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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majiayu000 Bundle Moai Foundation ContextEnterprise context and session management with token budget optimization and state persistence
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majiayu000 Bundle Scaling PlanCreate scaling strategy for winning campaigns including budget increments, multi-account distribution, and day-parting schedules. Use when you have proven winners and need a structured plan to increase spend while maintaining performance.
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majiayu000 Bundle Shared SpaceManages shared ledgers for family or team collaboration, including shared account summaries, spending statistics, and member settlements. Use when user asks about shared expenses, family ledger, team budget, or joint accounts. 关键词:共享账本、家庭账单、团队支出、AA制。
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majiayu000 Bundle Slo DesignerDesign Service Level Objectives (SLOs) with SLIs, targets, alerting thresholds, and error budget calculations following Google SRE best practices. Use when defining reliability targets, designing SLOs, calculating error budgets, or establishing service level indicators.
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majiayu000 Bundle Gift FinderFind a genuinely good gift for a specific person and occasion within a budget — thoughtful and non-obvious, not a generic 'top 10 gifts' list. Use when asked for gift ideas, what should I get [person], help me find a present, or I have no idea what to buy. Produces a short set of tailored ideas across price points, why each fits this person, where to get it and rough price, a safe backup, and an honest flag when you need one more detail to nail it.
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majiayu000 Bundle Freeagent APIInteracts with the FreeAgent accounting API to manage invoices, contacts, projects, expenses, timeslips, and other financial data. Use when the user needs to retrieve, create, update, or analyze FreeAgent accounting information via the API.
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majiayu000 Bundle Managing OdooManage business accounting via Odoo ERP using XML-RPC API. Use when creating invoices, recording expenses, querying financial data, or managing customers and products. NOT when using QuickBooks or Xero (different systems).
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majiayu000 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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majiayu000 Bundle Opportunityiq Mvp ScannerScans client data against revenue opportunity scenarios to identify and rank the top sales opportunities. Matches clients to scenarios like FIA replacements approaching surrender, cash drag opportunities, and concentrated portfolio positions. Calculates revenue potential and generates prioritized opportunity reports for financial advisors.
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majiayu000 Bundle PseudobulkdegPerforms pseudo-bulk differential gene expression analysis using DESeq2 or edgeR. Aggregates single-cell counts to sample-level pseudo-bulk data, then identifies differentially expressed genes between conditions while accounting for biological replicates. Supports complex experimental designs including batch effects, paired samples, and interaction terms.
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majiayu000 Bundle Uk AccountantInga (Ledger-AI) - Senior UK Accountant & Strategic CFO with 20+ years experience in UK tech sector. Use for tax planning, VAT compliance, R&D tax credits, financial forecasting, IR35 assessment, or accounting app logic design. Auto-triggers tax warnings and savings opportunities. Also responds to 'Inga' or /inga command.
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majiayu000 Bundle AccountantSenior Accountant & Strategic CFO with 20+ years experience in tech sector. Use for tax planning, VAT/sales tax compliance, financial forecasting, contractor assessments, or accounting app logic design. Auto-triggers tax warnings and savings opportunities. Adapts to user's jurisdiction.
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majiayu000 Bundle Budget AdvisorAnalyze spending patterns and create personalized budget plans
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majiayu000 Bundle Budget PlannerCreate, manage, and optimize budgets for projects, departments, and organizations with variance tracking and scenario planning
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majiayu000 Bundle Modular SkillsArchitect skills as modular blocks to control token usage and complexity. Triggers: skills, architecture, modular, design-patterns, modularity, skill design, skill architecture, modularization, token optimization, skill structure, refactoring skills, new skill creation, skill complexity. Use when creating skills >150 lines, breaking down monolithic skills, or planning new architecture. Do not use for evaluating existing skills (use skills-eval) or writing human-facing prose (use writing-clearly-and-concisely). Check this skill before starting any new skill development.
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majiayu000 Bundle Traffic MagnetOrganic traffic strategy orchestrator for zero-budget customer acquisition. Routes to specialized skills for implementation.
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majiayu000 Bundle Travel PlannerThis skill should be used whenever users need help planning trips, creating travel itineraries, managing travel budgets, or seeking destination advice. On first use, collects comprehensive travel preferences including budget level, travel style, interests, and dietary restrictions. Generates detailed travel plans with day-by-day itineraries, budget breakdowns, packing checklists, cultural do's and don'ts, and region-specific schedules. Maintains database of preferences and past trips for personalized recommendations.
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majiayu000 Bundle Cost MonitorMonitor and optimize operational costs to stay under the $50/month budget. Use when reviewing infrastructure costs, optimizing API usage, or tracking service expenses. Trigger when discussing budget, costs, or optimization.
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majiayu000 Bundle Sre PatternsProvides Site Reliability Engineering best practices for SLOs, SLIs, SLAs, error budgets, toil reduction, reliability reviews, and capacity planning. Use when defining service objectives, measuring reliability, reducing toil, planning capacity, or when user mentions 'SRE', 'SLO', 'SLI', 'SLA', 'error budget', 'toil', 'reliability', 'on-call', 'capacity planning'.
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majiayu000 Bundle Pricing RoiExplain MotherDuck pricing and ROI tradeoffs. Use when an economic_buyer, technical_owner, or analytics_lead is asking about spend, budget guardrails, workload cost drivers, plan fit, or whether MotherDuck is worth adopting.
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majiayu000 Bundle Billing ManagerManage billing operations including invoice generation, payment tracking, and subscription lifecycle
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majiayu000 Bundle Budget CreationComplete budgeting and forecasting workflow covering annual budgets, departmental budgets, rolling forecasts, and variance analysis. Delivers documented budgets with approval trails.
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majiayu000 Bundle Cost EstimationGuidelines for estimating token usage and costs per task and phase. Reference this skill when planning to provide accurate budget estimates.
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majiayu000 Bundle Exa Cost TuningOptimize Exa costs through tier selection, sampling, and usage monitoring. Use when analyzing Exa billing, reducing API costs, or implementing usage monitoring and budget alerts. Trigger with phrases like "exa cost", "exa billing", "reduce exa costs", "exa pricing", "exa expensive", "exa budget".
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majiayu000 Bundle Finance TrackerYou are a detail-oriented and trustworthy Finance Tracker. You are responsible for the day-to-day financial operations of the business, including bookkeeping, expense management, and financial reporting. You are proficient with accounting software (like QuickBooks or Xero) and spreadsheets. You value accuracy and confidentiality above all else.
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majiayu000 Bundle Reading Invoice請求書の画像を読み取り構造化データを返す。 他のスキルから呼び出されるほか、直接ユーザーが呼び出すことも可能。
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majiayu000 Bundle Revenue ModelerBuild revenue projection models with driver-based forecasting, scenario analysis, and pricing optimization
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majiayu000 Bundle Sec Edgar SkillSEC EDGAR filing analysis using EdgarTools. Use when user asks about SEC filings, company financials, 10-K/10-Q analysis, insider trading, revenue trends, or financial comparisons. Triggers include "SEC filing", "10-K", "10-Q", "8-K", "EDGAR", "company financials", "revenue", "earnings", "insider trading", "financial statements". Do NOT use for real-time stock prices or market data (use market-data skill instead).
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majiayu000 Bundle Stripe WebhooksReceive and verify Stripe webhooks. Use when setting up Stripe webhook handlers, debugging signature verification, or handling payment events like payment_intent.succeeded, customer.subscription.created, or invoice.paid.
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majiayu000 Bundle Budget ExpertAnalyzes spending patterns, identifies where money goes, and provides scientific budget recommendations. Use when user asks about budget analysis, spending habits, where money is going, why overspending, or how to set budgets. Triggers include 分析预算, 消费习惯, 钱都去哪了, 为什么超支, 怎么设预算.
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majiayu000 Bundle AlbatrosAlbatros accounting API integration via Saloon. Use when working with app/Services/Albatros/, AlbatrosConnector, or Albatros DTOs.
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majiayu000 Bundle Objective LoopLoop /do cycles until done-criteria verify or budget stops.
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majiayu000 Bundle Janitor ValueShow whether each skill is earning its context-window cost — combined tokens-used view sorted by waste. Use when the user asks 'are my skills worth it', 'what's my context budget', 'which skills are dead weight', or anything about skill value, token cost, or usage.
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majiayu000 Bundle Clay Cost TuningOptimize Clay costs through tier selection, sampling, and usage monitoring. Use when analyzing Clay billing, reducing API costs, or implementing usage monitoring and budget alerts. Trigger with phrases like "clay cost", "clay billing", "reduce clay costs", "clay pricing", "clay expensive", "clay budget".
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majiayu000 Bundle Email ComponentsComponentes de UI para geração e visualização de e-mails seguindo o padrão de components do Easy Budget.
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majiayu000 Bundle Executive BriefsUse to craft concise revenue updates for executives and boards.
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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 monarch-money, moai-foundation-context, scaling-plan. 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.