Finance Skills for AI Agents

A comprehensive collection of AI agent skills for financial professionals, accountants, and finance teams. Built for technical finance professionals who want AI coding agents to help with financial analysis, auditing, compliance, reporting, and financial engineering. Works with Claude Code, OpenAI Codex, Cursor, Windsurf, and any agent that supports the Agent Skills spec.

Built by Ayotunde Oso (aka GAJETOso) for accountants in oil & gas, banking, insurance, and corporate finance. Need specific help? Open an issue — this is a community-driven resource.

Contributions welcome! Found a way to improve a skill or have a new one to add? Open a PR.

Run into a problem or have a question? Open an issue — we're happy to help.

What are Skills?

Skills are markdown files that give AI agents specialized knowledge and workflows for specific financial tasks. When you add these to your project, your agent can recognize when you're working on a financial task and apply the right accounting standards, compliance frameworks, and best practices.

Related MCP server: Snowdrop MCP

How Skills Work Together

Skills reference each other and build on shared financial context. Most skills check for foundational knowledge (accounting standards, regulatory requirements) before executing specialized tasks.

                            ┌──────────────────────────────────────┐
                            │      Compliance & Standards          │
                            │    (IFRS, GAAP, Local Regulations)   │
                            └──────────────┬───────────────────────┘
                                           │
    ┌──────────────┬────────────┬──────────┼──────────┬──────────────┬──────────────┐
    ▼              ▼            ▼          ▼          ▼              ▼              ▼
┌──────────┐ ┌──────────┐ ┌──────────┐ ┌──────┐ ┌──────────┐ ┌─────────────┐ ┌───────────┐
│ Financial│ │  Audit & │ │  Tax &   │ │ Risk │ │Corporate │ │  Industry   │ │ Advanced  │
│ Analysis │ │Compliance│ │Regulatory│ │      │ │ Finance  │ │  Specific   │ │ Analytics │
├──────────┤ ├──────────┤ ├──────────┤ ├──────┤ ├──────────┤ ├─────────────┤ ├───────────┤
│fin-anlys │ │audit-chk │ │tax-plan  │ │risk  │ │corp-cons │ │oil-gas-val  │ │ai-anomaly │
│budget-fc │ │forensic  │ │revenue-  │ │treasury││lbo-model │ │insurance-res│ │nlp-sent   │
│statement │ │auto-recon│ │ recog    │ │      │ │startup-  │ │banking-comp │ │predictive │
│  -prep   │ │          │ │          │ │      │ │ valuation│ │crypto-acct  │ │           │
│invest-   │ │          │ │          │ │      │ │debt-restr│ │variance-ana │ │           │
│ analysis │ │          │ │          │ │      │ │wacc-comp │ │product-prof │ │           │
│          │ │          │ │          │ │      │ │ecl-comp  │ │earned-value │ │           │
│          │ │          │ │          │ │      │ │aro-comp  │ │             │ │           │
│          │ │          │ │          │ │      │ │esg-report│ │             │ │           │
└────┬─────┘ └────┬─────┘ └────┬─────┘ └──┬───┘└────┬─────┘ └──────┬──────┘ └─────┬─────┘
     │            │            │           │         │              │              │
     └────────────┴─────┬──────┴───────────┴─────────┴──────────────┴──────────────┘
                        │
         Skills cross-reference:
           financial-analysis ↔ budget-forecast ↔ risk-assessment
           audit-checklist ↔ forensic-accounting ↔ ai-anomaly-detection
           statement-preparation ↔ corporate-consolidation ↔ revenue-recognition
           oil-gas-valuation ↔ aro-computation ↔ ecl-computation

Available Skills

Financial Analysis & Reporting

Audit & Compliance

Tax & Regulatory

Risk & Treasury

Corporate Finance

Industry-Specific

Advanced Analytics

Installation

Option 1: CLI Install (Recommended)

Use npx skills to install skills directly:

# Install all skills
npx skills add GAJETOso/financeskills

# Install specific skills
npx skills add GAJETOso/financeskills --skill financial-analysis audit-checklist

# List available skills
npx skills add GAJETOso/financeskills --list

This automatically installs to your .agents/skills/ directory (and symlinks into .claude/skills/ for Claude Code compatibility).

Option 2: Claude Code Plugin

Install via Claude Code's built-in plugin system:

# Add the marketplace
/plugin marketplace add GAJETOso/financeskills

# Install all finance skills
/plugin install finance-skills

Option 3: Clone and Copy

Clone the entire repo and copy the skills folder:

git clone https://github.com/GAJETOso/financeskills.git
cp -r financeskills/skills/* .agents/skills/

Option 4: Git Submodule

Add as a submodule for easy updates:

git submodule add https://github.com/GAJETOso/financeskills.git .agents/financeskills

Then reference skills from .agents/financeskills/skills/.

Option 5: Fork and Customize

1. Fork this repository

2. Customize skills for your specific industry/regulatory needs

3. Clone your fork into your projects

Option 6: SkillKit (Multi-Agent)

Use SkillKit to install skills across multiple AI agents (Claude Code, Cursor, Copilot, etc.):

# Install all skills
npx skillkit install GAJETOso/financeskills

# Install specific skills
npx skillkit install GAJETOso/financeskills --skill financial-analysis audit-checklist

# List available skills
npx skillkit install GAJETOso/financeskills --list

Usage

Once installed, just ask your agent to help with financial tasks:

"Analyze these financial statements and calculate key ratios"
→ Uses financial-analysis skill

"Prepare IFRS 15 revenue recognition journal entries for this contract"
→ Uses revenue-recognition skill

"Build a 5-year DCF model for this company"
→ Uses investment-analysis skill

"Calculate Expected Credit Loss for this loan portfolio"
→ Uses ecl-computation skill

"Prepare consolidated financial statements for our group"
→ Uses corporate-consolidation skill

You can also invoke skills directly:

/financial-analysis
/audit-checklist
/tax-planning

Skill Categories

📊 Financial Analysis & Reporting

• financial-analysis - Ratio analysis, trend analysis, performance metrics

• budget-forecast - Budgeting, forecasting, variance analysis

• statement-preparation - Income Statement, Balance Sheet, Cash Flow

• investment-analysis - NPV, IRR, investment evaluation

• product-profitability - Product-line profitability analysis

🔍 Audit & Compliance

• audit-checklist - Audit procedures and working papers

• forensic-accounting - Fraud detection and investigation

• automated-reconciliation - Account reconciliation automation

• ai-anomaly-detection - ML-based anomaly detection

📋 Tax & Regulatory

• tax-planning - Tax optimization and compliance

• revenue-recognition - IFRS 15 / ASC 606 compliance

• esg-reporting - Sustainability and ESG disclosures

• banking-compliance - Basel III and banking regulations

⚠️ Risk & Treasury

• risk-assessment - Financial risk identification and management

• treasury-management - Cash and liquidity management

• ecl-computation - IFRS 9 Expected Credit Loss

🏢 Corporate Finance

• corporate-consolidation - Group consolidation

• lbo-modeling - Leveraged buyout models

• startup-valuation - Early-stage company valuation

• debt-restructuring - Workout and restructuring analysis

• wacc-computation - Cost of capital calculations

• venture-debt - Alternative financing structures

• aro-computation - Asset retirement obligations

🏭 Industry-Specific

• oil-gas-valuation - Reserve valuation for energy sector

• insurance-reserving - Insurance loss reserves and IBNR

• crypto-accounting - Digital asset accounting

• variance-analysis - Manufacturing cost variance analysis

• earned-value-mgmt - Project financial performance tracking

🤖 Advanced Analytics

• nlp-earnings-sentiment - NLP for financial documents

• predictive-burn-rate - Cash runway forecasting

Compliance & Regulatory Support

This repository includes dedicated compliance mapping for:

• IFRS Standards - International Financial Reporting Standards

• US GAAP - Generally Accepted Accounting Principles

• African Frameworks - Local regulatory requirements (Nigeria, South Africa, Kenya, Ghana)

• Industry Regulations - Banking (Basel III), Insurance (IFRS 17), Oil & Gas (IFRS 6)

See Regulatory Compliance Mapping for detailed standard-to-skill mappings.

Learning Path

🚀 Phase 1: Foundations

Get comfortable with the technical basics:

• Python: Master Pandas, NumPy, and OpenPyXL for data manipulation

• APIs: Connect to financial data sources (Yahoo Finance, Bloomberg, Alpha Vantage)

• Git: Version control for financial models and collaboration

📚 Resources in /foundations

🚀 Phase 2: AI Usage

Learn to work effectively with AI agents:

• Prompt Engineering: Craft precise instructions for complex financial reasoning

• AI Tools: Leverage ChatGPT, Claude, GitHub Copilot, and Cursor for development

📚 Resources in /ai-usage

🚀 Phase 3: Skill Building

Apply specialized financial skills:

• Start with foundational skills (financial-analysis, budget-forecast)

• Progress to compliance skills (audit-checklist, revenue-recognition)

• Master advanced topics (corporate-consolidation, predictive analytics)

📚 All skills available in /skills

🚀 Phase 4: Real Projects

Build end-to-end financial systems:

• AI-powered Finance Assistant: Natural language interface for financial queries

• Automated Reporting Tool: Dynamic generation of financial statements

• Smart Audit System: AI-driven anomaly detection in transaction logs

📚 Project templates in /projects

Repository Structure

financeskills/
├── foundations/         # Phase 1: Python, APIs, Git basics
├── ai-usage/           # Phase 2: Prompt engineering guides
├── skills/             # Phase 3: Modular skill definitions
│   ├── financial-analysis/
│   │   ├── SKILL.md           # Skill instructions
│   │   ├── evals/             # Test cases
│   │   └── references/        # Accounting standards
│   ├── audit-checklist/
│   ├── tax-planning/
│   └── [40+ other skills]/
├── compliance/         # Regulatory mapping (IFRS, GAAP, local)
├── projects/          # Phase 4: Full-scale applications
└── tools/             # Helper utilities and integrations

Use It From Any Agent

Skills (auto-trigger + explicit): SKILL.md follows the open Agent Skills spec - works in Claude Code, Codex CLI, Gemini CLI, Copilot/VS Code, Cursor, Windsurf, and any tool reading .agents/skills/. In Claude Code, invoke explicitly with /skill-name.

Slash commands: commands/ ships 52 commands - one per skill (full coverage of all 43) plus workflow commands (/reconcile, /wacc, /close-the-books, ...) with argument handling.

MCP connector: stdio (tools/mcp/server.py) or hosted HTTP (tools/mcp/http_server.py + Dockerfile, see tools/mcp/DEPLOY.md) exposing 155+ tools (every calculator across 38 skills, plus skill/standards/template readers) to ANY MCP client - zero dependencies, no network, no keys. Config snippets in tools/mcp/README.md.

Install as a CLI: pipx install git+https://github.com/GAJETOso/financeskills gives financeskills-mcp, financeskills-mcp-http, financeskills-validate, financeskills-evals.

Live data: tools/connectors/ pulls Stripe and Plaid transactions into skill-ready CSVs (each has a --mock mode). See tools/connectors/README.md.

Eval scorecard: see tools/evals/BASELINE.md. All 43 skills have file-based evals with realistic fixtures (CSV/XLSX) and code-verified expected values.

Provenance: MANIFEST.sha256 checksums all content; skill scripts are stdlib-only with no network access (see SECURITY.md).

Quality Infrastructure

Every skill is validated and testable:

• Validator - python3 validate_skills.py enforces the full Agent Skills spec (frontmatter, evals schema, dead links, line limits), runs every script's self-test, and checks marketplace manifests against the skills on disk. CI runs it on every push.

• Eval harness - python3 tools/evals/run_evals.py --all feeds each eval prompt (with its fixture files) to a model with the skill as system context and grades the assertions with an LLM judge. --dry-run validates schemas offline.

• Deterministic scripts - 38 of 43 skills ship a scripts/calculate.py with self-tested functions, so agents compute with code instead of mental math.

• Fixtures - flagship skills include realistic CSV fixtures (trial balances, lease portfolios, bank statements) with code-verified expected answers.

• Templates - flagship skills ship output templates in assets/ for consistent memos and workpapers.

Contributing

Found a way to improve a skill? Have a new skill to suggest? PRs and issues welcome!

See CONTRIBUTING.md for guidelines on adding or improving skills.

Skill Improvement Ideas

• Add more industry-specific skills (real estate, healthcare, manufacturing)

• Expand compliance coverage (SOX, GDPR, local African regulations)

• Create more advanced analytics skills (time series forecasting, Monte Carlo simulation)

• Build integration skills (QuickBooks, Xero, SAP, Oracle)

For AI Agents

If you are an AI agent (Claude, Cursor, etc.), please refer to AGENTS.md for interaction guidelines and CLAUDE.md for project rules.

License

MIT - Use these however you want.

About the Author

Built by Ayotunde Oso (aka GAJETOso) — Accountant in the oil & gas industry (Nigeria), with experience across IFRS, corporate finance, audit, and financial systems. Currently building AI-powered finance tools for accounting professionals in emerging markets.

Connect: GitHub

Roadmap

✅ Completed

• 43 core financial skills

• IFRS/GAAP compliance mapping

• Industry-specific skills (oil & gas, banking, insurance)

• AI agent integration (Claude Code, Cursor)

🚧 In Progress

• Interactive skill tutorials with Python notebooks

• Integration with accounting software APIs (QuickBooks, Xero)

• Video walkthroughs for each skill

• Mobile app for on-the-go financial analysis

🔮 Future

• Community skill marketplace

• Certification program for AI-powered accounting

• Multi-language support (French, Portuguese for African markets)

• Real-time collaboration features

Support

Having issues? Questions? Want to contribute?

• 📧 Issues: Open an issue

• 💬 Discussions: Start a discussion

• 🤝 Contributing: See CONTRIBUTING.md

🤖 For AI Agents

If you are an AI agent (Claude, Cursor, etc.), please refer to AGENTS.md for interaction guidelines and CLAUDE.md for project rules.

Built for accountants, by an accountant. Let's revolutionize financial analysis with AI.