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.
-
majiayu000 Bundle Customer Success PlaybookDesigns customer success programs that reduce churn, increase expansion revenue, and build customer advocacy. Creates health scoring models, intervention playbooks, QBR frameworks, and lifecycle journey maps.
567 -
majiayu000 Bundle Odoo Connector Module CreatorCreates and enhances Odoo 16.0 connector modules that integrate with external systems (e-commerce, logistics, accounting, CRM) using the `generic_connector` framework
567 -
majiayu000 Bundle Oec Experimentation FrameworkDefine and apply an Overall Evaluation Criterion (OEC) to measure the long-term impact of product changes. Use this skill when designing A/B tests, setting quarterly OKRs, or when short-term wins (like revenue) are potentially harming long-term user retention.
567 -
majiayu000 Bundle Context Window Optimizationコンテキストウィンドウの制約内で情報を最適整理するためのスキル。 トークン計測、優先順位付け、圧縮、検証の一連フローを提供する。 Anchors: • High Performance Browser Networking / 適用: 計測とレイテンシ意識 / 目的: 予算内最適化 • Designing Data-Intensive Applications / 適用: リソース制約下の設計 / 目的: 効率的な構造化 • Progressive Disclosure パターン / 適用: 段階的情報開示 / 目的: 過剰読み込みの回避 Trigger: Use when optimizing context window usage, measuring token budgets, prioritizing context elements, or applying compression techniques. context window optimization, token budget, context prioritization, compression, summarization
567 -
majiayu000 Bundle Amazon Profit AnalyzerComprehensive Amazon profit analysis and revenue optimization. Revenue waterfall analysis, hidden fee identification, ACoS impact assessment, return cost calculation, and profitability optimization strategies. Use when the user asks about Amazon profit analysis, profitability calculation, fee analysis, margin optimization, or revenue breakdown.
567 -
majiayu000 Bundle Budgeting And ForecastingRuns the planning cycle — annual budget, rolling forecast, consolidation of business unit inputs, and the variance analysis that explains actuals against plan. Use this to build or challenge a budget, run a forecast cycle, consolidate departmental submissions, explain why results diverged from plan, or improve forecast accuracy.
567 -
majiayu000 Bundle Policyengine MicrosimulationALWAYS USE THIS SKILL for PolicyEngine microsimulation, population-level analysis, winners/losers calculations. Triggers: "microsimulation", "share who would lose/gain", "policy impact", "national average", "weighted analysis", "cost", "revenue impact", "budgetary", "estimate the cost", "federal revenues", "tax revenue", "budget score", "how much would", "total cost of", "aggregate impact", "cost to the government", "revenue loss", "fiscal impact". Use this skill's code pattern, but explore the codebase to find specific parameter paths if needed.
567 -
majiayu000 Bundle Python Micrometer Business MetricsImplements domain-specific KPI metrics for business operations like charges, invoices, payments. Use when instrumenting service layer operations, measuring business process outcomes, implementing SLI/SLO monitoring for KPIs, or tracking supplier/invoice/charge lifecycle events. Targets Java/Spring Boot services with structured business metrics for observability.
567 -
majiayu000 Bundle Gebrauchsmuster Kaltstart InterviewGeführtes Kaltstart-Interview für Gebrauchsmuster: Erfindung, Unterlagen, Veröffentlichung, Patentfamilie, Stand der Technik, Gegner, Budget und gewünschter Output.
567 -
majiayu000 Bundle Ops NextBusiness-level "what should I do next". Priority stack — fires > unread comms > ready-to-merge PRs > Linear sprint > revenue-generating GSD work. Uses pre-gathered data and routes to the right skill.
567 -
majiayu000 Bundle Writing For Token Optimized And Ceo Scannable ContentUse when writing chat responses under CEO context, presenting options/status, or explaining complex topics - provides formatting patterns for human-scannable, token-efficient output that balances rapid comprehension with context budget constraints
567 -
majiayu000 Bundle Scenario AnalyzerAnalyze news headlines, policy announcements, or geopolitical events to build 18-month probabilistic scenarios for Indian markets. Use when the user provides a headline or asks about the market impact of RBI policy, government announcements, global events, budget, or sector-specific news on NSE/BSE stocks.
567 -
majiayu000 Bundle When Managing Token Budget Use Token Budget AdvisorWhen Managing Token Budget Use Token Budget Advisor
567 -
majiayu000 Bundle Milkee 2Complete MILKEE accounting integration for Swiss businesses. Manage projects, customers, time tracking, tasks, and products. Use when: (1) tracking billable time with start/stop timers, (2) creating/managing projects and customers, (3) recording work entries with descriptions, (4) viewing daily time summaries, (5) managing tasks and products. Features fuzzy project matching, persistent timer state, auto-calculated hours/minutes, and full CRUD operations. Requires MILKEE_API_TOKEN and MILKEE_COMPANY_ID.
567 -
majiayu000 Bundle Autopilot 2Hands-off end-to-end delivery pipeline that CHAINS existing ODIN skills — plan → proceed → simplify → review → fix → atomic-commit-and-push → gh-fix-ci → report — with review-gated sequencing and an autofix-then-halt posture; it sequences and gates, it never reimplements the skills it calls. Use when the user says "autopilot", "lfg", "take this from plan to shipped", "run the whole pipeline", "hands-off ship it", or "do the end-to-end build". Entry is execution-only (plan onward); strategy and ideation stay upstream and manual. `proceed` is the single execution step inside this chain; `review-fix-grill-loop` is the review/fix loop only — autopilot spans plan through CI.
567 -
majiayu000 Bundle Cto Advisor 2CTO-level advisory - build vs buy decisions, tech debt quantification, team scaling, ADRs, technology evaluation (RICE), budget planning, TCO, vendor management, DORA/SPACE metrics
567 -
majiayu000 Bundle Slo Sli Design 2SLO(Service Level Objective)とSLI(Service Level Indicator)の設計、 エラーバジェット管理、信頼性目標の策定を支援するスキル。 Googleの SRE プラクティスに基づき、適切な信頼性目標を設計する。 Anchors: • Site Reliability Engineering (Google) / 適用: SLO/SLI設計原則 / 目的: 信頼性目標の最適化 • The Site Reliability Workbook (Google) / 適用: 実践的なSLO実装 / 目的: 運用可能なSLO設計 • Implementing Service Level Objectives (Hidalgo) / 適用: SLO成熟度モデル / 目的: 段階的導入 Trigger: Use when designing SLOs, defining SLIs, calculating error budgets, or establishing reliability targets. SLO design, SLI definition, error budget, reliability target, service level objective
567 -
majiayu000 Bundle Uk Accountant 2Inga (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.
567 -
majiayu000 Bundle Financial Analyst 2Performs financial ratio analysis, DCF valuation, budget variance analysis, and rolling forecast construction for strategic decision-making
567 -
majiayu000 Bundle Trip Planner 2Turn a destination, some dates, and your vibe into a realistic day-by-day trip itinerary — paced for real humans, with a packing list and a rough budget. Use when asked to plan a trip, build a travel itinerary, what should I do in [place], or help me plan my holiday. Produces a day-by-day plan grouped by area (so you're not criss-crossing the city), must-book-ahead flags, a packing list tuned to the trip, a rough budget range, and honest notes on pace and gaps to fill with local info.
567 -
majiayu000 Bundle Advanced Patterns 2SCD Type 2, Closure Table, Shared Family Budget patterns
567 -
majiayu000 Bundle Project Manager 3Project management expert specializing in planning, execution, monitoring, and closure of projects. Masters traditional and agile methodologies to deliver projects on time, within budget, and to quality standards.
567 -
majiayu000 Bundle Pricing Strategist 2Design and optimize pricing strategies for SaaS products including tiering, packaging, value metrics, and experimentation. Use when setting initial pricing, optimizing conversion, expanding revenue, or when users ask about pricing strategy, monetization, or revenue optimization.
567 -
majiayu000 Bundle Context Manager 2Comprehensive context and token usage management for Claude Code. Use this skill when working with large codebases, managing context window budget, optimizing file loading strategies, or when responses indicate context limitations. Helps with token analysis, file organization, query optimization, and context-efficient development workflows.
567 -
majiayu000 Bundle Invoice Organizer 2Automatically organizes invoices and receipts for tax preparation by reading messy files, extracting key information, renaming them consistently, and sorting them into logical folders. Turns hours of manual bookkeeping into minutes of automated organization.
567 -
majiayu000 Bundle Design Of Experiments 2Use when optimizing multi-factor systems with limited experimental budget, screening many variables to find the vital few, discovering interactions between parameters, mapping response surfaces for peak performance, validating robustness to noise factors, or when users mention factorial designs, A/B/n testing, parameter tuning, process optimization, or experimental efficiency.
567 -
majiayu000 Bundle Inventory Management 2Garante o controle correto de estoque e movimentações no Easy Budget.
567 -
majiayu000 Bundle Moai Foundation Context 2Enterprise context and session management with token budget optimization and state persistence
567 -
majiayu000 Bundle Invoice Organizer 3通过读取杂乱的发票、提取关键信息、一致地重命名并将它们分类到逻辑文件夹中,自动为税务准备整理发票和收据。将数小时的手动记账工作转化为几分钟的自动化组织。
567 -
majiayu000 Bundle Xero 2Query Xero accounting — invoices, contacts, accounts, and bank transactions via the REST API.
567 -
majiayu000 Bundle Moai Alfred Context Budget 2Claude Code context window optimization strategies, JIT retrieval, progressive loading, memory file patterns, and cleanup practices. Use when optimizing context usage, managing large projects, or implementing efficient workflows.
567 -
majiayu000 Bundle Scope Management 2Manage scope effectively - identify resources, prevent creep, optimise for token budget
567 -
majiayu000 Bundle Memory Optimization 2Summarizing context, pruning history, and managing token budget efficiency.
567 -
majiayu000 Bundle Context Management 4Proactive context window management via token monitoring, intelligent extraction, and selective rehydration. Features predictive budget monitoring, context health indicators, and priority-based retention. Use when approaching token limits or needing to preserve essential context. Complements /transcripts and PreCompact hook with proactive optimization.
567 -
majiayu000 Bundle Context Engineering 7Context window monitoring and budget management. Keeps orchestrator at 15-30% context usage while subagents get full 200k tokens. Provides warnings at thresholds, context-aware summarization triggers, and wave-level budget planning.
567 -
majiayu000 Bundle Monthly Invoice Summary 2Creates professional monthly invoice summaries for clients by analyzing Git commits and time sheet notes. Combines technical development work with business activities into clear, value-focused bullet points suitable for client invoicing. Use when creating monthly billing summaries, preparing client invoices, summarizing development work for billing periods, translating technical Git commits into client-friendly descriptions, or combining Git activity with time sheet notes for complete project summaries.
567
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 customer-success-playbook, odoo-connector-module-creator, oec-experimentation-framework. 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.