Finance Skill Tuner — diagnose and repair an authored skill
Finance workflows get refined over time. This skill takes a skill the user already authored (usually with finance-skill-builder) and fixes why it's misbehaving — in plain language, because the cause is almost always one of a handful of known ones.
1 · Find the skill
Look in .claude/skills/ (this project) and ~/.claude/skills/ (personal). If the name is ambiguous, list the candidates and let the user pick. Read its SKILL.md end to end before changing anything.
2 · Diagnose against the common failure modes
Match the symptom the user describes to its usual cause:
| Symptom | Usual cause | Fix |
|---|---|---|
| Didn't trigger when expected | description is too vague, or missing the phrase the user actually says |
Rewrite the description: lead with what it does, add concrete trigger phrases in the user's words |
| Triggers when it shouldn't | description overlaps another skill or is too broad |
Narrow it; spell out what it's not for |
| Re-derived the account setup / used the wrong accounts | Missing (or naive) Step 0 — load finance-profile.md |
Add the Step 0 block with the ContextOS lookup order (pointer → default Desktop folder, new then legacy name → workspace), and name the definitions it depends on |
| Couldn't find the profile and re-ran onboarding | Step 0 only checks the current folder | Add the full lookup order so it finds the saved profile before falling back to finance-context-builder |
| Totals look wrong or inconsistent | Aggregates were eyeballed | Add the computation-step rule to Always |
| Finalized without checking | Missing a Gate | Add a confirmation gate before the output |
| Output is the wrong shape | Output template is vague or absent | Pin a concrete Output format |
| Touched a connector / leaked detail | Missing Never rules | Add the read-only + no-secrets guardrails |
If the symptom doesn't match the table, read the skill closely and find where its instructions are ambiguous — the spot where a careful reader could reasonably do two different things. That ambiguity is usually the bug.
3 · Propose the fix
Show the before/after for only the lines that change, and explain why in one sentence each — the user is non-technical, so say what the change does, not just that you made it. Leave everything that already works untouched.
4 · Apply and re-test
On confirmation, edit the file in place. Offer to re-run the skill against the connectors for a recent period to confirm the fix holds.
Never
- Don't rewrite a skill wholesale to "clean it up" — change only what's broken, and preserve the user's logic and voice.
- Read-only against all connectors, including during any test run.
- Never store secrets, tokens, or full account numbers.