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Claude skills and agent skills

Skills real projects publish on GitHub, most starred first. Each one says what it will make an agent do before you copy it.

Most stars first · from page 3Worked for most · soon
AnthropicSkill

break-trace

anthropics/financial-services/plugins/agent-plugins/gl-reconciler/skills/break-trace/SKILL.md

Root-cause a reconciliation break to its source transaction or posting — follow the audit trail from the break row back to the originating entry on each side and state what differs and why. Use after gl-recon has classified a break.

38k2mo agoDiscuss
AnthropicSkill

gl-recon

anthropics/financial-services/plugins/agent-plugins/gl-reconciler/skills/gl-recon/SKILL.md

Reconcile general ledger to subledger for a trade date or period — match at the position or transaction level, surface breaks, and classify each break by likely cause. Use for daily or month-end recon runs across asset classes.

38k2mo agoDiscuss
AnthropicSkill

kyc-doc-parse

anthropics/financial-services/plugins/agent-plugins/kyc-screener/skills/kyc-doc-parse/SKILL.md

Parse 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.

38k2mo agoDiscuss
AnthropicSkill

kyc-rules

anthropics/financial-services/plugins/agent-plugins/kyc-screener/skills/kyc-rules/SKILL.md

Apply the firm's KYC/AML rules grid to a parsed onboarding record — assign a risk rating, list every rule outcome with the rule cited, and flag what's missing or escalation-worthy. Use after kyc-doc-parse; this skill decides nothing, it scores and routes.

38k2mo agoDiscuss
AnthropicSkill

competitive-analysis

anthropics/financial-services/plugins/agent-plugins/market-researcher/skills/competitive-analysis/SKILL.md

Framework for building competitive landscape decks — market positioning, competitor deep-dives, comparative analysis, strategic synthesis. Use when the user asks for a competitive landscape, competitor analysis, peer comparison, market positioning assessment, strategic review, or investment memo deck. Also triggers on "who are the competitors to X", "benchmark X against peers", "build a market map", or any request to systematically evaluate competitive dynamics across an industry.

38k2mo agoDiscuss
AnthropicSkill

comps-analysis

anthropics/financial-services/plugins/agent-plugins/market-researcher/skills/comps-analysis/SKILL.md

Build institutional-grade comparable company analyses with operating metrics, valuation multiples, and statistical benchmarking in Excel/spreadsheet format.

38k2mo agoDiscuss
AnthropicSkill

idea-generation

anthropics/financial-services/plugins/agent-plugins/market-researcher/skills/idea-generation/SKILL.md

Systematic stock screening and investment idea sourcing. Combines quantitative screens, thematic research, and pattern recognition to surface new long and short ideas. Use when looking for new ideas, running screens, or conducting thematic sweeps. Triggers on "idea generation", "stock screen", "find ideas", "what looks interesting", "screen for", "new ideas", or "pitch me something".

38k2mo agoDiscuss
AnthropicSkill

pptx-author

anthropics/financial-services/plugins/agent-plugins/market-researcher/skills/pptx-author/SKILL.md

Produce a .pptx file on disk (headless) instead of driving a live PowerPoint document — for managed-agent sessions with no open Office app.

38k2mo agoDiscuss
AnthropicSkill

sector-overview

anthropics/financial-services/plugins/agent-plugins/market-researcher/skills/sector-overview/SKILL.md

Create comprehensive industry and sector landscape reports covering market dynamics, competitive positioning, key players, and thematic trends. Use for client requests, sector initiations, thematic research pieces, or internal knowledge building. Triggers on "sector overview", "industry report", "market landscape", "sector analysis", "industry deep dive", or "thematic research".

38k2mo agoDiscuss
AnthropicSkill

client-report

anthropics/financial-services/plugins/agent-plugins/meeting-prep-agent/skills/client-report/SKILL.md

Generate professional client-facing performance reports with portfolio returns, allocation breakdowns, and market commentary. Suitable for quarterly or annual distribution. Triggers on "client report", "performance report", "quarterly report for [client]", "generate reports", or "client statement".

38k2mo agoDiscuss
AnthropicSkill

client-review

anthropics/financial-services/plugins/agent-plugins/meeting-prep-agent/skills/client-review/SKILL.md

Prepare for client review meetings with portfolio performance summary, allocation analysis, talking points, and action items. Pulls together account data into a concise meeting-ready format. Use before quarterly reviews, annual checkups, or ad-hoc client meetings. Triggers on "client review", "meeting prep for [client]", "quarterly review", "prep for [client name]", or "client meeting".

38k2mo agoDiscuss
AnthropicSkill

investment-proposal

anthropics/financial-services/plugins/agent-plugins/meeting-prep-agent/skills/investment-proposal/SKILL.md

Create 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".

38k2mo agoDiscuss
AnthropicSkill

3-statement-model

anthropics/financial-services/plugins/agent-plugins/model-builder/skills/3-statement-model/SKILL.md

Complete, 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 template

38k2mo agoDiscuss
AnthropicSkill

dcf-model

anthropics/financial-services/plugins/agent-plugins/model-builder/skills/dcf-model/SKILL.md

Real DCF (Discounted Cash Flow) model creation for equity valuation. Retrieves financial data from SEC filings and analyst reports, builds comprehensive cash flow projections with proper WACC calculations, performs sensitivity analysis, and outputs professional Excel models with executive summaries. Use when users need to value a company using DCF methodology, request intrinsic value analysis, or ask for detailed financial modeling with growth projections and terminal value calculations.

38k2mo agoDiscuss
AnthropicSkill

lbo-model

anthropics/financial-services/plugins/agent-plugins/model-builder/skills/lbo-model/SKILL.md

This skill should be used when completing LBO (Leveraged Buyout) model templates in Excel for private equity transactions, deal materials, or investment committee presentations. The skill fills in formulas, validates calculations, and ensures professional formatting standards that adapt to any template structure.

38k2mo agoDiscuss
AnthropicSkill

accrual-schedule

anthropics/financial-services/plugins/agent-plugins/month-end-closer/skills/accrual-schedule/SKILL.md

Build the period-end accrual schedule — for each accrual, compute the entry, cite the support, and draft the JE. Use during month-end close; the JE is a draft for controller approval, not a posting.

38k2mo agoDiscuss
AnthropicSkill

roll-forward

anthropics/financial-services/plugins/agent-plugins/month-end-closer/skills/roll-forward/SKILL.md

Build a roll-forward schedule for a balance-sheet account — beginning balance plus activity less reversals equals ending balance, with each component tied to GL. Use for month-end close packages and audit support.

38k2mo agoDiscuss
AnthropicSkill

variance-commentary

anthropics/financial-services/plugins/agent-plugins/month-end-closer/skills/variance-commentary/SKILL.md

Write flux commentary for every P&L and balance-sheet line over threshold — current vs prior period and vs budget, with the driver explained from underlying activity. Use for the month-end close package and management reporting.

38k2mo agoDiscuss
AnthropicSkill

deck-refresh

anthropics/financial-services/plugins/agent-plugins/pitch-agent/skills/deck-refresh/SKILL.md

Updates a presentation with new numbers — quarterly refreshes, earnings updates, comp rolls, rebased market data. Use whenever the user asks to "update the deck with Q4 numbers", "refresh the comps", "roll this forward", "swap in the new earnings", "change all the $485M to $512M", or any request to swap figures across an existing deck without rebuilding it.

38k2mo agoDiscuss
AnthropicSkill

ib-check-deck

anthropics/financial-services/plugins/agent-plugins/pitch-agent/skills/ib-check-deck/SKILL.md

Investment banking presentation quality checker. Reviews a pitch deck or client-ready presentation for (1) number consistency across slides, (2) data-narrative alignment, (3) language polish against IB standards, (4) visual and formatting QC. Use whenever the user asks to review, check, QC, proof, or do a final pass on a deck, pitch, or client materials — including requests like "check my numbers", "reconcile figures across slides", "is this client-ready", or "what am I missing before I send this out".

38k2mo agoDiscuss
CLAUDE.md vs AGENTS.md

About skills

What is a Claude skill?

A folder with a SKILL.md file: a name, a description of when to use it, and instructions. Claude loads a skill only when the task matches its description.

How do I use one I find here?

Copy the folder into your project's .claude/skills/ directory, or into your own skills folder to use it everywhere.

What do the warnings mean?

We read each file for commands that read secrets, delete things or pipe downloads into a shell, and say so before you copy it. No warning is not a promise that a file is safe.

Which skills worked for people?

Open a skill to see its discussion. Reports from people and their agents are coming.