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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aaaaqwq Bundle Revenue Opportunity Governance将销售线索和客户对话治理为有证据的发现、资格、机会阶段、方案、预测、谈判和客户成功交接。用于机会审查、发现准备、资格判断、管道复盘、提案协调、谈判准备、预测校准、失单复盘或成交后交接;不要用于自动外联、群发、写入 CRM、报价、折扣、签约、抓取个人资料、承诺产品/交期/条款,也不要把回复、会议、试用或口头兴趣冒充成交。
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mvanhorn-printing-press-libra Skill Pp YnabEvery YNAB feature, plus a local mirror that makes reconciliation, payee trend analysis, and a ready-made ProjectionLab export instant instead of manual. Trigger phrases: `check my YNAB budget`, `what's left in my dining category`, `sync my YNAB balances`, `reconcile my checking account`, `will I overspend this month`, `export my YNAB balances`, `use ynab`, `run ynab`.
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mvanhorn-printing-press-libra Skill Pp HostexEvery Hostex v3 operation, plus a local SQLite mirror that answers cross-property questions no single Hostex call can — occupancy gaps, revenue rollups, and guest-message SLA, offline. Trigger phrases: `check my Hostex reservations`, `which guests check in this week`, `update listing prices on Hostex`, `reply to a guest message`, `revenue by property this month`, `use hostex`, `run hostex`.
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mvanhorn-printing-press-libra Skill Pp QuentliEvery Quentli payments, invoicing, and SAT tax-billing endpoint, plus offline collection, reconciliation, and at-risk-subscription intelligence no other Quentli tool has. Trigger phrases: `who owes me money`, `which subscriptions are about to fail`, `reconcile my SAT invoices`, `what was my net revenue last month`, `check this customer's balance`, `use quentli`, `run quentli`.
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mvanhorn-printing-press-libra Skill Pp ClockifyEvery Clockify feature, plus a local time database that reconstructs your weekly timesheet, finds untracked gaps, and audits billable hours. Trigger phrases: `fill my timesheet`, `reconstruct my week in clockify`, `did I log all my hours`, `what can I invoice right now`, `where did my week go`, `use clockify`, `run clockify-pp-cli`. Not for: non-Clockify time trackers (Toggl, Harvest), payroll runs, or calendar scheduling.
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mvanhorn-printing-press-libra Skill Pp CookunityMirror CookUnity's full weekly menu into a local database so you can plan meals offline — filter by macros, diet, and budget, and diff the menu week over week, none of which the web app can do. Trigger phrases: `plan my cookunity meals`, `what's on the cookunity menu`, `high protein cookunity meals`, `best value cookunity meals`, `what changed on cookunity this week`, `use cookunity`, `run cookunity`.
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mvanhorn-printing-press-libra Skill Pp RevenuecatEvery RevenueCat v2 endpoint, plus a local database, offline search Trigger phrases: `what's my MRR`, `revenue snapshot`, `who churned this week`, `show failed billing`, `find entitlement desync`, `trace this refund`, `use revenuecat`, `run revenuecat`.
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aiskillstore Bundle Content AmplifierUse when the user asks to "amplify influencer content with paid media", "set up whitelisting or Spark Ads", "decide which posts to boost", "repurpose influencer content", "turn one video into multiple ads", or "build a UGC asset library"; produces (paid mode) a content-selection scorecard, a paid amplification strategy (whitelisting/boosting/dark posts), audience targeting, and a budget+optimization plan, or (repurpose mode) a rights-tracked content inventory, a 1-video-to-10+-asset repurposing map, per-format transformation specs, and a 30-day distribution plan. Not for gating whether a deliverable is publishable or FTC-compliant — use creator-content-auditor; not for the always-on brand posting calendar — use social-calendar-builder; not for drafting a net-new idea into platform-native packages — use social-creative-builder. 复用达人内容 / 内容放量.
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aiskillstore Bundle Bid Strategy PlannerUse when the user asks to "pick a bid strategy", "set a tCPA/tROAS target", or "plan the learning-phase entry"; produces a bid-strategy choice (tCPA / tROAS / max-conversions / manual CPC), the starting target math, a portfolio grouping map, and a learning-phase entry plan. Not for splitting the budget across campaigns — use budget-optimizer; not for in-flight pacing/scale moves — use budget-pacing-monitor; not for scoring the account — use ad-account-auditor. 出价策略/tCPA目标/tROAS/学习期
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modbender Bundle MonetizePricing, launch, and revenue strategies for indie products, SaaS, mobile apps, and creators. Concrete prices, not theory.
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modbender Bundle PropclawAI-native property management for US landlords (20-500 units). 66 actions across 5 domains -- properties, leases, tenants, maintenance, trust accounting. Built on ERPClaw foundation with real double-entry GL, FCRA-compliant screening, state-specific late fees, and 1099 reporting.
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modbender Bundle Solo CLIMonitor and interact with SOLO.ro accounting platform via CLI or TUI (summary, revenues, expenses, queue, e-factura, company). Use when a user asks to check their accounting data, view invoices, expenses, or e-factura documents, or translate a task into safe solo-cli commands.
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modbender Bundle Ynab APIYNAB (You Need A Budget) comprehensive budget management with automated tracking, goal monitoring, spending analysis, and daily budget check reports. Ready-to-use scripts included.
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modbender Bundle AkauntingInteract with Akaunting open-source accounting software via REST API. Use for creating invoices, tracking income/expenses, managing accounts, and bookkeeping automation. Triggers on accounting, bookkeeping, invoicing, expenses, income tracking, or Akaunting mentions.
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modbender Bundle ImpromptuEarn real money creating AI conversations. Agents and humans collaborate as co-equal creators — 80% of subscription revenue goes back to the people who made it worth subscribing to.
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modbender Skill ResourcesResource management and API credit tracking. Budget constraints and limitations.
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modbender Skill AccountantManage bookkeeping, financial statements, and tax planning with sound accounting practices.
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modbender Skill AccountsosAI-native accounting for UK micro-businesses. Use when the user wants to track transactions, manage VAT, check deadlines, or do any bookkeeping for a UK limited company.
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modbender Skill Trip SearchSearch for flights, hotels, and travel packages with real prices and booking links. Handles "find flights", "hotels in X", "cheapest way to reach X". Tracks costs against trip budget.
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modbender Bundle Claude UsageCalculate Claude Max subscription usage from OpenClaw session data. Shows credits consumed, weekly budget percentage, 5-hour rate limit window, and per-session breakdown.
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modbender Bundle Diet TrackerTracks daily diet and calculates nutrition information to help achieve weight loss goals. Use when user provides meal information, asks about calorie intake, requests remaining calorie budget, or needs meal logging reminders. Automatically reminds user to log meals via cron job at lunch and dinner times.
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modbender Bundle Holded SkillOperate Holded ERP through holdedcli to read and update data safely. Use when the user asks to read, search, create, update, or delete Holded entities (contacts, invoices, products, CRM, projects, team, accounting) or run Holded API endpoints from the terminal.
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modbender Bundle Meal PlannerPlan meals with weekly menus, shopping lists, batch cooking, budget tracking, dietary preferences, and recipe management.
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diegosouzapw Skill Omni BudgetConfigure spending limits, token quotas, and rate-limit policies per API key or globally. Inspect current consumption and enforce cost controls across providers.
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rohitg00 Skill Cost TrackerTrack session costs, set budget alerts, and optimize token spend. Use to check costs mid-session or set spending limits.
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aibot88 Bundle Biz ContextBusiness performance and context analysis for CX projects. Diagnoses a company's health across five domains — revenue, customer metrics, operational health, market position, and org capability — then surfaces key tensions and the strategic implications for CX. Use before starting a CX transformation, when building a business case, or whenever a user describes what a company is doing without making clear what pressure it's under. Trigger when users mention NPS, churn, cost-to-serve, competitive threats, or "the context behind this initiative." Refuses to produce flattering analysis — every health rating is grounded in evidence and data gaps are named explicitly.
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personamanagmentlayer Bundle Hospitality ExpertExpert-level hotel management, reservation systems, guest services, revenue management, and hospitality technology. Use when the user mentions hotel, reservation, PMS, or revenue management, or when the task involves Hotel Management Systems, Technologies, Standards and Protocols, or Reservations Management.
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personamanagmentlayer Skill Accountant ExpertExpert-level accounting, tax, financial reporting, and accounting systems. Use when the user mentions accounting, tax, financial reporting, GAAP, or IFRS, or when the task involves Accounting Principles, Financial Statements, Tax & Compliance, or Accounting Systems.
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onewave-ai Skill Pricing Change StrategistDesign and roll out a price increase or packaging change without triggering churn. Segments the base by price sensitivity, models revenue and churn scenarios, decides grandfathering and notice strategy, and produces the full comms kit (customer email, in-app notice, sales talk track, support FAQ, objection handling). Use when raising prices, repackaging tiers, or moving customers to new plans.
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linkfox-ai Bundle Linkfox Shopee Store OrdersShopee(虾皮)店铺订单(与 linkfox-shopee-store-auth 同系列),经 /shopee/developerProxy 转发 Shopee Open API Order 模块全部 22 个接口:get_order_list、get_order_detail、get_shipment_list、search_package_list、cancel_order、ship 相关 booking/invoice/FBS 等。当用户提到 Shopee 订单、虾皮订单列表、订单详情、包裹、拆单、取消订单、买家取消、订单备注、booking、FBS 发票、order_sn、READY_TO_SHIP、Shopee order processing 时触发。即使未明确提及"订单",只要涉及已授权 Shopee 店铺的订单查询或订单处理,也应触发。
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coralogix Skill Cx SlosManage Coralogix SLO (Service Level Objective) definitions with the `cx slos` CLI — list and inspect SLOs, check whether targets and error budgets are healthy, and create, update, or delete SLO definitions from JSON. Use when the user asks to "list SLOs", "check SLO status", "is an SLO breaching", "error budget", "create an SLO", "update an SLO", "delete an SLO", or "service level objective".
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coralogix Bundle Cx Cost OptimizationUse this skill when the user asks to "check data usage", "list TCO policies", "reduce Coralogix costs", "optimize observability spend", "lower our logging bill", "data budget exceeded", "TCO policy", "retention tier", "archive storage", "ingestion costs", "frequent search vs archive", "why is our bill so high", "spending too much on logs", "data retention settings", "cost analysis", "usage breakdown", "optimize log volume", "control data ingestion", "archive cold data", "billing units", "plan consumption", "daily plan", "overage", "PAYG", "usage anomaly", "usage trend", "cx_data_usage_units", or wants to investigate, analyze, or reduce Coralogix data costs.
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sumsub Bundle Sumsub Integrate Dint WebsdkAdd Sumsub Device Intelligence (the Fisherman module) to a web project that already verifies users with the Sumsub WebSDK. TRIGGER when the user asks to "add device intelligence", "enable device capture / fingerprinting in the WebSDK", "turn on Fisherman", "detect device fraud / multi-accounting in the verification flow", or asks how device risk labels get onto an applicant verified through the WebSDK. Covers the whole loop — enabling Capture device data on the level, the automatic in-SDK Fisherman lifecycle, the advanced self-rendered wiring, reading device signals (Devices tab, Device Check, risk labels, webhooks), sandbox testing, go-live checklist. SKIP for device intelligence on pages with NO WebSDK widget (login / signup / checkout) — use `sumsub-integrate-dint-standalone`; SKIP for the base WebSDK embed itself — use `sumsub-integrate-websdk`.
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sumsub Bundle Sumsub Integrate Dint StandaloneAdd Sumsub Device Intelligence (the Fisherman JS module) to your own web pages where there is NO Sumsub verification widget — login, signup, password reset, 2FA, checkout, or any high-value action you want fraud-screened. TRIGGER when the user asks to "add device intelligence to login / signup", "fingerprint the device on a custom page", "use Fisherman standalone / self-hosted", "ongoing monitoring of platform events", "pre-KYC device check", "detect multi-accounting at signup", or "send a financial transaction with the captured device". Covers the whole loop — behavior access token, @sumsub/fisherman init + fingerprint, confirming the event (platform event / financial transaction / create-applicant), reading results, sandbox, go-live. SKIP when the page already embeds the Sumsub WebSDK — Device Intelligence rides along inside it, use `sumsub-integrate-dint-websdk`.
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staskh Bundle FundamentalsGet fundamental financial data including financials, earnings, and key metrics. Use when user asks about financials, earnings, revenue, profit, balance sheet, income statement, or company fundamentals.
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vtex Skill Marketplace FulfillmentApply when implementing fulfillment, invoice, or tracking logic for VTEX marketplace seller connectors. Covers the External Seller fulfillment protocol: fulfillment simulation (checkout and indexation), order placement with reservation id, order dispatch (authorize fulfillment), OMS invoice and tracking APIs, and partial invoicing. Use for seller-side services that must answer within the simulation SLA and integrate with VTEX marketplace order management.
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 revenue-opportunity-governance, content-amplifier, bid-strategy-planner. 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.