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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rtfm-it-services-llc Skill Msp OffboardingUse this skill whenever a client relationship is ending or might end: a client gives notice, says they are not renewing, is switching providers, or asks to cancel; you decide to exit a client (see msp-metrics for that decision); or anyone mentions data return, removing our access, transitioning to a successor provider, a final invoice, or "offboarding" a client. Also trigger when drafting termination acknowledgments or closure letters. Apply alongside msp-legal (the signed MSA and Order govern notice, fees, and data handling; this is a legal-adjacent workflow), msp-brand (every message), msp-client-comms (the letters), and msp-metrics (log the loss and the reason).
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yipxiyi Skill Change Archive GovernanceUse when maintaining AI-assisted change memory, CHANGELOG_AI.md, docs/archive, historical context retention, archive indexes, or context-budget-aware repository reading in OpenArc repositories.
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atrislabs Skill X Search 2X/Twitter search via xAI Grok API. Use when user wants to search tweets, monitor topics, find viral posts, or run social listening. Costs 5 credits per search. Triggers on x search, tweet search, twitter search, social listening, revenue intel, viral tweets.
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buzzbysolcex Bundle Cost GuardCost Guard — Daily Budget Enforcement Skill
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bighardperson Bundle Revenue IntelligenceAI Revenue Intelligence
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jscraik Bundle Skill FactoryFront-door router for the Skill Factory plugin. Use when users ask generally to create, improve, install, or skillify skills and need the correct lane selected before deeper execution.
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jscraik Bundle Skill Refactor 2Scan Codex session history for skill failures, usage patterns, and coverage gaps. Use when the user wants daily skill-health monitoring or evidence-backed recommendations about installing, improving, merging, or pruning skills.
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jscraik Bundle Skillify 2Capture a completed Codex workflow as a reusable SKILL.md package by analyzing session context plus optional session-collector evidence, interviewing the user with structured prompts, and writing a validated skill artifact. Use when the user asks to skillify or operationalize a repeatable process.
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impertio-studio Bundle Cesium Errors RenderingUse when a CesiumJS globe renders blank, black, white, or frozen, when the canvas shows nothing, when the WebGL context is lost, or when a render-loop error panel covers the canvas. Prevents the blank-globe trap caused by an unset CESIUM_BASE_URL, a missing or invalid Cesium ion token, or an omitted bundler asset-copy step. Covers the renderError event, WebGL context-loss recovery, the 16-context budget, and missing imagery or terrain. Keywords: blank globe, black screen, white screen, nothing renders, globe not showing, CESIUM_BASE_URL, CONTEXT_LOST_WEBGL, renderError, rethrowRenderErrors, Ion.defaultAccessToken, HTTP 401, webglcontextlost, too many active WebGL contexts, no imagery, no terrain, how do I fix a blank Cesium globe.
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mardab96 Skill Lead Scoring Sanity CheckTests B2B lead scoring rules against real CRM outcomes, sales feedback, qualification stages and revenue signals. Use when high scores stop predicting closed deals, or before letting scoring decide routing.
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mardab96 Skill Scale Readiness Check Lead GenDecides if you should add budget or fix qualification and follow-up first. Use when you are about to increase budget, or when someone asks whether the problem is spend or qualification.
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seguelacedric Skill Aca Sender HealthCheck ACA sender account and mailbox health. Use when the user asks about connected senders, LinkedIn capacity, mailbox status, warmup, reputation, daily budget, or why outreach is not sending.
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jiangnan030-del Bundle Dual Target CalibrationChild skill of pfc-workflow for trial-budget-limited calibration with exactly two active micro-parameter levers and two coupled macro targets, using zero-crossing checkpoints, local 2x2 solves, basin recovery, and controlled sensitivity fine-tuning.
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mardab96 Skill Trial Vs Demo Path DecisionDecides whether the page should ask for a free trial, a demo call, or both, based on deal size, setup effort and who has to approve. Use when the primary CTA is being chosen or changed, or when one path produces volume and the other produces revenue.
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fabioc-aloha Skill Risk Analysis 2Probability × impact risk assessment for curation and planning decisions. Categorize risks (quality, coherence, scope creep, token budget, breaking change, staleness), score by likelihood × impact, and route by risk score to ship / gate / ADR. Use before shipping a change, when accepting an external artifact, when running a pre-release gate, or when triaging findings.
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natan-mohart Bundle Fx Exposure AdvisorNets revenue and cost exposure by currency via a bundled calculator to find the natural offset already built into the business, sizes the P&L impact of a stated currency move, and directs hedging effort at the currencies where exposure is genuinely unhedged rather than every currency the business touches. Use whenever the user has meaningful revenue or cost in a foreign currency, needs to size FX risk, or is considering a hedging program without having first checked how much exposure is already naturally offset.
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natan-mohart Bundle Margin DecompositionDecomposes a blended gross margin change into mix effect (revenue shifting toward a different-margin segment) and rate effect (a segment's own margin actually moving) via a bundled calculator, and ranks segment profitability, so a margin change gets the right root cause instead of a generic cost investigation. Use whenever the user needs to explain why blended margin moved, wants to rank segments or products by profitability, or has a margin change attributed to "costs" without checking whether it's really a mix shift.
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natan-mohart Bundle Liquidity Stress TestApplies a revenue-drop shock to the cash position via a bundled calculator, finds the trough month and shortfall if any, and ranks available mitigations by how much cash or runway each actually restores, instead of a stress test that ends at "here's what could go wrong" with no sized response. Use whenever the user needs to stress-test liquidity against a downside scenario, is preparing a contingency plan, or has a stress test that identifies risk but never sizes or ranks what to actually do about it.
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natan-mohart Bundle Rolling Forecast BuilderBlends actuals-to-date with a forward forecast via a bundled calculator, bridges the result against the original plan, and flags when the forecast's implied run rate jumps well above what's actually been achieved so far without a named reason. Use whenever the user needs an updated full-year view partway through the year, wants a rolling or continuous forecast rather than a once-a-year budget, or has a re-forecast where the remaining months quietly assume a faster pace than the actuals have shown with no explanation.
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natan-mohart Bundle Variance Bridge AnalyzerDecomposes a budget-to-actual revenue variance into price and volume effects per product via a bundled calculator that reconciles exactly to the total variance, so "we missed by $400K" becomes a specific, actionable story instead of one unexplained number. Use whenever the user needs to explain why actuals differ from plan, is preparing a variance explanation for leadership, or has a variance reported as a single dollar figure with no breakdown of what actually drove it.
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natan-mohart Bundle Zero Based Budget PlannerRanks spend decision packages by value per dollar via a bundled calculator and shows exactly which packages a stated budget actually funds, instead of an across-the-board percentage cut that protects low-value spend and starves high-value spend equally. Use whenever the user needs to justify spend from zero, is facing a budget cut and deciding what to protect, or has a cost-cutting exercise that's just "reduce every department by 10%" with no ranking behind it.
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natan-mohart Skill Board Reporting Pack BuilderAssembles the board financial pack around the decisions the board actually needs to make, leading with KPIs and variance against plan before the detailed financials, instead of a data dump organized by accounting structure that buries the decision-relevant items. Use whenever the user is assembling a board reporting pack, needs to turn monthly financials into a board-ready document, or has a board pack organized like a chart of accounts with no clear read on what changed or what needs a decision.
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natan-mohart Bundle Synergy Case BuilderModels M&A or partnership synergies with a bundled calculator that ramps cost and revenue synergies realistically over time, applies a confidence haircut to revenue synergies (historically far less reliable than cost synergies), and nets out integration costs to a true synergy-case NPV. Use whenever the user is building or reviewing a deal case, needs to size expected synergies from an acquisition or partnership, or has a synergy number that's presented as available immediately at full run-rate with no ramp, no haircut, and no integration cost netted out.
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appeeky Skill Asa AdmaxxingWhen the user wants Apple Search Ads scale recommendations, playbook status, or automated optimization insights from Appeeky. Use when the user mentions "ASA admaxxing", "scale Apple Search Ads", "ASA playbook", "ASA recommendations", or "should I increase ASA budget". For manual weekly ops, see asa-weekly-optimization. For raw ROAS data, see asa-roas-analysis.
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appeeky Skill Asa Negative KeywordsWhen the user wants to add Apple Search Ads negative keywords from search terms reports or block wasted spend. Use when the user mentions "ASA negatives", "negative keywords Apple Search Ads", "search terms waste", "block search terms ASA", or "stop wasting ASA budget". For full weekly optimization, see asa-weekly-optimization. For profitability context, see asa-roas-analysis.
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appeeky Skill Asa Weekly OptimizationWhen the user wants a weekly Apple Search Ads optimization routine — keyword bids, pauses, new opportunities, and budget pacing. Use when the user mentions "weekly ASA", "optimize Apple Search Ads", "ASA keywords", "ASA maintenance", or "ASA bid changes". For profitability analysis, see asa-roas-analysis. For automated scale playbook, see asa-admaxxing.
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future3ooo Bundle Delivery GovernanceGovern large-implementation delivery — commit structure, PR structure, the review budget, stack depth, and consolidation to avoid rebase debt. Use when scoping a major feature or refactor, splitting work into commits/branches/PRs, or recovering drifted stacked branches.
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future3ooo Bundle Repo Large ImplementationGovern large planned repo work — anything spanning multiple PRs, needing a durable governing design, or exceeding the review budget. Begins repo-production-workflow and Repo Context Forge before delivery-governance and execution-planning, continues that pass for first implementation, and uses new passes for later slices. Use before broad plans, PR restructuring, or stacked-branch recovery.
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elinking-111 Skill Ads BudgetBudget 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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pawbytes Bundle Paw Mkt Paid Ads 2Plans and manages paid media campaigns. Triggers for PPC, paid ads, Google Ads, Meta Ads, retargeting, ad creative, ad budget, SEM.
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itspecialist111 Bundle Finance Invoice Extractfinance/invoice-extract — skill payload
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itspecialist111 Skill Finance Invoice Organizerfinance/invoice-organizer — skill payload
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rudironsoni Skill Orlix Runtime Claim Verification 3Use before claiming Orlix work is fixed, green, complete, runtime-ready, package-ready, or upstream-test successful. Verifies that exact commands, logs, failure/skip accounting, crash reports, and ADR proof order support the claim.
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 msp-offboarding, change-archive-governance, x-search. 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.