Finance Skills

Automatically organizes invoices and receipts for tax preparation by reading messy files, extracting key information, renaming them consistently, and sorting them into logical folders. Turns hours of manual bookkeeping into minutes of automated organization.

This skill retrieves upcoming earnings announcements for US stocks using the Financial Modeling Prep (FMP) API. Use this when the user requests earnings calendar data, wants to know which companies are reporting earnings in the upcoming week, or needs a weekly earnings review. The skill focuses on mid-cap and above companies (over $2B market cap) that have significant market impact, organizing the data by date and timing in a clean markdown table format. Supports multiple environments (CLI, Desktop, Web) with flexible API key management.

Expert guidance for systematic backtesting of trading strategies. Use when developing, testing, stress-testing, or validating quantitative trading strategies. Covers "beating ideas to death" methodology, parameter robustness testing, slippage modeling, bias prevention, and interpreting backtest results. Applicable when user asks about backtesting, strategy validation, robustness testing, avoiding overfitting, or systematic trading development.

Braintree Automation: manage payment processing via Stripe-compatible tools for customers, subscriptions, payment methods, and transactions

Coinbase Automation: list and manage cryptocurrency wallets, accounts, and portfolio data via Coinbase CDP SDK

Python library for accessing, analyzing, and extracting data from SEC EDGAR filings. Use when working with SEC filings, financial statements (income statement, balance sheet, cash flow), XBRL financial data, insider trading (Form 4), institutional holdings (13F), company financials, annual/quarterly reports (10-K, 10-Q), proxy statements (DEF 14A), 8-K current events, company screening by ticker/CIK/industry, multi-period financial analysis, or any SEC regulatory filings.

Automatically organizes invoices and receipts for tax preparation by reading messy files, extracting key information, renaming them consistently, and sorting them into logical folders. Turns hours of manual bookkeeping into minutes of automated organization.

This skill retrieves upcoming earnings announcements for US stocks using the Financial Modeling Prep (FMP) API. Use this when the user requests earnings calendar data, wants to know which companies are reporting earnings in the upcoming week, or needs a weekly earnings review. The skill focuses on mid-cap and above companies (over $2B market cap) that have significant market impact, organizing the data by date and timing in a clean markdown table format. Supports multiple environments (CLI, Desktop, Web) with flexible API key management.

Expert guidance for systematic backtesting of trading strategies. Use when developing, testing, stress-testing, or validating quantitative trading strategies. Covers "beating ideas to death" methodology, parameter robustness testing, slippage modeling, bias prevention, and interpreting backtest results. Applicable when user asks about backtesting, strategy validation, robustness testing, avoiding overfitting, or systematic trading development.

Braintree Automation: manage payment processing via Stripe-compatible tools for customers, subscriptions, payment methods, and transactions

Coinbase Automation: list and manage cryptocurrency wallets, accounts, and portfolio data via Coinbase CDP SDK

Python library for accessing, analyzing, and extracting data from SEC EDGAR filings. Use when working with SEC filings, financial statements (income statement, balance sheet, cash flow), XBRL financial data, insider trading (Form 4), institutional holdings (13F), company financials, annual/quarterly reports (10-K, 10-Q), proxy statements (DEF 14A), 8-K current events, company screening by ticker/CIK/industry, multi-period financial analysis, or any SEC regulatory filings.

Access real-time and historical stock market data, forex rates, cryptocurrency prices, commodities, economic indicators, and 50+ technical indicators via the Alpha Vantage API. Use when fetching stock prices (OHLCV), company fundamentals (income statement, balance sheet, cash flow), earnings, options data, market news/sentiment, insider transactions, GDP, CPI, treasury yields, gold/silver/oil prices, Bitcoin/crypto prices, forex exchange rates, or calculating technical indicators (SMA, EMA, MACD, RSI, Bollinger Bands). Requires a free API key from alphavantage.co.

Build robust backtesting systems for trading strategies with proper handling of look-ahead bias, survivorship bias, and transaction costs. Use when developing trading algorithms, validating strategies, or building backtesting infrastructure.

Build automated billing systems for recurring payments, invoicing, subscription lifecycle, and dunning management. Use when implementing subscription billing, automating invoicing, or managing recurring payment systems.

Build production-ready Web3 applications, smart contracts, and decentralized systems. Implements DeFi protocols, NFT platforms, DAOs, and enterprise blockchain integrations. Use PROACTIVELY for smart contracts, Web3 apps, DeFi protocols, or blockchain infrastructure.

Integrate Stripe, PayPal, and payment processors. Handles checkout flows, subscriptions, webhooks, and PCI compliance. Use PROACTIVELY when implementing payments, billing, or subscription features.

Integrate PayPal payment processing with support for express checkout, subscriptions, and refund management. Use when implementing PayPal payments, processing online transactions, or building e-commerce checkout flows.

Implement PCI DSS compliance requirements for secure handling of payment card data and payment systems. Use when securing payment processing, achieving PCI compliance, or implementing payment card security measures.

Build financial models, backtest trading strategies, and analyze market data. Implements risk metrics, portfolio optimization, and statistical arbitrage. Use PROACTIVELY for quantitative finance, trading algorithms, or risk analysis.

Monitor portfolio risk, R-multiples, and position limits. Creates hedging strategies, calculates expectancy, and implements stop-losses. Use PROACTIVELY for risk assessment, trade tracking, or portfolio protection.

Master smart contract security best practices to prevent common vulnerabilities and implement secure Solidity patterns. Use when writing smart contracts, auditing existing contracts, or implementing security measures for blockchain applications.

Automate Square tasks via Rube MCP (Composio): payments, orders, invoices, locations. Always search tools first for current schemas.

Generate comprehensive investor-ready business case document with market, solution, financials, and strategy

Create detailed 3-5 year financial model with revenue, costs, cash flow, and scenarios

This skill should be used when the user asks to "create financial projections", "build a financial model", "forecast revenue", "calculate burn rate", "estimate runway", "model cash flow", or requests 3-5 year financial planning for a startup.

Automate Stripe tasks via Rube MCP (Composio): customers, charges, subscriptions, invoices, products, refunds. Always search tools first for current schemas.

Implement Stripe payment processing for robust, PCI-compliant payment flows including checkout, subscriptions, and webhooks. Use when integrating Stripe payments, building subscription systems, or implementing secure checkout flows.

Build automated billing systems for recurring payments, invoicing, subscription lifecycle, and dunning management. Use when implementing subscription billing, automating invoicing, or managing recurring payment systems.

Integrate PayPal payment processing with support for express checkout, subscriptions, and refund management. Use when implementing PayPal payments, processing online transactions, or building e-commerce checkout flows.

Implement PCI DSS compliance requirements for secure handling of payment card data and payment systems. Use when securing payment processing, achieving PCI compliance, or implementing payment card security measures.

Master smart contract security best practices to prevent common vulnerabilities and implement secure Solidity patterns. Use when writing smart contracts, auditing existing contracts, or implementing security measures for blockchain applications.

Implement Stripe payment processing for robust, PCI-compliant payment flows including checkout, subscriptions, and webhooks. Use when integrating Stripe payments, building subscription systems, or implementing secure checkout flows.

Entry point for Internet Court — the trust layer for agent-to-agent commerce. Use whenever an agent needs to transact with another agent or a paid service, or a user mentions agent payments, paid APIs (HTTP 402/x402), wallet custody or trust concerns, spending mandates, delegated permissions (ERC-7710/7715), escrow, agent identity or reputation (ERC-8004), negotiation between agents (A2A), agent jobs (ERC-8183), machine payments (MPP, AP2), supervision of agent behavior, revocation, verification, or dispute resolution (GenLayer) — even if they never say "Internet Court". Routes to the vendored protocol skills and connector skills in this package.

Design and implement demos combining x402 HTTP payments with ERC-7710 smart contract delegations and ERC-7715 wallet permission requests for subscriptions, bounded agent budgets, recurring spend, pay-per-use APIs, and agentic commerce.

Use this skill when the user asks to list, create, inspect, update, disable, re-enable, or revoke AltLLM Portal API keys for external agents or applications. Do NOT use for wallet login, billing history, or payment links.

Use this skill when the user asks to log in or out with a wallet session, fetch a wallet sign-in challenge, verify an externally signed challenge, or troubleshoot AltLLM Portal wallet login for the local altllm CLI. Do NOT use for API key management, billing history, or payment links.

Use this umbrella skill when the request spans multiple AltLLM Portal CLI domains, or when you need to navigate the local altllm CLI in this repository across auth, API keys, billing history, NOWPayments payment links, and related x402 Portal top-up guidance.

Use this skill when the user asks to create a NOWPayments crypto payment link, poll payment status, or execute a supported direct wallet payment through the AltLLM Portal CLI. Do NOT use for wallet login, API key management, billing history, or x402 credit top-ups.

BNB Chain MCP server connection and tool usage. Covers npx @bnb-chain/mcp@latest, PRIVATE_KEY and RPC, and every MCP tool — blocks, transactions, contracts, ERC20/NFT transfers, wallet, ERC-8004 agent registration, Greenfield. Use when connecting to bnbchain-mcp, querying or transacting on BNB Chain/opBNB/EVM, registering as ERC-8004 agent, or using Greenfield.

> (1) Web3 on-chain data via Chainbase CLI — use when the user asks about blockchain data, token holders, wallet addresses, token prices, ENS domains, transactions, DeFi portfolios, "token price", "token transfers", "ENS domain", "on-chain data", "blockchain query", "SQL query on-chain", across Ethereum, BSC, Polygon, Arbitrum, Optimism, Base, Avalanche, zkSync, and other EVM chains. (2) Crypto social intelligence via Tops (chainbase tops) — use when the user asks about trending crypto narratives, social mentions, Twitter/X crypto discussions, narrative narrative", "what's trending in crypto", "social mentions", "who is talking about", "crypto twitter", "KOL signals", "narrative search", "topic posts".

Give the AI agent its own EVM wallet with admin-controlled policies the agent CANNOT bypass even under prompt injection. Encrypted keystore (AES-256-GCM, scrypt KDF), policy file the agent has no tool to write, deterministic policy gate on every signing operation, optional local HTTP dashboard. Triggers: agent wallet, give the agent a wallet, agent address, fund the agent, agent autonomy, policy gate, kill switch, agent permissions, bounded autonomy, ERC-4337 alternative, session-key alternative.

Build with the ChainGPT Web3 AI developer platform. Full API/SDK reference and project scaffolding for: Web3 AI Chatbot & LLM, AI NFT Generator, Smart Contract Generator, Smart Contract Auditor, AI Crypto News, AgenticOS Twitter agents, and Solidity LLM. Use when building blockchain apps, Web3 chatbots, NFT tools, smart contract tools, crypto news feeds, AI agents, or integrating any ChainGPT API. Triggers: chaingpt, web3 ai, nft generator, smart contract audit, crypto news api, agenticos, solidity llm, cgpt, blockchain ai, token analytics.

Access real-time crypto token data, DeFi analytics, wallet intelligence, project research, and blockchain insights through Heurist Mesh agents. Use when the user asks about token trends, DeFi protocols, wallet holdings, project due diligence, Twitter/X crypto sentiment, or deeper market analysis.

Upload files to IPFS through the Kleros x402 payment gateway in exchange for $0.01 USDC on Base mainnet. Use this skill **specifically** when the user is uploading content destined for the Kleros ecosystem — dispute evidence, meta-evidence JSON, court / dispute / arbitrator policies, Curate item metadata, juror justifications, or any artifact a Kleros smart contract or subgraph will reference by IPFS CID. Trigger when the request mentions Kleros, a court / arbitrator / dispute / juror / curate / proof-of-humanity context, or any of the conventional Kleros operation tags (evidence, meta-evidence, justification). Do NOT trigger for generic 'upload to IPFS' / 'get me a CID' requests with no Kleros context — point those users at Pinata, web3.storage, or any general-purpose pinning service instead. Exception: if the user explicitly names this gateway (kleros-ipfs-gateway.fly.dev / kleros-api.netlify.app/.netlify/functions/upload-to-ipfs), explicitly requests this skill, or asks the agent to test / validate / sanity-check this gateway or skill, trigger regardless of topical context — a deliberate end-to-end test is a valid trigger.

Is this token held by quality wallets or retail noise? SM holder ratio, flow breakdown by label, and recent buyer quality.

Pay-per-call access to the Nansen API via MPP (Tempo). Use when a user wants anonymous Nansen access without an API key and without managing their own Base/Solana wallet — they install the tempo CLI separately and call the API through `tempo request`.

Smart money tracking — netflow, trades, holdings, perp trades. Use when finding what smart money wallets are buying/selling or tracking whale activity.

Wallet profiler — balance, PnL, labels, transactions, counterparties, related wallets, batch, trace, compare. Use when analysing a specific wallet address or comparing wallets.

>- Guide for developing with near-api-js v7 - the JavaScript/TypeScript library for NEAR blockchain interaction. (3) calling smart contracts, (4) managing accounts and keys, (5) working with NEAR RPC API, (6) handling FT/NFT tokens on NEAR, (7) using NEAR cryptographic operations (KeyPair, signing), (8) converting between NEAR units (yocto, gas), (9) gasless/meta transactions with relayers, (10) NEP-413 message signing for authentication, (11) storage deposit management for FT contracts. Triggers on any NEAR blockchain development tasks.

TypeScript library for NEAR Protocol blockchain interaction. Use this skill when writing code that interacts with NEAR Protocol, including viewing contract data, calling contract methods, sending NEAR tokens, building transactions, creating type-safe contract wrappers, integrating wallets (Wallet Selector, HOT Connect), React hooks and providers (@near-kit/react), managing keys, testing with sandbox, meta-transactions (NEP-366), and message signing (NEP-413).

Use when an agent hits HTTP 402 / payment-required, or the user mentions x402, x402Version, X-PAYMENT, PAYMENT-REQUIRED, PAYMENT-SIGNATURE, WWW-Authenticate: Payment, permit2, upto, metered billing, a payment channel / voucher / session, channelId / channel_id, opening / closing / topping up / settling / refunding a channel, a paymentId or a2a_ link, creating / checking a payment link, A2MCP / an A2MCP endpoint, or sending a request to / calling an Agent's endpoint with a concrete endpoint URL. Covers x402 (exact, exact+Permit2, upto, aggr_deferred), MPP (charge / session), and a2a-pay paymentId flows. Any close / topup / settle / voucher / refund near a channel_id or session is an MPP mid-session op. The full bilingual trigger list (including Chinese) lives in the skill body.

OKX Agentic Wallet — the single skill for the user's wallet and on-chain execution. Use it whenever the user wants to operate their wallet or execute an on-chain action, including: login & accounts, balance / holdings, wallet address / deposit / receive, send / transfer, contract calls (approve / deposit / withdraw), transaction history & status, message signing, wallet export & policy; pay gas with a stablecoin (Gas Station, Solana); swap / trade / buy / sell / convert, get a quote; cross-chain bridge & track arrival; limit orders (buy dip / take profit / stop loss / buy above) plus cancel / list / resume them; broadcast / gas / simulate / track a transaction; look up any public address's holdings; security scanning (token / honeypot 蜜罐 / 貔貅, DApp phishing, tx & signature checks, approvals); audit log. Once matched, follow this skill's Intent Routing to dispatch to the exact action.

OKX-aggregated DeFi (no specific DApp named) — product discovery, deposit/withdraw/claim execution, AND positions viewing. **If the user names ANY third-party protocol/DApp (Aave, Lido, PancakeSwap, Uniswap, Curve, Compound, Morpho, Pendle, Kamino, Raydium, Hyperliquid, Polymarket, …), route to okx-dapp-discovery — NOT here, even for 'show my Aave positions'.** INVEST triggers: 'invest in DeFi', 'earn yield', 'find best APY', 'deposit/stake for yield', 'search DeFi products', 'redeem/withdraw position', 'claim DeFi rewards', 'borrow against asset', 'repay loan', 'add/remove CLMM liquidity', 'APY/TVL history', 'depth chart', yield farming, lending, staking, liquidity pools. PORTFOLIO triggers: 'check my DeFi positions', 'view DeFi holdings/portfolio', 'my staking/lending positions', 'DeFi balance', 'DeFi 持仓', '我的DeFi资产'. Do NOT use for: DEX swaps (okx-agentic-wallet), token prices (okx-dex), wallet token balances (okx-agentic-wallet).