Business Finance AI agent skills

2,335 skills in the archive. Read a skill’s instructions or open its original repository.

• Four Core Documents

  by @indranilbanerjee

  Produce the Part 3 Four Core Documents: business, segmentation, positioning, DMFlow. "produce the four core documents"

• Loop Detect

  by @indranilbanerjee

  Detect growth loops in the business and model each loop's amplification by script. "what growth loops do we have"

• Budget Optimizer

  by @indranilbanerjee

  Optimize channel budget with diminishing-returns models. Pacing → budget-tracker. "is our channel split right"

• Agency Dashboard

  by @indranilbanerjee

  Build the agency dashboard across all client brands: health, pacing, risk. "how are all our clients doing"

• Client Proposal

  by @indranilbanerjee

  Draft a client proposal or RFP response: scope, deliverables, KPIs, pricing tiers. "respond to this RFP"

• Brand Setup

  by @indranilbanerjee

  Set up or update the brand profile every skill reads: voice, audience, compliance. "set up a new brand"

• Attribution Report

  by @indranilbanerjee

  Run attribution on real conversion paths, comparing models. "which channels actually drive revenue"

• Goal Filter

  by @indranilbanerjee

  Lock one primary goal per brand and judge ideas or drafts against it. "does this fit our goal"

• Jobhuntbot

  by @DanielPan12

  A reusable job application workflow for Codex and other AI agents. Use when a user wants to set up or run an AI-assisted job search system: collecting a candidate profile, creating an application dashboard, defining screening…

• Agenthub

  by @borghei

  Multi-agent DAG orchestration for workflows where AI agents collaborate via dependency graphs, covering agent spawning, output merging, and quality evaluation. Use when a task needs multiple specialized agents or to parallelize…

• Customer Success Manager

  by @borghei

  Monitors customer health, predicts churn risk, and identifies expansion opportunities using weighted scoring models for SaaS customer success

• Agent Workflow Designer

  by @borghei

  Design multi-agent orchestration with workflow DAGs, routing, handoff protocols, and state management. Use when building pipelines of specialized agents, designing fan-out/fan-in patterns, or implementing fault-tolerant workflows.

• Procurement Optimizer

  by @borghei

  Cut software and services spend through seat-utilisation analysis, redundant-tool detection, and renewal-timing leverage. Use when auditing SaaS spend, preparing a renewal negotiation, or hunting a budget-reduction target.

• Commercial Policy

  by @borghei

  Commercial policy: the governance framework defining what terms sales can offer and what triggers approval. Use when authoring a policy charter, defining discount/payment/liability rules, auditing deals, or generating a regional…

• Partnerships Architect

  by @borghei

  Design strategic partnerships — technology, channel, co-marketing — and the programs that scale them. Use when evaluating a partner, picking a partnership type, designing a partner program, structuring a deal, or modeling ROI.

• Deal Desk

  by @borghei

  Deal desk: reviews, approves, and structures non-standard sales deals. Use when standing up a deal desk, building approval-threshold matrices, designing deal-review packets, routing deals, or auditing deals for compliance.

• Channel Economics

  by @borghei

  Channel economics: design and analyze the financial structure of go-to-market channels. Use when picking a channel mix, modeling partner margin or TCO, designing partner tiers and rebates, or analyzing channel conflict.

• General Counsel Advisor

  by @borghei

  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.

• Chief Ai Officer Advisor

  by @borghei

  AI leadership advisor on AI strategy, governance, risk, investment, and org design. Use when defining an AI strategy, building an AI governance program, scoring AI maturity, or drafting an AI risk register.

• Contract And Proposal Writer

  by @borghei

  Generate business documents — contracts, proposals, SOWs, NDAs, MSAs — with jurisdiction-aware clauses for US, EU, UK, and DACH. Use when starting client engagements, writing proposals, drafting agreements, or needing…

• Ma Playbook

  by @borghei

  M&A strategy for acquiring companies or being acquired. Use when evaluating acquisitions, preparing to be acquired, conducting due diligence, planning integration, or negotiating deal terms (valuation, LOI, earnout, deal…

• Cmo Advisor

  by @borghei

  Marketing leadership advisor on brand strategy, demand generation, and marketing operations. Use when building a marketing strategy, planning demand-gen campaigns, designing lead scoring models, or aligning marketing with revenue.

• Chief Of Staff

  by @borghei

  C-suite orchestration that routes founder questions to the right advisor role(s) and runs multi-role board meetings. Use when coordinating executive decisions, routing strategic questions, or resolving cross-department conflicts.

• Intl Expansion

  by @borghei

  International market expansion strategy for scaling companies. Use when expanding to new countries, evaluating international markets, planning localization, building regional teams, or assessing regulatory requirements by region.

• Board Meeting

  by @borghei

  Multi-agent board meeting protocol running a structured 6-phase deliberation with isolated C-suite contributions to prevent groupthink. Use when making major strategic decisions or resolving cross-functional disagreements.

• Competitive Intel

  by @borghei

  Systematic competitor tracking that feeds positioning, battlecards, and roadmap decisions. Use when analyzing competitors, building battlecards, tracking market moves, conducting win/loss analysis, or updating positioning.

• Business Intelligence

  by @borghei

  Business intelligence across dashboard design, visualization, and reporting automation. Use when designing dashboards, building KPI frameworks, automating reports, creating data stories, or optimizing BI tool performance.

• Cfo Advisor

  by @borghei

  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.

• Page Cro

  by @borghei

  Landing page and marketing page conversion rate optimization covering value proposition clarity, headline effectiveness, CTA hierarchy, visual flow, social proof placement, objection handling, and structured A/B testing.

• Decision Logger

  by @borghei

  Two-layer memory for executive decisions, separating raw deliberation from approved decisions to prevent hallucinated consensus. Use when logging decisions, reviewing past decisions, or checking overdue action items.

• Cro Advisor

  by @borghei

  Revenue leadership for B2B SaaS: forecasting, sales model design, pricing, and net revenue retention. Use when designing the revenue engine, setting quotas, modeling NRR, evaluating pricing, or scaling sales teams.

• Scenario War Room

  by @borghei

  Cross-functional what-if modeling for compound adversity -- shows how one problem cascades into the next. Use when facing complex risk scenarios, strategic decisions with major downside, or multi-variable threats.

• Chro Advisor

  by @borghei

  People leadership for scaling companies: hiring, compensation, org structure, performance, and retention. Use when building hiring plans, designing comp frameworks, restructuring teams, or managing performance.

• Board Deck Builder

  by @borghei

  Assembles board and investor update decks by pulling perspectives from all C-suite roles. Use when preparing board meetings, investor updates, quarterly business reviews, or fundraising narratives.

• Ciso Advisor

  by @borghei

  Security leadership for growth-stage companies. Use when building security programs, selecting compliance frameworks (SOC 2, ISO 27001, HIPAA, GDPR), managing incidents, or assessing vendor risk.

• Churn Prevention

  by @borghei

  SaaS churn reduction covering cancel flow design, dynamic save offers, exit survey architecture, dunning sequences, payment recovery, win-back campaigns, and churn impact modeling.

• Cs Onboard

  by @borghei

  Structured C-suite onboarding via a founder interview that captures company context into a persistent file used by all advisory skills. Use when setting up advisory context, refreshing stale context, or onboarding a new executive.

• Maker Council

  by @coreyhaines31

  When you want multiple expert perspectives on a founder/operator question — a simulated board of advisors (Jason Fried, Elon Musk, Jeff Bezos, Jensen Huang, Bob Iger, Paul Graham, Naval Ravikant, Sara Blakely). Bring a real…

• Company Cfo

  by @coreyhaines31

  Monthly CFO workflow for a company or agency — pull raw data from bank + payment processor + payroll + expense management, categorize and reconcile, compute end-of-month cash via transaction-sum method, update a scenario…

• Personal Cfo

  by @coreyhaines31

  When you want to model personal financial scenarios — house purchase + rental income (ADU, bedroom rentals, house-hacking), renovation budgets, monthly cash flow, big-purchase decisions, savings/investment what-ifs for a…

• Ingest

  by @coreyhaines31

  When you paste raw human input — a call transcript (Grain, Zoom, Granola, Fathom), a text or email from a client/partner/friend, a voice-memo dump, or meeting notes — and want it converted into structured work. Extracts…

• Domain

  by @coreyhaines31

  When you want to brainstorm and check available .com domains for a new project — brand naming, aftermarket pricing (HugeDomains / Afternic / Sedo / Dan), USPTO trademark screening, and social handle availability. Built on Laura…

• Legal Translation

  by @lawve-ai

  Translate legal documents from any language into English while preserving .docx formatting and translating track changes and headers/footers. Use this skill whenever the user asks to translate a legal document, contract, deed,…

• Legal Translation US

  by @lawve-ai

  Translate legal documents from any language into English while preserving .docx formatting and translating track changes and headers/footers. Use this skill whenever the user asks to translate a legal document, contract, deed,…

• Climate Aligned Contracts Felix Cohen

  by @lawve-ai

  Draft, adapt, and review contracts and clauses aligned with The Chancery Lane Project's methodology for reducing carbon emissions through legal agreements. Use when Claude needs to: (1) Draft new climate-aligned clauses (e.g.,…

• Eu Data Act Oliver Schmidt Prietz

  by @lawve-ai

  Practitioner skill for advising on EU Regulation 2023/2854 (Data Act). Covers Chapters II-VII (IoT data access, mandatory B2B sharing, unfair contract terms, public-sector exceptional need, cloud switching, third-country…

• Contract Intelligence Workflow Reviewer Carl Ditzler

  by @lawve-ai

  Contract intelligence and contract operations workflow skill for Claude and Codex. Guides the full contract lifecycle review process from intake and playbook normalization through clause review, deviation scoring, negotiation…

• Ai Governance Reviewer Carl Ditzler

  by @lawve-ai

  Use this skill when the user wants an AI governance, legal-risk, privacy, compliance, procurement, or vendor-risk review of an internal AI use case, an AI product feature, an LLM workflow, or a third-party AI vendor. The skill…

• Billable Time Stephane Boghossian

  by @lawve-ai

  When your bar comes asking "show me how you billed AI-assisted work" — and ABA 512, Florida 24-1, California, New York, and DC all have opinions out — you need an artifact that survives review. billable-time produces it. From…

• Eardraft

  by @lawve-ai

  Transforms reading-oriented prose into listening-optimized text for flat, neutral vocal delivery — TTS, podcasts, audiobooks, CLE audio. Carries a legal layer: case citations, section symbols, subsection lettering, Latin terms…

• Eu Data Act Compliance

  by @lawve-ai

  Assess obligations under Regulation (EU) 2023/2854 for connected products, related services, statutory B2B data sharing, unfair data-contract terms, exceptional-need B2G requests, data-processing-service switching, international…

• Eu Ai Act Fria

  by @lawve-ai

  Assess whether a Fundamental Rights Impact Assessment (FRIA) is required under Article 27 EU AI Act, and structure or draft that assessment for a specific high-risk AI deployment. Covers deployer scope gating (public bodies and…

• Ambiguity Stress Test

  by @lawve-ai

  Adversarially stress-tests a legal text — a contract, statute, regulation, or judicial opinion — for interpretive ambiguity: it finds the seams where the people governed by it will later disagree about what it means and turns…

• Analyse Dpa Fournisseur Hugo Salard

  by @lawve-ai

  Analyse systématique d'un Data Processing Agreement (DPA) au regard de l'article 28 RGPD, des lignes directrices EDPB 07/2020 et 02/2024, des CCT 2021 (décision d'exécution 2021/914), des recommandations EDPB 01/2020 (mesures…

• Dpdpa Gdpr Review Parth Desai

  by @lawve-ai

  Performs structured compliance review, clause redlining, and drafting suggestions for legal documents (privacy policies, data processing agreements, vendor and SaaS contracts) against India's DPDPA 2023 and the EU GDPR. Flags…

• Sanctions Screening

  by @lawve-ai

  Complete sanctions and export control analysis tool — individual designations, sectoral sanctions, dual-use goods, payment systems (SWIFT/USD), and extraterritorial regimes (EAR/ITAR/ FDPR US, ECL China). Triggers: "is X…

• Csrd

  by @lawve-ai

  Expert CSRD (Corporate Sustainability Reporting Directive, EU 2022/2464) compliance advisor. Use this skill whenever a user asks about CSRD, European Sustainability Reporting Standards (ESRS), double materiality assessment,…

• Cross Regulatory Impact Analyzer Patrick Munro

  by @lawve-ai

  Analyzes how multiple regulations interact for a specific product, service, or business model. Identifies where obligations overlap, reinforce, complement, duplicate, or conflict; builds a priority matrix; produces an integrated…

• Fintech Agreement Drafting Stephane Boghossian

  by @lawve-ai

  An end-to-end method for drafting and finalising a complex, multi-pillar regulated fintech agreement — from intake to signature. Authored from a senior fintech lawyer's manual: a licensed payment-services provider engaging a…

• Founder Agreement Drafting Stephane Boghossian

  by @lawve-ai

  A drafting-and-review copilot for a founders' / co-founders' agreement — the terms fixing equity, vesting, IP, roles, control, deadlock, and departure between cofounders. Jurisdiction-agnostic, anchored on the Delaware C-corp…

• Disclosure Strategy Mapper Larissa Meredith Flister

  by @lawve-ai

  This skill maps disclosure strategy from a case summary, pleading, chronology, or early case theory: the document categories that will matter, likely custodians, adverse material, evidential gaps, search themes, and the risks…

• Gibraltar Law Osint Philip Vasquez

  by @lawve-ai

  A jurisdiction-grounding reference file for AI assistants working on Gibraltar legal, regulatory, and compliance research. Corrects systematic errors AI models make when applying English law to Gibraltar — a distinct…

• Divorce Ct Stephane Boghossian

  by @lawve-ai

  Claude skill that turns Claude into a Connecticut-specific divorce planner — nine operating modes from pre-flight intake to post-judgment modification, modeled on Untangle.us's feature surface and grounded in C.G.S. Title 46b,…

• Cpr Letter Drafter Andrew Bird

  by @lawve-ai

  Writes the formal letter you send before suing someone in a civil case in England & Wales — the Letter Before Claim that starts the pre-action clock. The part it gets right is which pre-action protocol applies — debt,…

• Continuous Improvement Engine Scott Margetts

  by @lawve-ai

  Capture, structure, and recycle lessons from active and closed legal matters. Three modes: in-flight capture (triggered by scope changes, risk events, status updates — highest value), mid-matter review (phase gates or…

• Engagement Terms Billing Guidelines

  by @lawve-ai

  Outside counsel guidelines (OCGs) — drafting, review, gap analysis, and targeted updates for in-house legal teams. Build new OCGs calibrated to maturity level (light, standard, comprehensive), review existing OCGs against…

• Fee Arrangement Structuring

  by @lawve-ai

  AFA design, scope-to-fee matching, negotiation preparation, health check, and scope dispute assessment for in-house legal ops teams managing outside counsel arrangements. Design fee structures (fixed, capped, collar, blended,…

• Billing Cycle Manager Scott Margetts

  by @lawve-ai

  Operational billing execution for legal matters. Monthly bill prep and billing instructions, LC invoice review and disbursement treatment, client billing query responses, cashflow modelling (LC payment obligations vs client…

• Financial Comparison Glossary Ignacio Adrian Lerer

  by @lawve-ai

  Use when a calculator, financial model, investor memo, due diligence report, risk review, dashboard, or client-facing explanation needs clear distinctions between accounting and finance concepts such as cash flow vs profit, EBIT…

• Lawve Public Due Diligence Gate Ignacio Adrian Lerer

  by @lawve-ai

  Use for due diligence, legal-financial risk review, investment or business transaction checklists, and preliminary screening where facts, documents, assumptions, legal uncertainty, debt/equity, assets/liabilities, contracts,…

• Decision Ownership Audit Ignacio Adrian Lerer

  by @lawve-ai

  Audits AI-assisted legal, compliance, governance, and institutional decisions before reliance to determine whether the responsible human or institution has enough access to the evidence, reasoning basis, uncertainty, authority,…

• Contract Risk Analyzer Sneha Ganapavarapu

  by @lawve-ai

  Analyses contracts for risk across five critical clauses (Limitation of Liability, Indemnities, IP Ownership, Data Protection, Termination). Built for founders with no legal background. Flags red flags, explains risks in plain…

• Contract Review

  by @lawve-ai

  Review legal contracts, NDAs, employment agreements, SaaS terms, and M&A documents. Identifies unfavorable terms, suggests redlines, and compares to market standards. Use for contract analysis, due diligence, or negotiation prep.

• Epistemic Fault Line Audit Ignacio Adrian Lerer

  by @lawve-ai

  Audits legal AI outputs, prompts, skills, workflows and MCP/tool instructions for fluent but unsupported reasoning, missing evidence, overconfidence, hidden assumptions, weak causal links and absent human-review gates.

• Harness Diet

  by @sangrokjung

  Measure and shrink the always-loaded context of a Claude Code harness (CLAUDE.md + rules without paths frontmatter) back under budget — migrate narrative to reference files, convert rules to path-scoped or skill-triggered…

• Blind Spot Pass

  by @sangrokjung

  Use *before* starting work in a domain you don't know well, to surface the "unknown unknowns" — the things you don't even know to ask about — and learn just enough to prompt and decide well. Implements the "blind spot pass"…

• Financial Research

  by @taracodlabs

  Research stocks, companies, and market data using real-time financial APIs

• Nano Pdf

  by @taracodlabs

  Edit PDFs with natural-language instructions using the nano-pdf CLI tool

• Nse Fii Dii

  by @taracodlabs

  NSE FII/DII daily flows — gauge institutional Indian equity activity

• Archon Bridge

  by @taracodlabs

  Unified portfolio + order routing across Zerodha, Upstox, Angel One

• Indian Tax Calc

  by @taracodlabs

  India tax calc: income, STCG/LTCG, advance tax, TDS (FY 2025-26)

• Upstox

  by @taracodlabs

  Upstox API v2: portfolio, market data, orders, P&L (Indian F&O)

• Zerodha Kite

  by @taracodlabs

  Zerodha Kite Connect: holdings, positions, orders, live quotes

• India Economic Calendar

  by @taracodlabs

  Indian economic events: RBI, CPI/WPI, GDP, Budget, NSE expiry

• Nse Delivery

  by @taracodlabs

  NSE delivery % data — surface stocks with high genuine buying

• Nse Corporate Actions

  by @taracodlabs

  NSE corp actions: dividends, bonus, splits, rights, buybacks

• Nse Scanner

  by @taracodlabs

  NSE scans: top gainers/losers, volume surges, 52w highs/lows

• Solitaire Play

  by @pockebot

  Play Klondike Solitaire in mobile solitaire apps. Use when the user asks to play/solve/win solitaire, needs move-by-move card decisions, or asks for solitaire operation guidance on phone UI (tap, swipe-based drag, stock cycling,…

• Adding Stripe

  by @spencerpauly

  Integrate Stripe payments into a web application, including checkout sessions, webhooks, and customer portal.

• Codex Autoresearch

  by @TheGreenCedar

  Triage improvement work and run or resume accepted measured loops in a local project. Architecture, documentation, UX, product study, open research, taste, and one-shot fixes stay direct unless the user explicitly requests…

• Bevy Game Loop Waves

  by @thedivergentai

  Docs-first stub for Bevy encounter waves. Godot counterpart: godot-game-loop-waves. Keywords: Bevy, waves, spawn, encounter, ECS.

• Bevy Genre Simulation

  by @thedivergentai

  Thin Bevy genre router for Simulation. Godot counterpart: godot-genre-simulation. Keywords: Bevy, Simulation, genre, ECS, router.

• China Pptx Author

  by @jwangkun

  Generic PowerPoint authoring skill for A-share investment analysis and pitch decks. Creates professional 路演PPT / 投资分析PPT for any A-share company using live data from iFind MCP (Tier-1) and AkShare MCP (Tier-2 fallback) tools.…

• China Initiating Coverage

  by @jwangkun

  Institutional-quality equity research initiation reports for A-share companies. Covers company analysis, financial modeling, valuation, chart preparation, and final report assembly. Adapted from the original initiating-coverage…

• China Idea Generation

  by @jwangkun

  Systematic stock screening and investment idea sourcing for A-share markets. Combines quantitative screens, thematic research, and pattern recognition to surface new long and short ideas. Adapted from the original…

• China Skill Creator

  by @jwangkun

  Create new China-specific financial skills following the established patterns and conventions. Use this meta-skill to scaffold new china-* skills that integrate with iFind MCP (Tier-1) and AkShare MCP (Tier-2 fallback), follow…

• China Earnings Preview

  by @jwangkun

  Pre-earnings analysis for A-share stocks. Builds scenario frameworks (actual vs consensus, beat/miss cases), identifies key metrics to watch, and prepares positioning notes before Chinese companies report quarterly results. Use…

• China Sector Overview

  by @jwangkun

  Comprehensive A-share sector and industry landscape reports — market size, competitive positioning, policy environment, key A-share players, trading multiples, and thematic trends. Adapted from the original sector-overview skill…

• China Catalyst Calendar

  by @jwangkun

  Track upcoming catalysts for A-share coverage universe — earnings dates, regulatory announcements, sector conferences, product launches, and policy events relevant to Chinese equities. Adapted from the original catalyst-calendar…

• China Earnings Analysis

  by @jwangkun

  Post-earnings quarterly update reports for A-share companies under coverage. Analyzes 业绩快报/正式财报, generates variance tables (actual vs 一致预期 vs prior), flags key drivers, and drafts structured earnings notes in Chinese sell-side…