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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wyre-ai Skill Error Budget TrackingError-budget and burn-rate assessment from whatever observability tools (Sentry, Datadog, Grafana, BetterStack) are connected: SLI, SLO, error budget, and burn rate applied practically, how to compute burn rate from available SLI data and the thresholds that make it actionable, what separates a budget-threatening trend from noise, and the fallback to raw trend reporting against a trailing baseline when no formal SLO is defined.
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wyre-ai Skill Agreement ReconciliationReconciling PSA contract/agreement entitlements (seats, hours, recurring services) against invoiced reality in an accounting platform, across any combination of PSA (Autotask, HaloPSA, ConnectWise, Syncro) and accounting platform (QuickBooks Online, Xero). Covers building the entitlement ledger, the cross-system matching priority, and the gap classes — under-billing, over-billing, lapsed agreements still invoiced, active agreements never billed, and price drift.
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wyre-ai Bundle Quickbooks Online PaymentsQuickBooks Online payment handling: recording customer payments and applying them to invoices, partial and multi-invoice application, unapplied amounts and overpayments, credit memos and refund receipts, payment methods, deposit accounts, voiding, and reconciliation.
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wyre-ai Skill Netsuite Reports Saved SearchesRunning NetSuite's standard and custom reports and saved searches, plus the filter-lookup helpers (accounting books, accounting contexts, nexuses, subsidiaries) many of them need. Read-only — running existing reports and searches, not building or editing them.
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wyre-ai Skill Alternative Payments Payments PayoutsAlternative Payments transactions and payouts: transaction types, statuses, and the customer/invoice/payment-method filters; payout objects and the transactions that compose them for reconciliation. A read-only surface -- there is no create-payment or direct-charge operation.
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synthetic-sciences Bundle UsfiscaldataQuery the U.S. Treasury Fiscal Data REST API for federal financial data. No API key required. Use for national debt (Debt to the Penny), Daily Treasury Statements, Monthly Treasury Statements, Treasury securities auctions, interest rates, foreign exchange rates, savings bonds, or U.S. government revenue and spending statistics.
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dojogenesis Skill Budget GuardI. Philosophy
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wyre-ai Bundle Xero API PatternsXero Accounting API fundamentals: OAuth2 Custom Connection (client credentials) auth and scopes, the xero-tenant-id header, where-clause filter syntax, page-based pagination, rate limits, the two date formats, validation-error shape, and batch operations.
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wyre-ai Skill Autotask BillingAutotask billing item retrieval, approval-level workflows, and invoice search — covering billing item types, approval status filtering, and reconciliation of billable work against invoices for MSP finance teams.
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wyre-ai Skill Sherweb BillingSherweb distributor billing: explicit billing date ranges, Setup/Recurring/Usage charge types, billing cycles (OneTime, Monthly, Yearly), the pricing breakdown (listPrice, netPrice, prorated, subTotal), promotional and performance deductions, fees, taxes, and MSP margin calculation. Also covers what this plugin cannot retrieve: there is no billing-period enumeration and no invoice surface.
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wyre-ai Bundle Halopsa ContractsHaloPSA contract management: contract types (recurring, prepaid hours, ad-hoc, project, warranty), statuses, billing and coverage fields, recurring invoice items, prepaid hour balances and deduction, SLA association, renewal and billing-reconciliation workflows.
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wyre-ai Skill Syncro InvoicesSyncro MSP invoices: invoice fields, line items, payment processing, and billing workflows.
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wyre-ai Skill Connectwise Cpq Quote ItemsConnectWise CPQ line items and the tabs that hold them: searching items by quote or tab, the tab requirement on every create, the pricing and margin fields, bundle and optional-line flags, recurring-revenue and PSA mapping fields, JSON Patch updates, and why there is no product catalog to search.
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wyre-ai Skill Margin AnalysisPer-client and per-service-line margin computation for an MSP: revenue from PSA billing or accounting invoices, cost of goods from Pax8/Sherweb wholesale pricing, and estimated labor from PSA time entries × a loaded technician rate. Covers the full-margin / gross-margin-only / cost-data-unavailable reporting tiers and why a missing cost input is flagged rather than interpolated from portfolio averages.
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synthetic-sciences Skill AutoresearchRuns a hill-climbing study over many training or analysis runs with the study and experiments tools, one metric and direction, a baseline, ideas ranked by expected value, exactly one run per idea, kill criteria and a budget, verdicts with analysis and lessons, and a conclusion. Use for autoresearch, hyperparameter or ablation sweeps left to run, "make this metric better", or any loop of experiments the user wants driven for hours. For a single reproduction use reproduce; for designing the study's hypotheses first use hypotheses.
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ryan-brosas Bundle Prefect FoundationUse when building or porting workflow engines - heartbeat liveness past blocked loops, termination-intent dispatch, cancellation ownership across process boundaries, subflow reattach ladders, client-side retry/backoff arithmetic, transactional result caching, crash taxonomies, and supervised-process exit contracts - plus fire-and-forget telemetry batching (singleton queue services on a global loop, byte-budget log upload, context-capturing event workers, websocket resend with checkpoint acks) and event-driven completion waiting (subscriber replay backfill windows, seen-id dedup, clean-vs-abnormal close policy, register-recheck waiter ladders, terminal-event fan-in singletons, heartbeat backoff loops), lossy-tolerant log-stream consumption, dual-stream queue fan-in with sentinel/straggler-drain termination, recency-cached lineage enrichment, and thread-keyed sync/async waiter primitives - capsule-v2 source maps with decisive excerpts and graph retrieval.
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kernel8901 Bundle XeroXero API integration with managed OAuth. Manage contacts, invoices, payments, accounts, and run financial reports. Use this skill when users want to interact with Xero accounting data. For other third party apps, use the api-gateway skill (https://clawhub.ai/byungkyu/api-gateway).
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ricneves-ai Skill Senior SreSite Reliability Engineer sênior especializado em SLI/SLO/SLA, error budgets, observabilidade, postmortems sem culpa, capacity planning, chaos engineering, incident management e toil reduction. Use ao definir SLOs, estruturar on-call, responder a incidentes, conduzir postmortems, projetar sistemas resilientes, reduzir toil operacional, implementar SRE practices ou quando o usuário mencionar SRE, SLO, error budget, postmortem, on-call, chaos engineering ou toil.
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swan-gtm Skill Account Selection FrameworkUse this skill when building, scoring, or managing a target account list for ABM — reverse-engineering how many accounts you need from revenue targets, ICP fit scoring, tiering, list staging, and ongoing list hygiene.
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swan-gtm Skill Crm Migration ConsolidationCRM migration, instance consolidation, and post-merger integration for B2B revenue teams; system-of-record design; deduplication and identity resolution; data harmonisation before cutover; historical data strategy; adoption and change management; PE portfolio integration playbooks. Use when the user describes merging two CRM instances, consolidating after acquisition, post-merger CRM integration, handling dual CRM coexistence, managing CRM data quality before migration, defining which system of record wins for which object, planning a CRM cutover, multi-entity or multi-currency CRM challenges, or running a 100-day integration plan with CRM elements. Trigger phrases: "merge our CRMs", "consolidate two HubSpot portals", "HubSpot and Salesforce together", "post-merger CRM", "CRM integration plan", "deduplication before migration", "which CRM wins", "cutover", "consolidation strategy", or "100-day CRM plan". BOUNDARY: Use this skill for CRM architecture decisions, data strategy, and integration planning. For deta
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swan-gtm Skill B2b Affiliate Program PlaybookUse this skill when building or fixing a B2B SaaS affiliate program — "set up an affiliate program", "our affiliate program is live but drives no revenue", "find affiliate partners for us", "what commission should we pay". The complete system - ideal partner personas via buyer-journey reverse-engineering, commission structure from the Allowable CAC formula, cookie windows, a gated application, an outbound partner-recruitment engine, a 4-email onboarding flow, launch-challenge activation, top-20% partner development, and twice-yearly audits with fraud removal. Built on the operating thesis that affiliates aren't links, they're people - programs win on recruitment quality and activation, not signup volume.
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swan-gtm Skill Google Ads Budget Portfolio ReallocationUse this skill when deciding where to shift ad budget across an existing account — some campaigns capped by budget, others past their efficient point, or a seasonal peak coming up. Produces a reallocation plan sized to a total spend envelope instead of an even split. Triggers: budget optimization, budget pacing, impression share lost to budget, shared budgets, seasonal budget planning, where to cut spend.
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mattakushi432 Skill Partnership StrategyWhen to activate: partnership program design, partner tiers, co-sell motions, revenue sharing, partner enablement, strategic alliances, reseller programs, partnership KPIs
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mattakushi432 Skill Budget PlanningWhen to activate: annual budgeting, zero-based budgeting, rolling forecasts, budget variance analysis, headcount planning, capex vs opex, financial planning and analysis
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poly-gents Bundle Flag VarianceAlert on spend variances and budget anomalies
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odjaramillo Skill Stripe IntegrationGet paid from day one. Payments, subscriptions, billing portal, webhooks, metered billing, Stripe Connect. The complete guide to implementing Stripe correctly, including all the edge cases that will bite you at 3am. This isn't just API calls - it's the full payment system: handling failures, managing subscriptions, dealing with dunning, and keeping revenue flowing. Use when: stripe, payments, subscription, billing, checkout.
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odjaramillo Skill Micro Saas LauncherExpert in launching small, focused SaaS products fast - the indie hacker approach to building profitable software. Covers idea validation, MVP development, pricing, launch strategies, and growing to sustainable revenue. Ship in weeks, not months. Use when: micro saas, indie hacker, small saas, side project, saas mvp.
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poly-gents Bundle Error Budget ManagementAdvises on SLOs, error budget burn, and release trade-offs such as feature freezes or reliability sprints. Use when balancing velocity against reliability targets.
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ricneves-ai Skill Fpa AnalystAnalista de FP&A (Financial Planning & Analysis) sênior para orçamento anual, forecast contínuo, análise de variação, unit economics, modelagem financeira 3 statements, business partnering e apresentação ao conselho. Use ao montar budget, fazer rolling forecast, analisar variações, modelar cenários, calcular unit economics ou quando o usuário mencionar FP&A, planejamento financeiro, budget, forecast, variance analysis, unit economics, 3 statements ou board deck financeiro.
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ur-grue Bundle Production Budget EstimatorProduces a structured line-item budget estimate for a documentary production or a specific production phase, using standard industry rate ranges and the project specification you provide.
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marielynneblock 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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event4u-app Skill Rule WritingUse when creating or editing a rule in src/rules/ — trigger wording, always vs auto classification, size budget — even when the user just says 'add a rule for X'.
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swan-gtm Skill Enrich CompanyPull any company's full verified profile via Lusha. Takes a company name, domain, or Lusha company ID. Returns firmographics, funding stage, tech stack, employee count, revenue range, HQ, corporate structure, live buying signals, and verified contact count by seniority. Single company lookup — complete, verified, ready to act on. Requires a Lusha connection.
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xjli360 Bundle Sealeap Zhuque Amazon Ad Diagnostics Budget聚焦预算分配、竞价策略、匹配方式的 Amazon 广告诊断与实验。在需要区分流量、零售承接和经济性问题,形成有样本依据的调整建议及受控实验时使用;根据当前业务问题选择证据卡,避免加载无关主题。
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xjli360 Bundle Sealeap Baihu Amazon Display Ads Funnel PlanDesign a goal-led Amazon display advertising plan using contextual, remarketing, in-market, lifestyle, or custom audience tactics. Use when extending beyond search ads while keeping targeting, measurement, and budget expansion controlled.
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xjli360 Bundle Sealeap Baihu Amazon Peak Event Ad ReadinessPrepare Amazon ads for a major shopping event with a backward calendar, product tiers, inventory and deal checks, proven keywords, budget guardrails, and post-event recovery. Use before Prime Day, Black Friday, or a regional peak.
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 Error Budget Tracking, Agreement Reconciliation, QuickBooks Online Payments. 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.