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
lionelsimai grant-budget
Create grant budgets with line items and justifications. TRIGGERS - Use when user needs help with grant-budget related tasks.
22
iterationlayer extract-cfdi-invoice-data
Extract structured fields from cfdi invoice documents.
2
eli-yu-first crm-lead-scorer
Scores real estate leads based on engagement, budget, timeline, and property preference matching
6 · bundle
casemark hsr-filing
Prepares Hart-Scott-Rodino Act premerger notification filings for FTC/DOJ submission under 15 U.S.C. § 18a and 16 C.F.R. Parts 801-803. Covers threshold verification, NAICS revenue breakdowns, Item 4(c)/(d) document collection, competitive overlap analysis, prior acquisitions disclosure, and filing assembly. Use when an M&A deal may meet HSR size thresholds and requires antitrust clearance, premerger notification, or FTC/DOJ merger review.
34
winbda farm-budget
Create farm budgets with inputs, revenue, and cash flow. TRIGGERS - Use when user needs help with farm-budget related tasks.
3
winbda event-budget
Build event budgets with categories and contingency. TRIGGERS - Use when user needs help with event-budget related tasks.
3
winbda grant-budget
Create grant budgets with line items and justifications. TRIGGERS - Use when user needs help with grant-budget related tasks.
3
seb1n budget-planning
Create and manage budgets with variance analysis and departmental allocation. Use when the user requests budget planning or provides relevant inputs for this workflow.
159
seb1n context-compression
Compress selected context to a target token budget while preserving decisions, evidence, constraints, and unresolved questions. Use when relevant material is already selected but too long; use context-optimization when selection, deduplication, and ordering are also required.
159
seb1n invoice-processing
Extract, validate, and categorize invoice data against purchase orders and GL codes. Use when the user requests invoice processing or provides relevant inputs for this workflow.
159
seb1n expense-categorization
Classify expenses by category, department, and tax deductibility from transaction data. Use when the user requests expense categorization or provides relevant inputs for this workflow.
159
ekatasingh1107 lead-enricher
Enriches inbound leads with firmographic and technographic data. Takes minimal lead info and enriches via WebSearch, Apollo, or ZoomInfo to produce a complete lead record with company size, revenue, tech stack, social profiles, and decision-maker details.
2 · bundle
rulebase-co cx-nrr-attribution
Use when support or CS is being asked to claim a share of net revenue retention, expansion or churn reduction, to work out what can honestly be attributed and what cannot. Trigger for "how much NRR can support claim", "prove support's revenue impact", "attribute retention to CS", support ROI for a board deck, or two teams claiming the same expansion.
1
rulebase-co cx-pricing-objection-analysis
Use to analyse billing and pricing complaints, separating genuine pricing objections from billing defects and unclear communication. Trigger for "customers complaining about price", "billing complaint analysis", "why do customers dispute their invoice", "is our pricing a problem", unexpected-charge complaints, or a pricing decision that needs evidence from support.
1
peteedoo lean-canvas
Generate a Lean Canvas with problem, solution, metrics, cost structure, UVP, unfair advantage, channels, segments, and revenue. Use when exploring a lean startup canvas, testing a business hypothesis, or modeling a new venture.
0
brycewang-stanford chinese-ppt2
Upgrade of chinese-ppt for Chinese Beamer decks (xelatex + ctex + fandol, CUFE template). Same 7-section outline and X→M→Y framework, but adds (a) mandatory 1.3 line-spacing + 3pt paragraph spacing, (b) overflow-prevention line budget + balanced split-frame rules, (c) prose rewrites that strip AI-ish "关键比较/理论映射" labels and redundant 章节括号注释, (d) stricter CJK-space + middle-dot rules, (e) retrofit workflow for existing chinese-ppt decks, (f) mandatory local linespread reset inside TikZ / table / fixed-geometry frames. Use for "做中文学术PPT 2 版"、"中文 Beamer 改进版"、"答辩 PPT chinese-ppt2"、"防越界 PPT"等请求。用户在 Overleaf 编译，只产出 .tex + figures/，不要附加 compile 脚本。
1k · bundle
antigravity maxia
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, sentiment analysis, and rug detection tools.
42.4k
bankrbot hunch
Discover, bet on, track, and settle Hunch prediction markets in natural language with on-chain settlement on Base via x402.
1.2k · bundle
jeffallan sre-engineer
Defines service level objectives, creates error budget policies, designs incident response procedures, develops capacity models, and produces monitoring configurations and automation scripts for production systems.
10.4k · bundle
tradermonty signal-postmortem
Record and analyze post-trade outcomes for trading signals, tracking false positives, missed opportunities, and regime mismatches to generate feedback for signal aggregation and skill improvement.
2.3k · bundle
tradermonty kanchi-dividend-sop
Convert Kanchi-style dividend investing into a repeatable US-stock operating procedure covering screening, deep dive, entry planning, and post-purchase monitoring.
2.3k · bundle
tradermonty edge-candidate-agent
Convert daily market observations into structured research tickets and export validated candidate specs for a trading strategy pipeline.
2.3k · bundle
tradermonty edge-signal-aggregator
Aggregate and rank signals from multiple edge-finding skills into a prioritized conviction dashboard with weighted scoring, deduplication, and contradiction detection.
2.3k · bundle
tradermonty strategy-pivot-designer
Detect when backtest iteration has stalled and generate structurally different strategy pivot proposals to break out of local optima.
2.3k · bundle
tradermonty economic-calendar-fetcher
Fetch upcoming economic events and data releases using the FMP API, including central bank decisions, employment reports, inflation data, GDP releases, and other market-moving indicators for specified date ranges.
2.3k · bundle
tradermonty kanchi-dividend-review-monitor
Monitor dividend portfolios for risk triggers and route anomalies into a human review queue without auto-selling.
2.3k · bundle
tradermonty dividend-growth-pullback-screener
Screens for dividend growth stocks with 12%+ annual dividend growth and 1.5%+ yield that are experiencing temporary pullbacks identified by RSI oversold conditions (RSI ≤40).
2.3k · bundle
klotzkette wip-aging
Analysiert Work in Progress nach Alter, Partner, Mandat und Abrechnungsrisiko für deutsche Kanzleien und liefert ein Entscheidungsboard mit Optionen, Fristen und Kommunikationslinie.
1.5k
dvcrn sure
Retrieves account balances from a self-hosted Sure personal finance board using its REST API.
32
dvcrn trade
Swaps or trades tokens on the Base network using the CDP Swap API, supporting USDC, ETH, WETH, and custom contract addresses with configurable slippage.
32
dvcrn xero
Manage Xero accounting data through the Maton gateway: contacts, invoices, payments, accounts, bank transactions, and financial reports with managed OAuth.
32 · bundle
dvcrn bank
Optimizes personal and business banking by assessing scenarios, structuring accounts, eliminating fees, and maximizing interest rates.
32
lord1egypt qfc-openclaw-skill
Interact with the QFC blockchain: manage wallets, query chains, stake, deploy contracts, handle ERC-20/NFT tokens, swap on DEX, and run AI inference.
2
kbarbel640-del gstd-a2a-network
Connects agents to the GSTD Grid via MCP tools for autonomous payments, task discovery, and shared knowledge storage.
1 · bundle
kbarbel640-del plaid
Interact with the Plaid finance platform via a CLI to link institutions, fetch account balances, and query transactions by date range.
1 · bundle
scoheart chief
Provides notes and a workflow for opening a brokerage account online from mainland China, including required documents and funding details.
2 · 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 sre-engineer, kanchi-dividend-sop, signal-postmortem. 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.