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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prone-dc302 Skill Alterlab Pra Media PlannerThis skill should be used when the user asks about "media planning", "media strategy", "media buying", "channel selection", "budget allocation", "CPM", "GRP", "reach and frequency", "media mix", "flighting schedule", "media flowchart", "act as a media planner", "media planner mode", "advertising spend", "media brief", or needs expertise in strategic media planning, channel selection, and budget optimization across paid media. Part of the AlterLab FC Skills collection (Public Relations & Advertising department).
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prone-dc302 Skill Alterlab Cdm Production ManagerThis skill should be used when the user asks about "production management", "film budget", "scheduling", "crew management", "location logistics", "risk assessment", "act as a production manager", "production manager mode", "line producing", "production budget", "crew roles", "film insurance", "production timeline", "location permit", "production paperwork", or needs expertise in film budgets, production scheduling, crew management, location logistics, and risk mitigation for film projects. Part of the AlterLab FC Skills collection (Cinema & Digital Media department).
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wyattowalsh Bundle Skill Token Budget LinterLint skill descriptions, body length, and reference bulk against token budgets. Use when tightening standing-context cost. NOT for DCP tuning or RTK hooks.
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dragoon0x Skill Business AcumenUnderstand how the business works so product decisions align with commercial reality. Covers revenue models, unit economics, and connecting product decisions to business outcomes. Use when product and business priorities feel disconnected, when you don't understand why leadership says no, or when building features that don't move the business forward.
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soden46 Skill BrainstormingInteractive design refinement tailored to Laravel projects; clarify domain, data, interfaces, testing, and quality gates while accounting for Sail/non‑Sail environments
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clawic Skill UI Performance BudgetCapture and compare Clawix UI performance budgets for critical flows before optimizing visible or runtime UI behavior.
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agentii-ai Bundle What IfWhat-if scenario analysis, scenario tree construction, base bull bear case, sensitivity to macro variables, revenue scenario modeling, cost scenario analysis, margin impact scenarios, interest rate sensitivity, currency impact scenarios, commodity price scenarios
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agentii-ai Bundle Revenue DecompRevenue decomposition, segment breakdown, geographic revenue split, product-line waterfall, revenue mix analysis, business segment performance, divisional revenue, revenue concentration, customer revenue dependency, channel revenue analysis
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kjgarza Skill Hgb AccountingUse for German statutory accounting, bookkeeping, month-end or year-end close, journal entries, provisions, accruals, depreciation, balance sheets, or profit and loss statements under HGB. Trigger on terms like Buchung, Buchungssatz, Rueckstellung, Abschluss, Jahresabschluss, Bilanz, GuV, AfA, Rechnungsabgrenzung, and on German legal forms like GmbH, UG, AG, KG, OHG, e.K.
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kjgarza Bundle Financial AnalysisThis skill should be used when the user asks to "analyze finances", "financial position", "German tax", "pension analysis", "real estate purchase Germany", "expat finances Berlin", "Steuerklasse", "Kapitalertragsteuer", "investment comparison", "net worth overview", "savings rate", "Steuererklarung", "Grunderwerbsteuer", "retirement projection", "financial snapshot", "how much am I worth", or "budget review". Core knowledge skill providing German financial system context for an English-speaking expat in Berlin.
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kjgarza Skill Skr04 KontenrahmenUse for SKR04 account lookup, DATEV account mapping, chart-of-accounts questions, and when a German bookkeeping task needs the likely account number for revenue, expense, asset, liability, equity, tax, payroll, or closing entries. Trigger on terms like SKR04, Konto, Kontenrahmen, DATEV, Gegenkonto, Kontonummer, buchen auf welches Konto, and account-mapping requests.
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impertio-studio Bundle Ifcos Impl CostUse when implementing cost estimation or 5D BIM workflows in IFC models -- cost schedules, cost items, cost values, or linking quantities to costs. Prevents the common mistake of creating cost items without linking them to element quantities. Covers ifcopenshell.api.cost module, cost schedules, cost values, and quantity-to-cost linkage. Keywords: cost, 5D BIM, cost schedule, cost item, cost value, quantity, ifcopenshell.api.cost, cost estimation, IfcCostSchedule, IfcCostItem, budget, pricing, bill of quantities.
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itallstartedwithaidea Skill Budget OptimizationThe Budget Optimization skill applies AI-driven forecasting and portfolio theory to allocate advertising budgets across campaigns for maximum return.
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edwinhu Skill Writing LegalALWAYS load BEFORE drafting, revising or grading LAW REVIEW prose — 'write the article', 'draft this Part', 'revise my note', 'polish the law review piece', 'does this sound like a law review article', 'edit my seminar paper', 'is this Part well written', 'should I write This Article or This paper', 'do I cross-reference by Part or Section', 'is pursuant to legalese'. Covers T14 flagship articles, student notes, seminar papers and any legal scholarship carrying footnotes and Bluebook short forms. This skill carries ONLY what is additional to the base register: load `writing-general` alongside it — the diction, tic, vindicated-phrase and formatting rules live there and are assumed here. Do NOT load this for a finance or accounting journal submission (use `writing-econ`) or for a comment letter, memo, brief or professional email (`writing-general` alone) — importing a law review rule into either of those makes the prose worse.
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edwinhu Skill Writing GeneralALWAYS load BEFORE writing or revising any serious prose a human will read — 'write the memo', 'draft the comment letter', 'draft this section', 'polish the brief', 'revise this email', 'tighten the introduction', 'is this well written', 'review my prose', 'fix the writing here', 'make this sound less like AI', 'should I say we or the paper'. This is the BASE register: the Strunk-derived diction rules, the prohibited-construction tic table, the vindicated phrases and the formatting rules that hold for every domain, plus the register for prose that is neither a law review article nor a journal submission (comment letters, memos, briefs, white papers, board memoranda, professional email). Load it before the first sentence is written, not after. For a T14 law review article or legal scholarship carrying footnotes, load `writing-legal` ALONGSIDE this one; for a finance or accounting journal submission or job-market paper, load `writing-econ` alongside this one — those two carry only what is ADDITIONAL to this bas
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allemaar Bundle Human DrawRenders information as a picture a person reads at a glance. Seven shapes — bar, spine, tree, lane, fork, matrix, small-multiple — drawn in printable ASCII on a monospace grid. Works on any subject: a budget, a harvest, a rota, a roof, a decision. Trigger phrases: "/human-draw", "draw this", "show me this visually", "make a diagram of this", "I can't hold all this in my head". Not /human-output (governs the prose around the figure, and runs alongside this skill rather than before it). Not /human-rewrite (repairs existing text, and hands material here when it turns out relational). This skill builds the text figure that survives copy-paste into any terminal.
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octagonai Bundle Analyst EstimatesRetrieve analyst financial estimates including Revenue and EPS projections with low/high ranges and analyst coverage. Use when analyzing forward expectations, consensus estimates, valuation inputs, or comparing projections to historical performance.
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jaygptpro Skill Amz Subscribe SavePlan an Amazon Subscribe and Save strategy for consumable and replenishable products. Decides if a product fits, sets the discount tier, and builds a plan to convert one-time buyers into subscribers and keep them. Use when a user asks about Subscribe and Save, SnS, recurring revenue on Amazon, subscription discounts, converting buyers into subscribers, or retention. Trigger phrases: "subscribe and save", "SnS", "subscription", "recurring revenue", "repeat buyers", "retention", "replenishment". Works with zero tools.
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cdeistopened Bundle Cover BriefGenerate a cover design brief with art research, genre signals, palette, typography, and trim/spine specs. Use when preparing a book for KDP and need cover direction — whether for a designer, Canva, or AI image generation.
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rongxinzy Bundle Churn PreventionReduce voluntary and involuntary churn through cancel flow design, save offers, exit surveys, and dunning sequences. Use when designing or optimizing a cancel flow, building save offers, setting up dunning emails, or reducing failed-payment churn. Trigger keywords: cancel flow, churn reduction, save offers, dunning, exit survey, payment recovery, win-back, involuntary churn, failed payments, cancel page. NOT for customer health scoring or expansion revenue.
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rongxinzy Bundle Saas Metrics CoachSaaS 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.
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rongxinzy Skill ReconciliationReconcile general ledger accounts to subledgers, bank statements, schedules, or intercompany balances. Use for account reconciliations, exception classification, aging, adjusting recommendations, and sign-off workpapers.
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rongxinzy Skill Close ManagementPlan and control month-end, quarter-end, and year-end close activities. Use for close calendars, dependency management, status tracking, bottleneck escalation, readiness checks, and post-close improvement.
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rongxinzy Skill Variance AnalysisDecompose actual, budget, forecast, and prior-period financial variances into quantified drivers and management commentary. Use for price-volume-mix, rate, headcount, spend, margin, and waterfall analysis.
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rongxinzy Skill Journal Entry PrepPrepare balanced journal entry drafts with calculations, support, review controls, and reversal treatment. Use for accruals, prepayments, reclasses, corrections, allocations, intercompany entries, and period-end adjustments.
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rongxinzy Skill Financial StatementsPrepare and review balance sheets, income statements, cash flow statements, and period comparisons from trial balances or ledgers. Use for financial reporting, statement tie-outs, and management reporting packs.
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fudesign2008 Bundle AI Proxy DisciplineBounded-authority AI proxy that occupies the human seat at interactive checkpoints of unattended runs: answers intake questions, picks among pre-approved approaches, grants bounded pre-authorization approvals, and adversarially checks completion reports — fresh context, artifact-only inputs, evidence-tagged verdicts, every decision ledger-marked and human-overturnable. Reserved for real humans: irreversible actions, over-budget, protected-branch merges, outcome acceptance, high-impact gates. Referenced by hosts via frontmatter dependencies; activated per-run by Stage-exit policy: ai-proxy. Triggers — 「AI 代理」「模拟人把关」「代理质询」「无人值守交互核对」 / AI proxy, simulated reviewer, bounded proxy. Do NOT use as a substitute for a present human who has not explicitly opted in and completed thin freeze; for auto-mode stage advancement (workflow-mode-lifecycle owns that); or as approval authority for the reserved list.
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jaygptpro Skill Amz Profit AnalyzerAnalyze true Amazon profitability per ASIN and across a portfolio. Goes beyond per-unit fees to include advertising, returns, storage, promotions, and hidden fees, and finds where the real money is made and lost. Use when a user asks about profitability, true net profit, which products make money, why profit is lower than expected, portfolio profit analysis, or hidden fees eating margin. Trigger phrases: "profit analysis", "true profit", "net margin", "which products are profitable", "where is my money going", "hidden fees". Works with zero tools. the user pastes revenue, fee, and cost figures.
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jaygptpro Skill Amz Sales EstimatorEstimate Amazon monthly sales and revenue from a Best Seller Rank, and size a niche or competitor from observable signals. Explains the BSR-to-sales relationship, adjusts by category and price, and returns a sales range with a confidence note. Use when a user asks how many units a product sells, to estimate sales from BSR, size a market or niche, gauge a competitor's volume, or judge demand. Trigger phrases: "sales estimate", "how many units", "estimate from BSR", "best seller rank", "market size", "competitor sales", "monthly sales". Works with zero tools. the user provides BSR, category, and price.
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jaygptpro Skill Amz Category UngatingGuide a seller through getting ungated in a restricted Amazon category or brand. Identifies what is gated, what documents Amazon wants, how to source a compliant invoice, and how to submit an approval request that passes the first time. Use when a user asks about ungating, restricted categories, getting approved to sell a category or brand, gated products, or an approval request that was denied. Trigger phrases: "ungating", "restricted category", "get approved to sell", "gated", "category approval", "brand approval", "invoice for ungating". Works with zero tools.
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jaygptpro Skill Amz Seasonal PlanningBuild an Amazon seasonal and Q4 plan. Works backward from peak demand dates to set inventory order timing, ad budget ramps, deal calendar, listing refresh, and the post-peak wind-down. Use when a user asks about seasonal planning, Q4 preparation, Prime Day prep, holiday selling, peak season inventory, or timing a seasonal product. Trigger phrases: "seasonal planning", "Q4 plan", "holiday prep", "prime day prep", "peak season", "seasonal product", "black friday". Works with zero tools.
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jaygptpro Skill Amz Q4 Restock War RoomBuilds a week-by-week Q4 restock plan from August through November with FBA inbound delay buffers, peak velocity multipliers, and FBM fallback triggers. Q4 is 30-40% of annual revenue and FBA receiving takes 2-3 weeks during peak. Standard restock math stocks out at the worst possible moment. Use when a user asks about Q4 planning, Black Friday inventory, or Prime Big Deal Days restock. Trigger phrases: "Q4 restock plan", "Black Friday inventory", "Prime Big Deal Days restock", "Christmas Amazon inventory", "FBM fallback for FBA". Works with zero tools.
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servosity Bundle MaxioOpen, local revenue-intelligence CLI for Maxio Advanced Billing - MRR waterfalls, retention, and per-client history computed offline from a SQLite mirror, so the trended history survives even though the live API returns only point-in-time figures. Trigger phrases: `what's our MRR`, `show the MRR waterfall`, `recurring revenue for this customer`, `net revenue retention this year`, `what revenue needs attention`, `use maxio`, `run maxio`.
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ticruz38 Bundle QuickbooksQuickBooks Online integration for accounting sync - sync customers, invoices, and transactions with two-way sync and conflict resolution
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ticruz38 Bundle Quickbooks AuthQuickBooks OAuth adapter for QuickBooks Online accounting integration. Built on top of auth-provider for secure token management with automatic refresh, multi-profile support, sandbox/production toggle, and health checks.
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ticruz38 Bundle Payment RemindersAutomated payment reminder emails for invoice chasing
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 maxio, alterlab-pra-media-planner, alterlab-cdm-production-manager. 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.