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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ulpi-io Skill Paid Ads StrategyWhen the user wants to plan paid ads strategy, allocate ad budget, or choose paid channels. Also use when the user mentions "paid ads," "paid media," "PPC," "SEM," "web ads," "app ads," "TV ads," "CTV," "OOH," "banner ads," "ad network," "ad alliance," "Taaft ads," "Shopify App Store ads," "Google Ads," "Meta Ads," "PMF testing," "PMF validation," "test product-market fit with ads," "ad spend," "ad budget," "ROAS," "paid acquisition," "Quality Score," or "ad-to-page alignment."
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agents-store Bundle Budget AlertsThis skill should be used when setting spending budgets, checking budget utilization, configuring alert thresholds at 50/75/90/100%, or troubleshooting budget alerts. Relevant for queries like "set a monthly dining budget", "how much budget do I have left", "why did I not get a budget alert", or "show budget status for all categories". Use this skill whenever the user mentions spending limits, budgets, overspending, or wants to track expenses against targets, even for simple budget questions.
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codyswanngt Bundle Phaser Testingwriting or designing tests for…
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mkurman Skill Parameter Golf SubmissionPrepare and validate Parameter Golf record folders: self-contained train_gpt.py, README.md, submission.json, FineWeb SP1024 BPB accounting, artifact-size logging, run logs, and PR-ready folder hygiene.
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mkurman Bundle Budgeting PlanningUse this skill when building budgets, conducting variance analysis, implementing rolling forecasts, or allocating costs. Triggers on FP&A, budgeting, variance analysis, rolling forecasts, cost allocation, headcount planning, department budgets, and any task requiring financial planning or budget management.
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agents-store Bundle PaymentsThis skill should be used when preparing or sending payments, checking payment status, validating IBAN numbers, making tax or budget payments, or tracking payments by reference. Relevant for queries like "send a payment to this IBAN", "check payment status", "make a tax payment", "is my payment processed yet", or "prepare a payment of 10000 UAH". Use this skill whenever the user mentions sending money, paying someone, IBAN, payment status, or any transfer operation.
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mkurman Bundle UsfiscaldataQuery 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. Use when working with U.S. federal fiscal data, national debt tracking (Debt to the Penny), Daily Treasury Statements, Monthly Treasury Statements, Treasury securities auctions, interest rates on Treasury securities, foreign exchange rates, savings bonds, or any U.S. government financial statistics.
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kevinzai Skill Design ContextCaptures brand colors, fonts, animation preferences, and performance budget for consistent design output.
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kevinzai Skill Expense TrackingCategorize business spending, run a receipt-capture workflow, and compare budget vs. actual — so you always know where the money went and why.
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kunanonj Skill Cursor Plugin Posthog Creating Replay Vision ScannersGuides agents through creating and safely sizing a Replay Vision scanner: choosing the scanner type (monitor/classifier/scorer/summarizer), shaping the RecordingsQuery that selects sessions, and — crucially — estimating observation volume and checking the org's monthly quota before creating, so a broad scanner doesn't exhaust the budget on its first scheduled sweep. TRIGGER when: user asks to crea
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mittuled Bundle Accounts Receivable ManagerThis skill manages the accounts receivable process including invoicing, collections, and cash application. Use when asked to track outstanding receivables, improve collections, or reconcile AR aging. Also consider when DSO is increasing or cash collection is lagging revenue recognition. Suggest when the user is growing revenue without a collections process.
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mittuled Bundle Expansion Motion Designer CsThis skill designs the expansion motion for CS including health-based triggers and handoff criteria to Account Management. Use when asked to define expansion criteria, design upsell workflows, or create CS-to-AM handoff processes. Also consider when expansion revenue is underperforming. Suggest when the user has healthy accounts but no systematic expansion process.
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mittuled Bundle Vendor Contract ManagerThis skill manages vendor contracts including negotiation, renewal, and compliance monitoring. Use when asked to review vendor terms, renegotiate contracts, or track compliance obligations. Also consider when a contract renewal is approaching and terms need reassessment. Suggest when vendor spend exceeds budget projections or SLA violations are reported.
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kevinzai Bundle Ccc SaasCCC domain — complete SaaS development ecosystem -- 20 skills in one. Scaffold, authenticate, bill, ship, and grow a production SaaS from zero to revenue.
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kevinzai Skill Context BudgetVisual context window budget analyzer — shows usage gauge, identifies bloat sources, recommends when to save session and compact
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ashutoshsrivastava17 Skill Comp AnalysisRun a compensation benchmarking analysis for a role, level, or team. Compare against market data, internal equity, and budget constraints. TRIGGER when: user asks about salary bands, compensation review, pay equity, benchmarking, comp analysis, market rate, salary range, total compensation, or pay adjustments.
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ashutoshsrivastava17 Skill Purchase JustificationWrite purchase justification documents with business case, ROI analysis, alternatives considered, and budget impact. Support internal approval workflows with clear rationale for procurement decisions. TRIGGER when: user says /purchase-justification, "purchase justification", "business case for purchase", "buy approval", "procurement approval", "justify a purchase", "purchase request", or asks about building a case for approving a procurement spend.
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paperclipai Skill Lean CanvasGenerate a Lean Canvas with problem, solution, metrics, cost structure, UVP, unfair advantage, channels, segments, and revenue
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dingxingdi Bundle Long Horizon Web Task ExecutionUse this skill when the user wants tasks that require a long sequence of actions across multiple screens, tracking state changes, executing recursive loops to generate exhaustive list data, tree-walking hidden menus, or filling out multi-page forms. Trigger it for requests like 'prowl this site to find hidden settings,' 'create a complete table by checking every item,' 'fill out the entire application using this document,' or 'apply all these filters while staying under budget.' It perfectly handles complex traversal loops, multi-item data aggregation across sub-pages, and mapping a site's hidden topology through persistent exploration.
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ashutoshsrivastava17 Skill Slo TrackingDefine and track Service Level Objectives — SLI selection, error budget calculation, burn rate alerts, reporting cadence, and escalation procedures. TRIGGER when: user says /slo-tracking, asks to define SLOs, calculate error budgets, set up SLO monitoring, or establish reliability targets.
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ashutoshsrivastava17 Skill Budget PlanCreate and manage comprehensive budgets including revenue projections, cost categories, allocation strategy, variance tracking, and approval workflows. TRIGGER when: user says /budget-plan, "create a budget", "budget planning", "allocate budget", "budget template", "annual budget", "quarterly budget".
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ur-grue Bundle Budget EstimatorGenerates a structured production budget estimate for a specific project element or an entire short-form production, broken down by standard industry cost categories.
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kernel8901 Bundle ApolloApollo.io contact and company enrichment API. Enrich people with email, phone, title, company data. Enrich organizations with industry, revenue, employee count, funding. Search for prospects. Use when the user needs to enrich contacts, find emails, lookup company info, or search for leads.
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thedaviddias Bundle Performance BudgetUse when reviewing CI configuration, bundle analysis workflows, or pull requests that add dependencies and assets. Distinguish bundle-size budgets from runtime budgets such as Lighthouse or Core Web Vitals so teams can enforce both.
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vril-labs Skill Travel PlannerBuilds complete travel itineraries from flights, hotels, and activities; accounts for budget, preferences, and transit times. Invoke when asked to plan a trip, build a travel itinerary, find flights and hotels, suggest activities for a destination, or organize a vacation.
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vril-labs Skill Invoice ProcessorExtracts structured line items, totals, and vendor data from invoice PDFs or images and routes them for approval. Invoke when asked to process an invoice, extract invoice data, parse a bill, automate accounts payable, or route invoices for approval.
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alivirgo Skill Tell AI Your Time BudgetHow to anchor prompts with explicit execution time limits ('I have 10 minutes before a demo' vs 'I have 2 days') to get calibrated solutions.
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alivirgo Skill Give AI Situation ContextHow to anchor prompts with the 4-Pillar Situation Framework (Role, Scale, Budget, Constraints) to stop AI from over-engineering or giving irrelevant advice.
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alivirgo Skill Token Usage Monitoring HookHow to implement client-side middleware hooks to meter per-turn input/output tokens in real-time, alerting on consumption spikes and enforcing session budget caps.
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techtideohio Bundle Techtide Huawei Live Cce Rollout GuardGate CCE deployment mutations, node pool upgrades, and cluster version changes against rollback posture and workload disruption budget before any production change. Prevents irreversible CCE cluster upgrades from proceeding without workload PDB verification, addon compatibility check, node pool drain confirmation, and explicit operator approval.
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techtideohio Bundle Techtide Alibaba Live Ack Rollout GuardGate ACK deployment mutations, node pool scaling, and cluster version upgrades against rollback posture and workload disruption budget. Prevents irreversible cluster version upgrades from proceeding without PodDisruptionBudget verification, node drain confirmation, and explicit operator approval.
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techtideohio Bundle Techtide Oci Live Cost Budget Runaway GuardGate OCI budget mutations and GPU/HPC shape provisioning against compartment spend limits, with inventory searches, quota audits, and emergency spend-stop playbooks.
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techtideohio Bundle Techtide Alibaba Live Cost Budget Action GuardGate live financial authority actions - budget threshold changes, Savings Plan purchases, and Reserved Instance commitments. These are committed spend or can trigger immediate service suspension.
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wyre-ai Skill Pax8 InvoicesPax8 invoices and billing: invoice retrieval, invoice line items, usage-based billing summaries, the MSP billing cycle, and reconciling Pax8 costs against client charges.
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wyre-ai Bundle Xero AccountsXero chart of accounts: account classes and types, account codes, tax settings, system accounts, and how MSP revenue, cost-of-sales, and expense categories map to the general ledger.
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wyre-ai Bundle Xero InvoicesXero sales invoices (ACCREC) and supplier bills (ACCPAY): status lifecycle, invoice numbering, line items and tracking categories, tax handling, credit notes, batch creation, validation-error shapes, and recurring managed-services billing for MSPs.
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 paid-ads-strategy, budget-alerts, phaser-testing. 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.