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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bkjohn2018 Skill Finance AI Use Case IntakeCaptures and triages proposed AI use cases for finance and accounting teams before use, build, purchase, or deployment. Use when evaluating AI requests, AI pilots, embedded vendor AI, assistants, copilots, models, automations, or agents for business purpose, data sensitivity, process impact, risk tier, approvals, and required assessments.
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felvieira Skill Observability SreSkill de observabilidade e confiabilidade operacional. Use quando precisar definir logs, metricas, tracing, alertas, health checks, readiness, error budgets, rollback e operacao segura de servicos. Trigger em: "observabilidade", "observability", "SRE", "logs estruturados", "metricas", "tracing distribuido", "health check", "readiness probe", "error budget", "SLO", "alertas", "rollback seguro", "runbook operacional".
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octagonai Bundle Income Statement 2Retrieve real-time income statement data including Revenue, Net Income, and EPS Diluted for public companies. Use when analyzing absolute financial figures, historical earnings, or comparing company scale across fiscal periods.
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octagonai Bundle Sec 10q Analysis 2Analyze 10-Q quarterly filings for public companies using the Octagon Claude plugin. Use when extracting quarterly performance metrics, revenue breakdown, operating margins, segment performance, and interim financial updates from SEC 10-Q filings.
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octagonai Bundle Sec Segment Reporting 2Analyze business segment performance and reporting from SEC filings using the Octagon Claude plugin. Use when researching segment revenue, operating income, margins, geographic breakdown, and segment restructuring from 10-K and 10-Q filings.
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markfulton Skill Soc Draft QueueWeekdays, browser only where a link genuinely needs verifying. Writes tomorrow's slots, one draft per due slot per destination, from the voice file, the drafting standards, and the dated material captured this morning. It rotates the post framework so no skeleton repeats, enforces the plain text and character budget rules the platforms actually impose, and judges every candidate before it lands. It publishes only where you released the channel, never schedules, never replies, spends only where you released it, and never touches a credential.
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octagonai Bundle Sec Footnotes Analysis 2Analyze footnotes and accounting policies from SEC filings using the Octagon Claude plugin. Use when researching revenue recognition policies, critical estimates, lease obligations, pension assumptions, stock compensation, contingencies, and new accounting pronouncements.
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octagonai Bundle Sector Performance Snapshot 2Retrieve a snapshot of market sector performance using the Octagon Claude plugin. Use when analyzing sector-wide metrics including revenue, EBITDA, net income, market cap, and enterprise value for companies within a specific sector and exchange.
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octagonai Bundle Revenue Product Segmentation 2Retrieve detailed revenue breakdown by product segment for public companies. Use when analyzing product mix, revenue concentration, segment contribution, or business line performance.
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octagonai Bundle Revenue Geographic Segmentation 2Retrieve detailed revenue breakdown by geographic segment for public companies. Use when analyzing regional exposure, geographic concentration, international expansion, or currency risk assessment.
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ferroxlabs Skill Finance Pl 3Generate a Profit and Loss (P&L) statement from revenue and expense inputs, with period-over-period comparison and margin analysis. Basis-of-accounting-aware (cash / accrual / modified cash); ASC 606 deferred-revenue guidance for SaaS. Ported from Anthropic's financial-statements skill.
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dauquangthanh Bundle Kiss Change Control 2Maintains a project change-request ledger. Captures incoming change requests, drafts impact assessments (scope / schedule / budget / quality), records CCB decisions the user reports, and tracks implementation. Authors and maintains the ledger; never approves, rejects, or decides a change itself. Use when managing change requests, tracking scope changes, or recording CCB decisions.
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mindgoblinstudios Bundle Grim Council Guild Merchants Midas Money Manager 2Midas (Money Manager): A greedy dragon for your money & budget. Accounts, savings, spending plans, monthly finance check-ins, and making every coin work. Hoard it all. Use it effectively.
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creatorland Skill Brief BuilderTurn a call transcript into a formal creator brief DOCUMENT (not a shortlist) — objectives, target audience, creator spec, deliverables, compensation, timeline, exclusions — ready for internal sign-off and to feed casting later. Use when the user says "write the brief from this call", "turn this transcript into a brief", "draft the creator brief", or wants the brief artifact itself. Zero tool calls by default (0 credits); optional market-norms enrichment for the budget section.
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creatorland Skill Lookalike LadderFind creators with the same vibe as a named seed creator, tiered into price bands — the "we love her but she's booked/too expensive" answer. Use when the user names ONE creator they love and wants similar-but-cheaper or similar-but-available options, says "who's like @X but more affordable", "lookalikes for [creator] at different price points", or "same energy, smaller budget". Deliverable is a three-rung ladder (premium/mid/value) with a vertical rate band per rung.
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creatorland Skill Rate Anchored OpportunityBuild a market-credible outreach offer — assemble a reusable `opportunity` object whose `budget_band` is anchored to the corpus rate band (p25–p75) for the vertical/tier, so your pitch isn't a lowball. Use when the user says "build a market-credible offer", "what budget band should I pitch", "anchor my outreach offer to market rates", or "rate-anchored opportunity". Hands the offer to cast-and-connect / conflict-safe-connect / waterfall-casting. Distinct from fair-price-brief (a negotiation memo) — this produces a reusable outreach offer.
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yenhao-huang Bundle Daily Lunch Accounting ReminderProduce a warm, brief Traditional Chinese reminder for Yen-Hao to record the lunch expense at 13:00. Use for the migrated lunch accounting cron or a manual midday expense reminder.
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yenhao-huang Bundle Daily Dinner Accounting ReminderProduce a warm, brief Traditional Chinese reminder for Yen-Hao to record the dinner expense at 21:00. Use for the migrated dinner accounting cron or a manual evening expense reminder.
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weirdgme Skill Budget And Cost ManagementBudget and Cost Management Skill
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buldee Skill LoopBounded goal-driven loop over the craftsman verify gate. Use for ratchet campaigns, red-to-green test runs, violation burn-down: any task shaped as act, verify, repeat until a Done-when condition holds. Every iteration re-verifies; the loop stops on green, on no-progress, or when the budget is spent.
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nwave-ai Skill Nw Test Optimization 3Methodology for minimizing test count while maximizing behavioral coverage - lean core composing behavior-counting, anti-patterns, consolidation, budget-gate, paradigm-match, coverage-validation, scope-selection modules
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amekala Skill Adspirer Optimize 3Find and fix wasted ad spend with Adspirer — cut spend that isn't converting, add negative keywords, exclude audiences and placements, reallocate budget to what works, and check whether campaigns are pacing over or under budget. Proposes changes and asks before spending or moving money.
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amekala Skill Adspirer Optimize 4Find and fix wasted ad spend with Adspirer — cut spend that isn't converting, add negative keywords, exclude audiences and placements, reallocate budget to what works, and check whether campaigns are pacing over or under budget. Proposes changes and asks before spending or moving money.
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amekala Skill Adspirer Optimize 5Find and fix wasted ad spend with Adspirer — cut spend that isn't converting, add negative keywords, exclude audiences and placements, reallocate budget to what works, and check whether campaigns are pacing over or under budget. Proposes changes and asks before spending or moving money.
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mardab96 Skill Repeat Purchase Flow Review EcommerceReviews e-commerce lifecycle flows from email/SMS exports, screenshots, product cycle data, and purchase timing to find second-purchase and retention opportunities. Use when repeat purchase is weak, email revenue is low, or post-purchase flows need review.
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mardab96 Skill Promo Discount Impact Review EcommerceReviews whether a discount, sale, or promo actually added profit or simply pulled forward demand and trained customers to wait. Use when a sale has just ended, when a promo calendar is about to repeat, when discount codes are leaking, or when revenue is up and profit is flat. Needs daily orders covering a baseline before and after the promo.
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kiyoraka Bundle Memory CompactionMUST use when user says 'compact memory', 'compact [file]', 'check budgets', 'set budget', 'restore compaction', or before any 'save' whose target memory file exceeds its budget in compaction/compaction-policy.md.
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jonathaneciana17-maker Skill Micro Saas LauncherExpert in launching small, focused SaaS products fast - the indie hacker approach to building profitable software. Covers idea validation, MVP development, pricing, launch strategies, and growing to sustainable revenue. Ship in weeks, not months.
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jonathaneciana17-maker Skill Startup Financial ModelingBuild comprehensive 3-5 year financial models with revenue projections, cost structures, cash flow analysis, and scenario planning for early-stage startups.
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thatmike1 Bundle Invoice SubjectsGenerate monthly invoice subjects and newsletter blurb from git history. Scans work repos for commits, produces combined invoice line items and a casual highlight blurb. Use when user mentions invoicing, fakturace, newsletter, or monthly summary.
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roedyrustam Skill Token Saver 2Strict token-saving protocol for minimal fluff and efficient codebase edits. Use whenever the user explicitly asks to minimize verbosity, save tokens, work efficiently in a large codebase, or asks for concise responses without explanations. Trigger on phrases like "be concise", "save tokens", "no explanations", "just the code", "minimal output", or when working in a context where token budget is a known constraint.
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foryourhealth111-pixel Bundle UsfiscaldataQuery the U.S. Treasury Fiscal Data API for federal financial data including national debt, government spending, revenue, interest rates, exchange rates, and savings bonds. Access 54 datasets and 182 data tables with no API key required. Use when working with U.S. federal fiscal data, national debt tracking (Debt to the Penny), Daily Treasury Statements, Monthly Treasury Statements, Treasury securities auctions, interest rates on Treasury securities, foreign exchange rates, savings bonds, or any U.S. government financial statistics.
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htkoca Skill PerformancePerformance, LCP, CLS, INP, Core Web Vitals, Lighthouse, page speed, slow load, lazy-loading, above/below the fold, image optimization, SVG vs raster, bundle size, font loading, FOUT, motion budget. Use when adding images, media, animation, or custom fonts, or when reviewing a page for load or interactivity regressions.
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iliaal Bundle Meta Prompting 2Enhanced reasoning patterns via slash commands (/think, /verify, /adversarial, /edge, /compare, /confidence, /budget, /constrain, /json, /flip, /assumptions, /tensions, /analyze, /trade) or natural language ("argue against", "what could break", "show reasoning", "deep review", "meta-prompts", "thinking modes", "second-best approach", "list assumptions", "opposing perspectives").
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macquarie-astronomical-adaptive-optics Skill Requirements Budget VerificationConvert AAO telescope or instrument concepts into traceable requirements, budgets, verification matrices, test plans, and release gates. Use when a project needs machine-readable requirements, mass or power budgets, optical or thermal allocations, or evidence-backed design-status reporting.
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daringanitch Skill Stock Red FlagsRed flag checklist for a stock. Use when the user asks about risks, warning signs, accounting concerns, governance issues, or whether something looks suspicious about a company.
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 finance-ai-use-case-intake, observability-sre, income-statement. 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.