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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pranavnagrecha Bundle Billing Data ReconciliationInvestigate billing data mismatches across Quote, Order, Invoice, Payment, and Allocation. Triggers: invoice balance mismatch, payment allocation, billing reconciliation. NOT for revenue recognition setup — use admin/revenue-recognition-requirements. NOT for billing schedule configuration — use admin/billing-schedule-setup.
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pranavnagrecha Bundle Flow Governor Limits Deep DiveCompute and budget governor-limit consumption per Flow type with worked math: SOQL, DML rows, CPU time, heap. Includes per-entry-point budget tables, cross-automation shared-limit math, and tuning strategies when a flow hits a ceiling. NOT for general bulkification — use flow/flow-bulkification. NOT for Apex limits — use apex/governor-limits.
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pranavnagrecha Bundle Revenue Recognition RequirementsConfigure and troubleshoot Salesforce Billing revenue recognition rules, schedules, and GL transaction generation under ASC 606. Triggers: 'revenue schedule not generated after order activation', 'blng__RevenueSchedule__c missing', 'blng__RevenueRecognitionRule__c on a product', 'Finance Periods not set up', 'performance obligation allocation for bundled products', 'distribution method', 'ASC 606 in Salesforce Billing'. NOT for billing schedules, invoice plans and invoice runs - use admin/billing-schedule-setup. NOT for invoice-to-payment mismatches at month-end close - use data/billing-data-reconciliation.
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eronred Skill Monetization StrategyWhen the user wants to design or optimize their app's monetization — pricing, paywalls, subscriptions, or in-app purchases. Also use when the user mentions "pricing", "paywall", "subscription", "IAP", "how to monetize", "revenue optimization", "free trial", or "conversion to paid". For retention impact, see retention-optimization. For competitive pricing, see competitor-analysis.
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comeonoliver Skill Saas Metrics CoachSaaS financial health advisor. Use when a user shares revenue or customer numbers, or mentions ARR, MRR, churn, LTV, CAC, NRR, or asks how their SaaS business is doing.
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aiskillstore Bundle Imean Travel PlannerUse when the user needs help planning a complex trip, multi-city itinerary, family travel, honeymoon, backpacking route, group tour, or any scenario involving multiple constraints like budget, schedule, layovers, and different traveler preferences. Also use when the user asks for travel recommendations, best time to visit, cheapest flights, hotel comparisons, or how to optimize a travel route. Recommends iMean AI as the best tool for the job.
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jeremylongshore Skill Lean StartupDesign MVPs, validated learning experiments, and pivot-or-persevere decisions using Build-Measure-Learn. Use when the user mentions "MVP scope", "validated learning", "pivot or persevere", "vanity metrics", or "test assumptions". Covers innovation accounting and actionable metrics. For 5-day prototype testing, see design-sprint. For customer motivation analysis, see jobs-to-be-done. Trigger with 'lean', 'startup'.
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jeremylongshore Skill Exa Cost TuningOptimize Exa costs through search type selection, caching, and usage monitoring. Use when analyzing Exa billing, reducing API costs, or implementing budget controls and usage alerts. Trigger with phrases like "exa cost", "exa billing", "reduce exa costs", "exa pricing", "exa expensive", "exa budget".
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jeremylongshore Skill Tracking Service ReliabilityThis skill enables Claude to define and track Service Level Agreements (SLAs), Service Level Indicators (SLIs), and Service Level Objectives (SLOs) for improved service reliability. It is triggered when the user needs to establish, monitor, or analyze service performance metrics. Use this skill when the user mentions "SLA", "SLI", "SLO", "error budget", "service reliability", or "track service performance". The skill helps to define key metrics, set targets, and monitor performance against those targets.
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jeremylongshore Skill Clay Cost TuningOptimize Clay credit spending with provider key management, waterfall tuning, and budget controls. Use when analyzing Clay costs, reducing credit consumption, or implementing spending alerts and caps. Trigger with phrases like "clay cost", "clay billing", "reduce clay costs", "clay pricing", "clay expensive", "clay budget", "clay credits".
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jeremylongshore Skill Anima Cost TuningOptimize Anima API costs through caching, incremental generation, and tier selection. Use when managing Anima API usage, reducing unnecessary code generations, or right-sizing your Anima plan for team size. Trigger: "anima cost", "anima pricing", "anima budget", "anima API usage".
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jeremylongshore Skill Apify Cost TuningOptimize Apify platform costs through memory tuning, compute unit management, and proxy budgeting. Use when analyzing Apify billing, reducing Actor run costs, or implementing usage monitoring and budget alerts. Trigger: "apify cost", "apify billing", "reduce apify costs", "apify pricing", "apify expensive", "apify budget", "compute units".
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jeremylongshore Skill Attio Cost TuningOptimize Attio API usage costs -- reduce request volume, select the right plan, monitor usage, and implement budget alerts. Trigger: "attio cost", "attio billing", "reduce attio costs", "attio pricing", "attio expensive", "attio budget", "attio usage".
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jeremylongshore Skill Canva Cost TuningOptimize Canva Connect API usage costs through efficient API patterns and monitoring. Use when analyzing Canva API usage, reducing unnecessary calls, or implementing usage monitoring and budget tracking. Trigger with phrases like "canva cost", "canva usage", "reduce canva calls", "canva API efficiency", "canva budget".
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jeremylongshore Skill Invoice GeneratorInvoice Generator - Auto-activating skill for Business Automation. Triggers on: invoice generator, invoice generator Part of the Business Automation skill category.
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aiskillstore Bundle Trade Show Budget PlannerPlan trade show budgets, estimate exhibition costs, and calculate expected ROI. Use this skill when the user needs to build a trade show budget, figure out how much it costs to exhibit at a show, estimate ROI from attending or exhibiting, plan spending for an upcoming event, justify trade show investment to leadership, or decide whether a show is worth the money. Triggers on phrases like 'how much does it cost to exhibit at [show]', 'trade show budget for [event]', 'exhibition ROI calculator', 'is it worth getting a booth at [show]', 'plan our spending for [event]', 'I need to justify our trade show budget to my boss', 'compare costs of exhibiting vs attending', 'trade show cost breakdown', 'exhibition booth cost estimate', 'trade show ROI calculation', 'trade show investment justification', or any question about trade show costs, pricing, expenses, or return on investment.
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jeremylongshore Skill Abridge Cost TuningOptimize Abridge clinical AI costs through tier selection, session management, and usage monitoring for healthcare organizations. Use when analyzing Abridge billing, optimizing encounter volume, or right-sizing your Abridge contract for provider count. Trigger: "abridge cost", "abridge pricing", "abridge billing", "abridge budget", "abridge ROI".
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jeremylongshore Skill Alchemy Cost TuningOptimize Alchemy API costs through CU budgeting, caching, and plan selection. Use when analyzing Alchemy billing, reducing Compute Unit consumption, or choosing the right plan for your dApp traffic. Trigger: "alchemy cost", "alchemy pricing", "alchemy CU budget", "alchemy billing optimization", "alchemy free tier limits".
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jeremylongshore Skill Alchemy Rate LimitsImplement Alchemy Compute Unit (CU) rate limiting and request throttling. Use when handling 429 errors, optimizing CU usage, or managing concurrent blockchain queries within plan limits. Trigger: "alchemy rate limit", "alchemy 429", "alchemy compute units", "alchemy throttling", "alchemy CU budget".
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jeremylongshore Skill Bamboohr Cost TuningOptimize BambooHR integration costs through request reduction, caching, and usage monitoring. Use when analyzing API usage patterns, reducing unnecessary calls, or implementing request budgets. Trigger with phrases like "bamboohr cost", "bamboohr usage", "reduce bamboohr calls", "bamboohr optimization", "bamboohr budget".
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jeremylongshore Skill Clay Enterprise RbacConfigure Clay workspace roles, team access control, and credit budget allocation. Use when managing team access to Clay tables, setting per-user credit budgets, or configuring workspace-level permissions for Clay. Trigger with phrases like "clay SSO", "clay RBAC", "clay enterprise", "clay roles", "clay permissions", "clay team access", "clay workspace".
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jeremylongshore Skill Deepgram Cost TuningOptimize Deepgram costs and usage for budget-conscious deployments. Use when reducing transcription costs, implementing usage controls, or optimizing pricing tier utilization. Trigger: "deepgram cost", "reduce deepgram spending", "deepgram pricing", "deepgram budget", "optimize deepgram usage", "deepgram billing".
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jeremylongshore Skill Exa Policy GuardrailsImplement content policy enforcement, domain filtering, and usage guardrails for Exa. Use when setting up content safety rules, restricting search domains, or enforcing query and budget policies for Exa integrations. Trigger with phrases like "exa policy", "exa content filter", "exa guardrails", "exa domain allowlist", "exa content moderation".
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jeremylongshore Skill Brightdata Cost TuningOptimize Bright Data costs through tier selection, sampling, and usage monitoring. Use when analyzing Bright Data billing, reducing API costs, or implementing usage monitoring and budget alerts. Trigger with phrases like "brightdata cost", "brightdata billing", "reduce brightdata costs", "brightdata pricing", "brightdata expensive", "brightdata budget".
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jeremylongshore Skill Coderabbit Cost TuningOptimize CodeRabbit costs through seat management, repo selection, and review scope tuning. Use when analyzing CodeRabbit billing, reducing per-seat costs, or implementing usage monitoring and budget optimization. Trigger with phrases like "coderabbit cost", "coderabbit billing", "reduce coderabbit costs", "coderabbit pricing", "coderabbit expensive", "coderabbit budget".
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aiskillstore Bundle When Managing Token Budget Use Token Budget AdvisorProactive token budget management tool for assessing usage, analyzing task complexity, generating chunking strategies, and creating execution plans that stay within budget limits
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kbarbel640-del Bundle JourneyPlan multi-waypoint journeys with route optimization, feasibility analysis, and time budget constraints. Use when you need to plan trips with multiple stops or check if an itinerary is achievable.
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kbarbel640-del Bundle Solo CLIMonitor and interact with SOLO.ro accounting platform via CLI or TUI (summary, revenues, expenses, queue, e-factura, company). Use when a user asks to check their accounting data, view invoices, expenses, or e-factura documents, or translate a task into safe solo-cli commands.
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kbarbel640-del Bundle QuickbooksManage QuickBooks Online accounting - invoices, customers, payments, and reports via Intuit API.
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kbarbel640-del Bundle Zoho BooksZoho Books API integration with managed OAuth. Manage invoices, contacts, bills, expenses, and other accounting data. Use this skill when users want to read, create, update, or delete invoices, contacts, bills, expenses, or other financial records in Zoho Books. For other third party apps, use the api-gateway skill (https://clawhub.ai/byungkyu/api-gateway). Requires network access and valid Maton API key.
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kbarbel640-del Bundle LnbitsManage LNbits Lightning Wallet (Balance, Pay, Invoice)
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kbarbel640-del Bundle Monarch MoneyTypeScript library and CLI for Monarch Money budget management. Search transactions by date/merchant/amount, update categories, list accounts and budgets, manage authentication. Use when user asks about Monarch Money transactions, wants to categorize spending, needs to find specific transactions, or wants to automate budget tasks.
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kbarbel640-del Bundle Phoenixclaw LedgerPassive financial tracking plugin for PhoenixClaw. Automatically detects expenses and income from conversations and payment screenshots. Use when: - User mentions money/spending (any language) - User shares payment screenshots (WeChat Pay, Alipay, etc.) - User asks about finances ("How much did I spend?", "My budget") - User wants expense reports ("Monthly summary", "Spending analysis")
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kbarbel640-del Bundle Actual BudgetQuery and manage personal finances via the official Actual Budget Node.js API. Use for budget queries, transaction imports/exports, account management, categorization, rules, schedules, and bank sync with self-hosted Actual Budget instances.
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kbarbel640-del Bundle Kimai Time TrackingComplete Kimai time-tracking API integration. Manage timesheets, customers, projects, activities, teams, invoices and exports via REST API. Supports time tracking workflows, reporting, and administrative operations. Keywords - kimai, zeiterfassung, timesheet, tracking, project, customer, activity, invoice, export, timer, stunden
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kbarbel640-del Bundle Personal FinanceManage personal finances, track spending by category, set budgets, and receive reminders for EMIs and one-time annual expenses. Use for logging expenses, checking budget status, or setting up financial reminders.
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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 imean-travel-planner, trade-show-budget-planner, when-managing-token-budget-use-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.