Finance Skills
Seven finance skills that sit outside the month-end close. Build a board deck, write an invoice, explain a variance, track expenses, and check a vendor W-9.
First-party, by Skills and Agents
November 2, 2026
Install the plugin
Plugins install through Claude Code’s plugin marketplace. Two commands, no files to place by hand.
Install the finance-skills plugin. It installs through Claude Code only. If you're not Claude Code, stop and tell me.
/plugin marketplace add skills-agents-co/skills-and-agents-library
/plugin install finance-skills@skills-and-agents
If you can't run slash lines, run these two lines in a shell instead:
claude plugin marketplace add skills-agents-co/skills-and-agents-library
claude plugin install finance-skills@skills-and-agents
When both commands finish, confirm the finance-skills plugin is installed. Use /plugin, or run claude plugin list in a shell.
Then tell me to restart Claude Code so it picks up the new skills.- 1
Add the marketplace
Run this once in Claude Code. It registers the marketplace this plugin installs from (Skills and Agents catalog), so every plugin in it becomes installable.
/plugin marketplace add skills-agents-co/skills-and-agents-library - 2
Install the plugin
Installs this plugin and everything it bundles. Restart Claude Code afterwards so it picks the new skills up.
/plugin install finance-skills@skills-and-agents
Seven finance skills that sit outside the month-end close. Build a board deck, write an invoice, explain a variance, track expenses, and check a vendor W-9.
Install the plugin once and they all load together. You can still use any of them on its own.
The skills it ships
- Board Deck Finance SectionTurns a period's financials into the finance section of a board deck: headline metrics, period-over-period movement, the narrative behind each, and what it couldn't figure out
- Cancel SubscriptionsScans your Gmail for recurring charges, maps your active subscriptions, and cancels the ones you don't want
- Expense TrackerAn MCP-powered expense tracker designed to pull bank and card transactions, auto-categorize spending, and produce a clear monthly expense report by category. Currently non-functional: neither of Plaid's available MCP servers exposes transaction data — see the skill body.
- Invoice GenerationTurn your billing details into a ready-to-send invoice — customer, line items, terms — with every amount traced back to what you gave it, never made up. It won't send the invoice, mark it paid, or post it to your accounting system. You do that part.
- Unemployment GuideWalks you through filing for unemployment in your US state — agency info, application steps, required documents, weekly certification rules, and the pitfalls that get claims denied
- Budget-vs-Actuals Variance ReportTurns a budget-vs-actuals export into a written variance report: the largest variances by absolute value, their direction, and the driver behind each — only when the driver is actually stated in the input.
- W9 Vendor CheckChecks whether a vendor is on file and whether a W9 is on record, and drafts a vendor request when it's missing. Never sends anything