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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gabrielmoreira Bundle Creator Invoice ReadinessPrepare creator invoice readiness checklists for sponsor or customer handoff. Use when Codex is asked to check whether an influencer invoice can be sent, organize sponsor invoice fields, payment terms, deliverable proof, approval evidence, usage add-ons, PO/vendor details, tax/accounting review needs, missing fields, or invoice handoff notes.
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gabrielmoreira Bundle Architectural Programme BriefTurn a client's wishes into an architectural brief that can actually be designed against — the accommodation schedule, the adjacencies, the budget reality, and the constraints named before they become change orders. Use when asked to write an architectural brief, prepare a project brief for a building, run a client briefing, or capture requirements for a new build or refurbishment. Produces the accommodation schedule with areas, the adjacency and circulation requirements, the site and statutory constraints, the budget and programme reality check, and the explicit exclusions.
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gabrielmoreira Skill Huashu Sparkline ArcOpenDesign's revenue-driver narrative: what actually moves ARR, the leverage points, and the forecast. Built as a decision-grade data & finance deck for board, finance leadership.
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gabrielmoreira Skill Invoice OrganizerAutomatically 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.
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gabrielmoreira Skill Loading StatesDesign waiting experiences — spinners, skeletons, optimistic updates, and progressive reveal. Use when content takes time to arrive. For the latency budget itself use `doherty-threshold`; for success confirmation use `feedback-patterns`.
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gabrielmoreira Skill Earnings RecapGenerate a post-earnings analysis for any stock using Yahoo Finance data. Use when the user wants to review what happened after earnings, understand beat/miss results, see stock reaction, or get an earnings recap. Triggers: "AAPL earnings recap", "how did TSLA earnings go", "MSFT earnings results", "did NVDA beat earnings", "post-earnings analysis", "earnings surprise", "what happened with GOOGL earnings", "earnings reaction", "stock moved after earnings", "EPS beat or miss", "revenue beat or miss", "quarterly results for", "how were earnings", "AMZN reported last night", "earnings call recap", or any request about a company's recent earnings outcome. Use this skill when the user references a past earnings event, even if they just say "AAPL reported" or "how did they do".
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gabrielmoreira Skill Working Days Get Working DaysCalculate the number of working days between two dates, optionally accounting for country-specific holidays
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gabrielmoreira Skill Doherty ThresholdApply the Doherty Threshold — keep system response under 400ms to preserve user flow. Use when diagnosing perceived slowness or setting a performance budget. For what to show during unavoidable waits, use `loading-states`.
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gabrielmoreira Bundle Billing Cycle Manager Scott MargettsOperational billing execution for legal matters. Monthly bill prep and billing instructions, LC invoice review and disbursement treatment, client billing query responses, cashflow modelling (LC payment obligations vs client receipts), and leverage and burn analysis (staffing mix, predicted total cost, margin trajectory). Trigger on: 'prepare the bill', 'billing instruction', 'end of month billing', 'LC invoice', 'local counsel invoice', 'pass through as disbursement', 'client querying the invoice', 'billing dispute', 'cashflow gap', 'when will we get paid', 'LC payment due', 'leverage analysis', 'staffing mix', 'predicted total cost', 'burn rate by grade', 'are we on track', 'what will this matter cost'.
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gabrielmoreira 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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gabrielmoreira Skill Hex Cost TuningOptimize Hex costs through tier selection, sampling, and usage monitoring. Use when analyzing Hex billing, reducing API costs, or implementing usage monitoring and budget alerts. Trigger with phrases like "hex cost", "hex billing", "reduce hex costs", "hex pricing", "hex expensive", "hex budget".
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gabrielmoreira Bundle Kanchi Dividend Us Tax AccountingProvide US dividend tax and account-location workflow for Kanchi-style income portfolios. Use when users ask about qualified vs ordinary dividends, 1099-DIV interpretation, REIT/BDC distribution treatment, holding-period checks, or taxable-vs-IRA account placement decisions for dividend assets.
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gabrielmoreira 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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gabrielmoreira Skill Ramp Cost TuningRamp cost tuning — corporate card and expense management API integration. Use when working with Ramp for card management, expenses, or accounting sync. Trigger with phrases like "ramp cost tuning", "ramp-cost-tuning", "corporate card API".
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gabrielmoreira Skill Ramp Hello WorldRamp hello world — corporate card and expense management API integration. Use when working with Ramp for card management, expenses, or accounting sync. Trigger with phrases like "ramp hello world", "ramp-hello-world", "corporate card API".
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gabrielmoreira Skill Ramp Rate LimitsRamp rate limits — corporate card and expense management API integration. Use when working with Ramp for card management, expenses, or accounting sync. Trigger with phrases like "ramp rate limits", "ramp-rate-limits", "corporate card API".
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gabrielmoreira 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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gabrielmoreira Bundle 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 with "apify cost", "apify billing", "reduce apify costs", "apify pricing", "apify expensive", "apify budget", "compute units".
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gabrielmoreira 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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gabrielmoreira 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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gabrielmoreira Bundle Gamma Cost TuningOptimize Gamma usage costs and manage API spending. Use when reducing API costs, implementing usage quotas, or planning for scale with budget constraints. Trigger with phrases like "gamma cost", "gamma billing", "gamma budget", "gamma expensive", "gamma pricing".
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gabrielmoreira Skill Ramp Debug BundleRamp debug bundle — corporate card and expense management API integration. Use when working with Ramp for card management, expenses, or accounting sync. Trigger with phrases like "ramp debug bundle", "ramp-debug-bundle", "corporate card API".
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gabrielmoreira Skill Ramp Install AuthRamp install auth — corporate card and expense management API integration. Use when working with Ramp for card management, expenses, or accounting sync. Trigger with phrases like "ramp install auth", "ramp-install-auth", "corporate card API".
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gabrielmoreira Skill Ramp Sdk PatternsRamp sdk patterns — corporate card and expense management API integration. Use when working with Ramp for card management, expenses, or accounting sync. Trigger with phrases like "ramp sdk patterns", "ramp-sdk-patterns", "corporate card API".
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gabrielmoreira Skill Framer Cost TuningOptimize Framer costs through tier selection, sampling, and usage monitoring. Use when analyzing Framer billing, reducing API costs, or implementing usage monitoring and budget alerts. Trigger with phrases like "framer cost", "framer billing", "reduce framer costs", "framer pricing", "framer expensive", "framer budget".
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gabrielmoreira Bundle Notion Cost TuningOptimize Notion API usage to minimize rate-limit pressure, reduce engineering overhead, and maximize throughput. Use when auditing request volume, eliminating redundant API calls, implementing caching, or restructuring queries for efficiency. Trigger with "notion cost", "notion optimize", "notion API usage", "reduce notion requests", "notion rate limit budget", "notion efficient", "notion caching".
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gabrielmoreira Skill Ramp Common ErrorsRamp common errors — corporate card and expense management API integration. Use when working with Ramp for card management, expenses, or accounting sync. Trigger with phrases like "ramp common errors", "ramp-common-errors", "corporate card API".
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gabrielmoreira Skill Ramp Data HandlingRamp data handling — corporate card and expense management API integration. Use when working with Ramp for card management, expenses, or accounting sync. Trigger with phrases like "ramp data handling", "ramp-data-handling", "corporate card API".
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gabrielmoreira Skill Ramp ObservabilityRamp observability — corporate card and expense management API integration. Use when working with Ramp for card management, expenses, or accounting sync. Trigger with phrases like "ramp observability", "ramp-observability", "corporate card API".
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gabrielmoreira Bundle Vercel Cost TuningOptimize Vercel costs through plan selection, function efficiency, and usage monitoring. Use when analyzing Vercel billing, reducing function execution costs, or implementing spend management and budget alerts. Trigger with phrases like "vercel cost", "vercel billing", "reduce vercel costs", "vercel pricing", "vercel expensive", "vercel budget".
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gabrielmoreira 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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gabrielmoreira 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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gabrielmoreira Bundle Klaviyo Cost TuningOptimize Klaviyo costs through plan selection, contact management, and usage monitoring. Use when analyzing Klaviyo billing, reducing active profile costs, or implementing usage monitoring and budget alerts. Trigger with phrases like "klaviyo cost", "klaviyo billing", "reduce klaviyo costs", "klaviyo pricing", "klaviyo expensive", "klaviyo budget".
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gabrielmoreira Skill Ramp CI IntegrationRamp ci integration — corporate card and expense management API integration. Use when working with Ramp for card management, expenses, or accounting sync. Trigger with phrases like "ramp ci integration", "ramp-ci-integration", "corporate card API".
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gabrielmoreira Skill Ramp Local Dev LoopRamp local dev loop — corporate card and expense management API integration. Use when working with Ramp for card management, expenses, or accounting sync. Trigger with phrases like "ramp local dev loop", "ramp-local-dev-loop", "corporate card API".
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gabrielmoreira Skill Ramp Prod ChecklistRamp prod checklist — corporate card and expense management API integration. Use when working with Ramp for card management, expenses, or accounting sync. Trigger with phrases like "ramp prod checklist", "ramp-prod-checklist", "corporate card API".
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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 apify-cost-tuning, creator-invoice-readiness, architectural-programme-brief. 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.