Financial Skills for OpenClaw Agents

Stripe

@byungkyu

Stripe API integration with managed OAuth. This is a write-capable financial integration for customers, subscriptions, invoices, products, prices, and payments. Install only if you need Stripe administration. Connect with the least-privileged Stripe account and OAuth scopes available, verify the intended connection ID before each request, and revoke unused connections promptly. All write operations require explicit user approval showing the exact endpoint, target resource, object IDs, amounts, and test/live mode before execution. For other third party apps, use the api-gateway skill (https://clawhub.ai/byungkyu/api-gateway). Calls run through the `maton` CLI after `maton login`; the Stripe credential stays in the gateway and is never handled locally. Only your own Maton credential is used locally — held by the CLI, or supplied as `MATON_API_KEY` in the appendix fallback. Default to read and list calls, stay on the endpoints this skill documents, and confirm every write or new connection with the user. This file also documents the three constructs that turn a Stripe connection into automation, in the order they are used: the connection (the first step), a hosted function that runs a Stripe 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 Stripe examples; they add no Stripe capability - Stripe is itself an event source, so its own events are in `references/stripe/triggers.md`, 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).

xero

@byungkyu

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). 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 Xero connection into automation, in the order they are used: the connection (the first step), a hosted function that runs a Xero 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 Xero examples; they add no Xero capability - Xero is not an event source, a trigger cannot read Xero 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).

AI Trading Strategy Backtester

@gechengling

AI-powered quantitative trading strategy backtesting assistant. Designs, codes, and evaluates trading strategies across historical market data. Supports A-share (China), Hong Kong, US equity markets. Covers mean reversion, momentum, breakout, pairs trading, and machine learning-based strategies. Built for quantitative analysts and retail traders. Keywords: trading backtest, quantitative strategy, algorithmic trading, Python backtesting, backtrader, vectorbt, trading strategy, momentum, mean reversion, pairs trading, A-share strategy, financial data, technical indicators.

Finance Data Analysis

@gechengling

Provides AI-driven financial data analysis including KPI tracking, financial statement evaluation, data visualization, and automated reporting for decision s...

Finance Omni Risk

@gechengling

提供覆盖信用风险、市场风险、操作风险、合规风险的全面金融风险管理与智能预警、反洗钱及模型风险控制解决方案。

Security Digital Human Ops

@gechengling

AI assistant for financial digital human operations, including script generation, content planning, live streaming management, interaction design, and perfor...

Stocks and Financial Data Pull Crypto Finance Cryptocurrency Price Earnings Dividends

@lkcair

Stock, ETF, crypto, forex and commodity data from Yahoo Finance. Prices, history, fundamentals, TTM financials, ratios, valuation history, earnings and estimates, dividends, options, holders and insiders, news, market movers, sectors and industries, and earnings, IPO, economic and split calendars.

Security Intelligent Marketing

@gechengling

AI assistant for banking and securities marketing enables customer segmentation, campaign design, content creation, A/B testing, and ROI analysis to optimize...

Excel Spreadsheet

@cellcog

AI Excel spreadsheet generation powered by CellCog. Financial models, budget templates, data trackers, projections, pivot tables, complex formulas — XLSX output. Data manipulation, analysis, charts, and professional formatting.

Finance Compliance Audit

@gechengling

AI assistant for financial compliance audits offering checklists, risk identification, audit report generation, and regulatory update tracking.

Agent Governance Assistant

@gechengling

UPDATED 2026: Covers China AI Agent governance regulations (generative AI regulations), MCP protocol governance implications, and enterprise AI audit frameworks. AI-powered enterprise AI agent governance framework — audit agent behavior, enforce security policies, ensure CBIRC/CFCA compliance, detect shadow AI, and generate governance reports. Built for IT risk managers, compliance officers, and enterprise AI leaders in financial institutions. Keywords: AI agent governance, enterprise AI, agent compliance, AI security policy, CBIRC, CFCA, shadow AI detection, agent audit, Microsoft Agent 365, Copilot Studio, China AI regulation, Agent治理, 企业AI, AI合规, 影子AI检测, AI审计, NFRA AI合规, AI治理.

Security Intelligent Cs

@gechengling

AI-driven customer service for banking and securities offering FAQ support, account inquiry, transaction guidance, complaint handling, and 24/7 automated ass...

Finance Ai Strategy

@gechengling

帮助金融机构制定AI转型战略、评估AI投资优先级、设计AI治理框架，从数字金融迈向数智金融的战略规划指导。融合阿里百技图Agent体系与保险AI应用研究报告精华。

qsr-weekly-pl-storyteller

@mcphersonai

Turns weekly restaurant KPIs into a plain-English financial narrative — what happened, why it matters, and what to do about it. Replaces staring at spreadsheets with actionable intelligence. Built by a franchise GM with 16 years in QSR operations.

Financial Engineer Digital Employee

@gechengling

覆盖数据探查、单变量分析、特征工程、LR评分卡、XGBoost/DNN建模、超参数调优、模型解释、多模型对比、分群建模、DeepModel集成全流程。从数据到模型上线的一站式机器学习建模能力。

CFO / Chief Financial Officer

@ivangdavila

Acts as chief financial officer (CFO): forecasts cash, computes runway and burn, runs the monthly close, and models a fundraise. Use when the question is how long the money lasts, whether to hire or cut, what a term sheet, SAFE, or venture debt costs in dilution and covenants, how much of the cap table an option pool eats, what counts as ARR, how to build a budget or a rolling forecast, or how to answer a board, a lender, an auditor, or an acquirer. Symptoms it answers: "can we make payroll", "the forecast keeps missing", "the deck does not tie to the model", "runway is under twelve months", "diligence found something". Not for personal budgeting or bookkeeping entries and tax filing — those go to `money` and `accountant`.

Finance Training Coach

@gechengling

AI-powered financial industry training system offering skill assessment, personalized learning paths, role-play exercises, quizzes, and performance tracking...

Finance Digital Avatar

@gechengling

Create and customize AI-powered financial digital avatars with professional design, voice cloning, personality settings, and brand integration for fintech te...

Security App Wealth Advisor

@gechengling

AI-powered wealth advisor for bank mobile apps offering personalized product matching, investment consultation, and compliance-compliant customer interaction.

Finance Customer Service Hub

@gechengling

AI-powered unified customer service platform integrating banking, insurance, securities, and fund support with intelligent routing and unified knowledge mana...

Accountant

@ivangdavila

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`).

minara

@lowesyang

Crypto trading & wallet, and AI market analysis via Minara CLI. Swap, perps, transfer, deposit (credit card/crypto), withdraw, AI chat, market discovery, x402 payment, autopilot, limit orders, premium. EVM + Solana + Hyperliquid. Use when: (1) crypto tokens/tickers (ETH, BTC, SOL, USDC, $TICKER, contract addresses), (2) chain names (Ethereum, Solana, Base, Arbitrum, Hyperliquid), (3) trading actions (swap, buy, sell, long, short, perps, leverage, limit order, autopilot), (4) wallet actions (balance, portfolio, deposit, withdraw, transfer, send, pay, credit card), (5) market data (trending, price, analysis, fear & greed, BTC metrics, Polymarket, DeFi), (6) stock tickers in crypto context (AAPL, TSLA), (7) Minara/x402/MoonPay explicitly, (8) subscription/premium/credits.

Market

@bibaofeng

Query real-time and historical financial data across equities and crypto—prices, market moves, metrics, and trends for analysis, alerts, and reporting. Use w...

CEO / Chief Executive Officer

@ivangdavila

Acts as chief executive (CEO): company strategy, capital allocation, board and investor management, executive hiring, and crisis calls. Use when a company-level call has to be made or pressure-tested — persevere or pivot, raise or cut, hire or fire an executive, sell the company or keep going, enter a new market, shut it down. Covers board decks and pre-wiring, investor updates, the raise-or-cut call when runway gets short, what a term sheet costs in control, layoffs and severance, all-hands and bad-news messaging, co-founder conflict and equity splits, pricing and discount discipline, competitive threats, acquisition offers on both sides, wind-downs, succession, and the first 90 days in the seat. Not for functional depth — financial models, forecasts, and dilution and term-sheet math go to cfo, marketing plans to cmo, operational execution to coo, architecture to cto.

Financial Calculator Pro

@tarigha

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.

McKinsey Research

@abdullah4ai

Run a full McKinsey-level market research and strategy analysis using 12 specialized prompts. USE WHEN: - market research, competitive analysis, business str...

Pay with Virtual Cards. Spending power for AI Agents, controlled by your human. Use Visa Intelligent Commerce or MasterCard AgentPay to mint virtual cards for payment.

Excel Studio

@tobewin

Professional Excel spreadsheet generator. Use when user needs to create data tables, reports, charts, financial models, or any structured data in Excel forma...

Business Plan

@jk-0001

Write, structure, and update a business plan for a solopreneur. Use when creating a plan from scratch, updating an existing plan after a pivot or new phase, or preparing a plan to share with investors, partners, or even just to clarify your own strategy. Covers executive summary, market analysis, competitive positioning, revenue model, operations plan, financial projections, and risk assessment — all adapted for a one-person business. Trigger on "write a business plan", "business plan", "create my plan", "business plan template", "update my business plan", "plan for my business", "investor pitch plan".

Access Finnhub API for real-time stock quotes, company news, market data, financial statements, and trading signals

@matthewxfz3

Access Finnhub API for real-time stock quotes, company news, market data, financial statements, and trading signals. Use when you need current stock prices, company news, earnings data, or market analysis.

金融素养学习工具

@thcjp

个人金融素养教育工具，提供基础金融概念、理财入门与风险意识培养。Use when 用户需要financial-literacy-tool-free相关功能时使用。不适用于超出本技能能力范围的复杂需求。适用于独立开发者、企业团队和自动化工作流场景。支持中文交互，无需复杂配置即开即用。输出结果可直接使用，减少二次加工成本。

financial-report-analyzer

@hj2916

智能解析PDF格式财务报告，自动提取关键财务指标，生成可视化分析图表和投资参考报告。适用于分析中国A股、港股、美股上市公司的财务报表。Use when user needs to analyze financial reports, extract financial data from PDFs, compar...

Financial Modeling Prep

@oomol

Financial Modeling Prep (financialmodelingprep.com). Use this skill for ANY Financial Modeling Prep request — searching and reading data. Whenever a task involves Financial Modeling Prep, use this skill instead of calling the API directly.

Yahoo Finance CLI

@stuhorsman

This skill should be used when the user asks to "get stock prices", "check stock quotes", "look up earnings", "get financial data", "find trending stocks", or needs stock market data from Yahoo Finance.

financial_bill_ocr

@scnet-sugon

支持金融单据识别,支持识别多种金融单据，包括银行承兑汇票、电子银行承兑汇票、商业承兑汇票、电子商业承兑汇票、银行支票、银行回单、进账单、电汇凭证、支款凭证、移动支付账单、财政授权支付凭证、海关专用缴款书、海关进/出口货物报关单、国际汇票、商业发票、原产地证明、货物运输保险单、装箱单、提单，结构化提取关键信息。

Financial Fraud Analyzer Lite

@hollis9087

财务造假风险分析技能。基于财务报表（利润表、资产负债表、现金流量表）评估盈余操纵与会计舞弊概率，输出结构化风险结论与证据链。支持单公司深度分析和批量筛查。Use when user asks to detect financial statement fraud, earnings manipulation, a...

college-prep-tracker

@chris

Keep an ongoing, saved tracker of a student's college application process: schools, application and essay status, recommendation letters, test scores, scholarships, financial aid, and deadlines, with a built-in junior and senior year timeline. Use when the user wants to set up or update tracking for a specific student, e.g. 'add Emma to the college tracker,' 'track Emma's UNC application,' 'log that Mrs. Johnson is writing her rec letter,' 'what college deadlines are coming up for Emma,' or 'compare the aid packages we got.' Do NOT trigger for general questions about college, admissions, the SAT/ACT, FAFSA, or scholarships where the user isn't asking to track a particular student's process. Saves data locally in college-data.json (no network); tells the user what's saved and deletes on request.

QuickBooks

@hith3sh

Manage QuickBooks accounts, customers, invoices, payments, bills, expenses, and financial workflows via the QuickBooks Online API. Use when users want to rea...

Financial Audit Domain

@wangjiaocheng

财报排雷审计分析知识参考库（领域负载物）。覆盖偿债能力、经营资产质量、长期资产质量、负债权益结构、收入盈利质量、现金流质量六大排雷域，含50项核心指标与5条舞弊红线。仅适用于A股非金融类上市公司。触发词：财报排雷、财务排雷、财务报表分析、财务造假识别、A股排雷。

alva

@jaxxjj

Use this skill when the user asks for financial data ("price of BTC", "P/E ratio of NVDA"), market analysis, stock or crypto research, quant strategies, back...

Zero Trust

@doonot

Security-first behavioral guidelines for cautious agent operation. Use this skill for ALL operations involving external resources, installations, credentials, or actions with external effects. Triggers on - any URL/link interaction, package installations, API key handling, sending emails/messages, social media posts, financial transactions, or any action that could expose data or have irreversible effects.

Query real-time and historical financial data across equities and crypto prices

@0xjordansg-yolo

Query real-time and historical financial data across equities and crypto—prices, market moves, metrics, and trends for analysis, alerts, and reporting.

Odoo Reporting

@ashrf-in

Query Odoo data including salesperson performance, customer analytics, orders, invoices, CRM, accounting, VAT, inventory, and AR/AP. Generates WhatsApp cards...

Mx Search

@xpmars

Retrieve timely, authoritative financial news, announcements, research reports, policies, and other finance‑related information using the Meixiang (妙想) searc...

Eastmoney Financial Search 1.0.2

@lean-zhouchao

本skill基于东方财富妙想搜索能力，基于金融场景进行信源智能筛选，用于获取涉及时效性信息或特定事件信息的任务，包括新闻、公告、研报、政策、交易规则、具体事件、各种影响分析、以及需要检索外部数据的非常识信息等。避免AI在搜索金融场景信息时，参考到非权威、及过时的信息。

drillr — Power Terminal for Deep Financial Research

@yx9966

Power terminal for deep financial research on US public equities — reason through investment theses, screen for ideas, map supply chains, do forensic account...

market-data

@xj577

Provides financial market data including stock prices, crypto prices, economic events, and latest news headlines for analysis and updates.

Access Drillr's financial research capabilities — agentic search over company financials, a high-signal market event feed, published analyst articles, and pe...

金融素养专业版

@thcjp

提供专业金融教育与理财规划，支持个性化方案、从业认证培训、企业内训管理与学习进度追踪。