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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aiunlocked1412 Bundle Wedding Plannerวางแผนงานแต่งงานครบวงจร — 12-month timeline, budget allocation (venue 40%, food 25%, photo 12%), vendor checklist, พิธีไทย+สากล
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aiunlocked1412 Bundle Debt AdvisorAI ที่ปรึกษาจัดการหนี้ — รวมหนี้, refinance, เจรจาเจ้าหนี้, หนี้บัตรเครดิต, หนี้เสีย, แผนชำระหนี้เร็ว
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aiunlocked1412 Bundle Loan OfficerAI เจ้าหน้าที่สินเชื่อธนาคาร — วิเคราะห์ Credit, สินเชื่อบ้าน/รถ/SME/personal loan, approval workflow, เตรียมเอกสาร
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aiunlocked1412 Bundle Bookkeeper ProAI นักบัญชีรายวัน — General Ledger, Journal Entry, Reconcile, AR/AP, SME Bookkeeping, งบการเงินรายเดือน
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aiunlocked1412 Bundle Estate Plannerที่ปรึกษาวางแผนมรดกไทย — พินัยกรรม, trust, ส่งต่อทรัพย์สิน, ภาษีการรับมรดก, การโอนทรัพย์สินระหว่างรุ่น
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aiunlocked1412 Bundle Tax Consultantที่ปรึกษาภาษีไทย — ภ.ง.ด.90/91/50, ลดหย่อน, tax planning, VAT, ภาษีนิติบุคคล รองรับบุคคลธรรมดา + บริษัท
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aiunlocked1412 Bundle Mortgage BrokerAI โบรกเกอร์สินเชื่อบ้าน — เปรียบเทียบธนาคาร, ต่อรองดอกเบี้ย, ยื่นกู้, รีไฟแนนซ์, วิเคราะห์ต้นทุนแท้จริง
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aiunlocked1412 Bundle Retirement PlannerAI วางแผนเกษียณ — RMF/SSF/ประกันชีวิต, คำนวณเป้าหมายเงินเกษียณ, Withdrawal Strategy, Post-retirement Income
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malekokour Bundle Review Outsourcing Scope Budget DeliverablesReviews Outsourcing scope, budget and deliverables evidence pack for the L3 task «Outsourcing scope, budget and deliverables». Produces a source-linked finding register with denominators and an explicit refuse list. Use when a practitioner asks to work this topic — e.g. "Please review the materials for Outsourcing scope, budget and deliverables and produce a sourced finding register \u2014 do not decide the clinical or regulatory outcome.". Do not use to decide the outcome of outsourcing scope, budget and deliverables; approve or submit related documents; select or adjust a dose; speak for the sponsor to an agency.
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gianlucanaarden Skill Google Ads Budget CheckRekent voor een mkb-bedrijf uit wat Google Ads gaat kosten en of dat uit kan, voordat er een euro wordt uitgegeven. Bepaalt de break-even klikprijs uit klantwaarde en conversieaannames, berekent het maandplafond volgens de regel van 30,4 keer het dagbudget en telt beheerkosten of eigen uren eerlijk mee. Gebruik deze skill ALTIJD wanneer iemand vraagt "wat kost Google Ads", "welk budget heb ik nodig voor Google Ads", "kan Google Ads uit voor mijn bedrijf", "wat is een redelijke klikprijs", "hoeveel dagbudget moet ik instellen", of wanneer een ondernemer twijfelt tussen zelf adverteren en uitbesteden en de kosten naast elkaar wil zien. Ook triggeren bij vragen over dagbudget, maandbudget, een onverwacht hoge Google Ads rekening, of een break-even berekening voor zoekadvertenties. Niet gebruiken voor het schrijven van advertentieteksten of het bouwen van campagnes, en niet voor advertentiekanalen buiten Google Ads.
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gianlucanaarden Skill Linkbuilding KostenramingRekent de kosten van linkbuilding door voor drie routes, zelf doen, via een platform en uitbesteden, op basis van de eigen aannames van de gebruiker. Levert een transparante kostenraming per maand en per link, met elke aanname zichtbaar in de som, en zonder beloftes over resultaat of termijnen. Gebruik deze skill ALTIJD wanneer iemand vraagt "wat kost linkbuilding", "linkbuilding budget berekenen", "wat kost een backlink", "hoeveel moet ik uitgeven aan linkbuilding", "is linkbuilding duur", "linkbuilding kosten vergelijken", "zelf doen of uitbesteden qua kosten", "wat kost een linkbuildingbureau", "linkbuilding kostenraming", of wanneer iemand een budget noemt en wil weten wat daar qua linkbuilding realistisch mee kan. Ook triggeren bij "reken linkbuilding scenario's door" en "wat is mijn tijd waard bij linkbuilding". Niet gebruiken voor het beoordelen van bestaande backlinks, voor het schrijven van outreachmails en niet voor de inhoudelijke keuze welke sites je benadert.
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xspoonai Bundle Perf Budget CheckerDescription
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qa-aman Skill Objection HandlingHandle sales objections using tactical empathy. Use when the user says "how do I handle this objection", "prospect said [X]", "they pushed back on price", "they said they're not ready", "how to respond to 'we already have a solution'", "they said 'send me more information'", "objection response", "they went dark after the proposal", "how to handle 'we don't have budget'", or wants to craft a response to a specific sales objection.
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the-nam-shub Skill Professional NetworkingGuidance for B2B marketers and revenue professionals on building high-value professional networks, including outreach tactics, platform strategy, and relationship cultivation — trigger when a user asks about networking, relationship building, or professional outreach.
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openlabor Skill Finance DashboardRevenue reports, MRR/ARR tracking, churn analysis, invoice aging, and financial health metrics — powered by Stripe data
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zhouyinlong-lab Bundle Comprehensive ThinkingUse when Codex must make a high-quality judgment on any complex problem, not only technical problems. Trigger when a question has high complexity, uncertainty, cost of being wrong, long-term impact, value tradeoffs, possible structural causes, or when the user asks for 全面思考, 深度理解, 系统性分析, 帮我想清楚, 从根上看, 这件事到底怎么看, 方法论, 复杂问题拆解, 系统方案, 架构判断, 策略判断, or 根因分析. Also trigger for project and engineering high-risk scenarios such as multi-module, multi-environment, multi-data-source, multi-state, financial truth, live trading, ledger, revenue, customer assets, order governance, broker interfaces, online availability, major solution selection, and system closure.
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sethdford Bundle Twin Energy BudgetTrack social and cognitive bandwidth; suggest realistic commitments
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nexscope-ai Bundle Ecommerce Ozon Category SearchSeerfar Ozon category product search: fetches the product list for a given Ozon category ID, returning category-level aggregates (total sales, total revenue, average price, average rating, seasonality) and per-product sales, price, rating, review count, brand, seller, and fulfillment method. Use for category selection analysis, category bestseller mining, category capacity and price band analysis, seasonality assessment. Trigger when the user mentions Ozon category products, Ozon category analysis, Ozon category selection, Ozon category bestsellers, Ozon category total sales, Ozon category average price, Ozon category search, Ozon category products, category best-sellers, category analysis. Also trigger when the intent is to view products and category-level summary data within an Ozon category, even without explicitly mentioning Seerfar.
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nexscope-ai Bundle Ecommerce Shopify Product QueryFilter Shopify standalone store products by multiple dimensions (keyword/URL, price, weekly sales, listing date, Facebook ads, competitiveness, supplier availability, shipping country, etc.). Triggered when users mention Shopify products, Shopify product selection, standalone store product selection, Shopify bestsellers, Shopify dropshipping, standalone store sourcing, Facebook ad products, Shopify product query, or shopify items. Even if the user does not mention the tool name, this skill should be triggered whenever searching for products, viewing weekly sales/revenue/competitiveness, or filtering products on Shopify standalone stores.
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nexscope-ai Bundle Ecommerce Temu Store Source QueryFilter Temu stores by multiple dimensions (store name/ID, country site, backend category, fully-managed/semi-managed, total/weekly/monthly sales and revenue, rating, reviews, followers, product count, store opening time, etc.). Trigger when users mention Temu store, Temu store analysis, Temu seller, Temu store ranking, Temu semi-managed store, Temu revenue, temu stores, Temu store query. Even if the user does not mention the tool name, trigger this skill whenever they are looking for stores on Temu, filtering store data, or analyzing store performance.
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nexscope-ai Bundle Ecommerce Ozon Product Detail SearchSeerfar Ozon product detail query: fetches the complete detail of a single Ozon product by SKU, returning title, price (RUB), rating, review count, QA count, total and daily average sales within the stats window, revenue, stock, category ranking, daily sales trend, brand, seller, fulfillment method (FBO/FBS/OZON), weight, and listing time/days/months. Use for single product deep analysis, competitor product teardown, Ozon product selection assessment, listing diagnosis, sales trend and category ranking tracking. Trigger when the user mentions Ozon product detail, Ozon single product analysis, Ozon SKU query, competitor product data, Ozon sales trend, Ozon category ranking, Ozon stock, Ozon listing time, Seerfar Ozon product search, Ozon product detail, Ozon SKU lookup, single product analysis, competitor product teardown, Ozon sales trend, category rank. Also trigger when the intent is to view detailed data of an Ozon product, even without explicitly mentioning Seerfar.
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nexscope-ai Bundle Ecommerce Amazon Market Product DetailQuery Amazon product detail and historical trends by ASIN using Sorftime data, covering 14 marketplaces. Trigger when the user mentions Sorftime product detail, ASIN detail query, sales trends, price curves, price history, BSR ranking history, BSR trends, profit analysis, FBA fee analysis, gross margin, product trend analysis, daily/monthly sales, revenue trends, Deal promotion history, product detail, sales trend, price history, BSR ranking, profit analysis, FBA fees. Even if the user does not explicitly mention "Sorftime", if their need involves querying Amazon product detail or historical trend data by ASIN, this skill should also be triggered.
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garphengate Skill Error Budget KeeperThe five sections every postmortem needs, sized for small teams. Use when the user wants to run their first postmortem or standardize how incidents get written up.
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garphengate Skill Accounting Practice PalGenerate a starter document checklist for a new client by situation, in plain English. Use at first contact, before the engagement details are even settled.
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attac-t Skill Ground ContextContext budget management. Solves context exhaustion.
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nexscope-ai Bundle Ecommerce Amazon Ads ManagerRead and mutate SP, SB, and SD campaigns, ad groups, ads, targeting, and budget rules.
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nexscope-ai Bundle Ecommerce Ozon Product DetailMPSTATS Ozon Russia SKU full detail query for one product ID per call, returning price, discount, Ozon Card price, rating, review count, stock, sales, revenue, revenue potential/lost revenue, listing date, images, and the complete product card. Trigger for Ozon product or SKU detail, price/rating/sales/stock checks, competitor Ozon cards, MPSTATS Ozon detail, or Russian marketplace product detail by a known SKU.
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minimax-ai Skill Retry With BackoffExecute explicit retry policy: max 3, base 2s, max 30s, full jitter, 60s total budget, respects `Retry-After`. USE WHEN: `error-recovery-strategy` classified error as `transient` and chose `retry`, HTTP 429 with `Retry-After` header, network timeout/refused/reset, queue/lock/eventually-consistent read returned stale, user said "重试" / "retry" / "再试" / "等一下" / "等几秒" / "backoff" / "exponential" / "rate limit" / "429" / "限流". TRIGGER PHRASES: "重试", "retry", "再试", "等一下", "等几秒", "backoff", "exponential", "rate limit", "429", "Retry-After", "throttled", "限流", "busy", "服务忙". SKIP WHEN: error is `deterministic` (won't change on retry), error is `unknown` (escalate to ask-user), work is time-sensitive and 30s backoff is too late.
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minimax-ai Skill Goal Token BudgetingTrack running token usage against goal's `token_budget`, surface at 50/80/100% thresholds, stop at 100%. USE WHEN: `goal-persistence` active AND user provided `token_budget`, user said "do X within Y tokens" / "用 Y token 完成" / "不要超预算" / "stayed within budget" / "超出预算" / "用了多少 token", about to start sub-task and need to know remaining budget, at every compact / turn boundary. TRIGGER PHRASES: "token budget", "预算", "Y tokens", "不要超过", "stayed within budget", "超出预算", "用完没", "用了多少 token", "预算跟踪", "50% / 80% / 100%", "token 预算". SKIP WHEN: goal has no budget (user did not set one), user explicitly said "no budget tracking for this one".
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arbazkhan971 Skill TokensToken-budget observability for godmode loops. Per-round cost tracking, token-log.tsv append, session-end summary, per-skill breakdown, delta vs prior sessions.
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rweisssieker-xp Bundle Autonomy Risk BudgetBudget how much autonomous preparation is acceptable based on risk level, missing evidence, human-only actions and approval needs. Use when the user needs autonomy risk budget for CIO decision support.
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rweisssieker-xp Bundle Budget Shock AbsorberPrepare CIO trade-offs when budget, forecast, reserve or run-rate pressure hits the portfolio. Use when the user needs budget shock absorber for CIO decision support.
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rweisssieker-xp Bundle Capital Allocation CopilotConvert budget, spend, forecast, reserve and value signals into executive capital allocation options and trade-offs. Use when the user needs capital allocation copilot for CIO decision support.
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rweisssieker-xp Bundle Value Leakage IntelligenceIdentify where budget, technology, capacity, vendors, projects or processes consume resources without enough measurable enterprise value. Use when the user needs value leakage intelligence for CIO decision support.
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rweisssieker-xp Bundle Project Portfolio IntelligenceAssess project and portfolio health, including status, schedule, budget, milestones, resources, dependencies, risk and prioritization. Use for PMO reviews, steering committee preparation and portfolio decisions. Use when the user needs project portfolio intelligence for CIO decision support.
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rweisssieker-xp Bundle Finance Investment IntelligenceAnalyze cost trends, budget deviations, cost drivers, investment cases, forecast risk, savings potential and financial impact across enterprise initiatives. Use for CIO/CFO alignment and investment decisions. Use when the user needs finance investment intelligence for CIO decision support.
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 wedding-planner, debt-advisor, loan-officer. 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.