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.
Finance & Business
347 skills
agricidaniel ads-budget
Plan and review paid-media budgets, bidding, pacing, marginal return, forecasts, CPA, ROAS, MER, LTV:CAC, constraints, and allocation across supported platforms.
nexu-io invoice
Generates a printable A4 invoice page with header, sender/recipient info, line items table, tax breakdown, totals, and payment instructions.
· bundle
nexu-io finance-report
Generates a single-page quarterly finance report with KPI cards, revenue and burn charts, a P&L summary table, highlights, and an outlook section.
· bundle
publicdotcom public-com
Manage a Public.com brokerage account: view portfolios, quotes, orders, and history, and place trades via the Public.com API.
43 · bundle
klotzkette idw-iv
Prüft die Sanierungsfähigkeit eines Unternehmens im Insolvenzverfahren anhand von Fortbestehensprognose, Krisenursachen und integrierter Planung; liefert eine Fristen- und Risikoampel mit Sofortschritten.
1.5k
majiayu000 taco
Interact with the Taco crypto trading platform via API to fetch market data, manage positions, and compute technical indicators across multiple exchanges.
567 · bundle
ecnu-icalk k
Compresses long K-line (candlestick) data into a fixed-length sequence using OHLC aggregation rules and applies min-max normalization.
559
ecnu-icalk m-a
Generates non-binding offer letters for M&A transactions involving Chinese listed companies, covering management incentives with quantified ratios, corporate governance, HR plans, and regulatory approval processes.
559
agentskillexchange jmt-x402-agent-tools
Provides 25 paid HTTP endpoints on Base mainnet that bill agents per call in USDC for web search, AI analysis, crypto and stock data, SEC filings, company intelligence, news, sentiment scoring, and a macro dashboard, returning structured JSON.
28
majiayu000 aqr-factor-investing
Builds systematic factor-based investment strategies following AQR Capital Management's methodology, covering factor construction, portfolio optimization, and risk management.
567 · bundle
comeonoliver crow
Enables AI agents to autonomously pay for APIs and services via HTTP requests to CrowPay, supporting x402 USDC payments and credit card transactions with configurable spending rules.
61
dvcrn fund
Guides funding a wallet with USDC via Coinbase Onramp, including checking status, opening the funding UI, and verifying the balance.
32
dvcrn spot
Executes Binance Spot API requests, including authenticated order management, with support for testnet and mainnet.
32 · bundle
dvcrn onchain
Track crypto prices, wallet balances, portfolio values, CEX holdings, and Polymarket predictions via a command-line interface.
32
dvcrn vnpy
Develop quantitative trading strategies with the vn.py framework, covering CTA, spread, and options strategies with support for 20+ broker gateways.
32 · bundle
dvcrn cost
Builds cost visibility across a business, identifies where spending lacks proportionate return, and guides cost reduction, pricing, vendor management, and scalable cost structure decisions.
32 · bundle
dvcrn defi
Analyzes DeFi protocol risk before deposit, decomposes headline APY into sustainable yield, emissions, and drag factors, and flags common rug-risk patterns in tokenomics, liquidity, and governance. Advisory only—no wallet access, no private key handling, no transaction signing, no on-chain execution.
32 · bundle
dvcrn usd1
Transfers USD1 (USDC on Wormhole) between wallets via the Wormhole Liquidity Facility, returning the transaction hash and status.
32 · bundle
drnabeelkhan invoice-builder-itemized-invoice-from-one-line-of-plain-text
Generates a clean, itemized invoice from a line of plain text, computing line items, subtotal, tax, and total.
2
drnabeelkhan sox-sarbanes-oxley-act
Applies the Sarbanes-Oxley Act to assess financial-reporting integrity and IT general controls, mapping executive certification and internal-control areas to auditable evidence for public companies.
2
sakamoto-family-smile ito-trade-planner
Builds a non-advisory prediction-market trade planning worksheet for Itô or venue workflows, inspecting venues, underliers, constraints, and manual execution steps without placing trades or recommending positions.
0
lord1egypt qmt
Provides guidance on using the QMT quantitative trading terminal, including strategy development, backtesting, and live trading for Chinese securities markets.
2
lord1egypt creditclaw-shopping
Enables AI agents to make purchases using encrypted cards and stablecoin wallets with strict spending controls and approval modes.
2
lord1egypt anvx
Tracks and optimizes AI API spending across 19 providers with live pricing and 6 optimization modules.
2
lord1egypt bond
Explains bonds across financial, legal, and contractual contexts, covering bond investing, surety and performance bonds, bail bonds, and contract bond obligations in plain language.
2
kbarbel640-del sure
Retrieves account balances from a self-hosted Sure personal finance board using its REST API.
1 · bundle
kbarbel640-del onchain
Tracks crypto prices, wallet balances, portfolio values, CEX holdings, and Polymarket predictions via a CLI.
1 · bundle
kbarbel640-del clawp
Generates creative launch blueprints for memecoins on pump.fun, including names, symbols, narratives, visual themes, and buyback strategies, with safety guardrails and mandatory disclaimers.
1 · bundle
kbarbel640-del xero
Manage Xero accounting tasks such as invoices, contacts, bank transactions, and reports through the Xero API using curl commands.
1 · bundle
kbarbel640-del ynab
Manage YNAB budgets, accounts, categories, and transactions via a command-line interface.
1 · bundle
scoheart hk-card
Guides users through opening Hong Kong bank accounts with ZA Bank and HSBC HK.
2
galyarderlabs data-room
Prepares, audits, and organizes fundraising materials for investor due diligence, generating a readiness checklist and folder structure.
20
galyarderlabs pricing-strategy
Evaluates pricing, packaging, plan structure, and monetization tradeoffs against positioning, conversion, and margin.
20
galyarderlabs financial-analyst
Performs financial ratio analysis, DCF valuation, budget variance analysis, and rolling forecast construction for strategic decision-making.
20 · bundle
diegosouzapw ynab
Access and manage YNAB budgets programmatically: list budgets, accounts, categories, and transactions, and create new transactions with optional filters.
54 · bundle
diegosouzapw cfo
Guides founders through strategic finance, valuation narratives, and VC readiness using SaaS metrics and scenario analysis.
54 · bundle
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 finance-report, invoice, ynab. Rankings shift as installs change; sort this page by "Most downloaded" 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 add <owner>/<name>, or copy the file into your agent's skills directory.