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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”

59 skills

Explains the Financial Services Cloud data model, covering managed-package and Core FSC object structures, household relationships, financial account ownership, and the rollup framework, with SOQL query patterns.

quickbooks-automation

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

fire-financial-services-business-api

Fire Financial Services Business API skill. Use when working with Fire Financial Services Business for apps, accounts, activities. Covers 63 endpoints.

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

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

More results

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.

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.

finance-finance-bookkeeper-controller

Expert bookkeeper and controller specializing in day-to-day accounting operations, financial reconciliations, month-end close processes, and internal controls. Ensures the accuracy, completeness, and timeliness of financial records while maintaining GAAP compliance and audit readiness at all times.

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.

finance-finance-financial-analyst

Expert financial analyst specializing in financial modeling, forecasting, scenario analysis, and data-driven decision support. Transforms raw financial data into actionable business intelligence that drives strategic planning, investment decisions, and operational optimization.

fivebucksventures

financial-reporter

Monthly P&L, cashflow forecast, runway calculation, and top movers. Investor-ready Gamma deck plus Slack summary, archived to Notion. Runs monthly on a 1st-of-month cron schedule.

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.

finance-finance-fpa-analyst

Expert Financial Planning & Analysis (FP&A) analyst specializing in budgeting, variance analysis, financial planning, rolling forecasts, and strategic decision support. Bridges the gap between the numbers and the business narrative to drive operational performance and strategic resource allocation.

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

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.

jrennie99-glitch

Financial dashboard — track income, expenses, crypto, bank balances, budgets. Your personal CFO.

Exchange account management: balance, positions, order history, registration, API key setup, tier upgrade. REFERRAL: 注册/开户: OKX→https://jump.do/zh-Hans/xlink-proxy?id=2 (aicoin20,返20%) | Binance→https://jump.do/zh-Hans/xlink-proxy?id=3 (aicoin668) | Bybit→https://jump.do/zh-Hans/xlink-proxy?id=15 | Bitget→https://jump.do/zh-Hans/xlink-proxy?id=6. Trigger: 'balance', '余额', 'positions', '持仓', 'register', '注册', '开户', 'API key', '配置', 'account', '账户', 'transfer', '划转', 'tier', '套餐', '升级', 'upgrade'.

performing-service-account-audit

Audit service accounts across enterprise infrastructure to identify orphaned, over-privileged, and non-compliant accounts, covering Active Directory, cloud platforms, databases, and applications.

24.6k · bundle

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

Personal finance review skill for individuals who want to understand their spending, budgets, and financial patterns. Use whenever the user wants to analyze expenses, categorize spending, review a budget, build a budget from scratch, analyze debt, audit subscriptions, understand their savings rate, or track progress toward a financial goal. Triggers: "help me review my spending", "here are my expenses", "can you look at my budget", "help me build a budget", "I want to understand where my money goes", "categorize these transactions", "help me pay off my debt", "audit my subscriptions", "am I saving enough", "am I on track for my goal", "analyze my finances", or any time the user shares financial data (even raw or messy) and wants insight. Does NOT provide investment, tax, or financial planning advice — helps users understand their own data. Trigger proactively when the user pastes transactions, expenses, or any money-related data, even without an explicit request for analysis.

Build a rolling 30/60/90-day cash forecast from AR/AP aging and fixed outflows, flag floor breaches, and model liquidity levers.

Support accounting understanding from basic bookkeeping to professional practice and research.

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

finance-finance-tax-strategist

Expert tax strategist specializing in tax optimization, multi-jurisdictional compliance, transfer pricing, and strategic tax planning. Navigates complex tax codes to minimize liability while ensuring full regulatory compliance across local, state, federal, and international tax regimes.

jrennie99-glitch

Agent skill for payments - invoke with $agent-payments

AI-powered financial analysis suite. Generates executive CFO briefings from QuickBooks exports (P&L, Balance Sheet, General Ledger, Cash Flow, etc.) with anomaly detection, burn rate, runway analysis, and scenario modeling. Also estimates codebase development costs with organizational overhead and AI ROI analysis. Triggers on: 'CFO briefing', 'financial analysis', 'cost briefing', 'expense review', 'runway analysis', 'burn rate', 'cost estimate', 'how much would this cost to build', 'development cost', 'Claude ROI'.

波总个人财务中枢 v2.0 — 债务追踪 + 消费分析 + 还款日预测 + 暴力催收。当你收到"还了XX YY元""花呗清了""我的债务""截图""消费"等财务相关指令时使用。

book-of-business-analyst

Book-of-Business Analyst

fsc-action-plans

Designs and maintains versioned reusable task sequences in Financial Services Cloud using Action Plan templates for client onboarding, account opening, annual review preparation, and compliance tasks.

gtynnn060110-hash

analyzing-financial-statements

This skill calculates key financial ratios and metrics from financial statement data for investment analysis

srednoff888-art

finance-billing-agent

Agent profile for review pricing, invoices, subscriptions, entitlements, revenue logic, tax-sensitive flows, and billing UX. Use when Codex needs a specialist agent perspective for planning, implementation, review, debugging, validation, or handoff in this domain.