep those vendors out of invoice processing to avoid double-counting. Use for known recurring card vendors only; flag anything off-list for review.
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skills-agents-co Skill Statement Reconciliation 2Check a vendor statement against the AP log to confirm every invoice is recorded, and draft a request for any that are missing. Use when a vendor statement arrives.
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niksavis Skill Decompose Plan 2Cut a unit of work into children the plan gate will accept — testable acceptance criteria in EARS, disjoint or declared scope globs, an acyclic dependency graph, a token budget, an integrity level, and the command that demonstrates each child end to end. Use at DECOMPOSE, when a plan gate has just refused a child, or when a child turns out to have no consumer-visible behaviour to check.
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mohamedabdallah-14 Skill Svg Authoring 2Author production-grade inline SVG (logos, favicons, icon packs, stickers, transparent marks) when the P2A `inline_svg` execution mode is selected. Enforces viewBox, path-budget, palette, optical balance, and small-scale legibility rules so the emitted `<svg>` survives `asset_save_inline_svg` validation and renders crisp from 16×16 through 1024×1024.
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mohamedabdallah-14 Skill Asset Validation Debug 2Diagnose and repair asset-generation failures. Maps tier-0/1/2 validation codes (checkerboard, missing alpha, safe-zone violation, palette drift, garbled wordmark, low contrast) to concrete repair primitives (matte, inpaint, route change, seed sweep, composite). Applies a retry budget so Claude does not loop on hopeless regenerations.
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open-winmale Bundle Wm Revenue Profit 2Wm Revenue Profit
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kbanc85 Skill Financial Snapshot 2Quick view of revenue, expenses, invoicing, and cash flow with key metrics. Triggers on "cash position", "revenue check", "financial overview", "money status".
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timdevai Bundle Performance Profiler 2Systematic performance profiling for Node.js, Python, and Go applications. Identifies CPU, memory, and I/O bottlenecks, generates flamegraphs, analyzes bundle sizes, optimizes database queries, runs load tests with k6 and Artillery. Always measures before and after. Use when investigating a slow endpoint, planning a performance budget, or hunting a memory leak in production.
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aatirar Skill Voc Profiler 2Enrich a raw Voice of Customer signal (a quote, complaint, request or praise from a call, chat message, meeting note, review, survey or ticket) with CRM context — ICP fit score, segment, revenue tier, lifecycle stage. Flags missing metadata explicitly so weighted decisions never run on anonymous noise. Trigger on /voc-profiler, "profile this quote", "who said this and do they matter".
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awarexone Skill Web3 Bug Classes 2Complete reference for all 10 DeFi smart contract bug classes. Use this when hunting for specific vulnerability types, need attack patterns for accounting desync, access control, incomplete path, off-by-one, oracle manipulation, ERC4626 vaults, reentrancy, flash loans, signature replay, or proxy/upgrade bugs.
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bartolli Skill Handoff 3This skill should be used to close a session so the next one starts cold from corrected truth. Operator-invoked, gated on a retro note newer than the scope's last edit. Rewrites the primer within its budget first, then runs the status sweep (fully-resolved stories proposed for archiving, flipped only on approval) and reconciles every plan's Story Index — Focus, Next, Open, Read order, about 300 words, nothing another surface derives — confirms the index synced, and prints the one line the next session starts with. Use when the user says "$handoff", "hand off", "close the session", "wrap up the session", "prep the primer", "get the primer ready", "cold session prep", or "what does the next session start with".
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prisma Skill Prisma Next Debug 2Read a Prisma Next structured error envelope and route to the right recovery — code, domain, severity, why, fix, meta. Use for error, exception, my emit failed, my query won't typecheck, my query crashed, my migration won't apply, MIGRATION.HASH_MISMATCH, BUDGET.ROWS_EXCEEDED, BUDGET.TIME_EXCEEDED, RUNTIME.ABORTED, PLAN.HASH_MISMATCH, CONTRACT.MARKER_MISSING, PN-RUN-3001, PN-RUN-3002, PN-RUN-3030, PN-MIG-2001, PN-CLI-4011, PN-SCHEMA-0001, drift, capability missing, planner conflict, prisma studio, EXPLAIN, query log, db.end, db.close, script won't exit, hangs, close connection, pool.end, client is closed.
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terryyin Skill Dough Slice Planning 2Plans one understood, bounded story as an executable sequence of Behavior/Structure slices with outside-in proof and safe stopping points. Use when a selected story is ready for implementation planning. Recommends dough-slice-plan-refinement only for complex, low-confidence, or over-budget slices; does not implement the plan.
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tempguru-co Skill Staffing Plan From Event Brief 3Extract a temporary event staffing plan from an event document, an RFP, banquet event order (BEO), run of show, production schedule, exhibitor or event services manual, or staffing grid, then price it live through TempGuru for service in 300+ U.S. and Canadian markets. Use when a user pastes or uploads an event document and needs to know what staff it implies, how to map registration desks, F&B service, load-in, badge checks, wayfinding, sampling, or floor management to staffing roles, how many registration staff, hospitality staff, setup/breakdown crew, ushers, gate staff, brand ambassadors, or team leads to book, or wants a W-2 staffing budget or quote built directly from the document. Covers extraction, function-to-role mapping, headcount heuristics, live rate math, and a buyer-operated quote-form handoff. Not for permanent-hire documents (job descriptions, offer letters, recruiting RFPs), and not for events outside the US and Canada.
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leihuang23 Bundle Prototype Interface 5Create and verify an interactive UI prototype from a selected visual target or an existing product language. For greenfield work without a target, first generate exactly three different image-based directions and wait for selection. Use for wireframes, prototypes, and UI exploration.
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leihuang23 Bundle Prototype Interface 6Create and verify an interactive UI prototype from a selected visual target or an existing product language. For greenfield work without a target, first generate exactly three different image-based directions and wait for selection. Use for wireframes, prototypes, and UI exploration.
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leihuang23 Bundle Prototype Interface 7Create and verify an interactive UI prototype from a selected visual target or an existing product language. For greenfield work without a target, first generate exactly three different image-based directions and wait for selection. Use for wireframes, prototypes, and UI exploration.
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panaversity Bundle Supplier Risk 2Monitors ongoing risk signals and produces risk briefs for known vendors. Activate for: supplier risk monitoring, vendor risk alert, supply risk, risk brief, supplier financial risk, credit rating downgrade, supplier operational risk, supplier compliance risk, geopolitical risk, Tier 2 risk, sub-supplier disruption, supply disruption, risk monitor, risk rating change, risk alert, distress signal, supplier news, country risk, supply chain resilience, CVA, administration, insolvency. USE THIS when a KNOWN risk event has occurred (credit downgrade, financial distress, disruption, regulatory action) and you need to assess its impact. NOT for: classifying or scoring a vendor (use vendor-assessment), vendor onboarding or approval (use vendor-assessment), vendor Kraljic classification (use vendor-assessment), invoice processing (use invoice-reconciliation), carrier performance (use logistics-brief).
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panaversity Bundle Invoice Reconciliation 2Activate for: invoice, reconcile, reconciliation, three-way match, two-way match, invoice processing, AP, accounts payable, purchase order match, goods receipt match, invoice exception, price variance, quantity variance, duplicate invoice, invoice approval, invoice hold, invoice dispute, PO mismatch, over-invoiced, under-delivered, missing PO. NOT for: bank reconciliation (use banking plugin), vendor assessment (use vendor-assessment), spend category analysis (use spend-analysis).
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octagonai Skill Analyst Estimates 2Retrieve analyst financial estimates including revenue and EPS projections with ranges and coverage. Use when analyzing forward expectations, consensus assumptions, or valuation inputs for a public company.
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skillmedev Skill Personal Financial Planner 2Builds 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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teamtinvio Bundle Jaz CLI 2Use 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 Recipes 2Use 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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whenpoem Skill Preregister 2Lock a confirmatory falsification target and its fixed multiple-comparison family before observing the confirmatory result. Use before promoting an exploratory finding to a main claim or whenever several related hypotheses need Bonferroni control. Records metric, threshold, family id/size, correction, and seed budget.
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publieople Skill Omni Webhooks 2Register, list, test, and remove webhook endpoints. Configure event subscriptions (request.completed, provider.error, budget.exceeded, etc.) and manage delivery retries.
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quarkusio Skill Vehicle Selection 2Guidance for selecting the right rental vehicle category based on trip type, passenger count, terrain, and budget.
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lloyd3126 Bundle Tabelog Search 2Search and filter public Tabelog restaurant listings through the Codex in-app browser. Use when the user wants restaurants by area, station, keyword, genre, budget, meal time, party size, scene, facilities, ranking, takeout, a future date, or current availability, and when safe form interaction or result verification is needed. Return findings in Traditional Chinese by default.
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 resource-planning, token-budget-advisor, token-budget-advisor. 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.