Finance Claude Skills
1 219 finance skills from 209 authors. They deal with money: trading, payments, accounting and crypto. Half of them fit into 1 824 tokens or less — that is what one costs your context window when the agent loads it. 285 ship runnable scripts rather than instructions alone. 32 of them cannot work without an MCP server, most often rube. We also found 166 copies of these same skills sitting in other people's repositories — counted once here, not 166 times.
1 219 unique 209 authors 1 updated this month 87 from vendors
Invoice review, non-compliance flagging, rejection communication, billing trend analysis, and conversation preparation for in-house legal ops teams managing outside counsel. Review invoices against billing guidelines; flag block billing, prohibited fees, rate violations, staffing violations, late submission. Produce line-item review report and approval note. Draft rejection letter to outside counsel. Build invoice review checklist. Analyse billing trends across multiple invoices and produce a structured conversation guide for the relationship review. Identify systemic patterns and produce formal non-compliance notice. Trigger on: 'review this invoice', 'flag billing issues', 'check invoice against guidelines', 'write the rejection letter', 'build an invoice checklist', 'block billing', 'UTBMS', 'billing non-compliance', 'analyse our invoices', 'billing trends', 'prep for the billing conversation', 'relationship review', 'the firm keeps doing this', 'escalate'.
Reviews outside counsel invoices and related billing data for an in-house legal department, including LEDES or e-billing exports, OCGs, approved rates, discounts, budgets, AFAs, and staffing rules. Starts with internal comparisons before bringing in external data. Produces invoice review findings, MBR/QBR scorecards, dispute logs, and management reports. For demonstration purposes only and not professional advice.
Expert SWIFT Customer Security Programme (CSP) advisor covering the Customer Security Controls Framework (CSCF v2026). Use this skill whenever a user asks about SWIFT CSP, CSCF controls, SWIFT security attestation, KYC-SA portal, SWIFT architecture types (A1/A2/A3/A4/B), mandatory vs advisory controls, independent assessment, SWIFT secure zone, secure flow zone, MFA for operators, SWIFT messaging security, payment fraud prevention on SWIFT, gap analysis for CSCF, or compliance with SWIFT's 32 controls (25 mandatory, 7 advisory in v2026) across the three objectives: Secure Your Environment, Know and Limit Access, Detect and Respond. Control 2.4 (Back-Office Data Flow Security) is now mandatory in v2026. v2026 attestation window is July 1– December 31, 2026. Trigger for any SWIFT CSP or CSCF compliance question.
Guideline-4.3 anti-spam / originality gate — score whether an app (and each portfolio addition) is meaningfully distinct in function, content, and metadata before you invest or submit. Use at validation/new-app time and again before submission. Protects the whole developer account from 4.3 (spam/duplicate) rejections. NOT rejection-handler (that works an existing rejection) and NOT competitive-analysis (that positions in the market).
Business fundamentals for indie app developers — LLC/entity setup, taxes, Apple Small Business Program, revenue tracking, hiring contractors, and financial planning for sustainability. Use when user asks about business setup, tax implications, hiring, or financial planning for their app business.
> "manage my affiliate programs", "compare my programs", "portfolio overview", "which program should I focus on", "diversify my affiliate income", "program switching", "affiliate portfolio", "program comparison", "revenue allocation", "which programs to drop", "add new programs", "affiliate program strategy".
Design, validate, and plan a startup from scratch. Covers market research, competitive analysis, business model, brand identity, product definition, financial projections, and validation experiments. Trigger when the user has a startup idea to explore, wants to validate a business concept, needs a business plan or lean canvas, asks for market sizing or competitive landscape, wants brand positioning or go-to-market strategy, or says anything like "I have an idea for..." or "is this idea worth pursuing". Also handles resuming from a previous checkpoint.
Optimize e-commerce checkout flow to reduce cart abandonment. Friction analysis, payment method optimization, trust signals, and checkout UX best practices.
Etsy shop launch guide — policies, branding, first listings, SEO foundation, payment setup
Shopify/DTC profit margin calculator for sellers. Calculate cost breakdowns including ad spend, CAC, payment processing fees, and 3PL costs. Includes LTV/CAC analysis and DTC-specific benchmarks. No API key required.
Checkout optimization — Checkout Extensibility, custom fields, express payments, trust elements
Multi-location inventory — transfers, low stock alerts, demand forecasting, safety stock, ABC analysis
B2B/wholesale setup — wholesale pricing, minimum orders, custom catalogs, net payment terms
Inventory management for TikTok Shop — demand forecasting, viral stock planning, FBT optimization
E-commerce warehouse and inventory optimization advisor. Analyzes inventory health, calculates safety stock and reorder points, performs ABC analysis, evaluates fulfillment costs, and provides actionable recommendations for improving efficiency. Supports all major fulfillment models: Self-fulfillment, Amazon FBA/FBM, Walmart WFS, 3PL, Shopify Fulfillment, TikTok Shop, Dropshipping, and Hybrid setups. No API key required. Use when: (1) reducing stockouts or overstock, (2) calculating safety stock levels, (3) optimizing warehouse costs, (4) improving Amazon IPI score, (5) analyzing inventory KPIs.
Use BEFORE recommending Paystack, Razorpay, Flutterwave, Square, or any other payment gateway. Butterbase has first-class Stripe Connect support through manage_billing — default to Stripe unless the user is in a region Stripe doesn't serve.
Agent skill for agentic-payments - invoke with $agent-agentic-payments
Expert fintech engineer specializing in financial systems, regulatory compliance, and secure transaction processing. Masters banking integrations, payment systems, and building scalable financial technology that meets stringent regulatory requirements.
Plan features spanning multiple domains: billing (Stripe), auth (RBAC), real-time (Presence), webhooks, jobs (Oban). Use when designing interconnected systems or converting review findings into tasks.
Plan features spanning multiple domains: billing (Stripe), auth (RBAC), real-time (Presence), webhooks, jobs (Oban). Use when designing interconnected systems or converting review findings into tasks.'
Plan features spanning multiple domains: billing (Stripe), auth; Use when designing interconnected systems…'
Plan features spanning multiple domains: billing (Stripe), auth (RBAC), real-time (Presence), webhooks, jobs (Oban). Use when designing interconnected systems or converting review findings into tasks.'
Implement PCI DSS requirements for payment card data. Configure cardholder data environment and security controls. Use when processing payment cards.
Expert in building 3D experiences for the web - Three.js, React Three Fiber, Spline, WebGL, and interactive 3D scenes. Covers product configurators, 3D portfolios, immersive websites, and bringing depth to web experiences. Use when: 3D website, three.js, WebGL, react three fiber, 3D experience.
Use this skill when adding authentication, handling user input, working with secrets, creating API endpoints, or implementing payment/sensitive features. Provides comprehensive security checklist and patterns.
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.
FBA inventory planning — restock timing, safety stock, IPI score optimization, stranded inventory recovery
>- File Indian income tax returns (ITR) for FY 2025-26 / AY 2026-27. Use when the user wants to file their ITR, compute or verify Indian income tax, compare the old vs new tax regime, read a Form 16, AIS, TIS or Form 26AS, reconcile TDS, handle capital gains from Zerodha/Groww/Upstox statements, check their tax refund, or asks about ITR-1/ITR-2/ITR-3/ITR-4, sections 80C/80D/87A/111A/112A, crypto tax, advance tax, or the income-tax e-filing portal - even if they just say "help me with my taxes" in an Indian context.
> and what triggers approval. Use when authoring a policy charter, defining discount/payment/liability rules, auditing deals, or generating a regional policy.
> SaaS churn reduction covering cancel flow design, dynamic save offers, exit survey architecture, dunning sequences, payment recovery, win-back campaigns, and churn impact modeling.
> Vendor lifecycle — weighted selection scorecards, risk tiering, renewal and notice-deadline tracking, spend concentration, and SLA credits. Use when selecting a vendor, preparing a renewal, or reviewing a vendor portfolio.
> Financial leadership advisor on financial planning, fundraising, investor reporting, and unit economics. Use when building a financial model, preparing for fundraising, calculating unit economics, or managing cash runway.
> strategy, and PMF measurement. Use when setting product vision, managing a product portfolio, measuring PMF, or designing product teams.
> Legal leadership advisor on legal strategy, risk, contract governance, and regulatory tracking. Use when defining a legal strategy, scoring legal risk, auditing the contract portfolio, or building a regulatory calendar.
> Audit Microsoft Excel (.xlsx) workbooks for formula density, external references, named ranges, hidden sheets, and data validation. Use when reviewing a financial model, sharing a workbook externally, or checking for data leakage.
> based billing, idempotent webhooks, customer portal, dunning, and SCA. Use when building billing, handling webhooks, or testing with Stripe CLI.
> Performs financial ratio analysis, DCF valuation, budget variance analysis, and rolling forecast construction for strategic decision-making
> This skill should be used when the user asks to "screen investments", "analyze a portfolio", "evaluate investment opportunities", "run due diligence", "assess investment risk", "calculate ROI", or "diversify portfolio holdings".
> Categorize invoices and receipts by vendor, expense, and tax bucket, detect duplicates, and produce a tax-ready monthly summary. Use during bookkeeping, tax prep, or expense reimbursement.
Gary Vaynerchuk's jab-jab-jab-right-hook framework applied to a personal portfolio rotation on X and LinkedIn. Jabs = build-in-public + educational (value). Hooks = promo (the ask). Each property in the user's configured portfolio (see `~/.config/makerskills/jab-hook/properties.yaml`) gets a hook at least once every ~3 weeks; jabs fill the rest. Drafts go into the user's Typefully workspace via MCP. Modes — plan (7-day plan), pick-next (single post), audit (coverage report), draft (specific post). Triggers on "/jab-hook," "what should I post," "plan my socials," "next promo," "next jab," "next hook," "social rotation," "promote [property]," "BIP post," "audit my socials," "what haven't I posted about.
Use when you need to review, improve, or refactor Java code for type design quality — including establishing clear type hierarchies, applying consistent naming conventions, eliminating primitive obsession with domain-specific value objects, leveraging generic type parameters, creating type-safe wrappers, designing fluent interfaces, ensuring precision-appropriate numeric types (BigDecimal for financial calculations), and improving type contrast through interfaces and method signature alignment. This should trigger for requests such as Review Java code for type design; Improve type design in Java code; Fix primitive obsession in Java code; Create value objects in Java code. Part of Plinth Toolkit
Use when reviewing, designing, or modifying Java enterprise systems that may support EU Market Abuse Regulation concerns, market surveillance, suspicious order and transaction reports, insider dealing controls, unlawful disclosure controls, market manipulation detection, inside information disclosure workflows, insider-list evidence, PDMR transaction notifications, alert explainability, model or rule provenance, reviewer decisions, or compliance escalation. This should trigger for requests such as Review a Java trading surveillance system for MAR controls; Design suspicious order and transaction monitoring evidence; Add alert explainability and reviewer-decision audit trails; Assess AI-assisted market-abuse detection before production release. Part of Plinth Toolkit
Use when reviewing Java enterprise evidence for MiFID II investment services, investment activities, client classification, suitability, appropriateness, order-handling evidence, best-execution evidence, algorithmic-trading governance evidence, market-access governance evidence, transaction evidence, record keeping, monitoring, or compliance-owner handoff. This should trigger for requests such as Review a Java investment-service platform for MiFID II evidence; Assess suitability, appropriateness, order-handling evidence, or best-execution evidence; Document audit, monitoring, or clock-synchronisation gaps for algorithmic-trading governance; Assess investment-service engineering evidence before production release. Part of Plinth Toolkit
Context for ongoing migration from old Portfolio Buddy app. Use when: fixing bugs, adding migrated features, checking feature parity, or understanding why certain code exists. Contains list of 40 features being migrated and known issues.
Auto-loaded context for Portfolio Buddy 2 development. Use for ANY task involving: React 19 development, TypeScript, portfolio analysis features, metrics calculations, trading strategy comparison, or working with the Portfolio Buddy 2 codebase. Contains tech stack, known issues, and architectural constraints.