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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kbarbel640-del Bundle Event PlannerPlan events (night out, weekend, date night, team outing, meals, trips) by searching venues via Google Places API. Auto-selects best restaurants, bars, activities based on location, budget, party size, and preferences. Generates detailed itinerary with timing and Google Maps link. Use when asked to plan an outing, create an itinerary, find places for events, or organize activities.
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kbarbel640-del Bundle Freshbooks CLIFreshBooks CLI for managing invoices, clients, and billing. Use when the user mentions freshbooks, invoicing, billing, clients, or accounting.
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kbarbel640-del Skill Jbx Fee FlowsJBX ecosystem fee flows and revenue streams for investor understanding. Use when: (1) explaining how JBX captures ecosystem value, (2) describing protocol fee flows, (3) showing revenue streams to JBX holders, (4) explaining NANA and REV relationships, (5) explaining layered fees on revnet cash outs and loans. Covers V5 protocol fees, revnet external protocol fees, the NANA-REV feedback loop, and JBX ownership stakes across ecosystem tokens.
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kbarbel640-del Bundle OdooUse when the user asks for Odoo accounting audits, VAT/cashflow analysis, inventory valuation, or financial reporting that must come directly from Odoo via RPC with reproducible, evidence-backed numbers.
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kbarbel640-del Bundle Clawver MarketplaceRun an autonomous e-commerce store on Clawver. Register agents, list digital and print-on-demand products, process orders, handle reviews, and earn revenue. Use when asked to sell products, manage a store, or interact with clawver.store.
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kbarbel640-del Bundle Shopping ExpertFind and compare products online (Google Shopping) and locally (stores near you). Auto-selects best products based on price, ratings, availability, and preferences. Generates shopping list with buy links and store locations. Use when asked to shop for products, find best deals, compare prices, or locate items locally. Supports budget constraints (low/medium/high or "$X"), preference filtering (brand, features, color), and dual-mode search (online + local stores).
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kbarbel640-del Bundle Personal Finance BeancountProfessional personal finance advisor specializing in plain-text accounting with Beancount and Fava. Use when users need help with: (1) Analyzing spending habits and financial patterns from Beancount files, (2) Creating or understanding Beancount transactions and syntax, (3) Financial planning, budgeting, and investment advice, (4) Interpreting Fava reports and creating custom queries, (5) Organizing chart of accounts, (6) Double-entry bookkeeping principles, (7) Personal finance optimization and wealth building strategies. Provides analysis, education, and personalized recommendations while maintaining professional standards.
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kbarbel640-del Bundle Openclaw Cost GuardTrack OpenClaw/Clawdbot token and cost usage from session JSONL logs (prefer real usage.cost when present), generate daily/weekly summaries and top expensive sessions, and run budget checks (exit code on breach). Use to monitor spend, enforce budgets via cron/alerts, and apply a token-saving playbook to reduce output/tool-call cost.
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kbarbel640-del Skill Jb Multi CurrencyHandle Juicebox V5 multi-currency projects (ETH vs USDC accounting). Use when: (1) building UI that displays currency labels (ETH vs USDC), (2) sending transactions that require currency parameter, (3) configuring fund access limits or accounting contexts for new rulesets, (4) querying project balance/surplus with correct token, (5) debugging "wrong currency" issues in payout or allowance transactions, (6) need currency code constants (NATIVE_CURRENCY=61166, USDC varies by chain), (7) cash out modal shows wrong return currency (ETH instead of USDC), (8) need shared chain constants (names, explorers) across multiple modals. Currency in JBAccountingContext is uint32(uint160(tokenAddress)), NOT 1 or 2. Covers baseCurrency detection, decimal handling, terminal accounting, currency codes, dynamic labels, cash out return display, and shared chain constants patterns.
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kbarbel640-del Bundle Invoice OrganizerOrganize, categorize, and track invoices and receipts
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kbarbel640-del Skill Jb Terminal SelectionDynamic terminal selection for Juicebox V5 payments. Use when: (1) building payment UIs that support multiple tokens (ETH/USDC), (2) encountering JBMultiTerminal_TokenNotAccepted error, (3) paying a project that uses ETH-only accounting with non-ETH tokens, (4) implementing cross-token payments where the project may not directly accept the user's payment token. Covers JBDirectory.primaryTerminalOf() querying, JBSwapTerminal fallback logic, and permit2 integration with correct terminal addresses.
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kbarbel640-del Bundle Balance ManagementManage Routstr balance by checking balance, creating Lightning invoices for top-up, and checking invoice payment status
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diegosouzapw Bundle Apideck GoApideck Unified API integration patterns for Go. Use when building integrations with accounting software (QuickBooks, Xero, NetSuite), CRMs (Salesforce, HubSpot, Pipedrive), HRIS platforms (Workday, BambooHR), file storage (Google Drive, Dropbox, Box), ATS systems (Greenhouse, Lever), e-commerce, or any of Apideck's 200+ connectors using Go. Covers the github.com/apideck-libraries/sdk-go package, authentication, CRUD operations, pagination, error handling, and Vault connection management.
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diegosouzapw Bundle Token PacingCalculate the optimal token usage burn rate to reach exactly 100% usage by reset. Use when the user asks about token budget, usage limits, spending speed, or "will I run out". Supports Claude, Gemini, Codex, VS Code, and other providers.
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diegosouzapw Bundle Apideck PHPApideck Unified API integration patterns for PHP. Use when building integrations with accounting software (QuickBooks, Xero, NetSuite), CRMs (Salesforce, HubSpot, Pipedrive), HRIS platforms (Workday, BambooHR), file storage (Google Drive, Dropbox, Box), ATS systems (Greenhouse, Lever), e-commerce, or any of Apideck's 200+ connectors using PHP. Covers the apideck-libraries/sdk-php Composer package, authentication, CRUD operations, pagination, error handling, and Vault connection management.
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diegosouzapw Bundle Apideck JavaApideck Unified API integration patterns for Java. Use when building integrations with accounting software (QuickBooks, Xero, NetSuite), CRMs (Salesforce, HubSpot, Pipedrive), HRIS platforms (Workday, BambooHR), file storage (Google Drive, Dropbox, Box), ATS systems (Greenhouse, Lever), e-commerce, or any of Apideck's 200+ connectors using Java. Covers the com.apideck:unify Maven package, authentication, CRUD operations, pagination, async support, and Vault connection management.
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diegosouzapw Bundle Apideck NodeApideck Unified API integration patterns for TypeScript and Node.js. Use when building integrations with accounting software (QuickBooks, Xero, NetSuite), CRMs (Salesforce, HubSpot, Pipedrive), HRIS platforms (Workday, BambooHR), file storage (Google Drive, Dropbox, Box), ATS systems (Greenhouse, Lever), e-commerce, or any of Apideck's 200+ connectors. Covers the @apideck/unify SDK, authentication, CRUD operations, pagination, filtering, webhooks, and Vault connection management.
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diegosouzapw Bundle Apideck RESTApideck Unified REST API reference for any language. Use when building integrations with accounting software (QuickBooks, Xero, NetSuite), CRMs (Salesforce, HubSpot, Pipedrive), HRIS platforms (Workday, BambooHR), file storage (Google Drive, Dropbox, Box), ATS systems (Greenhouse, Lever), e-commerce, or any of Apideck's 200+ connectors using direct HTTP calls. Covers authentication headers, CRUD operations, cursor-based pagination, filtering, sorting, error handling, rate limiting, pass-through parameters, and webhooks. Language-agnostic — works with curl, fetch, axios, httpx, or any HTTP client.
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diegosouzapw Bundle Apideck DotnetApideck Unified API integration patterns for C# and .NET. Use when building integrations with accounting software (QuickBooks, Xero, NetSuite), CRMs (Salesforce, HubSpot, Pipedrive), HRIS platforms (Workday, BambooHR), file storage (Google Drive, Dropbox, Box), ATS systems (Greenhouse, Lever), e-commerce, or any of Apideck's 200+ connectors using .NET. Covers the ApideckUnifySdk NuGet package, authentication, CRUD operations, pagination, error handling, and Vault connection management.
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diegosouzapw Bundle Apideck PythonApideck Unified API integration patterns for Python. Use when building integrations with accounting software (QuickBooks, Xero, NetSuite), CRMs (Salesforce, HubSpot, Pipedrive), HRIS platforms (Workday, BambooHR), file storage (Google Drive, Dropbox, Box), ATS systems (Greenhouse, Lever), e-commerce, or any of Apideck's 200+ connectors using Python. Covers the apideck-unify SDK, authentication, CRUD operations, pagination, filtering, async support, and Vault connection management.
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diegosouzapw Bundle Rs WaybillIntegrate with the Georgian Revenue Service (RS.GE) Electronic Waybill SOAP web service. Use this skill when working with waybill creation, activation, closing, querying, goods management, transporter operations, invoices, templates, bar codes, car numbers, and all RS.GE WayBillService API methods.
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diegosouzapw Bundle Create RulesCreate or update Cursor Rules (.mdc files) and Skills (SKILL.md). Use when creating rules, adding coding standards, setting up conventions, updating .cursor/rules/, or converting rules to skills. Defines standard format, naming, frontmatter, token budget.
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diegosouzapw Bundle MonetizationMonetization strategy for iOS/macOS apps. Covers readiness assessment, pricing model selection, tier structuring, free trial strategy, and implementation guidance. Use when deciding what to charge, how to price, or planning monetization end-to-end.
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diegosouzapw Bundle Incident ResponderExpert SRE incident responder specializing in rapid problem resolution, modern observability, and comprehensive incident management. Masters incident command, blameless post-mortems, error budget management, and system reliability patterns. Handles critical outages, communication strategies, and continuous improvement. Use IMMEDIATELY for production incidents or SRE practices.
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diegosouzapw Bundle Accountant ExpertExpert-level accounting, tax, financial reporting, and accounting systems
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diegosouzapw Bundle Budget UI ComponentsComponentes de UI para orçamentos seguindo o padrão de components do Easy Budget.
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diegosouzapw Bundle Actions PatternGarante que novas Actions sigam o padrão de classes actions reutilizáveis do Easy Budget.
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diegosouzapw Bundle AI Tool CreationAI SDK v5 tool creation patterns for this project. Factory functions, Zod schemas, budget tracking, rate limiting, caching, timeout handling. Triggers on "tool", "ai tool", "searchAll", "codeExecution", "urlReader", "tool creation".
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diegosouzapw Bundle Accounts Payable WorkflowЭксперт AP workflow. Используй для процессов кредиторской задолженности, invoice processing, three-way matching и payment automation.
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diegosouzapw Bundle Amazon Product Search RecommenderWhen the user wants to search for specific products on Amazon within budget constraints and generate structured recommendations. This skill navigates to Amazon.com, performs targeted searches using specific criteria (price range, material, color), browses search results, extracts product details (title, price, store/brand, URL), and compiles recommendations into a structured JSON format. Triggers include requests for product recommendations, shopping assistance, budget-constrained searches, or when users need to find specific items on Amazon with detailed specifications.
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diegosouzapw Bundle Argentine Invoice Processing SystemComplete invoice processing system for Argentine utility bills with OCR, classification, and automated organization
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diegosouzapw Bundle U01024 Resource Budget Allocation For Nutrition And Meal PlaOperate the "Resource Budget Allocation for nutrition and meal planning" capability in production for nutrition and meal planning workflows. Use when mission execution explicitly requires this capability and outcomes must be reproducible, policy-gated, and handoff-ready.
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diegosouzapw Bundle U01049 Resource Budget Allocation For Entrepreneurship OperaOperate the "Resource Budget Allocation for entrepreneurship operations" capability in production for entrepreneurship operations workflows. Use when mission execution explicitly requires this capability and outcomes must be reproducible, policy-gated, and handoff-ready.
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diegosouzapw Bundle U01174 Resource Budget Allocation For Music And Creative PraOperate the "Resource Budget Allocation for music and creative practice" capability in production for music and creative practice workflows. Use when mission execution explicitly requires this capability and outcomes must be reproducible, policy-gated, and handoff-ready.
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oyi77 Skill Gl ReconcilerUse when finds breaks, traces root cause, routes for sign-off. Use when user says "reconcile GL", "find breaks", "trace accounting error".
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oyi77 Skill Revenue TeamUse when manage sales pipelines, forecast revenue, track deals, and optimize sales velocity with HubSpot and Notion integration. Use when manageing sales pipelines, forecast revenue, track deals, and optimize sales.
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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 event-planner, freshbooks-cli, jbx-fee-flows. 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.