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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modbender Bundle Customer Success PlaybookBuild and run a customer success operation for B2B SaaS. Covers the full lifecycle: onboarding, health scoring, QBRs, churn prevention, and expansion revenue.
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modbender Bundle Budget Bidding OptimizerOptimize budget pacing and bid strategy for Meta (Facebook/Instagram), Google Ads, TikTok Ads, YouTube Ads, Amazon Ads, and DSP/programmatic auctions.
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modbender Bundle Travel Itinerary PlannerGenerate complete, image-rich travel plans from trip dates and destination, including day-by-day itinerary, transportation, lodging area guidance, budget ranges, local transit notes, and risk/backup plans. Use when users ask for trip planning, vacation scheduling, route design, or requests like "input time and location" / "plan a full trip" / "图文并茂 travel itinerary."
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modbender Skill Freelance Invoice TrackerAutomated invoice tracking and payment follow-up for Indian freelancers. Monitors a Google Sheet of invoices, auto-sends polite follow-up emails or WhatsApp messages at configurable intervals, tracks GST amounts, and generates monthly income reports. Built for India's 15M+ freelancers.
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modbender Bundle Stock Picker OrchestratorActs as a meta-orchestrator that routes stock-analysis requests across data, macro/news, and valuation skills under explicit budget controls; used when users ask to find candidates, compare stocks, or run end-to-end expert analysis.
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modbender Bundle Contract Subscription Renewal ManagementSystematic framework for managing contract renewals, reducing involuntary churn, and maximizing renewal revenue. Covers SaaS subscriptions, service agreements, vendor contracts, and client retainers.
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modbender Bundle Dashboard Greek AccountingBusiness intelligence dashboard for Greek accounting firms. Compliance status, alerts, deadline tracking, and financial metrics at a glance.
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modbender Bundle Balance ManagementManage Routstr balance by checking balance, creating Lightning invoices for top-up, and checking invoice payment status
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modbender Bundle Revenue Forecasting EngineBuild accurate, data-driven revenue forecasts your board and investors actually trust.
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modbender Bundle Conversational AI AssistantNatural language interface for querying Greek accounting data. Ask questions in English, get answers from across all system skills.
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modbender 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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modbender Skill Instant Execution DisciplineRevenue-focused execution operating system for agents: converts "do it now" requests into immediate tool actions, enforces strict start/progress/finish SLAs, and prevents kickoff-only false completions. Best for shipping tasks where delay kills conversion (publish/release/distribution).
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modbender Bundle Afrexai Construction EstimatorComplete construction estimating and cost management system. Use when preparing project estimates, bid proposals, cost breakdowns, value engineering, change order management, or construction budget tracking. Covers residential, commercial, and infrastructure projects. Trigger on 'estimate', 'construction cost', 'bid', 'takeoff', 'cost breakdown', 'change order', 'value engineering', 'construction budget', 'unit pricing', 'RSMeans'.
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modbender Bundle Openclaw Greek Accounting MetaOrchestrator for the full OpenClaw Greek Accounting system. Routes commands across 18 specialist skills. Primary entry point for accounting firms.
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modbender Skill Linkedin B2b Buying Signal DetectorMost lead gen tools find who to contact. This skill tells you when to contact them — at the exact moment they have budget, urgency, and intent. No SaaS equivalent under $2,000/month.
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hmbown Skill Cw GatesUse before claiming any Codewhale change is done, green, or ready to land: the focused-to-broad verification ladder, the budget checks CI enforces, and the rules for what counts as a passing test.
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kayforkind Skill AI LoopRuns a bounded Spec-Build-Review cycle with an iteration budget, recorded verification commands, and human approval gates. Use when an isolated feature needs a full build from scratch or a heavy modification with checkable requirements. Not for open-ended architecture refactors, /goal contracts, or work whose tests depend on missing credentials.
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diegosouzapw Skill Omni SettingsRead and update global application settings: system prompts, thinking budget, IP filters, payload rules, combo defaults, and require-login configuration.
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kid-sid Bundle PerformanceUse when diagnosing a slow HTTP endpoint or high-latency service — profiling, adding an application-level cache, offloading CPU-bound work to threads or workers, or defining a latency budget. For slow queries or missing indexes, use database-design or postgresql.
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nyldn Bundle Skill PrototypePrototype one risky assumption within a fixed budget, then keep or discard the result
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kayforkind Bundle Memory SystemsDesigns cross-session semantic memory for agents (Mem0, Zep/Graphiti, Letta, Cognee, LangMem) with entity identity, validity windows, and consolidation. Use when choosing a memory framework, temporal knowledge graph, or LoCoMo/LongMemEval/DMR benchmark. Do not use for file scratchpads, conversation compaction, or in-flight token-budget tactics.
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gabrielmoreira Skill InvoiceA printable invoice page — sender + recipient block, line items table, tax breakdown, totals, and payment instructions. Use when the brief mentions "invoice", "bill", "billing statement", or "发票".
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rohitg00 Skill Context OptimizerOptimize token usage and context management. Use when sessions feel slow, context is degraded, or you're running out of budget.
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kayforkind Skill Technical Art VfxAuthors HLSL/GLSL shaders, G-buffer pass order, PBR/BRDF, HDR post chains (bloom/ACES/SSAO), and compute GPU particles or VAT. Use for dissolve, fresnel, triplanar, or moving sim onto the GPU. Not a frame-budget profiler (game-performance-profiling) and never a DCC export or skeletal-IK chair.
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rlaope Bundle Omh Finance Analysis[omh] Turn finance and accounting inputs into a decision-ready variance, cash, and close-risk brief. Use when the user says: finance analysis, budget variance, budget vs actual, month-end close, 재무 분석, 예산 대비 실적, 월마감.
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taracodlabs Bundle India Economic CalendarIndian economic events: RBI, CPI/WPI, GDP, Budget, NSE expiry
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cobusgreyling Skill Loop BudgetCheck token budget and run-log spend before and after a loop run. Enforces early exit when over budget or when there is no actionable work.
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gabrielmoreira Skill Restricted Tool TriageOperate safely and efficiently inside a gh-aw workflow with a restricted tools/bash allowlist, and correctly triage tool-denial events before they exhaust the session's denial budget.
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nyldn Bundle Skill Cost ProjectionsProject remaining workflow cost from per-phase averages — warns on budget ceiling overruns
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posthog Skill Django Startup TimeKeep heavy imports off the django.setup() path that every process (web, celery, temporal, migrate, shell, CI) pays for. Use when touching AppConfig.ready(), wiring signal receivers, editing the lazy API router (posthog/api/rest_router.py or its __init__.py shim), deferring a heavy import, when the startup-import-budget guard fails, or when merging master into a long-lived branch that made the router lazy.
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gabrielmoreira Skill Spoon PlannerBudget limited energy the way spoon theory describes it — count your realistic daily 'spoons', price what each task actually costs (including the invisible ones), protect the non-negotiables, and plan for the days you'll have far fewer. Use when someone says 'I only have so much energy', 'help me pace with my chronic illness', 'I keep crashing', or lives with ME/CFS, long COVID, fibromyalgia, POTS, MS, or any limited-capacity condition. Produces a spoon budget, a task price list, and a pacing plan that respects payback and post-exertional crashes. A self-management tool, not medical advice.
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gabrielmoreira Bundle Freelance RateDerive a freelance day/hourly rate backwards from target income, honest billable utilization, overhead, and the self-employment tax premium — the arithmetic that proves a rate is not salary÷2000. Use when asked what should I charge as a freelancer, how do I set my consulting rate, why is my freelance rate so high, or convert my salary to a contract rate. Produces the required-revenue breakdown, billable-hours math, the hourly and day rate, and the multiplier vs the naive salary÷2000 number.
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gabrielmoreira Bundle UsfiscaldataQuery the U.S. Treasury Fiscal Data REST API for federal financial data. No API key required. Use for national debt (Debt to the Penny), Daily Treasury Statements, Monthly Treasury Statements, Treasury securities auctions, interest rates, foreign exchange rates, savings bonds, or U.S. government revenue and spending statistics.
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gabrielmoreira Skill Slo Error BudgetDefine Service Level Objectives (SLOs) and an error budget policy for a service. Use when asked to write SLOs, define SLIs, calculate an error budget, set reliability targets, or create an error budget policy. Produces a complete SLO document with SLI definitions, target calculation, error budget policy, burn rate alerts, and review cadence.
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gabrielmoreira Skill Collections EmailWrite a polite-but-firm payment-reminder / collections email sequence for overdue invoices. Use when asked to write a collections email, a payment reminder, a dunning sequence, or to chase an overdue invoice. Produces a staged sequence — gentle pre-due nudge through escalating overdue reminders to a final notice — that stays professional, keeps the relationship intact, and makes paying easy. Not legal advice.
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gabrielmoreira Skill Company Event OpsRun a company event — the launch party, the customer day, the team celebration — as the operation it is: the goal that shapes every choice, the budget with its forgotten lines, the vendor and venue coordination, the run-of-show with owners, and the day-of roles that keep hosts hosting. Use when asked plan the company event, organize our customer day/holiday party/launch event, what am I forgetting for this event, or be the run-of-show for Thursday. Produces the goal-shaped plan, the budget with the forgotten lines, the run-of-show, and the day-of role card.
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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 omni-settings, Customer Success Playbook, budget-bidding-optimizer. 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.