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NeVibeCode · 197 items

Finance and business: skills, plugins, subagents, slash commands and mcp servers

Finance and business for Claude Code, Codex and Cursor: skills, plugins, subagents, slash commands and mcp servers, from popular to niche.

197 items
fixed-income-portfolio official anthropics skill Skill for bond portfolio analysis: pricing, duration, DV01, rate scenarios and cashflow projections. Aggregates MCP tool outputs into risk metric reports. Claude Code CX Codex Cursor +1 1,800installs audit-support official anthropics skill A skill with SOX 404 control testing methodology, sampling approaches and documentation standards. Useful for audit workpapers and sample selection. Claude Code CX Codex Cursor +1 3,200installs process-optimization official anthropics skill Analyzes business workflows to find bottlenecks and waiting times. Useful when a procedure takes too many steps or stalls on manual approvals. Claude Code CX Codex Cursor +1 3,200installs status-report official anthropics skill Generates a structured status report for leadership: KPI metrics with green/yellow/red flags, risks, and decisions needed. Turns project tracker activity into a readable narrative. Claude Code CX Codex Cursor +1 3,100installs swap-curve-strategy official anthropics skill Analyzes interest rate swap curves, overlays sovereign and inflation data, and recommends DV01-neutral curve trades like steepeners or butterflies. Claude Code CX Codex Cursor +1 1,700installs ib-check-deck official anthropics skill A skill that reviews pitch decks for number mismatches across slides, narrative-data gaps, IB language polish, and visual QC. Claude Code CX Codex Cursor +1 1,700installs tear-sheet official anthropics skill Creates audience-specific company tear sheets in Word using S&P Capital IQ data via the Kensho MCP server. Handy for M&A and sales prep. Claude Code CX Codex Cursor +1 1,700installs fx-carry-trade official anthropics skill Skill to evaluate FX carry trade opportunities: combines spot rates, forward points, interest rate differentials, and volatility surfaces. Finds the optimal tenor and computes risk-adjusted returns using carry-to-vol ratios. Claude Code CX Codex Cursor +1 1,700installs journal-entry-prep official anthropics skill Prepares month-end journal entries with balanced debits and credits, calculation memos, and supporting documentation. Claude Code CX Codex Cursor +1 3,000installs forecast official anthropics skill Generates commit, best-case, and risk narratives for forecast reviews or manager 1:1s using live CRM data or pipeline exports. Claude Code CX Codex Cursor +1 3,000installs org-planning official anthropics skill Plans organizational structure, headcount, and hiring sequences. Useful when restructuring teams, balancing reporting lines, and modeling staffing costs. Claude Code CX Codex Cursor +1 2,900installs stripe-integration Seth Hobson skill This skill covers Stripe Checkout, subscriptions, webhooks, refunds, and saved payment methods. Use it when a project needs one-time or recurring payments. Claude Code CX Codex Cursor 13,404installs pipeline-review official anthropics skill Evaluates stage-by-stage pipeline health, aging deals, and coverage from CRM records or file exports. Handy for weekly sales reviews. Claude Code CX Codex Cursor +1 2,800installs vendor-check official anthropics skill Skill checks vendor agreements across CLM, CRM, email, and document storage in one report, flags missing contracts and expiration dates. Use when onboarding a vendor or renewing an agreement. Claude Code CX Codex Cursor +1 2,800installs vendor-review official anthropics skill Evaluates software and service vendors by modeling total cost of ownership, auditing vendor risk, and preparing negotiation points before signing. Claude Code CX Codex Cursor +1 2,800installs analyzing-financial-statements official anthropics skill Computes key financial ratios and metrics from financial statements for investment analysis. Useful for inspecting profitability, liquidity, and equity valuation. Claude Code CX Codex Cursor +1 347installs startup-financial-modeling Seth Hobson skill Build startup financial models with revenue, costs, cash flow, and scenarios. Use it for planning runway, headcount, or a seed and Series A raise. Claude Code CX Codex Cursor 12,585installs people-report official anthropics skill Skill to generate headcount, attrition, diversity, and org health reports from HR data. Pulls snapshots by team, analyzes turnover trends and flight risk indicators across the organization. Claude Code CX Codex Cursor +1 2,700installs journal-entry official anthropics skill Prepares journal entries with debit and credit schedules for accruals, prepaid expenses, or revenue recognition. Claude Code CX Codex Cursor +1 2,700installs azure-pricing official anthonychu skill Fetches current Azure retail prices and estimates usage costs. Use it to compare SKUs, regions, billing models, and Copilot Studio credits. GitHub Copilot 4,700installs market-sizing-analysis Seth Hobson skill Calculates TAM, SAM, and SOM for market opportunities with three methods. Use it to test a venture idea, estimate addressable revenue, or build pitch analysis. Claude Code CX Codex Cursor 11,715installs xlsx-author official anthropics skill Skill to create .xlsx files on disk without a running Excel when an agent operates headless. Use it to deliver a finished workbook as a file artifact instead of editing live. Claude Code CX Codex Cursor +1 1,400installs billing-automation Seth Hobson skill This skill helps build subscription billing, invoicing, and failed-payment recovery. Use it for SaaS products and services with recurring charges. Claude Code CX Codex Cursor 11,245installs startup-metrics-framework Seth Hobson skill This skill helps choose and calculate startup metrics such as CAC, LTV, burn multiple, retention, and growth. Use it for dashboards and investor reporting. Claude Code CX Codex Cursor 11,236installs competitive-landscape Seth Hobson skill This skill compares competitors, finds open positioning gaps, and shapes competitive strategy for startup analysis or an investor pitch. Claude Code CX Codex Cursor 11,034installs risk-metrics-calculation Seth Hobson skill Calculates portfolio risk metrics and reviews drawdowns. Use it for risk limits, dashboards, and risk-adjusted return analysis. Claude Code CX Codex Cursor 11,000installs paypal-integration Seth Hobson skill This skill covers PayPal checkout, subscriptions, refunds, and payment notifications. Use it when adding PayPal payments or recurring billing to an application. Claude Code CX Codex Cursor 10,900installs variance-commentary official anthropics skill Generates flux commentary for P&L and balance sheet lines against budget and prior periods. Useful for month-end close packages and management reporting. Claude Code CX Codex Cursor +1 1,300installs unit-economics official anthropics skill Analyzes unit economics for SaaS and subscription businesses in PE context: builds ARR cohorts, calculates LTV:CAC, net retention, payback periods, and margin waterfall. Claude Code CX Codex Cursor +1 1,300installs pci-compliance Seth Hobson skill This skill guides PCI DSS work for payment systems, including tokenization, encryption, access control, logging, and cardholder data handling. Claude Code CX Codex Cursor 10,600installs defi-protocol-templates Seth Hobson skill This skill provides Solidity templates for staking and AMMs, plus governance and flash loans. Use it as a starting point for DeFi protocol work. Claude Code CX Codex Cursor 10,400installs team-composition-analysis Seth Hobson skill This skill plans startup team structure, hiring, compensation, and equity from pre-seed through Series A. Use it for headcount plans and hiring budgets. Claude Code CX Codex Cursor 10,300installs nft-standards Seth Hobson skill This skill covers ERC-721 and ERC-1155 contracts, NFT metadata, and royalties. Use it when building a collection or marketplace. Claude Code CX Codex Cursor 10,200installs kyc-rules official anthropics skill Applies your firm's KYC/AML rules grid to a parsed onboarding record, assigns a risk rating, and routes the case — to doc request, enhanced due diligence, or decline. Works after kyc-doc-parse. Claude Code CX Codex Cursor +1 1,200installs roll-forward official anthropics skill Builds a balance-sheet roll-forward schedule that ties beginning balance and period activity directly to the general ledger. Claude Code CX Codex Cursor +1 1,200installs accrual-schedule official anthropics skill A skill that automates the accrual schedule for month-end close. For each accrual, it calculates the amount, cites the support, and drafts a journal entry for controller approval. Claude Code CX Codex Cursor +1 1,200installs tax-prep official anthropics skill Prepares quarterly estimates and 1099-NEC lists for your accountant. Closes the books first, then calculates — so the number sits on reconciled data. Claude Code CX Codex Cursor +1 1,800installs gtm-technical-product-pricing official Smit Patel (https://linkedin.com/in/smitkpatel) skill This skill helps compare pricing models, set a freemium limit, and prepare for enterprise pricing discussions. GitHub Copilot 1,700installs gtm-0-to-1-launch official Smit Patel (https://linkedin.com/in/smitkpatel) skill This skill helps find early customers and diagnose why a launch fails to turn awareness into signups or activation. Use it to examine positioning, the product experience, and team priorities. GitHub Copilot 1,700installs gtm-partnership-architecture official Smit Patel (https://linkedin.com/in/smitkpatel) skill This skill helps design partner programs, assess build-versus-partner choices, and plan go-to-market work through partner ecosystems. GitHub Copilot 1,600installs

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