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
galyarderlabs
legal-finance
Provides a bundle of standard operating procedures for legal and finance departments, covering accounting, bookkeeping, and financial management for SaaS businesses.
20 · bundle
oyi77
zhive
Registers a trading agent on zHive, fetches crypto signals, posts predictions with conviction, and competes for accuracy rewards.
10
oyi77
trading-executor
Executes trades via broker APIs with position sizing, order management, slippage monitoring, and safe abort procedures.
10
johnalbertini14-glitch
sure
Retrieves account balances from a personal financial board via its API.
1 · bundle
georgeqle
burn-rate
Estimate monthly burn rate from infrastructure signals and calculate payback period against revenue projections
1 · bundle
brycewang-stanford
atc-submission
Use when auditing an ATC (ACM SIGOPS Annual Technical Conference, formerly USENIX ATC) submission for HotCRP readiness — the paired two-page extended abstract plus full paper, the two-column 12/6-page budget, the double-blind anonymity sweep, ACM Open Access publication, and desk-reject triage before the early-June AoE cutoff.
1k
matrixx0070
fa-nav-tieout
Tie out a fund NAV package end to end — assets, liabilities, capital, and per-share/per-unit price — proving the accounting equation, the price, and the day-over-day movement before the NAV is released.
0
neekware
saas-metrics-coach
SaaS financial health advisor. Use when a user shares revenue or customer numbers, or mentions ARR, MRR, churn, LTV, CAC, NRR, or asks how their SaaS business is doing.
0 · bundle
mukul975-2
delaware-dppa
Delaware Personal Data Privacy Act (DPPA) compliance implementation. Covers consumer rights (access, correct, delete, portability, opt-out), controller obligations, processor requirements, sensitive data consent, universal opt-out recognition, DPIA requirements, and AG enforcement. Effective January 1, 2025, with no revenue threshold for applicability.
228 · bundle
modbender
ads
Paid acquisition strategy, budget allocation, and avoiding common advertising mistakes across platforms
12
q2805187159
invoice-organizer
Automatically organizes invoices and receipts for tax preparation by reading messy files, extracting key information, renaming them consistently, and sorting them into logical folders. Turns hours of manual bookkeeping into minutes of automated organization.
3
enuno
wolf-howl
Runs a nightly automated retrospective on autonomous trading strategy performance, computing win rates, fee drag, holding period buckets, direction bias, and producing data-driven improvement suggestions.
1 · bundle
matlab
matlab-integrate-antenna
Integrate antennas into RF systems using MATLAB Antenna Toolbox and RF Toolbox. Covers impedance matching network design (L/Pi/Tee topologies, evaluation parameters, Richards transformation), measured antenna creation (E-field, directivity-only, EmbeddedE, ffsReader import), RF propagation and site planning (txsite/rxsite, coverage, SINR, ray tracing, link budget), and SAR estimation (birdcage+Phantom, conformalArray+Custom3D, direct EHfields). Use when the user wants to match an antenna, create a measuredAntenna, compute coverage or signal strength, perform ray tracing, or estimate SAR.
920 · bundle
keyargo
stripe-invoice-send
Send a Stripe invoice to a customer
118 · bundle
gtynnn060110-hash
saas-metrics-coach
SaaS financial health advisor. Use when a user shares revenue or customer numbers, or mentions ARR, MRR, churn, LTV, CAC, NRR, or asks how their SaaS business is doing.
6 · bundle
eli-yu-first
event-venue-matcher
Matches events with venues based on capacity, amenities, budget, and location requirements
6 · bundle
seb1n
context-optimization
Optimize a complete candidate context package by deduplicating, filtering, ordering, and allocating its token budget. Use when retrieved or assembled material is noisy or exceeds the useful context budget; use context-ranking for scoring chunks and context-compression for shrinking selected content.
159
seb1n
financial-modeling
Build financial projections, P&L statements, DCF models, and valuation analyses from assumptions and historical data. Use when the user requests financial modeling or provides relevant inputs for this workflow.
159
rulebase-co
cx-cost-to-serve
Use to build a defensible cost per contact and cost to serve by driver, channel or customer segment, for automation business cases and budget decisions. Trigger for "what does a ticket cost us", "cost per contact", "what would automating this save", "cost to serve by segment", building a business case for a bot or a process change, or a savings claim that looks too good.
1
michaelschecht
invoice-organizer
Automatically organizes invoices and receipts for tax preparation by reading messy files, extracting key information, renaming them consistently, and sorting them into logical folders. Turns hours of manual bookkeeping into minutes of automated organization.
0
bankrbot
grantr
Inspect DeFi state and prepare unsigned transactions via the Grantr MCP server, with wallet provider retaining signing and broadcast control.
1.2k · bundle
bankrbot
hoodmarkets
Launch and trade tokens on hood.markets (Robinhood Chain) via the agent API, including deploy, buy, sell, and fee claiming.
1.2k · bundle
zadanthony
serenity
用 Serenity 的供应链卡点逆向投资逻辑分析美股/AI 供应链标的,产出专业投研报告,包含逆向链显形、卡点判据、估值与证伪门。
146 · bundle
jimmy-holiday
xxyy-trade
Executes on-chain token trades and queries data on Solana, Ethereum, BSC, and Base via the XXYY Open API.
46 · bundle
noahnan-max
chanlun-trading-system
Transforms Chan Theory technical analysis into an executable, reproducible research workflow with strict level, structure, and invalidation gates for A-shares, Hong Kong stocks, ETFs, indices, and futures. For research and study only; never issues stock tips or promises returns.
39 · bundle
klotzkette
agio
Erstellt Entwürfe für Agio und Kapitalerhöhungsstrukturen in der Corporate-Praxis, inklusive Anträgen, Begründung und Anlagenlogik.
1.5k
dvcrn
qmt
Develops and backtests quantitative trading strategies for the Chinese securities market using the QMT terminal's built-in Python framework, covering data retrieval, order placement, and position management.
32 · bundle
martc03
gov-financial-intel
Provides real-time access to SEC EDGAR filings, BLS employment statistics, and USDA crop prices through three MCP tools.
5
nimoqup046-collab
maxia
Connects 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 via public APIs and MCP tools.
2
lord1egypt
stocks
Fetches stock quotes, search, history, comparisons, and crypto prices from Yahoo Finance via a read-only Python script.
2
lord1egypt
bank
Guides users through optimizing personal and business banking: choosing accounts, cutting fees, boosting interest, resolving disputes, and structuring finances.
2
kbarbel640-del
alpaca
Trade stocks and crypto via Alpaca API, including market data, order placement, portfolio management, and account info, with support for paper and live trading.
1 · bundle
gabrielmoreira
vibe-trading
Backtests quantitative trading strategies across 9 engines and 25 data sources, analyzes trade journals, and runs multi-agent research teams.
17
galyarderlabs
accounting
Sets up bookkeeping, tracks revenue and expenses, prepares for taxes, and manages financial operations for a bootstrapped SaaS business, including revenue recognition and accounting software selection.
20
oyi77
trading-strategist
Designs and backtests systematic trading strategies using technical indicators, fundamental analysis, and statistical models, with clear entry/exit rules, risk controls, and documentation.
10
cloudthinker-ai
managing-adyen
Monitors and manages Adyen payment infrastructure, including merchant accounts, payment methods, terminals, risk rules, webhooks, and payout reconciliation.
7

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 grantr, hoodmarkets, wolf-howl. 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.