Follow-Up. Keeps following up until a call is booked, then stops. Every morning it reads closer/pipeline.json and says who is due a follow-up today, who replied and is waiting on you, who booked, and who is stopped and why. Drafts each follow-up (a bump, then something useful, then a polite last note), waits for your yes, logs it, and stops at the first "no", the moment a call is booked, after 3 follow-ups or 30 days. Use when the user says "follow up", "who do I need to follow up with", "they haven't replied", "chase", "nudge", "bump this", "they replied", or every morning.
3311d agoReviewMountCreate a free account to mount
Forecaster. Tells you what you'll close this month. Reads every open deal on the board with its stage, value and close date and gives three numbers: commit (contracts out), likely (each deal weighted by the chance for its stage) and best case, deal by deal, plus what you have already won. Shows your real win rate and how long deals take once you have history, and flags what makes the forecast wrong: past close dates, deals with no close date, deals gone quiet. Use when the user says "forecast", "what will I close this month", "how's the month looking", "revenue projection", "win rate", "pipeline value", or at the start of each week.
3311d agoReviewMountCreate a free account to mount
Pipeline Manager. Keeps every deal moving on one board, the CRM the other ten Closer skills share: contacts, deals, stages (lead, contacted, replied, call-booked, proposal, contract-sent, won, lost), every email and call, next steps and a do-not-contact list, all in one plain closer/pipeline.json in your project. Shows the board, one deal's history, moves deals between stages, and validates the file after every change. Use when the user says "pipeline", "board", "my deals", "CRM", "where are we with X", "move X to proposal", "we won X", "we lost X", "set up the closer skill", or wants to replace Salesforce or HubSpot.
3311d agoReviewMountCreate a free account to mount
Proposal Writer. Turns the call into a priced proposal the same day. Uses the prospect's own words from the call notes and replies, lays out what you will do, gives two or three clearly priced options (a full build, a monthly plan) with first-year totals, says what it pays back in one true line, recommends one, and ends with a single next step. Drafts the email; it goes out on your yes. Use when the user says "write a proposal", "send pricing", "put together a quote", "they asked for prices", "send options", or after a good call.
3311d agoReviewMountCreate a free account to mount
Prospector. Finds new leads and performs the cold outreach. Builds a list of local businesses from public listings, checks each one's own website for the gap you fix (no online booking, not mobile-friendly, slow, no Google Ads tag, no reviews, no online ordering), ranks them with the reason, puts the best on the board, and writes a short, specific, honest opening email for each one with the legal footer and an opt-out. Every email waits for your yes. Use when the user says "find me leads", "find customers", "prospect", "cold email", "cold outreach", "build a lead list", "who should I reach out to", or "get me new clients".
3311d agoReviewMountCreate a free account to mount
Record Keeper. Logs every email and call for you, so you never update a CRM by hand again. Reads your inbox through the Gmail connector, matches every message to a contact on the board, and logs it (opening, follow-up or reply) into closer/pipeline.json; logs calls with their notes saved to closer/calls/; shows the full timeline with anyone; and lists new addresses writing in that are not contacts yet. Use when the user says "log this", "log my emails", "sync my inbox", "update the CRM", "what's my history with X", "save the call notes", or at the end of every call and every morning.
3311d agoReviewMountCreate a free account to mount
Researcher. Reads up on every prospect before the call. Reads the business's own public website (home, about, services, team, contact), pulls out the facts (how they describe themselves, what they offer, how long they have been open, their rating, phone, socials, which booking or ordering tools they use and which they do not) and writes a one-page brief to closer/research/ with talking points and questions to ask, every fact with its source. Use when the user says "research X", "prep me for my call", "what do we know about X", "look into this lead", "brief me", or before any booked call.
Sales Coach. Listens to your sales call and tells you exactly what to say next. Reads the call's live captions (Google Meet's own captions, read off the page by Claude in Chrome, or any captions file), and the moment the other side raises an objection ("it's too expensive", "let me think about it", "I need to ask my partner", "we already have someone") it shows you, and only you, the answer to say next, filled from your real offer. Also flags buying signals and questions you still owe an answer, and reviews the call afterwards (talk time, questions asked, next step). Use when the user says "coach me on this call", "listen to my call", "I have a sales call", "what do I say if they say it's too expensive", "objection", "handle objections", or "review my call".
3311d agoReviewMountCreate a free account to mount
Scheduler. Puts every booked call on your calendar. Reads a reply like "Thursday at 2 works" and turns it into the right date and time, checks your calendar for a clash, offers open slots when they ask "when are you free?", creates the invite with a Google Meet link from your own calendar after your yes, confirms by email, and moves the deal to call-booked so follow-ups stop. Use when the user says "book it", "schedule a call", "put it on my calendar", "send an invite", "when am I free", "they said Thursday works", or when /follow-up shows a reply with a time.
3311d agoReviewMountCreate a free account to mount
Win-Back. Brings back the deals that went quiet. Finds lost deals worth one more try (bad timing, budget, still thinking, no decision) once enough time has passed or on the date they asked you to come back, plus open deals that went silent after every follow-up, and writes one short, honest check-in from the reason it was lost. One win-back per deal, never to anyone who said no or unsubscribed. Use when the user says "win back", "revive old deals", "follow up on lost deals", "who went quiet", "re-engage", "dead leads", or once a week.
3311d agoReviewMountCreate a free account to mount
Price Alerts. Rings when a price, a stop or the opening bell hits. Turns the trade plan into three alerts in one go (the stop, the target and "flat by close" at your flat-by time), plus above / below / stop / target levels, percent moves from the previous close, any time of day, and the NYSE opening bell, each ringing once so you are not spammed. Knows NYSE hours with the 2026 and 2027 holidays and 1:00 p.m. early closes, works out New York time itself, fetches free delayed quotes (Yahoo chart JSON, Stooq CSV) one ticker at a time, and writes trader/prices.json for sizing and the risk check. Use when the user says "alert me when", "tell me if TSLA hits", "watch my stop", "watch my trade", "remind me to close by 3:55", "is the market open", "when does the market open", "get me a price", or right after /trader-exit writes a plan.
Surging18 mentions in 2 weeks
4 projects use a version of this
2023d agoReviewMountCreate a free account to mount
The Earnings Analyst. Reads a company's reported numbers straight from SEC EDGAR (XBRL company facts from its 10-Qs and 10-Ks, plus the latest earnings 8-K and its press release) and sums up what changed: revenue, gross, operating and net margins, net income and diluted EPS, quarter by quarter, each against the same quarter a year earlier, with the trailing twelve months. Reads an earnings call transcript when you paste one. Use when the user says "how did Tesla's earnings look", "analyze the earnings", "what changed this quarter", "is revenue growing", "check the 10-Q", "compare margins", "sum up the call", "does it report this week", or before trading a stock around its earnings.
Surging18 mentions in 2 weeks
5 projects use a version of this
2023d agoReviewMountCreate a free account to mount
Order Executor. Sends approved orders to your broker, paper trading by default, never without your yes. Shows each order as a plain ticket (a bracket shows its stop-loss, take-profit and the max loss at the stop) plus the exact JSON for Alpaca's place_stock_order, records your yes word for word, then Claude's own Allow once / Deny card asks again. Builds the sell ticket that closes a day trade by your flat-by time, records fills, and logs each trade's max loss so trader-risk can hold the daily limit. Covers setting up Alpaca's official MCP server in Claude Desktop (paper by default, keys in env vars, never in chat), the Interactive Brokers connector, and setting order tools to "Needs approval". Use when the user says "place the order", "buy it", "execute", "send it to my broker", "close my position", "flatten", "get me out", "connect Alpaca", "set up paper trading", or after /trader-risk passes.
Surging18 mentions in 2 weeks
5 projects use a version of this
2023d agoReviewMountCreate a free account to mount
Budget Manager. Sizes every position to your budget and your max loss per trade. Reads the trade plan from trader-exit (entry, stop, target), finds the whole shares that fit inside four limits (max loss per trade, position cap, max order, cash after your buffer), says which limit decided it, and writes ONE bracket order (entry, stop-loss, take-profit) to trader/orders.json in the exact shape of Alpaca's place_stock_order. A stop too far away for your max loss is a plain refusal, not a smaller order. Nothing is placed. Use when the user says "how many shares", "size this trade", "how much should I buy", "I have $5,000", "I only want to risk $50 a trade", "set my rules", "keep 10% in cash", or after /trader-exit writes a plan.
Surging18 mentions in 2 weeks
5 projects use a version of this
2023d agoReviewMountCreate a free account to mount
Entry Timer. Watches a setup bar by bar and tells you the moment to get in. Reads free Yahoo 1-minute or 5-minute bars, builds the opening range (the first 15 minutes by default) and calls the entry on the first completed bar that CLOSES above the range high, or above a level you give it (like a 20-day high from the scanner), with an optional volume check. Says waiting and how far, triggered with the time and the price, expired, or not open yet, and writes trader/entry.json for /trader-exit. Long side only. It never places an order. Use when the user says "tell me when to get in", "watch TSLA", "has it broken out", "did it break the opening range", "entry signal", "time my entry", "check my watchlist", or after /trader-scanner and /trader-news, before /trader-exit.
Surging18 mentions in 2 weeks
3 projects use a version of this
2023d agoReviewMountCreate a free account to mount
Exit Planner. Sets your stop and your target before you enter, so you know when to get out. Reads the entry from trader-entry (or a price you give), puts the stop at the opening-range midpoint by default (or the range low, your price, a percent, or a multiple of the ATR), rounds it down to the cent, and sets the target at 2R (or 1R, or your price). Refuses a stop at or above the entry, a target at or below it, or a stop too tight to survive the spread, and says why. Writes trader/plan.json for the Time Machine, the Budget Manager and Price Alerts. Long side only. Use when the user says "where's my stop", "set my stop and target", "plan the exit", "when do I get out", "stop loss", "what's my R", "risk reward", or right after /trader-entry triggers, before /trader-timemachine.
Surging18 mentions in 2 weeks
3 projects use a version of this
2023d agoReviewMountCreate a free account to mount
News Monitor. Tracks breaking news on every stock you watch and flags what moves it: Yahoo Finance headlines per ticker, each company's 8-K filings on SEC EDGAR (earnings, CEO changes, deals, restatements, bankruptcy) and how far each stock is from yesterday's close. Shows only what is new since the last check, newest first, in New York time, tags each item (earnings, analyst, deal, halt, regulatory, macro...) and never repeats one. Use when the user says "any news on TSLA", "why is this moving", "what's the news on my watchlist", "morning briefing", "pre-market news", "monitor the news", "did anything break", "check the 8-Ks", or after /trader-scanner finds setups.
Surging18 mentions in 2 weeks
4 projects use a version of this
2023d agoReviewMountCreate a free account to mount
The Pelosi Tracker. Watches the stock trades members of Congress must disclose under the STOCK Act: reads the House Clerk's public Periodic Transaction Reports (PTRs) as soon as they are posted, alerts once per new filing, and turns each PDF into clean rows (who, owner, stock, ticker, buy or sell, options strike and expiry, trade date, amount range, how many days it took to disclose). Flags trades in stocks you hold. Senate reports are covered by a documented manual route. Use when the user says "what is Pelosi buying", "track Nancy Pelosi", "Congress trades", "politician stock trades", "did any congressman buy X", "alert me when Pelosi files", or "run the Pelosi skill".
Surging18 mentions in 2 weeks
5 projects use a version of this
2023d agoReviewMountCreate a free account to mount
Risk Manager. Checks every trade against your limits and stops anything over them, before it can reach the broker. For a day trade: a stop is required, the loss at the stop must fit your max loss per trade (measured from the higher of the plan's entry and a fresh price), reward:risk must meet your minimum, the day's total risk must fit your daily loss limit, no more than your trades per day, and no new entries outside your entry window or when the market is closed. It also keeps the basics: blocked tickers, order size, position cap, cash buffer, margin, short sales, options and crypto, malformed or bad bracket orders, duplicates and a daily order limit. Getting out is never blocked by a day limit. Prints PASS or BLOCK with the reason and records the verdicts so trader-broker only shows an order that passed. Use when the user says "check my order", "is this safe", "risk check", "does this break my rules", "can I take this trade", "how much have I risked today", or before /trader-broker, always.
Chart Scanner. Scans thousands of charts for setups: opening-range breakouts, flags, oversold bounces. Builds the list of US-listed common stocks, ordinary shares and ADRs from Nasdaq Trader's symbol directories, runs a pre-market scan of daily closes (20-day closing-high breakout, bull flag, reclaimed the 20-day average, oversold, oversold bounce) and an intraday opening-range breakout scan on 5-minute bars, then writes trader/watchlist.json for trader-news and trader-entry. Free Yahoo data, bar by bar. Use when the user says "scan the market", "find me setups", "what is breaking out", "opening range breakouts", "scan for bull flags", "oversold stocks", "pre-market scan", "build my watchlist", "what should I look at today", or at the start of a trading day before /trader-news.
Surging18 mentions in 2 weeks
3 projects use a version of this
2023d agoReviewMountCreate a free account to mount
Plain text files in a repository that tell a coding agent how the project works: commands to run, conventions to follow and things to avoid. CLAUDE.md, AGENTS.md, cursor rules and skills are the common kinds.
CLAUDE.md or AGENTS.md?
CLAUDE.md is read by Claude Code. AGENTS.md is an open format that Codex, Cursor and other agents read. Many projects keep one and point the other at it.
What is a skill?
A folder with a SKILL.md that describes one capability, such as filling PDFs or reviewing code. The agent loads it only when the task calls for it.
Can I search my own team's files too?
Your agents already can, over MCP, limited to the files you're allowed to read. Searching them from this page is coming.
JakeschincariolSkill