Agent skills you can check before you install
Public SKILL.md skills from GitHub repositories with 50+ stars and from the vendors themselves, scanned and scored. Install any of them with one command in Claude Code, Cursor, Codex, GitHub Copilot or Gemini CLI.
4,645 skills from 115 repositories · updated 25 minutes ago
67 skills
- tax-prepanthropics/knowledge-work-pluginsPrepares tax materials as a two-link chain — month-end-prep confirms the books are closed and reconciled first, then tax-season-organizer calculates the quarterly estimated payment or builds the year-end 1099-NEC list and accountant packet from those closed numbers. Requires a ledger (MYOB, NetSuite, QuickBooks, Xero, or Zoho Books); uses Gusto, PayPal, and Stripe when connected, else CSV upload. US federal tax math; a non-US business gets the closed-books packet. Prep material for a CPA, never tax advice, nothing filed. Trigger on "quarterly taxes," "estimated tax payment," "how much should I set aside," "1099s," "1099-NEC," "W-9s," "year-end tax prep," "get my books ready for my accountant," any phrasing that suggests a tax deadline is coming, or a question about net profit or YTD income that sounds like worry about a tax bill. An owner who says the period's books are already closed routes to tax-season-organizer directly.OfficialFinanceNo warnings★ 31K↓ —
- competitive-briefanthropics/knowledge-work-pluginsCreate a competitive analysis brief for one or more competitors or a feature area. Use when informing product strategy or feature prioritization, building sales battle cards, prepping board or investor materials, or deciding where to differentiate vs. achieve parity.OfficialFinanceNo warnings★ 31K↓ —
- investment-proposalanthropics/financial-servicesCreate professional investment proposals for prospective clients. Covers the firm's approach, proposed allocation, expected outcomes, and fee structure. Use when pitching new clients or presenting a new investment strategy. Triggers on "investment proposal", "prospect presentation", "pitch new client", "proposal for [client]", or "new client presentation".OfficialFinanceNo warnings★ 40.6K↓ —
- analyzeanthropics/knowledge-work-pluginsAnswer data questions -- from quick lookups to full analyses. Use when looking up a single metric, investigating what's driving a trend or drop, comparing segments over time, or preparing a formal data report for stakeholders.OfficialFinanceNo warnings★ 31K↓ —
- variance-analysisanthropics/knowledge-work-pluginsDecompose financial variances into drivers with narrative explanations and waterfall analysis. Use when analyzing budget vs. actual, period-over-period changes, revenue or expense variances, or preparing variance commentary for leadership.OfficialFinanceNo warnings★ 31K↓ —
- tax-season-organizeranthropics/knowledge-work-pluginsPrepares tax-season materials for the owner's accountant, not tax advice. US federal tax; a non-US business gets its closed-books packet instead. Two modes: (1) quarterly estimated tax from YTD net income in the ledger (MYOB, NetSuite, QuickBooks, Xero, or Zoho Books); (2) year-end 1099 prep, scanning the ledger, PayPal, and Stripe for contractors paid over USD 600 into a 1099-NEC list with missing W-9 flags. Any tax request routes first to /tax-prep, which confirms the books are closed and reconciled before running this skill. Use this skill directly only when the owner says the period's books are already closed: "books are closed, now do the 1099s," "run the quarterly estimate off the closed numbers," or "just the contractor W-9 list."OfficialFinanceNo warnings★ 31K↓ —
- thesis-trackeranthropics/financial-servicesMaintain and update investment theses for portfolio positions and watchlist names. Track key data points, catalysts, and thesis milestones over time. Use when updating a thesis with new information, reviewing position rationale, or checking if a thesis is still intact. Triggers on "update thesis for [company]", "is my thesis still intact", "thesis check", "add data point to [company]", or "review my positions".OfficialFinanceNo warnings★ 40.6K↓ —
- earnings-previewanthropics/financial-servicesBuild pre-earnings analysis with estimate models, scenario frameworks, and key metrics to watch. Use before a company reports quarterly earnings to prepare positioning notes, set up bull/bear scenarios, and identify what will move the stock. Triggers on "earnings preview", "what to watch for [company] earnings", "pre-earnings", "earnings setup", or "preview Q[X] for [company]".OfficialFinanceNo warnings★ 40.6K↓ —Also in 1 other repo
- dcf-valuationnexu-io/open-designDiscounted cash flow valuation and intrinsic value analysis for public companies. Use when the brief asks for DCF, fair value, intrinsic value, price target, undervalued or overvalued analysis, or "what is this company worth?"FinanceNo warnings★ 102.9K↓ —Also in 1 other repo
- 3-statement-modelanthropics/financial-servicesComplete, populate and fill out 3-statement financial model templates (Income Statement, Balance Sheet, Cash Flow Statement) . Use when asked to fill out model templates, complete existing model frameworks, populate financial models with data, complete a partially filled IS/BS/CF framework, or link integrated financial statements within an existing template structure. Triggers include requests to fill in, complete, or populate a 3-statement model templateOfficialFinanceNo warnings★ 40.6K↓ —Also in 2 other repos
- finance-reportnexu-io/open-designQuarterly / monthly financial report — masthead with KPIs, revenue and burn charts, P&L summary table, top-line highlights, and an outlook paragraph. Use when the brief mentions "financial report", "Q3 report", "MRR review", "P&L", or "财报".FinanceNo warnings★ 102.9K↓ —
- deal-screeninganthropics/financial-servicesQuickly screen inbound deal flow — CIMs, teasers, and broker materials — against the fund's investment criteria. Extracts key deal metrics, runs a pass/fail framework, and outputs a one-page screening memo. Use when reviewing new deal flow, triaging inbound materials, or deciding whether to take a first call. Triggers on "screen this deal", "review this CIM", "should we look at this", "triage this teaser", or "deal screening".OfficialFinanceNo warnings★ 40.6K↓ —
- buyer-listanthropics/financial-servicesBuild and organize a universe of potential acquirers for sell-side M&A processes. Identifies strategic and financial buyers, assesses fit, and prioritizes outreach. Use when preparing for a sell-side mandate, building a buyer universe, or evaluating potential partners. Triggers on "buyer list", "buyer universe", "potential acquirers", "who would buy this", "strategic buyers", or "financial sponsors".OfficialFinanceNo warnings★ 40.6K↓ —
- financial-statementsanthropics/knowledge-work-pluginsGenerate financial statements (income statement, balance sheet, cash flow) with period-over-period comparison and variance analysis. Use when preparing a monthly or quarterly P&L, closing the books and need to flag material variances, comparing actuals to budget, building a financial summary for leadership review, or looking up GAAP presentation requirements and period-end adjustments.OfficialFinanceNo warnings★ 31K↓ —
- invoicenexu-io/open-designA printable invoice page — sender + recipient block, line items table, tax breakdown, totals, and payment instructions. Use when the brief mentions "invoice", "bill", "billing statement", or "发票".FinanceNo warnings★ 102.9K↓ —Also in 1 other repo
- model-updateanthropics/financial-servicesUpdate financial models with new data — quarterly earnings, management guidance, macro changes, or revised assumptions. Adjusts estimates, recalculates valuation, and flags material changes. Use after earnings, guidance updates, or when assumptions need refreshing. Triggers on "update model", "plug earnings", "refresh estimates", "update numbers for [company]", "new guidance", or "revise estimates".OfficialFinanceNo warnings★ 40.6K↓ —Also in 1 other repo
- ramppaperclipai/paperclipFetch and follow Ramp's published agent playbooks inside Paperclip, with mandatory approval gates for spend, incorporation, cards, account setup, and other financial actions.FinanceNo warnings★ 105.4K↓ —
- cim-builderanthropics/financial-servicesStructure and draft a Confidential Information Memorandum for sell-side M&A processes. Organizes company information into a professional, investor-ready document with consistent formatting and narrative flow. Use when preparing sell-side materials, drafting a CIM, or organizing company data for a sale process. Triggers on "CIM", "confidential information memorandum", "offering memorandum", "info memo", "draft CIM", or "sell-side materials".OfficialFinanceNo warnings★ 40.6K↓ —
- bond-futures-basisanthropics/financial-servicesAnalyze the bond futures basis by pricing futures, identifying the cheapest-to-deliver, and comparing with yield curves to assess delivery option value and basis trading opportunities. Use when analyzing bond futures, computing the basis, identifying CTD bonds, calculating implied repo rates, or evaluating basis trades.OfficialFinanceNo warnings★ 40.6K↓ —
- macro-rates-monitoranthropics/financial-servicesBuild macroeconomic and rates dashboards combining macro indicators, yield curves, inflation breakevens, and swap rates. Use when monitoring macro conditions, analyzing yield curve shape, decomposing real vs nominal rates, assessing policy rate expectations, or evaluating financial conditions.OfficialFinanceNo warnings★ 40.6K↓ —
- option-vol-analysisanthropics/financial-servicesAnalyze option volatility by combining vol surface data, option pricing with Greeks, and historical price data to assess implied vs realized volatility. Use when pricing options, analyzing volatility surfaces, computing Greeks, assessing vol premiums, or evaluating vol trading strategies.OfficialFinanceNo warnings★ 40.6K↓ —
- ic-memoanthropics/financial-servicesDraft a structured investment committee memo for PE deal approval. Synthesizes due diligence findings, financial analysis, and deal terms into a professional IC-ready document. Use when preparing for investment committee, writing up a deal, or creating a formal recommendation. Triggers on "write IC memo", "investment committee memo", "deal write-up", "prepare IC materials", or "recommendation memo".OfficialFinanceNo warnings★ 40.6K↓ —Also in 1 other repo
- kyc-doc-parseanthropics/financial-servicesParse an investor or client onboarding packet into structured KYC fields — identity, ownership, control, source of funds, and document inventory. Use as the first step of KYC screening; output feeds the rules engine.OfficialFinanceNo warnings★ 40.6K↓ —Also in 1 other repo
- competitive-landscapewshobson/agentsAnalyze competition, identify differentiation opportunities, and develop winning market positioning strategies using Porter's Five Forces, Blue Ocean Strategy, and positioning maps. Use this skill when evaluating competitors, assessing market positioning, identifying sustainable competitive advantages, or preparing competitive strategy analysis for a startup or investor pitch.FinanceNo warnings★ 41.4K↓ —
cim-builder
anthropics/financial-services
OfficialFinanceUpdated Sep 21, 2026
From the author
Structure and draft a Confidential Information Memorandum for sell-side M&A processes. Organizes company information into a professional, investor-ready document with consistent formatting and narrative flow. Use when preparing sell-side materials, drafting a CIM, or organizing company data for a sale process. Triggers on "CIM", "confidential information memorandum", "offering memorandum", "info memo", "draft CIM", or "sell-side materials".
Install
npx skills add anthropics/financial-services --skill cim-builder -a claude-code
Installs to .claude/skills/cim-builder/ · Each command fetches the skill straight from GitHub with the open skills CLI.
Download .zip
Byte-identical to the scanned commit, with the repository’s licence and a SOURCE.txt.
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Instructions onlyNo network use seenLicence: APACHE-2.0
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