Agent Academy

Agent Academy is a free, source-linked library of skills, prompts, MCP servers and bot templates, organised into courses by profession, for people who hand real work to AI agents: 1,467 live resources, each with its original link, license and safety tags.

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Finance

This profession has resources but no course yet.

Skill 14

14resources
0roles
14SKILL.md files
0MCP servers

Top resources

Library · 14
SkillFinance

backtesting-frameworks

Build robust backtesting systems for trading strategies with proper handling of look-ahead bias, survivorship bias, and transaction costs. Use when developing trading algorithms, validating strategies, or building backtesting infrastructure.

Sourcegithub.com/wshobson/agents/blob/main/plugins/quantitative-trading/skills/backtesting-frameworks/SKILL.md

No credentialsDoes not sendMIT
SkillFinance

billing-automation

Build automated billing systems for recurring payments, invoicing, subscription lifecycle, and dunning management. Use when implementing subscription billing, automating invoicing, or managing recurring payment systems.

Sourcegithub.com/wshobson/agents/blob/main/plugins/payment-processing/skills/billing-automation/SKILL.md

No credentialsDoes not sendMIT
SkillFinance

paypal-integration

Integrate PayPal payment processing with support for express checkout, subscriptions, and refund management. Use when implementing PayPal payments, processing online transactions, or building e-commerce checkout flows.

Sourcegithub.com/wshobson/agents/blob/main/plugins/payment-processing/skills/paypal-integration/SKILL.md

No credentialsDoes not sendMIT
SkillFinance

pci-compliance

Implement PCI DSS compliance requirements for secure handling of payment card data and payment systems. Use when securing payment processing, achieving PCI compliance, or implementing payment card security measures.

Sourcegithub.com/wshobson/agents/blob/main/plugins/payment-processing/skills/pci-compliance/SKILL.md

No credentialsDoes not sendMIT
SkillFinance

risk-metrics-calculation

Calculate portfolio risk metrics including VaR, CVaR, Sharpe, Sortino, and drawdown analysis. Use when measuring portfolio risk, implementing risk limits, or building risk monitoring systems.

Sourcegithub.com/wshobson/agents/blob/main/plugins/quantitative-trading/skills/risk-metrics-calculation/SKILL.md

No credentialsDoes not sendMIT
SkillFinance

stripe-integration

Implement Stripe payment processing for robust, PCI-compliant payment flows including checkout, subscriptions, and webhooks. Use when integrating Stripe payments, building subscription systems, or implementing secure checkout flows.

Sourcegithub.com/wshobson/agents/blob/main/plugins/payment-processing/skills/stripe-integration/SKILL.md

No credentialsDoes not sendMIT
SkillFinance

audit-support

Support SOX 404 compliance with control testing methodology, sample selection, and documentation standards. Use when generating testing workpapers, selecting audit samples, classifying control deficiencies, or preparing for internal or external audits.

Sourcegithub.com/anthropics/knowledge-work-plugins/blob/main/finance/skills/audit-support/SKILL.md

No credentialsDoes not sendApache-2.0
SkillFinance

close-management

Manage the month-end close process with task sequencing, dependencies, and status tracking. Use when planning the close calendar, tracking close progress, identifying blockers, or sequencing close activities by day.

Sourcegithub.com/anthropics/knowledge-work-plugins/blob/main/finance/skills/close-management/SKILL.md

No credentialsDoes not sendApache-2.0
SkillFinance

financial-statements

Generate financial statements (income statement, balance sheet, cash flow) with period-over-period comparison and variance analysis. Use when preparing a monthly or quarterly P&L, closing the books and need to flag material variances, comparing actuals to budget, building a financial summary for leadership review, or looking up GAAP presentation requirements and period-end adjustments.

Sourcegithub.com/anthropics/knowledge-work-plugins/blob/main/finance/skills/financial-statements/SKILL.md

No credentialsDoes not sendApache-2.0
SkillFinance

journal-entry

Prepare journal entries with proper debits, credits, and supporting detail. Use when booking month-end accruals (AP, payroll, prepaid), recording depreciation or amortization, posting revenue recognition or deferred revenue adjustments, or documenting an entry for audit review.

Sourcegithub.com/anthropics/knowledge-work-plugins/blob/main/finance/skills/journal-entry/SKILL.md

No credentialsDoes not sendApache-2.0
SkillFinance

journal-entry-prep

Prepare journal entries with proper debits, credits, and supporting documentation for month-end close. Use when booking accruals, prepaid amortization, fixed asset depreciation, payroll entries, revenue recognition, or any manual journal entry.

Sourcegithub.com/anthropics/knowledge-work-plugins/blob/main/finance/skills/journal-entry-prep/SKILL.md

No credentialsDoes not sendApache-2.0
SkillFinance

reconciliation

Reconcile accounts by comparing GL balances to subledgers, bank statements, or third-party data. Use when performing bank reconciliations, GL-to-subledger recs, intercompany reconciliations, or identifying and categorizing reconciling items.

Sourcegithub.com/anthropics/knowledge-work-plugins/blob/main/finance/skills/reconciliation/SKILL.md

No credentialsDoes not sendApache-2.0
SkillFinance

sox-testing

Generate SOX sample selections, testing workpapers, and control assessments. Use when planning quarterly or annual SOX 404 testing, pulling a sample for a control (revenue, P2P, ITGC, close), building a testing workpaper template, or evaluating and classifying a control deficiency.

Sourcegithub.com/anthropics/knowledge-work-plugins/blob/main/finance/skills/sox-testing/SKILL.md

No credentialsDoes not sendApache-2.0
SkillFinance

variance-analysis

Decompose financial variances into drivers with narrative explanations and waterfall analysis. Use when analyzing budget vs. actual, period-over-period changes, revenue or expense variances, or preparing variance commentary for leadership.

Sourcegithub.com/anthropics/knowledge-work-plugins/blob/main/finance/skills/variance-analysis/SKILL.md

No credentialsDoes not sendApache-2.0