Finance & Money for Claude Code

Use when reviewing or rebalancing direct vs. partner-led channel economics — computing fully-loaded cost-to-serve per channel, channel ROI with cash / LTV / marginal lenses, and optimal channel mix subject to constraints. For Head of Commercial, RevOps, and VP Sales doing quarterly channel review when pipeline is mixed (e.g., 60% direct + 40% partner-led) and nobody actually knows which channel makes money after CAC, support load, partner discount, deal-velocity differences, retention differenti

Use when building a quarterly bookings forecast, ARR projection, pipeline forecast, NRR projection, or commit/best-case/pipe-only board number — especially when the CRO needs to walk the board through funnel math + cohort ARR + per-stage conversion assumptions without the theatre of a single undefended number. Decomposes pipeline into commit, best-case, and pipe-only tiers; projects cohort-level NRR/GRR to surface leaky cohorts before they show up in the consolidated number; scores per-stage fun

Use when reviewing, approving, or designing commercial motion — pricing models, deal review, discount approval, partnership economics, channel mix, commercial policy, RFP/RFI response, bookings forecast. Triggers on "review this deal", "should we discount", "pricing model", "partner economics", "RFP response", "bookings forecast", "channel mix". Forks context to route to one of seven Commercial sub-skills (pricing-strategist, deal-desk, partnerships-architect, channel-economics, commercial-polic

Numerate-skeptic CFO advisor for unit economics, runway, fundraising, dilution, and board-grade financial decisions

Numerate-skeptic CFO advisor for unit economics, runway, fundraising, dilution, and board-grade financial decisions. Agent-native orchestrator for Claude Code, Codex, Gemini CLI.

Direct vs partner-led channel economics — fully-loaded cost-to-serve, channel ROI, optimal channel mix. NOT partnership structure (sibling partnerships-architect). Direct invocation of the channel-economics skill.

Forward bookings / billings / ARR forecast with funnel + cohort math + conversion-assumption disclosure. NOT financial close (finance). Direct invocation of the commercial-forecaster skill.

Margin-protective Commercial lead. Routes per-deal-and-packaging inquiries (pricing / deal / partner / channel / policy / RFP / forecast) to the right sub-skill via the commercial-skills orchestrator. Forks context to keep heavy intake (RFP PDFs, pipeline exports, partner agreements) out of the parent thread. Signature forcing question — "What's the margin on this deal at full discount?

Financial Analyst agent for DCF valuation, financial modeling, budgeting, forecasting, and SaaS metrics (ARR, MRR, churn, CAC, LTV, NRR). Agent-native orchestrator for Claude Code, Codex, Gemini CLI.

/cs:grants <research-idea> — NIH funding intelligence. 6-Q grill-me intake (idea + career stage + prelim + environment + posture + institutes) → 5-facet Consensus positioning + RePORTER POST institute mapping + NOSI fetches → 9-section .docx with mandatory program officer recommendation.

/cs:patent <invention> — Patent prior-art + landscape intelligence with mandatory sub-use-case commitment. 6-Q grill-me intake (Q2 picks one of: novelty / FTO / landscape / diligence / litigation). Multi-source search (Google Patents + Espacenet + USPTO + optional Lens.org BYOK). 8-section .docx with verdict + claim text + family-resolved hits + mandatory legal disclaimer (novelty + FTO).

Pricing model selection (subscription / usage / value / hybrid), Van Westendorp WTP analysis, packaging design. Recommends a model + range, never a specific number. Direct invocation of the pricing-strategist skill.

Spend categorization + supplier rationalization + purchasing-cycle analysis. NOT vendor performance scoring (sibling vendor-management). NOT. Slash command for Claude Code, Codex CLI, Gemini CLI.

R&D program finance. Build a multi-period program budget with the F&A (indirect) split, track burn rate and runway against value-inflection milestones, and route R&D cost items to a capitalize-vs-expense determination. Every budget surfaces its assumptions; capex-vs-opex routes to a named finance owner and never auto-decides. Direct invocation of the research-finance skill.

R&D program finance. Build a multi-period program budget with the F&A (indirect) split, track burn rate and runway against value-inflection. Slash command for Claude Code, Codex CLI, Gemini CLI.

Use when reviewing a specific inbound deal before close — when sales has asked for a discount that exceeds AE authority, when the customer has redlined the MSA, when per-deal economics (margin after discount, multi-year payment shape, indemnity exposure) need to be quantified, or when discount approval needs to be routed to a named human approver (Sales Director, VP Sales, CFO, CRO, General Counsel). Covers deal review, discount approval routing, per-deal margin scoring, deal exception handling,

Startup CFO who builds models that survive contact with reality. Handles fundraising, unit economics, pricing, burn rate, and board reporting. Speaks. Agent-native orchestrator for Claude Code, Codex, Gemini CLI.

Router/index for the 2 finance skills bundled in this plugin: financial-analyst (ratio analysis, DCF valuation, budget variance, rolling forecasts) and saas-metrics-coach (ARR/MRR, churn, CAC/LTV, NRR, quick ratio). Use when a finance request doesn't obviously match one skill and you need to pick the right one (e.g., 'analyze these financials', 'how healthy are my SaaS metrics').

Performs financial ratio analysis, DCF valuation, budget variance analysis, and rolling forecast construction for strategic decision-making. Use when analyzing financial statements, building valuation models, assessing budget variances, or constructing financial projections and forecasts. Also applicable when users mention financial modeling, cash flow analysis, company valuation, financial projections, or spreadsheet analysis.

Run financial ratio analysis, DCF valuation, budget variance analysis, and rolling forecasts. Usage: /financial-health <ratios|dcf|budget|forecast> <data.json>

Run financial ratio analysis, DCF valuation, budget variance analysis, and rolling forecasts. Usage: /financial-health <ratios|dcf|budget|forecast>. Slash command for Claude Code, Codex CLI, Gemini CLI.

NIH grant research skill for clinical researchers. Grill-me intake (research idea + career stage + preliminary data + environment + submission posture + known institute targets) locks down the funding strategy before any search runs. Runs a 5-facet Consensus positioning analysis (with draft Significance/Innovation language), maps the research to the right NIH institutes and study sections via RePORTER, finds NOSIs and funded overlap, and produces an editable Word document (.docx) with budget/sco

Use when designing or revisiting product pricing — selecting a pricing model (subscription seat-based, usage-based, value-based, freemium, or hybrid), running Van Westendorp Price Sensitivity Meter analysis on WTP survey data, or designing Good/Better/Best packaging tiers. Recommends a model and a price range with trade-offs, never a single number. For Commercial leads, Product Marketing, and CMOs at the pricing-design moment — not deal-by-deal discounting, not brand positioning.

Use when running an annual SaaS audit, doing category-level spend review, or rationalizing the supplier base — when the user needs a spend audit, spend categorization (UNSPSC-aligned with Pareto breakdown and industry profiles), purchasing-cycle analysis (bottleneck categories per Goldratt's Theory of Constraints), or risk-balanced supplier consolidation that refuses single-source recommendations for tier-1 categories without a documented break-glass plan. Triggers on "spend audit", "SaaS audit"

Use when managing the money for an internal R&D program or portfolio — building a multi-period program budget with the F&A (indirect) split, tracking burn rate and runway against value-inflection milestones, or routing R&D cost items to a capitalize-vs-expense determination. Every budget output surfaces its assumptions block; capitalize-vs-expense is decision-support only and routes to a named finance owner — it never books an entry or decides accounting treatment. Distinct from finance/financia

Calculate SaaS health metrics (ARR, MRR, churn, CAC, LTV, NRR) and benchmark against industry standards. Usage: /saas-health. Slash command for Claude Code, Codex CLI, Gemini CLI.

Calculate SaaS health metrics (ARR, MRR, churn, CAC, LTV, NRR) and benchmark against industry standards. Usage: /saas-health <metrics|quick-ratio|simulate> [options]

SaaS financial health advisor. Use when a user shares revenue or customer numbers, or mentions ARR, MRR, churn, LTV, CAC, NRR, or asks how their SaaS business is doing.

Interact with Feed (feed.market): A2A and MCP endpoints for prediction markets, perpetuals, social feed, messaging, portfolio, and more. Use when the user wants to trade, post, chat, or query Feed via API key.

Analyze and update 68 US economic and social indicators from five government APIs (FRED, EIA, Treasury, BLS, Census) across 10 categories: GDP, Inflation, Employment, Housing, Consumer Finance, Markets, Trade, Government/Fiscal, Demographics, Health. Two workflows: UpdateData, GetCurrentState (10y/5y/2y/1y trend analysis). USE WHEN GDP, inflation, unemployment, economic metrics, gas prices, how is the economy, refresh data, FRED, US metrics, economic trends. NOT FOR pathogen surveillance.

Cross-chain DeFi portfolio discovery, rebalancing suggestions, and NEAR Intent construction. Activates when the user pastes a wallet address or asks about yield/positions/rebalancing. Bootstraps a per-user "portfolio" project, aggregates positions across all the user's addresses inside one project, and offers a recurring keeper mission.

One-time onboarding for the financial trader workflow — real-time alerts, position-aware relevance, decision journaling with outcome tracking. After successful setup this skill is excluded from selection until the marker file is deleted.

> Entity compliance tracker — initialize, report upcoming deadlines, update status, run health audit, export to CSV. Maintains a compliance-tracker.yaml built from the entity table, calculates filing deadlines by entity and jurisdiction, and surfaces what's due in the next 30/60/90 days. Use when user says "entity compliance", "filing deadlines", "annual reports due", "entity tracker", "what filings are due", "entity health", or "good standing".

Check regulatory feeds now and report what's new since the last check, filtered by your materiality threshold. Use when the user says "check the feeds", "what's new", "regulatory update", when running from the scheduled agent, or when manually pasting a regulatory development for classification and diff.

A股个股次日(T+1)走势预测 skill。当用户输入A股股票代码(如 600519、000858、300750、688981、430090)或公司名称(如"贵州茅台"、"宁德时代"、"比亚迪"),并要求预测次日走势、给出交易计划、评估盈亏概率时,触发本 skill。skill 会用 mcp__MiniMax__web_search 搜证大盘环境、龙虎榜、北向资金、融资融券、主力资金流、板块联动、公告与消息面等,按"四维分析框架"(大盘环境 30% / 资金行为 30% / 技术面 25% / 消息面 15%)交叉验证,产出可量化的方向预测(看多/看空/震荡 + 概率百分比 + 价格区间),并写入当前项目 markdown 目录下的 `a-stock-{代码}-{YYYY-MM-DD}.md`。输出包含详细逻辑推导链、中间结果与最终结果概率、专业术语小白解释、mermaid/ascii/svg 图表。适用场景:盘后复盘想做次日的方向判断与交易计划;不适用:长线基本面估值(改用 finance-core-analysis)、日内高频交易、港股/美股(改用 us-stock-predict

预测A股个股次日走势，输出图文并茂的 Markdown 分析报告（含详细逻辑推导、中间结果、概率量化与操作建议），面向散户与专业投资者均适用。触发条件：用户输入A股股票名称或代码（6位数字，如600519、000858），并希望获得次日走势预测；关键词包括"预测明天走势"、"明天能涨吗"、"A股分析"、"帮我分析XX股票"、"明天该买吗"、"次日预测"、"做T建议"、"短线操作"、"明日行情"、"值得持有吗"、"止盈止损怎么设"等。即使用户只说"帮我看看贵州茅台明天怎么走"或"600519明天能不能买"，也应使用本 skill。输出 Markdown 文件保存到当前项目 markdown/ 目录，要求逻辑清晰、概率可量化、图文并茂，投资小白也能看懂。

| Activates Warren Buffett's complete investment thinking system. The following scenarios must trigger it: analyzing any stock or company, evaluating investment opportunities, interpreting financial reports/annual reports/shareholder letters, assessing business moats or competitive advantages, evaluating management quality and integrity, making buy/hold/sell decisions, understanding core value investing concepts (compounding/intrinsic value/margin of safety/circle of competence/Mr. Market), anal

Generate stage-1 publishable daily financial news markdown by accessing current web data, filtering reliable macro/market news, validating numbers and article logic, and writing a source-backed brief. Use when user asks for "今日财经", financial summary, market analysis, daily finance report, 公众号财经日报, or the first step of the daily finance pipeline that feeds finance-core-analysis and finance-explosive-article.

Explain a finance-explosive-article markdown file for readers with weak financial knowledge by unpacking concepts, causal chains, examples, analogies, and transferable analysis methods. Use this skill whenever the user asks to "帮小白看懂"、"用简单语言解释"、"写一篇入门版"、"解读一下这篇文章"、"财经扫盲"、"怎么看懂这个市场"、turn a 德哥爆款文章 into a beginner guide, or produce stage-4 output of the daily finance pipeline. Even if the user only says "帮我把这篇文章讲得更通俗一点" or "普通人怎么理解这个", use this skill. This is stage 4 of: daily-finance → finance-cor

Generate stage-2 publishable deep financial analysis markdown from a daily-finance brief plus current web verification, using liquidity, interest rates, risk appetite, capital flows, policy, and balance-sheet constraints. Use when user wants a deeper 公众号-style markdown analysis based on daily-finance output, core macro/market mechanism analysis, or the second step of the daily finance pipeline before finance-explosive-article.