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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cbrock84 Skill ActivationGets new users from signup to first real value — signup flow, onboarding, time-to-value, and the early experience that determines whether someone becomes a user or a lapsed account. Use this to design or fix signup and onboarding, diagnose why signups do not convert to active use, reduce time-to-value, or decide what a new user must accomplish first.
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cbrock84 Skill Deal NegotiationNegotiates a commercial deal without giving away the terms that matter — preparing your walk-away and theirs, trading concessions rather than conceding them, recognizing the tactics that create false urgency, protecting price by moving other variables, and closing on terms someone can actually deliver. Use this to prepare for a negotiation, respond to a demand mid-deal, work out why discounts keep landing at quarter end, or review terms before they are signed.
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cbrock84 Skill Sales EnablementBuilds what a sales team needs to sell — pitch decks, one-pagers, objection handling, competitive battlecards, demo scripts, and case studies. Use this to create or fix sales collateral, prepare for a competitive deal, build a demo flow, document objection responses, or diagnose why a pitch is not converting.
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cbrock84 Skill Revenue RecognitionDetermines when and how revenue is recognized — performance obligations, contract terms that change the answer, and the deal structures that create accounting problems. Use this to work out how a contract should be recognized, review a non-standard deal before it is signed, understand deferred revenue, or spot terms that would delay or reverse recognition.
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cbrock84 Skill Outbound ProspectingFinds, qualifies, and reaches prospects through cold outreach — list building, qualification criteria, cold email and multi-channel sequences, and the follow-up that actually gets replies. Use this to build a prospect list, write cold outreach, fix a sequence that is not getting responses, define qualification criteria, or decide whether a segment is worth pursuing.
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cbrock84 Skill Chief Revenue OfficerChief Revenue Officer
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cbrock84 Skill Pricing And PackagingSets price, structures packages and tiers, and designs the monetization surfaces that carry them — upgrade paths, paywalls, and offer construction. Use this to set or change pricing, design or restructure tiers, choose a pricing metric, build an offer, design upgrade prompts and paywalls, or evaluate whether a pricing change is safe to make.
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marucie Skill PerformanceUse when diagnosing a slow endpoint, fixing N+1 queries, adding a caching layer, offloading CPU-bound work to threads, or defining a latency budget for a service.
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marucie Skill Ft Business AnalystUse when: understanding business scenarios, identifying tax-related events, decomposing business flows. Trigger: 业务分析, 经营场景, 涉税事项, 业务拆解, 新客户接入. NOT for: specific tax calculations, filing, accounting entries.
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etanhey Bundle Budget Usage LintNon-blocking hook flagging conserve-Claude / weekly-budget / usage-percent / stay-thin / go-light framing. Triggers: budget lint, conserve Claude, stay thin, usage percent. NOT for real sourced cost reporting or context/token budget estimation.
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cbrock84 Skill Budgeting And ForecastingRuns the planning cycle — annual budget, rolling forecast, consolidation of business unit inputs, and the variance analysis that explains actuals against plan. Use this to build or challenge a budget, run a forecast cycle, consolidate departmental submissions, explain why results diverged from plan, or improve forecast accuracy.
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cbrock84 Skill Paid AdvertisingPlans, runs, and optimizes paid acquisition across search, social, and display — account structure, targeting, creative, bidding, budget, and the analysis that says whether to scale or stop. Use this to set up or restructure campaigns, write and iterate ad creative, diagnose rising costs or falling performance, decide budget allocation, or judge whether a channel is working.
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cbrock84 Skill Financial Statement AnalysisReads a set of financial statements and establishes what changed and why — fluctuation analysis against prior period and against budget, profitability, liquidity, solvency and efficiency ratios, benchmarking, and the non-GAAP measures presented alongside them. Use this to interpret results, review a counterparty's or target's financials, diagnose a deteriorating trend, explain a variance to someone who will act on it, or test whether an adjusted number is honest.
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cbrock84 Skill Portfolio StrategyDecides where capital and attention go across business lines, products, and markets — what to fund, hold, harvest, or exit, and on what evidence. Use this to allocate budget across businesses, evaluate whether a product line should continue, decide whether to exit one, structure a portfolio review, or when several initiatives compete for the same limited investment.
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cbrock84 Skill Sales Compensation And TerritoryDesigns quotas, territories and commission plans that produce the behavior the business needs — sizing territories against real potential, setting quotas people can hit often enough to believe in, choosing what to pay on, handling accelerators, draws, clawbacks and disputes, and changing a plan without destroying trust. Use this to build or fix a comp plan, allocate territories, work out why reps are chasing the wrong deals, or plan a mid-year change.
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roedyrustam Skill Token SaverSkill to implement token saving scheme, concise, and focused on essential changes / Skill untuk menerapkan skema penghematan token, ringkas, dan fokus pada perubahan esensial tanpa basa-basi.
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jokerman89 Skill Perf ModeActivate the 1M context-budget mode for a session — the high-intensity preset for long, heavy phases.
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jokerman89 Skill Context CoolSelectively drop context from session — free budget for further warming. Operator picks what to keep.
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jokerman89 Skill Context WarmUse to deliberately load specific files into context before working on them, reporting tokens added and budget impact. Reach for it when you know which files the task needs and want them in the window up front. The base skill the topic-specific context-warm variants build on.
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jokerman89 Skill Context BudgetShow current context utilization, recommend warm/cool, surface budget breakdown by source. `--watch` runs the threshold/continuous-watch check (token + tool-call soft/hard limits → /clean or /context-save).
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serejaris Skill Yahoo FinanceYahoo Finance provides stock information for a given ticker symbol, including stock price and trading information, company information, financial metrics, earnings and revenue, margins and returns, dividends, balance sheet data, ownership, analyst coverage, and risk metrics.
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runxhq Bundle Settle InvoiceValidate and settle one invoice through Runx Hosted with approval and provider readback.
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runxhq Bundle Purchase ApprovalDecide whether one proposed purchase is allowed under an explicit procurement policy before any spend flow starts, refusing budget overages and unapproved vendors instead of guessing.
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agentik-os Bundle Review Governance OsTurn actions, incidents, metrics and decisions into honest learning, controlled change, explicit policy and continuously improved personal and professional systems. Omega Core function that closes learning loops and governs consequential change across all other OSs (approval authority referenced by Revenue OS for boundary/schema/quality-gate changes). Contains 13 specialist agents, 20 skills, 7 protocols and 7 schemas. Use for incident review, postmortems, policy changes, retrospectives, or governance approval of a consequential change. Trigger words: review, governance, incident, postmortem, policy, retrospective, approval; FR: revue, gouvernance, incident, retour d'experience, politique, retrospective, approbation.
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vodouai Skill Finance TrackerBuilds project budgets, tracks expenses against budget, forecasts costs, analyzes unit economics, and prepares financial summaries for stakeholders
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changhochien Skill Variance CommentaryUse when financial-services work requires write flux commentary for every P&L and balance-sheet line over threshold — current vs prior period and vs budget, with the driver explained from underlying activity. Use for the month-end close package and management reporting..
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ace3000chao Bundle Innovation Accounting建立创新核算体系来追踪创业进展。当你想知道"我们是否在真正进步"、"如何向投资人证明进展"、"如何衡量不可预测的早期业务"时,使用此Skill。
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dauquangthanh Bundle Kiss Change ControlMaintains a project change-request ledger. Captures incoming change requests, drafts impact assessments (scope / schedule / budget / quality), records CCB decisions the user reports, and tracks implementation. Authors and maintains the ledger; never approves, rejects, or decides a change itself. Use when managing change requests, tracking scope changes, or recording CCB decisions.
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gked2121 Skill Pricing Change StrategistDesign and roll out a price increase or packaging change without triggering churn. Segments the base by price sensitivity, models revenue and churn scenarios, decides grandfathering and notice strategy, and produces the full comms kit (customer email, in-app notice, sales talk track, support FAQ, objection handling). Use when raising prices, repackaging tiers, or moving customers to new plans.
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moliboy5000 Skill Skill Cost ProjectionsProject remaining workflow cost from per-phase averages — warns on budget ceiling overruns. Use when: AUTOMATICALLY ACTIVATE when user asks about workflow costs:. "cost projection", "estimate remaining cost". "budget forecast", "how much will this cost"
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vignesh2027 Skill Climate Tech AnalystActivates ClimateTechAnalyst for carbon accounting, climate risk analysis, and clean energy modeling. Use when you need GHG emissions quantification across Scope 1/2/3, climate physical and transition risk assessment (TCFD-aligned), clean energy project financial modeling (solar, wind, storage), carbon offset quality evaluation, or net-zero pathway design with science-based targets.
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vignesh2027 Skill PartnershipintelligenceComplete strategic partnerships intelligence — partnership strategy, BD deal design, integration partnerships, revenue sharing, OEM/white-label, distribution partnerships, and building a partner ecosystem that compounds
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peterbamuhigire Bundle Hr Policy ManualUse when authoring an HR policy manual for an East African NGO, SME, SACCO, project, or public-adjacent body; use `governance-and-board-charter` for board authority, verify current employment law, and defer payroll, allowances, advances, and staff costs to Chwezi Accounting Doctrine.
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peterbamuhigire Bundle Me Framework DocumentUse when authoring a standalone monitoring, evaluation and learning framework for an East African organisation or programme; use `meta-monitoring-evaluation` for a plan section, and defer budget variance, burn rate, and financial-monitoring doctrine to Chwezi Accounting Doctrine.
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peterbamuhigire Bundle Grants Management ManualUse when authoring a grants or donor-funds management manual for a grant recipient in East Africa; use `11b-grant-proposal` to apply for funding, and defer restricted-fund accounting, foreign exchange, reporting, and close rules to Chwezi Accounting Doctrine.
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peterbamuhigire Bundle Finance Policy And ManualUse when authoring a Financial Management Policy or Finance and Accounting Manual for an East African organisation; use `internal-controls-and-risk-framework` for an enterprise control framework, and defer accounting, tax, treasury, and reporting doctrine to Chwezi Accounting Doctrine.
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 activation, deal-negotiation, sales-enablement. 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.