💰 Finance & Accounting AI Skills

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Advanced financial calculator with future value tables, present value, discount calculations, markup pricing, and compound interest. Use when calculating investment growth, pricing strategies, loan values, discounts, or comparing financial scenarios across different rates and time periods. Includes both CLI and interactive web UI.

QuickBooks API integration with managed OAuth. Install only if you need QuickBooks accounting administration. Connect with a least-privileged QuickBooks account, verify the intended connection ID before each request, and revoke unused connections promptly. This integration can mutate accounting records — approve only specific write actions after checking the exact endpoint, account, resource ID, amounts, and consequence. For other third party apps, use the api-gateway skill (https://clawhub.ai/byungkyu/api-gateway). Calls run through the `maton` CLI with OAuth login, or over raw HTTP with a Maton API key where the CLI cannot be installed. Every call is authenticated as the user's connection and reaches only what that connection's authorization allows, which the provider enforces on every request; the endpoints documented here are the ones this skill uses, and any other endpoint of this app needs the user to ask for it by name. Default to read and list calls, and confirm every write or new connection with the user. This file also documents the three constructs that turn a QuickBooks connection into automation, in the order they are used: the connection (the first step), a hosted function that runs a QuickBooks action through the Maton SDK, and a trigger that calls that function on a schedule or on an event. Those sections are the platform's own reference text, shared with the api-gateway skill, with QuickBooks examples; they add no QuickBooks capability - QuickBooks is not an event source, a trigger cannot read QuickBooks data, and the files under `references/<source>/triggers.md` are the platform's event catalogues for the sources Maton offers (time, Calendly, GitHub, Gmail, HubSpot, Linear, Notion, Slack, Stripe).

Manage and optimize OpenClaw context window usage via partitioning, pre-compression checkpointing, and information lifecycle management. Use when the session context is near its limit (>80%), when the agent experiences "memory loss" after compaction, or when aiming to reduce token costs and latency for long-running tasks.

AI spreadsheet and Excel generation powered by CellCog. Financial models, budget templates, data trackers, projections, pivot tables, complex formulas — XLSX...

Generate professional PDF invoices from JSON data. Use when the user needs to create an invoice, billing document, or payment request with company/client details and line items.

Query and manage personal finances via the official Actual Budget Node.js API. Use for budget queries, transaction imports/exports, account management, categorization, rules, schedules, and bank sync with self-hosted Actual Budget instances.

Support accounting understanding from basic bookkeeping to professional practice and research.

Chat with your finances from Treeline Money. Query balances, spending, budgets, and transactions.

Track expenses via natural language, get spending summaries, set budgets

Comprehensive portfolio analysis using Alpaca MCP Server integration to fetch holdings and positions, then analyze asset allocation, risk metrics, individual stock positions, diversification, and generate rebalancing recommendations. Use when user requests portfolio review, position analysis, risk assessment, performance evaluation, or rebalancing suggestions for their brokerage account.

Use ezBookkeeping API Tools script to record new transactions, query transactions, retrieve account information, retrieve categories, retrieve tags, and retrieve exchange rate data in the self hosted personal finance application ezBookkeeping.

Expense tracking and accounting for AI agents. Log purchases, set budgets, generate spending reports, and manage multi-currency finances — all stored locally. Privacy.com card import, natural language queries, CSV/JSON export. Use when agents make purchases and need a financial audit trail.

Set up and maintain basic bookkeeping for a solopreneur business. Use when tracking income and expenses, preparing for taxes, managing invoices and receipts, understanding cash flow, or generating financial reports. Covers accounting software selection, chart of accounts, expense categorization, reconciliation, and financial statements. Not professional accounting advice — consult a CPA for complex situations. Trigger on "bookkeeping", "accounting", "track expenses", "financial records", "QuickBooks", "invoicing", "receipts", "profit and loss".

Query Copilot Money personal finance data (accounts, transactions, net worth, holdings, asset allocation) and refresh bank connections. Use when the user asks about finances, account balances, recent transactions, net worth, investment allocation, or wants to sync/refresh bank data.

Improve relationships with communication tools, conflict resolution, and connection ideas

Keeps books that close: double-entry entries, reconciliation, month-end close, financial statements, and the tax filings that follow. Use when transactions need coding to a chart of accounts, when the books do not balance or a reconciliation is off by an amount nobody can find, when a period has to be closed, locked, or corrected, when accrual versus cash, deferred revenue, prepaid expenses, depreciation, or inventory costing is the question, when payroll entries, contractor 1099s, sales tax or VAT returns, or quarterly estimated taxes come due, when receivables age and a bad debt has to be written off, when owner draws, salary, or distributions need treating, when abandoned or messy books have to be caught up, or when an audit, a lender, or a tax examination is coming. Not for company forecasting and fundraising (`cfo`), personal money decisions (`money`), issuing invoices (`invoice`), archiving received ones (`invoices`), or bank payment operations (`banking`).

Professional personal finance advisor specializing in plain-text accounting with Beancount and Fava. Use when users need help with: (1) Analyzing spending habits and financial patterns from Beancount files, (2) Creating or understanding Beancount transactions and syntax, (3) Financial planning, budgeting, and investment advice, (4) Interpreting Fava reports and creating custom queries, (5) Organizing chart of accounts, (6) Double-entry bookkeeping principles, (7) Personal finance optimization and wealth building strategies. Provides analysis, education, and personalized recommendations while maintaining professional standards.

Intelligent budget tracking and financial management library for AI agents - expense tracking, income management, budgets, savings goals, and LLM-powered insights

Find and cancel unwanted subscriptions by analyzing bank transactions. Detects recurring charges, calculates annual waste, and provides cancel URLs. CSV-based analysis with optional Plaid integration for ClawdBot users.

Manage YNAB budgets, accounts, categories, and transactions via CLI.

plaid-cli a cli for interacting with the plaid finance platform. link accounts from various institutions, query balances, and transactions by date range listing accounts/balances.

With CreditClaw and backed by Stripe, you can shop anywhere.

The operational circuit breaker for this agent. Enforces budget limits locally. **Sign up at agentsentinel.dev for real-time dashboards and human approval workflows.**