💰 Finance & Accounting AI Skills

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.

Stripe API integration with managed OAuth. Manage customers, subscriptions, invoices, products, prices, and payments. Use this skill when users want to process payments, manage billing, or handle subscriptions with Stripe. For other third party apps, use the api-gateway skill (https://clawhub.ai/byungkyu/api-gateway). Requires network access and valid Maton API key.

QuickBooks API integration with managed OAuth. Manage customers, invoices, payments, bills, and run financial reports. Use this skill when users want to interact with QuickBooks accounting data. For other third party apps, use the api-gateway skill (https://clawhub.ai/byungkyu/api-gateway).

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.

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

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.

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.

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.

Track business income and expenses in structured CSV format. Categorize transactions, monitor cash flow, generate P&L summaries, and spot spending trends.

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.

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

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

Analyze bank transactions, categorize spending, track monthly budgets, detect overspending and anomalies. Outputs interactive HTML report.

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

Add money to the wallet. Use when you or the user want to fund, deposit, top up, load, buy USDC, add funds, onramp, or get USDC. Also use when the wallet has insufficient balance for a send or trade operation, or when someone asks "how do I get USDC?"

Passive financial tracking plugin for PhoenixClaw. Automatically detects expenses and income from conversations and payment screenshots. Use when: - User mentions money/spending (any language) - User shares payment screenshots (WeChat Pay, Alipay, etc.) - User asks about finances ("How much did I spend?", "My budget") - User wants expense reports ("Monthly summary", "Spending analysis")

Top-up and manage your agentic wallet using Stripe for purchases, agent-to-agent payments, and on-chain USDC settlement via the x402 protocol.

Expert FinOps (Cloud Financial Operations) guidance for cloud cost optimization, financial management, and business value maximization. Use for cloud cost ma...

YNAB (You Need A Budget) comprehensive budget management with automated tracking, goal monitoring, spending analysis, and daily budget check reports. Ready-t...

Xero API integration with managed OAuth. Manage contacts, invoices, payments, accounts, and run financial reports. Use this skill when users want to interact with Xero accounting data. For other third party apps, use the api-gateway skill (https://clawhub.ai/byungkyu/api-gateway).

Query land ownership, leases, landlord info, and land payments. Write operations for payment management and lease renewals.

AI bookkeeping agent for Mercury bank accounts. Pulls transactions, categorizes them (rule-based + AI), and generates Excel workbooks with P&L, Balance Sheet...

Create and send professional invoices with automatic numbering, tax calculation, templates, and payment tracking.

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.