Packs

1 pack

Simulator.Company platform assistant. Exposes the Simulator REST API as an MCP server and provides skills for managing actors, forms, graph structures, and financial accounts.

19 skills · pack

Results for “financial-account”

21 skills

quickbooks-automation

Automate QuickBooks Online operations including creating invoices, managing customers, querying accounts, and listing invoices for financial reporting.

johnalbertini14-glitch

Retrieves account balances from a personal financial board via its API.

simulator-finance

Simulator.Company financial management specialist. Use when the user wants to manage financial and metric accounts on actors (balances, counters, plan vs fact), record transactions, transfer value between accounts, work with currencies and account-name categories, track non-financial metrics, read balances and turnover, tag accounts for grouping, or set up account triggers (balance / transaction-count / data-field alerts). Activate when the user mentions "record transaction", "transfer funds", "account balance", "financial tracking", "depreciation", "expense", "budget", "counter", "mileage tracking", "account tag", "account trigger", "balance alert", "запиши транзакцію", "переказ коштів", "баланс рахунку", "лічильник", "пробіг", "тег рахунку", "тригер на рахунок", "запиши транзакцию", "перевод средств", "баланс счёта", "счётчик", "пробег", "тег счёта", "триггер на счёт". Accounts attach to ACTORS — use `simulator-actors` to create/find the actor first; for sharing an account use `simulator-access`; for dashbo

More results

Manage Xero accounting data through the Maton gateway: contacts, invoices, payments, accounts, bank transactions, and financial reports with managed OAuth.

johnalbertini14-glitch

Interact with the Plaid finance platform to link bank accounts, fetch balances, and query transactions by date range using the plaid-cli tool.

Interact with the Plaid finance platform via a CLI: link accounts from various institutions, query balances, and retrieve transactions by date range.

Retrieves account balances from a personal finance board via its REST API.

financial-analyst

Performs financial ratio analysis, DCF valuation, budget variance analysis, and rolling forecast construction for strategic decision-making using financial statements and spreadsheet data.

20.4k · bundle

Retrieves account balances from a self-hosted Sure personal finance board using its REST API.

Retrieves account balances from a self-hosted Sure personal finance board using its REST API.

Interact with the Plaid finance platform via a CLI to link institutions, fetch account balances, and query transactions by date range.

Generates a single-page quarterly finance report with KPI cards, revenue and burn charts, a P&L summary table, highlights, and an outlook section.

Manage YNAB budgets, accounts, categories, and transactions via a command-line interface.

Manage Xero accounting tasks such as invoices, contacts, bank transactions, and reports through the Xero API using curl commands.

Provides notes and a workflow for opening a brokerage account online from mainland China, including required documents and funding details.

finance-ai-tools

Master the AI tools that transform financial operations. From bookkeeping to forecasting, manage money smarter and make data-driven financial decisions. Use when "finance, accounting, budgeting, forecasting, FP&A, bookkeeping, expense management, finance, accounting, budgeting, forecasting, fpa, expenses" mentioned.

Optimizes personal and business banking by assessing scenarios, structuring accounts, eliminating fees, and maximizing interest rates.

Guides users through optimizing personal and business banking: choosing accounts, cutting fees, boosting interest, resolving disputes, and structuring finances.

Production-ready financial analyst skill with ratio analysis, DCF valuation, budget variance analysis, and rolling forecast construction. 4 Python tools (all stdlib-only). Works with Claude Code, Codex CLI, and OpenClaw.

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.

Provides a bundle of standard operating procedures for legal and finance departments, covering accounting, bookkeeping, and financial management for SaaS businesses.