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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hookdeck Bundle Orb WebhooksReceive and verify Orb webhooks. Use when setting up Orb webhook handlers, debugging Orb signature verification, or handling usage-based billing events like invoice.issued, subscription.created, or customer.credit_balance_dropped.
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hookdeck Bundle Xero WebhooksReceive and verify Xero webhooks. Use when setting up Xero webhook handlers, debugging x-xero-signature verification, passing Xero's Intent to Receive (ITR) validation, or handling accounting events like CONTACT/CREATE, INVOICE/UPDATE, CREDITNOTE, and SUBSCRIPTION changes.
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hookdeck Bundle Ascend WebhooksReceive and verify Ascend webhooks. Use when setting up Ascend webhook handlers, debugging Ascend signature verification (X-Ascend-Signature, HMAC-SHA256), or handling insurance payment events like invoice.paid, payout.paid, and refund.paid.
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hookdeck Bundle Square WebhooksReceive and verify Square webhooks. Use when setting up Square webhook handlers, debugging Square signature verification, or handling payment and commerce events like payment.created, payment.updated, refund.created, invoice.payment_made, or order.updated.
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hookdeck Bundle Stripe WebhooksReceive and verify Stripe webhooks. Use when setting up Stripe webhook handlers, debugging signature verification, or handling payment events like payment_intent.succeeded, customer.subscription.created, or invoice.paid.
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hookdeck Bundle Paystack WebhooksReceive and verify Paystack webhooks. Use when setting up Paystack webhook handlers, debugging x-paystack-signature verification, or handling payment events like charge.success, transfer.success, transfer.failed, refund.processed, subscription.create, or invoice.payment_failed.
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malue-ai Skill Travel PlannerPlan trips with detailed itineraries, packing lists, budget estimates, and local tips. Supports multi-day and multi-city trips.
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malue-ai Skill Invoice OrganizerAutomatically organize invoices and receipts by reading files, extracting key information, renaming consistently, and sorting into categorized folders.
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personamanagmentlayer Skill Finance ExpertExpert-level financial systems, FinTech, banking, payments, and financial technology. Use when the user mentions fintech, banking, payments, trading, or accounting, or when the task involves Financial Systems, FinTech Stack, Key Challenges, or Data Handling.
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linkfox-ai Bundle Linkfox Mpstats Ozon Brand ProductsMPSTATS Ozon 俄罗斯站按品牌下钻商品列表。按 Ozon 品牌展示名(俄语/拉丁)返回该品牌下全部商品的销量、销售额、价格、评分、库存、周转、损失销售额等完整指标,支持多维数值筛选、排序、货币换算。用于品牌对标、竞品分析、品牌商品结构研究、ASIN 级(productId 级)爆款拆解。当用户提到 Ozon 品牌下钻、Ozon 品牌商品、Ozon 竞品品牌分析、品牌结构、品牌 SKU、品牌爆款、Ozon 品牌销售、MPSTATS brand, Ozon brand products, brand drill-down, brand competitor analysis, Russian marketplace brand SKUs, brand revenue share 时触发此技能。即使用户未明确说"MPSTATS",只要意图是按 Ozon 品牌看该品牌下所有商品及其销量/价格/评分表现,也应触发此技能。
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lyndonkl Skill Wc Tournament StateReads and updates the FIFA World Cup Fantasy tournament state machine (footballfantasy/context/tournament-state.md) — the temporal backbone tracking phase (pre-tournament → group MD1-3 → R32 → R16 → QF → SF → final), budget ($100m group / $105m knockouts), nation cap (3 group, loosening in knockouts), chips remaining, surviving nations, each owned player's elimination-risk horizon, and deadlines. Validates state on load (count/feasibility checks), applies phase transitions, and appends to the append-only state log (never silent overwrite). Use to load state at the start of a run and to commit state changes after the manager makes a move.
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lyndonkl Bundle Design Of ExperimentsGenerates structured experimental designs (factorial, response surface, Taguchi) to systematically discover how multiple factors affect outcomes while minimizing experimental runs. Use 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, or process optimization.
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lyndonkl Skill Wc Archetype MutationThe mutation operator for the FIFA World Cup Fantasy evolution engine. Applies small, bounded, feasibility-preserving perturbations to a recombined offspring squad/plan — swap one differential for an adjacent-price alternative, reorder the bench by kickoff, shift one captain-ladder step, try one fixture-swing transfer, nudge one enabler. Mutation rate is low by default and raised on demand by the diversity governor when the population has collapsed. Each mutation stays inside budget/nation/formation feasibility. Use in the mutate stage after recombination, or when wc-population-diversity calls for more exploration.
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lyndonkl Skill Category Trend AnalyzerFor each spending category, computes current-period spend, 6-month rolling average, year-over-year delta, and budget variance, then flags categories that are outliers (>1.5x rolling average or >130% of budget). Produces a ranked list of categories that grew, shrank, or stayed flat, plus the top transactions driving each outlier. Use for monthly spending reviews, identifying lifestyle creep, evaluating budget adherence, or when user mentions category trends, spending changes, budget variance, or outlier spend.
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lyndonkl Bundle Special Situation ModelsValues companies the standard DCF cannot handle, across five branches — distress (failure probability from a bond price or rating, blended with the distress-sale outcome), financial service firms (equity excess return and FCFE against regulatory capital, since a bank gets no FCFF and no optimal debt ratio), private companies (total beta for an undiversified owner, Silber and bid-ask illiquidity discounts), cyclical and commodity firms (mid-cycle normalized earnings), and young negative-earnings firms (a revenue and margin path plus survival odds, emitted as a dcf-valuation-engine payload). Also walks a private owner's value to an IPO offer price line by line. Use when valuing a bank, insurer, startup, distressed firm, private business, miner or deep cyclical, when pricing an IPO or a sale to a public buyer, or when asked about probability of distress, total beta, illiquidity discount, excess return models, normalized earnings, or negative-earnings valuation.
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lyndonkl Bundle Auction First Price ShadingComputes the optimal shaded bid for a first-price sealed-bid auction given a true private value, an estimate of the number of competing bidders N, and a value-distribution assumption. Implements the `(N-1)/N` equilibrium shading rule for uniform private values, adjusts for log-normal or empirical value distributions, layers a risk-aversion adjustment, and caps output against the bidder's remaining budget. Domain-neutral auction theory reusable across fantasy sports (baseball FAAB, NBA/NHL waiver auctions), prediction-market limit sizing, sealed procurement bids, and any blind-bid context. Use when user mentions "first-price auction bid", "sealed bid shading", "(N-1)/N", "FAAB bid amount", "auction shading", "optimal bid first-price", "bid for sealed-bid", "blind bid sizing", or when downstream logic needs a principled shade factor rather than an ad-hoc heuristic.
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lyndonkl Bundle Constraint Based CreativityTurns limitations into creative fuel by strategically imposing constraints that force novel thinking, break habitual patterns, and reveal unexpected solutions. Covers resource constraints (budget/time/tools), format constraints (length/medium), rule-based constraints, and perspective constraints. Use when brainstorming feels stuck or generates obvious ideas, working with limited resources, designing with specific limitations, or when user mentions "think outside the box", "we're stuck", "same old ideas", "tight constraints", or "limited budget/time".
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lyndonkl Bundle Project Investment AnalysisEvaluates a discrete investment, project or acquisition from its cash flow stream — NPV, IRR with every root reported when the stream has more than one, MIRR, profitability index and project selection under a capital budget, equivalent annuities and replication for unequal lives, payback and discounted payback, project return on capital and EVA, synergy value with the ceiling price it supports, the value of control and its expected value, the four-number acid test for a deal, and control premiums and minority discounts. Use when deciding whether to take a project, ranking competing projects, comparing projects with different lives, sizing a capital budget, testing whether a stream is truly incremental, valuing synergy or control, pricing a majority or minority stake, or setting the maximum price for an acquisition.
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lyndonkl Skill Wc Building Block CrossoverThe recombination operator for the FIFA World Cup Fantasy evolution engine. Crosses elite candidate squads/plans at BUILDING-BLOCK boundaries (Captain Core, Clean-Sheet Spine, Mid-Engine, Differential Pod, Enabler Bench; or for matchday plans the XI/captain-ladder/bench/sub/chip blocks) — harvesting the strongest module from each parent rather than swapping individual players — then runs a feasibility REPAIR operator (budget, nation cap, formation, 15-man shape) that restores legality from the cheapest block first and never guts a value-bearing block. Records block lineage (which parent each block came from). Implements the Evolution document's central lesson that naive crossover destroys good building blocks. Use in the recombine stage after fitness selection.
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posthog-skills Bundle Posthog Pls Transition LeadsQualify and draft outreach for PostHog product-led leads who are hitting a billing transition — either startup program customers rolling off free credits, or users whose first invoice will be >= $2K. Use this skill when a TAE needs to work a startup rolloff lead, a high first-invoice alert, or any lead where the matching criteria mentions 'startup rolloff', 'credit spend', 'first invoice', 'credits expiring', or 'high usage transition'. Also trigger when a TAE pastes Salesforce lead details with matching criteria like 'Startup rolloff + high credit spend' or 'First invoice >= $2K'.
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thelobbi Skill Context BudgetingAdvanced context window management — token arithmetic, anchor budget math, compact strategies, progressive loading, and large codebase partitioning
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thelobbi Skill Linear Rate LimitingThis skill should be used when designing bulk operations against Linear — complexity budgets, exponential backoff, request pacing, and avoiding 429s. Activates on "linear rate limit", "linear 429", "linear throttle", "complexity budget".
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terminalskills Bundle TaxhackerSelf-hosted AI accounting tool that analyzes receipts, invoices, and bank transactions using LLMs. Use when: automating personal/business bookkeeping, categorizing expenses with AI, preparing tax documents, building self-hosted financial tools.
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terminalskills Bundle Billing AutomationAutomate invoice generation, billing workflows, payment tracking, and revenue recognition for SaaS and service businesses. Use when building billing pipelines, generating invoice PDFs, usage-based invoicing, subscription management, payment reminders, or financial reporting. Trigger words: invoice, billing, payment, subscription, usage billing, revenue recognition, accounts receivable, dunning, proration, Stripe billing, generate invoice, create bill.
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terminalskills Bundle Business Finance FundamentalsUnderstand essential business finance — profit margins, unit economics, cash flow, LTV/CAC, and the 4 methods to increase revenue. Use when: analyzing business profitability, making pricing decisions, evaluating SaaS unit economics, financial planning.
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membranedev Skill XeroXero integration. Manage accounting data, records, and workflows. Use when the user wants to interact with Xero data.
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membranedev Skill NetsuiteNetSuite integration. Manage accounting and erp data, records, and workflows. Use when the user wants to interact with NetSuite data.
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membranedev Skill QuickbooksQuickbooks integration. Manage accounting data, records, and workflows. Use when the user wants to interact with Quickbooks data.
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membranedev Skill Zoho BooksZoho Books integration. Manage accounting data, records, and workflows. Use when the user wants to interact with Zoho Books data.
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membranedev Skill Zoho InvoiceZoho Invoice integration. Manage data, records, and automate workflows. Use when the user wants to interact with Zoho Invoice data.
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membranedev Skill Invoice NinjaInvoice Ninja integration. Manage Organizations. Use when the user wants to interact with Invoice Ninja data.
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membranedev Skill Budget InsightBudget Insight integration. Manage data, records, and automate workflows. Use when the user wants to interact with Budget Insight data.
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membranedev Skill Open AccountingOpen Accounting integration. Manage data, records, and automate workflows. Use when the user wants to interact with Open Accounting data.
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membranedev Skill Sage AccountingSage Accounting integration. Manage accounting data, records, and workflows. Use when the user wants to interact with Sage Accounting data.
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membranedev Skill Built AccountingBuilt Accounting integration. Manage data, records, and automate workflows. Use when the user wants to interact with Built Accounting data.
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membranedev Skill Mip Fund AccountingMIP Fund Accounting integration. Manage data, records, and automate workflows. Use when the user wants to interact with MIP Fund Accounting data.
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 built-accounting, orb-webhooks, xero-webhooks. 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.