NeVibeCode · 304 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.
defi-protocol-templates 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 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 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
thesis-tracker
official skill thesis-tracker maintains investment theses for portfolio positions and watchlist names. Use it to log new evidence, review catalysts, and check conviction.
Claude Code CX Codex Cursor +1
1,200installs
sector-overview
official skill A skill that generates comprehensive industry reports covering market size, key players, competitive dynamics, and sector trends. Built for analysts, investors, and strategists preparing client decks and research.
Claude Code CX Codex Cursor +1
1,200installs
nav-tieout
official skill Recomputes an LP capital account from the fund's NAV pack components. Flags mismatches on the generated LP statement before distribution.
Claude Code CX Codex Cursor +1
1,200installs
kyc-doc-parse
official skill Parses an investor or client onboarding packet into structured KYC JSON. Useful before sending the record to a rules engine.
Claude Code CX Codex Cursor +1
1,200installs
kyc-rules
official 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 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
break-trace
official skill The skill traces a reconciliation break to its source entries and states what differs. Use it after gl-recon has classified the break.
Claude Code CX Codex Cursor +1
1,200installs
accrual-schedule
official 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
cmux-billing skill Runbook for cmux billing architecture covering Stripe Checkout, subscription tiers, webhooks, and entitlement overrides during backend development.
Claude Code CX Codex Cursor +1
3,700installs
invoice-chase
official skill Finds overdue invoices, checks recent payment activity and drafts customer-specific reminders. The owner reviews each message before anything is sent.
Claude Code CX Codex Cursor +1
2,000installs
morning-note
official skill Drafts a concise note on overnight developments, trade ideas, and events for covered stocks. Use it to prepare a focused update for the morning meeting.
Claude Code CX Codex Cursor +1
1,100installs
ic-memo
official skill Drafts a structured investment committee memo for PE deal approval. Pulls due diligence findings, financial analysis, and deal terms into nine sections.
Claude Code CX Codex Cursor +1
1,100installs
portfolio-monitoring
official skill Analyzes portfolio company financial reports in Excel or PDF, tracks variances against budget, and flags covenant breach risks.
Claude Code CX Codex Cursor +1
1,100installs
client-report
official skill Builds a client-facing report outline for portfolio returns, asset allocation, account activity, and market commentary. Useful for quarterly or annual reviews.
Claude Code CX Codex Cursor +1
1,100installs
investment-proposal
official skill Builds customized investment proposals covering asset allocation, projected returns, fees, and transition plans for prospective clients.
Claude Code CX Codex Cursor +1
1,100installs
catalyst-calendar
official skill Builds a forward calendar of company, industry, regulatory, and macro catalysts to help plan attention and positioning around upcoming events.
Claude Code CX Codex Cursor +1
1,100installs
idea-generation
official skill A skill for systematic stock screening and investment idea sourcing. Runs quantitative screens, thematic research, and pattern recognition to surface long and short ideas.
Claude Code CX Codex Cursor +1
1,100installs
cash-flow-snapshot
official skill Pulls AR, AP, fixed costs and payment history from accounting software, payment processors, or CSV. Produces a 30/60/90-day cash forecast with confidence bands and flags specific liquidity risks.
Claude Code CX Codex Cursor +1
1,900installs
business-pulse
official skill Builds a compact business snapshot from connected finance, sales, and work tools. Use it for a daily brief or to find what needs attention today.
Claude Code CX Codex Cursor +1
1,800installs
close-month
official skill Closes the books, reconciles transactions against payment processors, refreshes the 30/60/90-day cash forecast, and publishes the close packet.
Claude Code CX Codex Cursor +1
1,800installs
content-strategy
official skill This skill reads sales data from PayPal and QuickBooks, factors in seasonality, and builds a prioritized 30-day content brief. Use it when deciding what to promote.
Claude Code CX Codex Cursor +1
1,800installs
tax-prep
official 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
model-update
official skill Updates financial models with fresh quarterly earnings or guidance changes, recalculates valuation metrics, and highlights material revisions.
Claude Code CX Codex Cursor +1
1,000installs
returns-analysis
official skill Builds PE deal sensitivity tables for IRR and MOIC across entry multiples, leverage, and growth scenarios. Useful for stress-testing investments and IC presentations.
Claude Code CX Codex Cursor +1
1,000installs
deal-screening
official skill Screens inbound CIMs, teasers, and broker materials against a fund’s criteria. Useful for triaging deal flow before a first call.
Claude Code CX Codex Cursor +1
994installs
dd-meeting-prep
official skill Prepares questions, benchmarks, and red flags for due diligence meetings. Use it before management presentations, expert calls, customer references, or advisor sessions.
Claude Code CX Codex Cursor +1
988installs
ai-readiness
official skill A skill to scan your portfolio for the highest-impact places to deploy AI. Processes quarterly reports and financials, surfaces quick wins at each company, and ranks them by estimated savings and time to value.
Claude Code CX Codex Cursor +1
986installs
value-creation-plan
official skill This skill turns a post-acquisition plan into revenue and margin levers, an EBITDA bridge, first-100-day priorities, and KPIs. Use it to prepare an operating plan or board materials.
Claude Code CX Codex Cursor +1
981installs
deal-sourcing
official skill A skill that finds target companies for PE sourcing, checks CRM and email history for prior contact, and drafts personalized outreach to founders. Automates the three-step pipeline in a few prompts.
Claude Code CX Codex Cursor +1
981installs
buyer-list
official skill Builds a universe of strategic and financial acquirers for sell-side M&A deals. Assesses strategic fit, flags regulatory constraints, and tiers outreach.
Claude Code CX Codex Cursor +1
980installs
teaser
official skill Drafts anonymous one-page company teasers for sell-side M&A deals to gauge buyer interest before executing an NDA.
Claude Code CX Codex Cursor +1
978installs
deal-tracker
official skill Skill to manage a portfolio of deals: tracks milestones, deadlines, action items, and status. Surfaces pipeline view, flags upcoming deadlines and overdue tasks.
Claude Code CX Codex Cursor +1
974installs
tax-season-organizer
official skill Prepares quarterly tax estimates or a 1099-NEC candidate list for an accountant. It handles US federal tax workflows using books that are already closed and reconciled.
Claude Code CX Codex Cursor +1
1,700installs
month-end-prep
official skill Reconciles QuickBooks, Xero, Zoho Books, NetSuite, or MYOB against PayPal, Shopify, Square, and Stripe settlements, surfaces discrepancies and duplicates, writes a P&L summary, and exports the close packet as xlsx and PDF.
Claude Code CX Codex Cursor +1
1,700installs
amazon-product-research skill Evaluates product demand, competition, and FBA margins across Amazon marketplaces. It guides sellers through sourcing viability and entry risks before buying inventory.
Claude Code CX Codex Cursor +1
78,200installs
smb-router
official skill Routes open-ended business requests to a relevant skill or slash command. Use it when you need help choosing a workflow or deciding where to start.
Claude Code CX Codex Cursor +1
1,600installs
smb-onboard
official skill Onboards small business owners by connecting their first two tools, running a recipe on live data, capturing business context, and setting up weekly check-ins.
Claude Code CX Codex Cursor +1
1,600installs
81–120 of 304