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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johnalbertini14-glitch Bundle Token Panel UltimateKnow exactly where your AI tokens go. Multi-provider tracking, budget alerts, and a REST API—all in one dashboard.
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johnalbertini14-glitch Bundle Autonomy WindowedTime-windowed autonomous task queue. Autonomy works only during specific time windows (e.g., 8 AM - 8 PM UTC), while cron jobs run overnight. Separates concerns by time - day = autonomy, night = maintenance. Use when you want predictable work schedule, controlled token budget, and clear temporal separation between autonomous work and scheduled maintenance.
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johnalbertini14-glitch 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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juliusbrussee Skill DeepenOptional design-improvement pass for when you have spare usage to drain. Finds the shallowest modules in the code the spec touches, researches a deeper design, and proposes refactors that shrink interfaces and hide decisions — behavior held constant, tests green before and after. Proposes §I/§V/§T edits, never silent rewrites. Triggers when the user says "deepen this", "improve the design", "this module feels shallow", "pull complexity down", "use spare budget on the codebase", or invokes /ck:deepen. Leans on the codebase-design skill's deep-module vocabulary when present.
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hubspot Bundle Quote To CashBuild the product catalog, assemble quotes (line items + associations to deals), and track invoices and subscriptions through to revenue.
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getagentseal Bundle Lean StartupApplies Eric Ries's Lean Startup methodology for building products under extreme uncertainty. Use when iterating toward product/market fit, designing MVPs, deciding whether to pivot or persevere, setting up actionable metrics, or accelerating the Build-Measure-Learn loop. Triggers include 'how do we test this idea fast', 'what should our MVP look like', 'our metrics look good but we're not growing', 'should we pivot', 'we're building features no one uses', 'how do we measure validated learning', 'vanity metrics vs real metrics', 'how to do innovation accounting'. NOT for companies with proven product/market fit scaling a known playbook (use Crossing the Chasm), not for determining Market Type (use Four Steps), not for sales methodology (use SPIN Selling), not for pricing strategy (use Monetizing Innovation).
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paulnsorensen Skill Skill AuthoringCodify the Iron Law, Red Flags, and Rationalization-table template that easy-cheese skills follow, plus the CSO description rule and size-budget checklist for authoring or revising a skill. Use when writing a new skill or SKILL.md, adding a discipline section, or reviewing an existing skill against easy-cheese's authoring conventions.
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samber Bundle Influence And NegotiationInfluence and negotiation toolkit for any interaction needing another person's agreement, even when the user never says 'negotiation'. Covers B2B sales, salary reviews and raise asks, collective bargaining and unions, hard 1:1s, recruitment closes, cross-cultural deals, mediation, and diplomatic messages — declining, pushing back on scope, justifying a delay, raising a concern, getting alignment. Use when the user says 'they just said X, what do I say' or 'draft a reply', or mentions a buyer, champion, procurement, RFP, sponsor, HR, union, or candidate, or a pushback, refusal, ghosting, no-decision, escalation, fixed budget, counter-offer, comp band, strike, BATNA, anchor, or concession.
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qverisai Bundle Qveris Crypto Market RadarMonitor crypto markets through QVeris with read-only identity, spot, history, descriptive technical, ranking, fear-and-greed, whale, news, and social evidence. Use for crypto snapshots, trend context, broad market radar, whale monitoring, or aligned comparisons that need budget-enforced calls, semantic validation, auditable Trace, and no wallet, transaction, forecast, or investment-advice behavior.
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qverisai Bundle Qveris Supply Chain Catalyst RadarMonitor company supply-chain relationships, hiring, patents, government contracts, regulatory filings, financial news, and explicitly identified vessel activity with standardized QVeris evidence. Use for supply-chain catalyst reviews, procurement exposure, hiring or innovation radar, contract-watch reports, shipping observations, evidence-backed thesis updates, or change claims that require strict identity, time-window, provenance, comparison, budget, and Trace controls without investment advice.
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prisma-prisma-next Skill Prisma Next DebugRead a Prisma Next structured error envelope and route to the right recovery — code, domain, severity, why, fix, meta. Use for error, exception, my emit failed, my query won't typecheck, my query crashed, my migration won't apply, MIGRATION.HASH_MISMATCH, BUDGET.ROWS_EXCEEDED, BUDGET.TIME_EXCEEDED, RUNTIME.ABORTED, PLAN.HASH_MISMATCH, CONTRACT.MARKER_MISSING, PN-RUN-3001, PN-RUN-3002, PN-RUN-3030, PN-MIG-2001, PN-CLI-4011, PN-SCHEMA-0001, drift, capability missing, planner conflict, prisma studio, EXPLAIN, query log, db.end, db.close, script won't exit, hangs, close connection, pool.end, client is closed.
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wedsamuel1230 Bundle Power Budget CalculatorCalculates total power consumption and battery life for Arduino/ESP32/RP2040 projects. Use when user asks about battery life, power requirements, current draw, or needs to estimate runtime. Includes sleep mode analysis, power optimization tips, and battery sizing recommendations. Run scripts/calculate_power.py for accurate calculations.
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readdle Skill Spark Persona FreelancerFreelancer / solo operator persona for Spark. Multi-client management, invoice follow-ups, availability, and quick responses.
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gasserane Bundle Contract Delivery KickoffPrepare the first working session with a contracted supplier against a fixed day budget: reads the agreed offer or contract, then builds a branded session workbook whose day-budget sheet totals against the contracted ceiling, an internal prep brief, a supplier agenda and a post-session note template. Use for kick-off or delivery-session prep with a supplier, or day-budget splits over a signed offer. Distinct from tor-procurement (writes the ToR), selection-toolkit (panel scoring), procurement-offer-review (one incoming offer), implementation-pack (donor grants IPPF receives), and meeting-notes mode 2 (1-1 prep).
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openaccountant Skill Invoice AgingTrack unpaid invoices by age bucket and flag overdue payments.
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openaccountant Skill Break Even CalcCalculate break-even revenue by separating fixed and variable costs.
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openaccountant Skill Seasonal PatternsDetect seasonal revenue and expense patterns across 12+ months of data.
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openaccountant Skill Zero Based BudgetAllocate every dollar of income to a category using zero-based budgeting.
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openaccountant Skill Client ProfitabilityAnalyze revenue and costs per client to find your most profitable accounts.
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openaccountant Skill Revenue ConcentrationAssess client concentration risk using revenue share and Herfindahl index.
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stripe-ai Bundle Connect RecommendUse this skill when the user asks about Stripe Connect configuration, charge patterns, Dashboard access, or how to get started with Connect, is building a marketplace, platform, multi-vendor store, gig platform, or subscription platform, needs to pay out sellers, vendors, or providers, mentions split payments, revenue sharing, multi-party payments, or similar payment distribution concepts, provides a company URL or business description for a recommendation, builds SaaS that routes money between parties (for example, POS, booking, invoicing — not operational SaaS without payment routing), asks about onboarding or KYC for merchants, sellers, and vendors, mentions connected account Dashboard or responsibility configurations, or asks about payment flows, white-label payments, or embedded payments.
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petrkindlmann Bundle Performance TestingTest application performance with k6 load/stress/soak/spike scripts and k6 scenarios, Lighthouse CI for Web Vitals, and performance budgets as CI gates. Covers load profiles, custom metrics, bottleneck identification, and Core Web Vitals (LCP, INP, CLS). Use when: "performance test," "load test," "stress test," "soak test," "spike test," "k6," "k6 scenarios," "Lighthouse," "Web Vitals," "Core Web Vitals," "performance budget." Not for: scheduled production probes — use synthetic-monitoring; pixel-diff regressions — use visual-testing; designing tests from prod telemetry — use observability-driven-testing. Related: ci-cd-integration, qa-metrics, release-readiness.
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whawkinsiv Skill AdsUse this skill when the user needs to run Google Ads, write ad copy, select keywords, optimize CAC/LTV, or manage a small paid acquisition budget. Covers Google Ads strategy, keyword selection, ad copywriting, and conversion tracking for bootstrapped SaaS.
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whawkinsiv Skill RetentionUse this skill when the user needs to reduce churn, improve retention, understand why customers leave, build win-back campaigns, increase customer lifetime value, or create stickiness in their product. Covers churn analysis, at-risk identification, retention tactics, win-back sequences, and expansion revenue for bootstrapped SaaS.
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octagonai Bundle Income StatementRetrieve real-time income statement data including Revenue, Net Income, and EPS Diluted for public companies. Use when analyzing absolute financial figures, historical earnings, or comparing company scale across fiscal periods.
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octagonai Bundle Sec 10q AnalysisAnalyze 10-Q quarterly filings for public companies using Octagon MCP. Use when extracting quarterly performance metrics, revenue breakdown, operating margins, segment performance, and interim financial updates from SEC 10-Q filings.
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octagonai Bundle Sec Segment ReportingAnalyze business segment performance and reporting from SEC filings using Octagon MCP. Use when researching segment revenue, operating income, margins, geographic breakdown, and segment restructuring from 10-K and 10-Q filings.
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octagonai Bundle Sec Footnotes AnalysisAnalyze footnotes and accounting policies from SEC filings using Octagon MCP. Use when researching revenue recognition policies, critical estimates, lease obligations, pension assumptions, stock compensation, contingencies, and new accounting pronouncements.
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octagonai Bundle Sector Performance SnapshotRetrieve a snapshot of market sector performance using Octagon MCP. Use when analyzing sector-wide metrics including revenue, EBITDA, net income, market cap, and enterprise value for companies within a specific sector and exchange.
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octagonai Bundle Revenue Product SegmentationRetrieve detailed revenue breakdown by product segment for public companies. Use when analyzing product mix, revenue concentration, segment contribution, or business line performance.
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octagonai Bundle Revenue Geographic SegmentationRetrieve detailed revenue breakdown by geographic segment for public companies. Use when analyzing regional exposure, geographic concentration, international expansion, or currency risk assessment.
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scientiacapital Bundle Portfolio Deal LinkerAuto-update GTME portfolio when HubSpot deals close. Links deal outcomes (won/lost, revenue, cycle time) to the skills, automations, and outreach that influenced them — building VP BD transition evidence automatically. Runs daily at 7am CST or on-demand. Use when: 'portfolio update', 'deal closed', 'link deal to portfolio', 'gtme evidence', 'what did I influence', 'career evidence', 'transition tracker'.
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vm0-ai Skill Journal EntriesCreate or review journal entries, accruals, amortization, depreciation, payroll, revenue, and adjustments.
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louisblythe Skill Entity ExtractionWhen the user wants to build or improve a sales bot's ability to pull key data points (budget, timeline, company size, location, requirements) from unstructured prospect responses. Also use when the user mentions "extracting data," "parsing responses," "pulling out details," "structured data from conversations," or "NER for sales."
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nomadamas Bundle Delivery TrackingTrack CJ대한통운 and 우체국 parcels by invoice number with official carrier endpoints, and structure the workflow around a carrier adapter that can grow to more couriers later.
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mohitmishra786 Skill Resource Optimization LowendResource optimization skill for constrained embedded targets. Use when reducing flash/RAM usage, analyzing stack depth, reading linker map files, or tuning size vs speed on MCUs. Activates on queries about firmware size optimization, linker map, stack usage, -Os, flash RAM budget, or bloat analysis.
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 deepen, token-panel-ultimate, stock-picker-orchestrator. 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.