financial-plan
by anthropic
Build or update a comprehensive financial plan covering retirement projections, education funding, estate planning, and cash flow analysis. Use for new client…
npx skills add https://github.com/anthropics/financial-services --skill financial-planMore skills from anthropic
analyzing-financial-statements
anthropic
This skill calculates key financial ratios and metrics from financial statement data for investment analysis
applying-brand-guidelines
anthropic
This skill applies consistent corporate branding and styling to all generated documents including colors, fonts, layouts, and messaging
creating-financial-models
anthropic
This skill provides an advanced financial modeling suite with DCF analysis, sensitivity testing, Monte Carlo simulations, and scenario planning for investment…
board-minutes
anthropic
Drafts board or committee meeting minutes in your house format. Auto-detects upcoming board and committee meetings from your calendar, asks for the agenda and…
crm-cleanup
anthropic
Scans HubSpot for stale deals, duplicate contacts, and missing fields, then fixes what the owner approves. Accepts optional scope argument for deals, contacts,…
redshift-api
anthropic
Run SQL against Amazon Redshift — submit statements, poll status, page through results, and browse databases/schemas/tables. Use this whenever the user wants…
ticket-deflector
anthropic
Reads a forwarded customer email or ticket, pulls order/refund status from PayPal and account history from HubSpot, drafts a tone-matched reply in the owner's…
reg-feed-watcher
anthropic
Check regulatory feeds now and report what's new since the last check, filtered by your materiality threshold. Use when the user says "check the feeds",…