Finance & Business Agent Skills

Analyzes institutional order flow, dark pool prints, and options flow sweeps to generate trade setups with defined entry, stop-loss, and target levels.

Queries prediction market data from Polymarket's public API and provides market analysis with risk management guidance.

Tracks revenue pipelines, monitors Stripe and analytics metrics, and automates financial reporting for SaaS businesses.

Implements FinOps practices for cloud cost management, including cost tracking, budget alerts, resource optimization, and automated cost analysis for AWS.

Retrieves account balances from a personal finance board via its REST API.

Tracks crypto portfolio values, wallet balances, market prices, CEX history, and Polymarket predictions from the command line.

Manages Reva crypto wallets with passwordless authentication, PayID name claiming, and multi-chain transfers.

Connects agents to the GSTD Grid for decentralized compute, hive memory, and blockchain-based economic settlement via MCP tools.

Interact with the Plaid finance platform via a CLI: link accounts from various institutions, query balances, and retrieve transactions by date range.

Adds USDC to the wallet via Coinbase Onramp, supporting Apple Pay, debit cards, bank transfers, and Coinbase account transfers.

Produces structured US equity research and trading support: company snapshots, earnings analysis, valuation scenarios, catalysts, risks, and action plans with falsifiable claims.

Swap or trade tokens on the Base network using the CDP Swap API, supporting USDC, ETH, and WETH with flexible amount formats.

Interact with the Plaid finance platform to link bank accounts, fetch balances, and query transactions by date range using the plaid-cli tool.

Integrates with the Brighty banking API to open accounts, issue Mastercard cards, trade crypto, and send SEPA/SWIFT payments from a bot or automation.

Provides startup metrics frameworks and stage-specific benchmarks for SaaS, Marketplace, Consumer, and B2B models, including investor-ready dashboard generation.

Explains term sheet key terms, SAFE/convertible note structures, cap table dilution calculations, and negotiation red flags for startup fundraising.

Build 3-scenario financial models (Base/Bull/Bear) for startups with templates by business model, unit economics, cohort analysis, and runway calculations.

Connect to the MAXIA AI-to-AI marketplace on Solana to discover, buy, and sell AI services, earn USDC, and access crypto intelligence, DeFi yields, and token risk analysis.

Connect to the MAXIA AI-to-AI marketplace on Solana to discover, buy, and sell AI services, earn USDC, and access crypto sentiment, DeFi yields, and token risk analysis.

Query the U.S. Treasury Fiscal Data API for federal financial data including national debt, government spending, revenue, interest rates, exchange rates, and savings bonds. Access 54 datasets and 182 data tables with no API key required.

Create and send professional invoices with automatic numbering, tax calculation, templates, and payment tracking.

Use when auditing an IEEE VIS full-paper submission for PCS readiness, covering the abstract-then-paper two-deadline structure under the VGTC society, the IEEE VGTC/TVCG 9+2 page budget, author-optional double-blind anonymization, the supplemental-material one-week window, and desk-reject triage before the AoE cutoff for a paper that will publish in IEEE TVCG.

Compress bloated project or global memory while preserving decisions, rationale, revisit triggers, provenance, and active user preferences. Load when memory exceeds budget, global memory is too large, session logs are repetitive, or before appending to an over-budget memory file.

Build a personal budget from income and expenses using the 50/30/20 rule or a zero-based plan.

Default execution rhythm — inspect → act → verify → checkpoint — applied iteratively until the task is done or a clear blocker emerges. Use when working through a known plan, draining a queue (PRs, issues, dependency bumps), or executing a multi-step recipe where each step's output informs the next. Each iteration must produce a concrete artifact (commit, comment, decision) and a one-line state update. Stop on first unrecoverable error rather than retrying blindly. Pair with `ship` for merge-bound work and `handoff` if budget runs out mid-loop.

Upwork proposal writer that decodes a job posting and produces a tailored, ready-to-send proposal. Use when the user pastes an Upwork job posting, asks to write or improve a proposal, wants to score a draft, asks 'should I apply to this', wants Connects/budget advice, or needs scripts for after a client replies. Triggers: 'write an Upwork proposal', 'decode this job posting', 'score my proposal', 'should I apply', 'how many Connects', 'client replied, what do I say'.

Context window monitoring and budget management. Keeps orchestrator at 15-30% context usage while subagents get full 200k tokens. Provides warnings at thresholds, context-aware summarization triggers, and wave-level budget planning.

Lead customer success with retention strategies, health scoring, expansion revenue, and lifecycle management.

Publish long-form articles that rank on Google and reach real human readers. Earn revenue, build reputation, engage with your audience. Not a playground — a publishing platform.

Configure, simulate, debug, and analyze radarDataGenerator within radarScenario. Use for: interactively building radar detection scenarios from datasheets or performance requirements; diagnosing missed detections and configuration errors; interpreting sensor spherical, body, and scenario-frame outputs; deriving ReferenceRange from hardware specs via link budget; scan mode configuration (mechanical, electronic/AESA, hybrid); and validating simulation results against analytical predictions.

Systematic analysis of Google Ads and Meta advertising spend to identify wasted budget. Produces actionable exclusion lists with thematic categorization and statistical validation. Use when onboarding new accounts, performing monthly hygiene, or preparing for budget optimization.

Simulator.Company financial management specialist. Use when the user wants to manage financial and metric accounts on actors (balances, counters, plan vs fact), record transactions, transfer value between accounts, work with currencies and account-name categories, track non-financial metrics, read balances and turnover, tag accounts for grouping, or set up account triggers (balance / transaction-count / data-field alerts). Activate when the user mentions "record transaction", "transfer funds", "account balance", "financial tracking", "depreciation", "expense", "budget", "counter", "mileage tracking", "account tag", "account trigger", "balance alert", "запиши транзакцію", "переказ коштів", "баланс рахунку", "лічильник", "пробіг", "тег рахунку", "тригер на рахунок", "запиши транзакцию", "перевод средств", "баланс счёта", "счётчик", "пробег", "тег счёта", "триггер на счёт". Accounts attach to ACTORS — use `simulator-actors` to create/find the actor first; for sharing an account use `simulator-access`; for dashbo

Use this skill when the user asks the cost of pulling a Motor Vehicle Record (MVR) in a specific state, or wants to compare MVR fees across multiple states, or is budgeting annual compliance costs for a multi-state fleet. Reference the canonical fee table below; flag that fees change (re-verify with state DMV before annual budget planning).

Business investment analysis and capital allocation advisor. Use when evaluating whether to invest in equipment, real estate, a new business, hiring, technology, or any capital expenditure. Also use for ROI calculations, IRR, NPV, payback period, build vs buy decisions, lease vs buy analysis, vendor evaluation, or deciding where to allocate limited budget for maximum return.

Create farm budgets with inputs, revenue, and cash flow. TRIGGERS - Use when user needs help with farm-budget related tasks.

Build event budgets with categories and contingency. TRIGGERS - Use when user needs help with event-budget related tasks.