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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autonnel Skill Post Purchase Upsell FlowDesign and implement one-click post-purchase upsells and downsells that raise average order value without hurting the main conversion rate. Use when asked to increase AOV, add an upsell, cross-sell or downsell after checkout, build a one-click upsell flow, monetize the thank-you page, or when someone asks how to make more revenue per customer from the same ad spend.
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honeycombio Bundle Slos And TriggersDecision heuristics for interpreting Honeycomb SLO compliance, budget burn rates, and trigger status — what the numbers mean and what action to take, including detecting misconfigured SLIs, deciding when to freeze deploys vs page on-call, and designing burn alert thresholds. Load this skill before calling get_slos or get_triggers. Trigger phrases: "check our SLOs", "are we meeting our SLOs", "which SLOs are healthy", "is the error budget OK", "are any alerts firing", "what's the burn rate", "set up an SLO", "create a trigger", "configure alerts", "set up burn alerts", "check trigger status", "starting on-call", "reliability picture", "should we freeze deploys", "is this SLO misconfigured", "are we within budget", "SLO is broken", "budget is negative", or any request about service level objectives, error budgets, burn rates, or alerting in Honeycomb.
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skills-il Bundle Israeli Wedding PlannerPlan an Israeli wedding from engagement to chuppah, covering venue selection (ulmot, ganot aruim), vendor comparison via Israeli platforms (Celebrate, Engaged, Save A Date, Walla Wedding), budget planning (~120-180K NIS typical in 2026), Rabbinate registration (tik nisuin, teudat ravakut), halachic requirements (mikveh, ketuba), Cyprus and Utah online civil-marriage alternatives recognized by Israel, guest management, per-plate cost optimization, seasonal pricing, and timeline creation. Use when user asks about "chatuna b'yisrael", Israeli wedding planning, wedding budget, "ulam aruim", "ulmot", "ganim", wedding vendors, Rabbinate requirements, "tik nisuin", ketuba, civil marriage Cyprus, Utah online marriage, or wedding timeline. Prevents common mistakes like missing Rabbinate deadlines, overpaying on Thursday weddings, or forgetting AKUM fees. Do NOT use for non-Jewish religious ceremonies inside Israel, or divorce proceedings.
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alleneee Skill Travel PlannerCreates comprehensive travel itineraries with destination analysis, budget planning, transportation, accommodation, and local insights. Use when planning trips, organizing travel schedules, or seeking destination recommendations.
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markpitt Bundle Freeagent APIInteracts with the FreeAgent accounting API to manage invoices, contacts, projects, expenses, timeslips, and other financial data. Use when the user needs to retrieve, create, update, or analyze FreeAgent accounting information via the API. All write operations (POST/PUT/DELETE) require explicit user confirmation before execution and default to sandbox unless production is explicitly requested.
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cycleuser Bundle Zi KongSelf-controlled autonomous iteration for opencode itself with cross-session memory and safe rollback. Triggers when: Needing opencode self-improvement, continuous skill iteration, or autonomous execution of long-running tasks. Commands: - /自控 <目标> - Start autonomous iteration - /自控 status - View iteration status - /自控 pause - Pause iteration - /自控 resume - Resume iteration - /自控 log - View iteration log - /auto <goal> - English command for autonomous iteration - /auto status - View status (English) - /auto pause - Pause iteration (English) - /auto resume - Resume iteration (English) Capabilities: True autonomous while(true) loop, cross-session context persistence, self-review after each iteration, budget control with time/token management, parallel task handling, decision tree for autonomous choices, rollback mechanism for safe iteration
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cycleuser Bundle SleeplessSleepless autonomous execution skill that never stops until the task is 100% complete, with self-healing and forced delivery guarantees. Triggers when: User needs long-running autonomous work, overnight development tasks, unattended AI execution, or any scenario requiring continuous unattended processing. Commands: - /修仙 <任务> - Start sleepless execution - /修仙 <任务> --budget <级别> - Start with budget level - /修仙 status - Check sleepless status - /修仙 log - View sleepless log - /sleepless <task> - Start sleepless execution (English) - /sleepless <task> --budget <level> - Start with budget level (English) - /sleepless status - Check status (English) Capabilities: Eternal autonomous loop with no voluntary exit, forced delivery mechanism, error self-healing, path switching on failure, cross-session persistence, all task modes support (dev/fix/refactor/test/doc/iterate/integrate/explore)
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cycleuser Bundle Power IterateFully autonomous continuous iteration skill that works until time or token budget is exhausted. Triggers when: User requests power iteration, continuous development, uninterrupted work, or sets explicit time or token budgets. Commands: - /强力迭代 <任务> [预算] - Start power iteration - /power-iterate <task> [budget] - Start power iteration (English) Capabilities: Fully autonomous decision-making without user confirmation, automatic requirement understanding and evaluation design, automatic iteration path planning, time/token budget management, periodic progress reporting
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nexscope-ai Bundle Amazon Product PhotographyPlan shoot-ready Amazon product photography, listing image sets, infographics, lifestyle scenes, and production briefs. Use when a seller asks for an Amazon photo shot list, creative direction, image-pack plan, photography budget, DIY-versus-done-for-you decision, or handoff to a photographer or image-generation workflow. Do not use for listing copy or image-only performance auditing.
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agiprolabs Bundle Trade AccountingDouble-entry bookkeeping for trading operations with ledger management, P&L statements, balance sheets, and cash flow reporting
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agiprolabs Bundle Solana Tx BuildingSolana transaction construction including instruction building, account resolution, compute budget, priority fees, and versioned transactions
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joellewis Skill Fee DisclosureEvaluate whether the substance of fee and cost disclosures is complete, accurate, and not misleading across advisory, brokerage, fund, and retirement plan contexts. Use when the user asks whether Form ADV Item 5 fee content is adequate, prospectus fee table format, Reg BI cost disclosure content, 12b-1 fee transparency, revenue sharing arrangements, wrap fee program cost-effectiveness, or ERISA 408(b)(2)/404a-5 fee disclosure content. Also trigger when users mention 'hidden fees', 'total cost to the client', 'are we disclosing all layers of fees', 'expense ratio comparison', 'fee billing in advance vs arrears', 'share class selection', or 'indirect compensation'. (For which disclosure documents must exist and when they are delivered, use client-disclosures.)
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joellewis Bundle Bet SizingDetermine how much capital to allocate to individual positions within a portfolio. Use when the user asks about position sizing, the Kelly criterion, fractional Kelly, risk budgeting, or conviction weighting. Also trigger when users mention 'how much to put in one stock', 'maximum position size', 'how concentrated should my portfolio be', 'number of holdings', 'VaR budget per position', 'how big a bet', or ask about scaling position sizes with volatility.
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joellewis Skill Conflicts Of InterestIdentify, disclose, and mitigate conflicts of interest in advisory and brokerage relationships under Reg BI and fiduciary duty. Use when the user asks about compensation-based conflicts, proprietary product incentives, revenue sharing disclosure, principal trading consent, soft dollar arrangements, pay-to-play restrictions, gifts and entertainment limits, personal trading policies, or code of ethics requirements. Also trigger when users mention 'is this a conflict', 'recommending our own funds', 'higher payout on annuities', 'outside business activity conflicts', 'allocation fairness across accounts', 'political contribution to a pension board member', or ask how to disclose or eliminate a conflict.
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joellewis Bundle Performance MetricsEvaluate investment performance on a risk-adjusted basis using industry-standard ratios and capture analysis. Use when the user asks about Sharpe ratio, Sortino ratio, Information Ratio, Treynor ratio, Calmar ratio, Omega ratio, or upside/downside capture. Also trigger when users mention 'risk-adjusted returns', 'return per unit of risk', 'M-squared', 'is this fund worth the volatility', 'how to compare two managers', 'capture ratio', or ask which investment performed better after accounting for risk.
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joellewis Bundle Financial StatementsAnalyze financial statements for investment decisions: derive EBITDA and free cash flow (FCFF/FCFE) from the income statement and cash flow statement, compute ROIC, margins, and DuPont ROE decomposition, and assess quality of earnings via accruals and working capital trends. Use when the user asks about 'reading a 10-K', 'income statement vs cash flow statement', 'how to calculate free cash flow', 'FCFF vs FCFE', 'EBITDA adjustments', 'ROIC vs WACC', 'DuPont analysis', 'quality of earnings', 'accruals ratio', 'cash conversion cycle', 'revenue recognition red flags', 'deferred taxes', or 'cost basis and embedded capital gains'. Also trigger for fundamental analysis questions like whether reported earnings are backed by cash, whether a company creates value above its cost of capital, or the tax consequences of selling an appreciated position.
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joellewis Bundle Fixed Income MunicipalAnalyze municipal bonds including tax-equivalent yield calculations, GO vs revenue bond evaluation, and muni credit analysis. Use when the user asks about municipal bonds, tax-exempt income, tax-equivalent yield, AMT bonds, callable bonds, yield-to-worst on munis, or muni credit quality. Also trigger when users mention 'muni bonds', 'tax-free bonds', 'state tax exemption', 'general obligation', 'revenue bonds', 'Build America Bonds', 'muni yield ratio', 'de minimis rule', or ask whether munis make sense for their tax bracket.
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eachlabs Bundle Invoice GenerationGenerate professional invoices, receipts, quotes, and financial documents using each::sense AI. Create branded business documents with automatic calculations, multi-currency support, and customizable layouts.
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glebis Bundle Vision BenchScore and compare images using vision LLMs as judges. YAML-defined criteria presets for 11 use cases (text-to-image, photorealism, document OCR, charts, UI, portrait, product, scientific, invoice, alt-text, artistic style). Supports OpenAI, Anthropic, Gemini, Mistral, and OpenRouter as judge providers. Keys auto-decrypted via SOPS + age.
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nexscope-ai-ecommerce-skills Bundle Price Optimization ToolEvaluate ecommerce price candidates using unit economics, historical observations, elasticity analysis, scenario modeling, and controlled experiments. Use when a seller asks what price to test, how price changes could affect contribution or revenue, how to estimate elasticity, how to optimize a bundle or tier, or how to design a price experiment across Amazon, Shopify, TikTok Shop, Walmart, eBay, or other channels. Do not claim a proven optimal price without sufficient clean data, and do not change live prices without explicit authorization.
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bytedance Bundle Byted Sol Stability Sli Modeling将能力描述建模为结构化 SLI Spec,用于 SLO 与 Error Budget 管理。
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guia-matthieu Skill Google Ads ExpertBuild profitable Google Ads campaigns by applying Perry Marshall's 80/20 principles to paid search optimization Use when: **Setting up a new Google Ads account** from scratch; **Optimizing existing campaigns** that are underperforming; **Structuring campaigns** for maximum quality score and ROI; **Applying 80/20 thinking** to identify high-leverage optimizations; **Scaling profitable campaigns** without wasting budget
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guia-matthieu Skill Ad Spend OptimizerAnalyze paid advertising performance across channels and recommend budget reallocation to maximize ROAS and minimize CAC. Use when: planning quarterly ad budget allocation, diagnosing underperforming ad channels, deciding whether to scale spend on a channel, calculating marginal ROI across Google Ads, Meta, LinkedIn, or TikTok, rebalancing media mix after performance shifts, or setting up a test-and-scale framework for new channels.
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rshankras Skill Bundles And LicensingRevenue beyond the single-app price tag — own-app bundles, Family Sharing as a conversion lever, cross-developer bundles & suites, and institutional licensing via Group Purchases / Apple School & Business Manager. Use when a developer has multiple apps, a subscription worth sharing, complementary indie partners, or school/clinic/business buyers.
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anthropics-knowledge-work-plugi Skill Variance AnalysisDecompose financial variances into drivers with narrative explanations and waterfall analysis. Use when analyzing budget vs. actual, period-over-period changes, revenue or expense variances, or preparing variance commentary for leadership.
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anthropics-knowledge-work-plugi Skill Friday BriefDelivers the Friday end-of-week pulse — revenue vs prior week, top sellers, wins and watches. Accepts optional lookback window of 7 or 14 days.
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anthropics-knowledge-work-plugi Skill Financial StatementsGenerate financial statements (income statement, balance sheet, cash flow) with period-over-period comparison and variance analysis. Use when preparing a monthly or quarterly P&L, closing the books and need to flag material variances, comparing actuals to budget, building a financial summary for leadership review, or looking up GAAP presentation requirements and period-end adjustments.
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anthropics-knowledge-work-plugi Bundle Invoice ChaseDrafts overdue-invoice reminder emails from QuickBooks and PayPal data, matched to each customer's payment history and tone (gentle for good customers, firm for repeat late payers). Sends via PayPal with owner approval; non-PayPal invoices queue as mail drafts. Use when the user asks "who owes me money," mentions overdue invoices, or wants to follow up on unpaid invoices.
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josiahsiegel Skill Ml Hyperparameter TuningThis skill should be used when the user asks to tune hyperparameters, run sweeps, optimize search spaces, or use AutoML. PROACTIVELY activate for: (1) Optuna, Ray Tune, FLAML, AutoGluon, Hyperopt, Nevergrad, KerasTuner, W&B sweeps, (2) grid search, random search, Bayesian optimization, TPE, Gaussian processes, evolutionary search, (3) ASHA, Hyperband, successive halving, multi-fidelity optimization, population-based training, (4) learning-rate finder, batch-size search, early stopping, pruning, (5) reproducible sweep design and experiment analysis. Provides: budget-aware hyperparameter search strategy.
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josiahsiegel Skill Stripe List Pagination Previous AttributesStripe list-API pagination and event.data.previous_attributes semantics. PROACTIVELY activate for: (1) invoice.lines.data / charge.refunds.data / subscription.items.data embedded pagination, (2) starting_after cursor when falling through to list APIs, (3) has_more flag checking, (4) event.data.previous_attributes field semantics (which fields changed between old and new state), (5) Cumulative vs per-event Stripe fields (charge.amount_refunded is cumulative), (6) Delta computation patterns, (7) Plan resolution from invoice line items with pagination, (8) Safety fallback on pagination exhaustion (G6 — {plan:'free',credits:0}), (9) API error handling mid-scan. Provides: full pagination scan pattern, previous_attributes delta helper, plan resolver with paginated line-item scan.
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rmyndharis Skill Incident ResponderExpert SRE incident responder specializing in rapid problem resolution, modern observability, and comprehensive incident management. Masters incident command, blameless post-mortems, error budget management, and system reliability patterns. Handles critical outages, communication strategies, and continuous improvement. Use IMMEDIATELY for production incidents or SRE practices.
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duc01226 Bundle Spec Clarify[Code Quality] Use to validate a spec artifact's decisions with the user across three contexts — a freshly-authored Feature Spec (idea-to-spec), an existing canonical spec before PBI decomposition (spec-to-pbi), or a refined idea + §8 test-specs (idea-to-pbi deep mode). Detects the context, walks every applicable validation category, and runs an exhaustive but budget-bounded blocking clarification gate so every non-obvious or conflicting decision is confirmed before the artifact drives downstream work.
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borghei Bundle Delivery ManagerExpert delivery management for release planning, deployment strategy, incident response, change management, SLA/error-budget tracking, and DORA metrics across continuous delivery pipelines.
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borghei Bundle Climate Tech AdvisorStrategic advisory for climate-tech founders on carbon markets, GHG accounting, climate regulation, and funding. Use when scoping a climate-tech idea or picking a category, or mentioning climate, carbon, GHG, ESG, IRA, DOE, or net-zero.
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borghei Bundle Invoice OrganizerCategorize invoices and receipts by vendor, expense, and tax bucket, detect duplicates, and produce a tax-ready monthly summary. Use during bookkeeping, tax prep, or expense reimbursement.
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borghei Bundle Procurement OptimizerCut software and services spend through seat-utilisation analysis, redundant-tool detection, and renewal-timing leverage. Use when auditing SaaS spend, preparing a renewal negotiation, or hunting a budget-reduction target.
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 trade-accounting, solana-tx-building, post-purchase-upsell-flow. 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.