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 Podium Rate Limit SurvivalSurvive the rate-limit failure modes that crater production Podium integrations — cascading 429s that burn the daily quota by lunch, ignored Retry-After hints, silent daily-quota breaches, per-endpoint budget exhaustion, end-of-day review-request bursts, and webhook-driven outbound amplification. Use when building the outbound API layer, instrumenting quota monitoring, smoothing end-of-day review-request bursts, or recovering from a 429 cascade. Trigger with "podium rate limit", "podium 429", "podium token bucket", "podium quota monitor", "podium burst smoothing", "podium retry-after".
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gabrielmoreira Bundle Analyze DetentionAnalyze detention from appointment times, arrival and departure events, free time, charge rules, dock delays, and invoice evidence.
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gabrielmoreira Skill Keep ExpandDesign expansion revenue playbooks — upsell triggers, seat expansion sequences, tier upgrade paths, and cross-sell motions. Use when asked to "grow existing customers", "increase NRR", "design upsell", or "how do we get customers to expand".
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gabrielmoreira Skill Ramp Reference ArchitectureRamp reference architecture — corporate card and expense management API integration. Use when working with Ramp for card management, expenses, or accounting sync. Trigger with phrases like "ramp reference architecture", "ramp-reference-architecture", "corporate card API".
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gabrielmoreira Bundle Tracking Service ReliabilityDefine and track SLAs, SLIs, and SLOs for service reliability including availability, latency, and error rates. Use when establishing reliability targets or monitoring service health. Trigger with phrases like "define SLOs", "track SLI metrics", or "calculate error budget".
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anthropics Skill Tres Erp Rule SuggestionsGuide users through creating ERP accounting rules for crypto organizations on the Tres Finance platform. Maps every transaction type to the correct chart of accounts entries using a layered rule engine. Trigger: user asks to create, review, or fix ERP rules / accounting mappings for an organization.
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gabrielmoreira Bundle Climate Aligned Contracts Felix CohenDraft, adapt, and review contracts and clauses aligned with The Chancery Lane Project's methodology for reducing carbon emissions through legal agreements. Use when Claude needs to: (1) Draft new climate-aligned clauses (e.g., net zero commitments, carbon accounting, supply chain decarbonization), (2) Adapt or modify existing contracts to incorporate climate objectives, (3) Review and analyze clauses for alignment with climate goals and decarbonization strategies, (4) Provide guidance on The Chancery Lane Project's house style and drafting methodology for climate-conscious legal work.
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gabrielmoreira Skill Tres Invoice Bill MatchingMatch TRES ledger transactions to ERP invoices/bills (AP/AR) and optionally sync them to the connected ERP (Xero, QuickBooks Online, NetSuite). Trigger this skill whenever the user wants to match, link, close, reconcile, or sync an invoice or bill against a blockchain transaction — even if they don't say "skill" or use those exact words. Trigger phrases include: "match this invoice to a transaction", "match a bill to tx", "close invoice INV-123", "close bill 9988", "link this tx to a bill", "pay this invoice from this transaction", "set up this tx as AP", "set up this tx as AR", "sync this transaction as AP/AR", "match AP/AR", "find the invoice/bill for this hash", "what bill does this tx pay". Trigger ONLY for explicit AP/AR matching/closing intent — do NOT trigger for general transaction explanations (use tres-tx-story), for ingesting an explorer link into the ledger (use tres-explorer-tx-to-ledger), or for ERP connection setup itself (use tres-settings-management).
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gabrielmoreira Bundle Validating Performance BudgetsValidate application performance against defined budgets to identify regressions early. Use when checking page load times, bundle sizes, or API response times against thresholds. Trigger with phrases like "validate performance budget", "check performance metrics", or "detect performance regression".
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gabrielmoreira Skill Foundations Theory Of ConstraintsTheory of Constraints primitives for focusing steps, drum-buffer-rope, throughput accounting, critical chain, and policy constraints. Use when sequencing by bottleneck.
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gabrielmoreira Bundle Analyze Freight AccessorialsAnalyze freight accessorials from invoice lines, carrier rules, shipment events, service constraints, and source evidence.
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gabrielmoreira Bundle Outside Counsel Billing Performance ReviewerReviews outside counsel invoices and related billing data for an in-house legal department, including LEDES or e-billing exports, OCGs, approved rates, discounts, budgets, AFAs, and staffing rules. Starts with internal comparisons before bringing in external data. Produces invoice review findings, MBR/QBR scorecards, dispute logs, and management reports. For demonstration purposes only and not professional advice.
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gabrielmoreira Bundle Linear Cost TuningOptimize Linear API usage, reduce unnecessary calls, and maximize efficiency within rate limit budgets. Trigger: "linear cost", "reduce linear API calls", "linear efficiency", "linear API usage", "optimize linear costs", "linear budget".
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gabrielmoreira Skill Abridge Cost TuningOptimize Abridge clinical AI costs through tier selection, session management, and usage monitoring for healthcare organizations. Use when analyzing Abridge billing, optimizing encounter volume, or right-sizing your Abridge contract for provider count. Trigger: "abridge cost", "abridge pricing", "abridge billing", "abridge budget", "abridge ROI".
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gabrielmoreira Skill Posthog Cost TuningOptimize PostHog costs: autocapture tuning, event sampling with before_send, bot filtering, session recording sampling, and billing monitoring. Trigger: "posthog cost", "posthog billing", "reduce posthog costs", "posthog pricing", "posthog expensive", "posthog budget", "posthog free tier".
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gabrielmoreira Skill Keep QbrQuarterly Business Review template generator — takes account info (ARR tier, adoption metrics, goals) and produces a complete QBR deck outline and talking points. Use when asked to "prepare a QBR", "build a quarterly review", "write our QBR agenda", or "create QBR talking points for this account".
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gabrielmoreira Skill Keep ChurnChurn risk identification and intervention — scans health signals for at-risk accounts, classifies risk level (CRITICAL/HIGH/MEDIUM), and produces an intervention sequence per risk type. Use when asked to "find at-risk accounts", "who might churn", "build a churn prevention plan", "identify churn signals", or "rescue this account".
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gabrielmoreira Skill Deal QualifyMEDDPICC-based deal qualification worksheet — guide Deal through structured qualification of any opportunity and produce a filled card + recommended next action. Use when asked to "qualify this deal", "run MEDDPICC on this opportunity", "should we pursue this", or "is this deal real".
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gabrielmoreira Skill Deal ProposalB2B proposal generator — takes deal context (ICP, pain, pricing tier, timeline) and produces a complete proposal document with executive summary, problem statement, solution, pricing table, implementation timeline, ROI case, and next steps. Use when asked to "write a proposal", "draft our deck for this deal", "build a proposal for this customer", or "generate a proposal".
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majiayu000 Bundle Newsletter MonitorScan an AgentMail inbox for newsletter signals using configurable keyword campaigns. Extracts matched keywords, context snippets, and company mentions from incoming emails. Use for monitoring accounting industry newsletters for buying signals like acquisitions, migrations, and staffing news.
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majiayu000 Bundle Deferred Taxesdescription: Deferred tax accounting — temporary differences, DTA recognition. Cover temp vs permanent, DTA/DTL, tax loss carryforwards.
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majiayu000 Bundle Invoice SystemThis skill should be used when the user asks about the invoice system (インボイス制度), qualified invoices (適格請求書), registration numbers (登録番号), input tax credits (仕入税額控除), the 20% special measure (2割特例), the 30% special measure (3割特例), tax-exempt businesses (免税事業者), transitional measures (経過措置), small-amount exceptions (少額特例), corrected invoices (修正インボイス), or any related topics. Trigger phrases include: "インボイス", "適格請求書", "登録番号", "仕入税額控除", "2割特例", "3割特例", "免税事業者", "経過措置", "少額特例", "修正インボイス", "返還インボイス", "簡易インボイス", "インボイス登録", "T番号", "適格請求書発行事業者".
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majiayu000 Bundle Customer ExpansionCreate expansion roadmaps, QBR templates, and upsell playbooks to grow existing customer revenue through strategic account development.
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majiayu000 Bundle Hospitality ExpertExpert-level hotel management, reservation systems, guest services, revenue management, and hospitality technology
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majiayu000 Bundle Clari ForecastingClari revenue operations platform for AI-powered forecasting
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majiayu000 Bundle Dr Forecast VarianceAnalyze budget vs forecast vs actual variances. Compares multi-scenario financial data for planning and performance review.
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majiayu000 Bundle CaptureSave important context to persistent memory for future sessions. PROACTIVELY USE THIS when you detect: - Decisions: "let's go with", "decided to", "chose", "went with" - Learnings: "I learned", "turns out", "TIL", "realized", "discovered" - Errors resolved: "fixed", "the problem was", "solution was" - Client info: names, emails, phone numbers, addresses, invoice amounts - Preferences: "I prefer", "I like", "don't like", "always use" - References: API keys locations, file paths, URLs, credentials - Patterns: "pattern", "convention", "always do", "standard approach" - Important commands run worth remembering Do NOT ask permission - just capture silently when these patterns appear.
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majiayu000 Bundle Firecrawl Cost TuningOptimize FireCrawl costs through tier selection, sampling, and usage monitoring. Use when analyzing FireCrawl billing, reducing API costs, or implementing usage monitoring and budget alerts. Trigger with phrases like "firecrawl cost", "firecrawl billing", "reduce firecrawl costs", "firecrawl pricing", "firecrawl expensive", "firecrawl budget".
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majiayu000 Bundle Fireflies Cost TuningOptimize Fireflies.ai costs through tier selection, sampling, and usage monitoring. Use when analyzing Fireflies.ai billing, reducing API costs, or implementing usage monitoring and budget alerts. Trigger with phrases like "fireflies cost", "fireflies billing", "reduce fireflies costs", "fireflies pricing", "fireflies expensive", "fireflies budget".
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majiayu000 Bundle Invoice UI ComponentsComponentes de UI para faturas seguindo o padrão de components do Easy Budget.
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majiayu000 Bundle Monetization AnalyzerAnalyze game concepts for monetization potential, willingness-to-pay, viral mechanics, and revenue generation. Ranks concepts by total monetization score and identifies top revenue opportunities.
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majiayu000 Bundle Monetization StrategyRevenue models, pricing strategies, and business monetization. Use when designing pricing, choosing business models, or optimizing revenue for products and services.
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majiayu000 Bundle Nutrition And Meal PlanningHousehold-scale nutrition planning that treats meals as a weekly system, not a series of independent decisions. Covers macronutrient balance, the plate method, weekly rotation, leftover architecture, pantry-to-plate translation, and the food-safety floor that every meal plan must meet. Use when building a weekly menu, adapting a diet to a new household member, planning for a week of predictable meals on a budget, or teaching a learner how a kitchen feeds people over time.
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majiayu000 Bundle Assembling ContextUse when preparing context for subagents or managing token budgets. Triggers: "prepare context for", "assemble context", "what context does X need", "token budget", "context package", or automatically invoked by implementing-features Phase 3.5 (work packets) and Phase 4.2 (parallel subagents).
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majiayu000 Bundle Household Economics And BudgetingThe household as an economic unit with income, expenses, savings, and debt. Covers the envelope method, fixed vs variable expenses, the 50-30-20 baseline, emergency reserves, the true cost of ownership, opportunity cost in household decisions, and the distinction between a budget and a spending plan. Use when building a household budget, diagnosing why a household is always over, planning a major purchase, or teaching financial literacy at the household level.
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johnalbertini14-glitch Bundle Smartbill InvoicingIssue SmartBill invoices through the SmartBill.ro API with local automation. Use for SmartBill tasks such as validating invoice payloads, creating invoices, listing available document series, and downloading invoice PDFs by series and number.
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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 podium-rate-limit-survival, analyze-detention, keep-expand. 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.