mcp server

financeskills

AI-powered skills for financial professionals. Comprehensive collection of finance, accounting, audit, and compliance skills for AI agents. IFRS/GAAP compliant with industry-specific applications.

GAJETOso/financeskillscommunitylistedunreviewednot running here yet

Use tool

Set up

Runs on your computer. Pick your agent and operating system.

Before you start

uv (`curl -LsSf https://astral.sh/uv/install.sh | sh`)

~/Library/Application Support/Claude/claude_desktop_config.json

{
  "mcpServers": {
    "financeskills": {
      "command": "uvx",
      "args": [
        "financeskills"
      ]
    }
  }
}

same format Cursor, GitHub Copilot CLI, Junie, JetBrains AI Assistant, Augment (Auggie CLI), Factory Droid, Kiro, Devin CLI +12

Values in angle brackets are placeholders. Restart Claude Desktop after editing its config.Claude Desktop docs

README

synced Oct 14, 2026

Finance Skills for AI Agents

A comprehensive collection of AI agent skills for financial professionals, accountants, and finance teams. Built for technical finance professionals who want AI coding agents to help with financial analysis, auditing, compliance, reporting, and financial engineering. Works with Claude Code, OpenAI Codex, Cursor, Windsurf, and any agent that supports the Agent Skills spec.

Built by Ayotunde Oso (aka GAJETOso) for accountants in oil & gas, banking, insurance, and corporate finance. Need specific help? Open an issue — this is a community-driven resource.

Contributions welcome! Found a way to improve a skill or have a new one to add? Open a PR.

Run into a problem or have a question? Open an issue — we're happy to help.

What are Skills?

Skills are markdown files that give AI agents specialized knowledge and workflows for specific financial tasks. When you add these to your project, your agent can recognize when you're working on a financial task and apply the right accounting standards, compliance frameworks, and best practices.

How Skills Work Together

Skills reference each other and build on shared financial context. Most skills check for foundational knowledge (accounting standards, regulatory requirements) before executing specialized tasks.

                            ┌──────────────────────────────────────┐
                            │      Compliance & Standards          │
                            │    (IFRS, GAAP, Local Regulations)   │
                            └──────────────┬───────────────────────┘
                                           │
    ┌──────────────┬────────────┬──────────┼──────────┬──────────────┬──────────────┐
    ▼              ▼            ▼          ▼          ▼              ▼              ▼
┌──────────┐ ┌──────────┐ ┌──────────┐ ┌──────┐ ┌──────────┐ ┌─────────────┐ ┌───────────┐
│ Financial│ │  Audit & │ │  Tax &   │ │ Risk │ │Corporate │ │  Industry   │ │ Advanced  │
│ Analysis │ │Compliance│ │Regulatory│ │      │ │ Finance  │ │  Specific   │ │ Analytics │
├──────────┤ ├──────────┤ ├──────────┤ ├──────┤ ├──────────┤ ├─────────────┤ ├───────────┤
│fin-anlys │ │audit-chk │ │tax-plan  │ │risk  │ │corp-cons │ │oil-gas-val  │ │ai-anomaly │
│budget-fc │ │forensic  │ │revenue-  │ │treasury││lbo-model │ │insurance-res│ │nlp-sent   │
│statement │ │auto-recon│ │ recog    │ │      │ │startup-  │ │banking-comp │ │predictive │
│  -prep   │ │          │ │          │ │      │ │ valuation│ │crypto-acct  │ │           │
│invest-   │ │          │ │          │ │      │ │debt-restr│ │variance-ana │ │           │
│ analysis │ │          │ │          │ │      │ │wacc-comp │ │product-prof │ │           │
│          │ │          │ │          │ │      │ │ecl-comp  │ │earned-value │ │           │
│          │ │          │ │          │ │      │ │aro-comp  │ │             │ │           │
│          │ │          │ │          │ │      │ │esg-report│ │             │ │           │
└────┬─────┘ └────┬─────┘ └────┬─────┘ └──┬───┘└────┬─────┘ └──────┬──────┘ └─────┬─────┘
     │            │            │           │         │              │              │
     └────────────┴─────┬──────┴───────────┴─────────┴──────────────┴──────────────┘
                        │
         Skills cross-reference:
           financial-analysis ↔ budget-forecast ↔ risk-assessment
           audit-checklist ↔ forensic-accounting ↔ ai-anomaly-detection
           statement-preparation ↔ corporate-consolidation ↔ revenue-recognition
           oil-gas-valuation ↔ aro-computation ↔ ecl-computation

Available Skills

Financial Analysis & Reporting

Skill	Description
financial-analysis	Comprehensive financial statement analysis using ratio analysis, trend analysis, and performance metrics...
budget-forecast	Build budgets, forecasts, and variance analysis models with rolling forecasts and scenario planning...
statement-preparation	Prepare financial statements (Income Statement, Balance Sheet, Cash Flow) following IFRS/GAAP standards...
investment-analysis	Evaluate investment opportunities using NPV, IRR, payback period, and sensitivity analysis...
product-profitability	Analyze product-line profitability, contribution margins, and cost allocation for decision-making...

Audit & Compliance

Skill	Description
audit-checklist	Generate comprehensive audit checklists, working papers, and test procedures for internal/external audits...
forensic-accounting	Detect fraud, analyze suspicious transactions, and conduct forensic investigations with data analytics...
automated-reconciliation	Automate bank reconciliations, intercompany eliminations, and account reconciliations at scale...
ai-anomaly-detection	Use machine learning to detect unusual transactions, outliers, and potential fraud in financial data...

Tax & Regulatory

Skill	Description
tax-planning	Optimize tax positions, plan tax strategies, and ensure compliance with local tax regulations...
revenue-recognition	Apply IFRS 15 / ASC 606 revenue recognition standards for contracts and performance obligations...
esg-reporting	Prepare ESG (Environmental, Social, Governance) reports and sustainability disclosures...
banking-compliance	Navigate Basel III, capital adequacy requirements, and banking regulatory compliance frameworks...

Risk & Treasury

Skill	Description
risk-assessment	Identify, quantify, and manage financial risks including credit, market, operational, and liquidity risks...
treasury-management	Optimize cash management, working capital, liquidity forecasting, and funding strategies...
ecl-computation	Calculate Expected Credit Loss (ECL) under IFRS 9 for financial instruments and loan portfolios...

Corporate Finance

Skill	Description
corporate-consolidation	Prepare consolidated financial statements for group entities with elimination entries...
lbo-modeling	Build leveraged buyout (LBO) models with sources & uses, debt schedules, and returns analysis...
startup-valuation	Value early-stage companies using DCF, comparables, venture capital method, and scorecard approaches...
debt-restructuring	Analyze debt restructuring scenarios, workout agreements, and distressed company turnarounds...
wacc-computation	Calculate Weighted Average Cost of Capital (WACC) for valuation and capital budgeting decisions...
venture-debt	Analyze venture debt facilities, warrants, and alternative financing structures for startups...
aro-computation	Compute Asset Retirement Obligations (ARO) for decommissioning and environmental liabilities...

Industry-Specific

Skill	Description
oil-gas-valuation	Value oil & gas reserves using NPV of future cash flows, reserve-based lending, and production forecasts...
insurance-reserving	Calculate insurance loss reserves, IBNR (Incurred But Not Reported), and actuarial estimates...
crypto-accounting	Account for cryptocurrency transactions, digital assets, NFTs, and DeFi protocols under emerging standards...
variance-analysis	Analyze manufacturing cost variances (material, labor, overhead) for production cost control...
earned-value-mgmt	Track project financial performance using Earned Value Management (EVM) metrics and variance analysis...

Advanced Analytics

Skill	Description
nlp-earnings-sentiment	Extract sentiment and key insights from earnings calls, annual reports, and financial disclosures using NLP...
predictive-burn-rate	Forecast cash burn rates, runway, and funding requirements for startups and high-growth companies...

Installation

Option 1: CLI Install (Recommended)

Use npx skills to install skills directly:

# Install all skills
npx skills add GAJETOso/financeskills

# Install specific skills
npx skills add GAJETOso/financeskills --skill financial-analysis audit-checklist

# List available skills
npx skills add GAJETOso/financeskills --list

This automatically installs to your .agents/skills/ directory (and symlinks into .claude/skills/ for Claude Code compatibility).

Option 2: Claude Code Plugin

Install via Claude Code's built-in plugin system:

# Add the marketplace
/plugin marketplace add GAJETOso/financeskills

# Install all finance skills
/plugin install finance-skills

Option 3: Clone and Copy

Clone the entire repo and copy the skills folder:

git clone https://github.com/GAJETOso/financeskills.git
cp -r financeskills/skills/* .agents/skills/

Option 4: Git Submodule

Add as a submodule for easy updates:

git submodule add https://github.com/GAJETOso/financeskills.git .agents/financeskills

Then reference skills from .agents/financeskills/skills/.

Option 5: Fork and Customize

Fork this repository
Customize skills for your specific industry/regulatory needs
Clone your fork into your projects

Option 6: SkillKit (Multi-Agent)

Use SkillKit to install skills across multiple AI agents (Claude Code, Cursor, Copilot, etc.):

# Install all skills
npx skillkit install GAJETOso/financeskills

# Install specific skills
npx skillkit install GAJETOso/financeskills --skill financial-analysis audit-checklist

# List available skills
npx skillkit install GAJETOso/financeskills --list

Usage

Once installed, just ask your agent to help with financial tasks:

"Analyze these financial statements and calculate key ratios"
→ Uses financial-analysis skill

"Prepare IFRS 15 revenue recognition journal entries for this contract"
→ Uses revenue-recognition skill

"Build a 5-year DCF model for this company"
→ Uses investment-analysis skill

"Calculate Expected Credit Loss for this loan portfolio"
→ Uses ecl-computation skill

"Prepare consolidated financial statements for our group"
→ Uses corporate-consolidation skill

You can also invoke skills directly:

/financial-analysis
/audit-checklist
/tax-planning

Skill Categories

📊 Financial Analysis & Reporting

financial-analysis - Ratio analysis, trend analysis, performance metrics
budget-forecast - Budgeting, forecasting, variance analysis
statement-preparation - Income Statement, Balance Sheet, Cash Flow
investment-analysis - NPV, IRR, investment evaluation
product-profitability - Product-line profitability analysis

🔍 Audit & Compliance

audit-checklist - Audit procedures and working papers
forensic-accounting - Fraud detection and investigation
automated-reconciliation - Account reconciliation automation
ai-anomaly-detection - ML-based anomaly detection

📋 Tax & Regulatory

tax-planning - Tax optimization and compliance
revenue-recognition - IFRS 15 / ASC 606 compliance
esg-reporting - Sustainability and ESG disclosures
banking-compliance - Basel III and banking regulations

⚠️ Risk & Treasury

risk-assessment - Financial risk identification and management
treasury-management - Cash and liquidity management
ecl-computation - IFRS 9 Expected Credit Loss

🏢 Corporate Finance

corporate-consolidation - Group consolidation
lbo-modeling - Leveraged buyout models
startup-valuation - Early-stage company valuation
debt-restructuring - Workout and restructuring analysis
wacc-computation - Cost of capital calculations
venture-debt - Alternative financing structures
aro-computation - Asset retirement obligations

🏭 Industry-Specific

oil-gas-valuation - Reserve valuation for energy sector
insurance-reserving - Insurance loss reserves and IBNR
crypto-accounting - Digital asset accounting
variance-analysis - Manufacturing cost variance analysis
earned-value-mgmt - Project financial performance tracking

🤖 Advanced Analytics

nlp-earnings-sentiment - NLP for financial documents
predictive-burn-rate - Cash runway forecasting

Compliance & Regulatory Support

This repository includes dedicated compliance mapping for:

IFRS Standards - International Financial Reporting Standards
US GAAP - Generally Accepted Accounting Principles
African Frameworks - Local regulatory requirements (Nigeria, South Africa, Kenya, Ghana)
Industry Regulations - Banking (Basel III), Insurance (IFRS 17), Oil & Gas (IFRS 6)

See Regulatory Compliance Mapping for detailed standard-to-skill mappings.

Learning Path

🚀 Phase 1: Foundations

Get comfortable with the technical basics:

Python: Master Pandas, NumPy, and OpenPyXL for data manipulation
APIs: Connect to financial data sources (Yahoo Finance, Bloomberg, Alpha Vantage)
Git: Version control for financial models and collaboration

📚 Resources in /foundations

🚀 Phase 2: AI Usage

Learn to work effectively with AI agents:

Prompt Engineering: Craft precise instructions for complex financial reasoning
AI Tools: Leverage ChatGPT, Claude, GitHub Copilot, and Cursor for development

📚 Resources in /ai-usage

🚀 Phase 3: Skill Building

Apply specialized financial skills:

Start with foundational skills (financial-analysis, budget-forecast)
Progress to compliance skills (audit-checklist, revenue-recognition)
Master advanced topics (corporate-consolidation, predictive analytics)

📚 All skills available in /skills

🚀 Phase 4: Real Projects

Build end-to-end financial systems:

AI-powered Finance Assistant: Natural language interface for financial queries
Automated Reporting Tool: Dynamic generation of financial statements
Smart Audit System: AI-driven anomaly detection in transaction logs

📚 Project templates in /projects

Repository Structure

financeskills/
├── foundations/         # Phase 1: Python, APIs, Git basics
├── ai-usage/           # Phase 2: Prompt engineering guides
├── skills/             # Phase 3: Modular skill definitions
│   ├── financial-analysis/
│   │   ├── SKILL.md           # Skill instructions
│   │   ├── evals/             # Test cases
│   │   └── references/        # Accounting standards
│   ├── audit-checklist/
│   ├── tax-planning/
│   └── [40+ other skills]/
├── compliance/         # Regulatory mapping (IFRS, GAAP, local)
├── projects/          # Phase 4: Full-scale applications
└── tools/             # Helper utilities and integrations

Use It From Any Agent

Skills (auto-trigger + explicit): SKILL.md follows the open Agent Skills spec - works in Claude Code, Codex CLI, Gemini CLI, Copilot/VS Code, Cursor, Windsurf, and any tool reading .agents/skills/. In Claude Code, invoke explicitly with /skill-name.

Slash commands: commands/ ships 52 commands - one per skill (full coverage of all 43) plus workflow commands (/reconcile, /wacc, /close-the-books, ...) with argument handling.

MCP connector: stdio (tools/mcp/server.py) or hosted HTTP (tools/mcp/http_server.py + Dockerfile, see tools/mcp/DEPLOY.md) exposing 155+ tools (every calculator across 38 skills, plus skill/standards/template readers) to ANY MCP client - zero dependencies, no network, no keys. Config snippets in tools/mcp/README.md.

Install as a CLI: pipx install git+https://github.com/GAJETOso/financeskills gives financeskills-mcp, financeskills-mcp-http, financeskills-validate, financeskills-evals.

Live data: tools/connectors/ pulls Stripe and Plaid transactions into skill-ready CSVs (each has a --mock mode). See tools/connectors/README.md.

Eval scorecard: see tools/evals/BASELINE.md. All 43 skills have file-based evals with realistic fixtures (CSV/XLSX) and code-verified expected values.

Provenance: MANIFEST.sha256 checksums all content; skill scripts are stdlib-only with no network access (see SECURITY.md).

Quality Infrastructure

Every skill is validated and testable:

Validator - python3 validate_skills.py enforces the full Agent Skills spec (frontmatter, evals schema, dead links, line limits), runs every script's self-test, and checks marketplace manifests against the skills on disk. CI runs it on every push.
Eval harness - python3 tools/evals/run_evals.py --all feeds each eval prompt (with its fixture files) to a model with the skill as system context and grades the assertions with an LLM judge. --dry-run validates schemas offline.
Deterministic scripts - 38 of 43 skills ship a scripts/calculate.py with self-tested functions, so agents compute with code instead of mental math.
Fixtures - flagship skills include realistic CSV fixtures (trial balances, lease portfolios, bank statements) with code-verified expected answers.
Templates - flagship skills ship output templates in assets/ for consistent memos and workpapers.

Contributing

Found a way to improve a skill? Have a new skill to suggest? PRs and issues welcome!

See CONTRIBUTING.md for guidelines on adding or improving skills.

Skill Improvement Ideas

Add more industry-specific skills (real estate, healthcare, manufacturing)
Expand compliance coverage (SOX, GDPR, local African regulations)
Create more advanced analytics skills (time series forecasting, Monte Carlo simulation)
Build integration skills (QuickBooks, Xero, SAP, Oracle)

For AI Agents

If you are an AI agent (Claude, Cursor, etc.), please refer to AGENTS.md for interaction guidelines and CLAUDE.md for project rules.

License

MIT - Use these however you want.

About the Author

Built by Ayotunde Oso (aka GAJETOso) — Accountant in the oil & gas industry (Nigeria), with experience across IFRS, corporate finance, audit, and financial systems. Currently building AI-powered finance tools for accounting professionals in emerging markets.

Connect: GitHub

Roadmap

✅ Completed

43 core financial skills
IFRS/GAAP compliance mapping
Industry-specific skills (oil & gas, banking, insurance)
AI agent integration (Claude Code, Cursor)

🚧 In Progress

Interactive skill tutorials with Python notebooks
Integration with accounting software APIs (QuickBooks, Xero)
Video walkthroughs for each skill
Mobile app for on-the-go financial analysis

🔮 Future

Community skill marketplace
Certification program for AI-powered accounting
Multi-language support (French, Portuguese for African markets)
Real-time collaboration features

Support

Having issues? Questions? Want to contribute?

📧 Issues: Open an issue
💬 Discussions: Start a discussion
🤝 Contributing: See CONTRIBUTING.md

🤖 For AI Agents

If you are an AI agent (Claude, Cursor, etc.), please refer to AGENTS.md for interaction guidelines and CLAUDE.md for project rules.

Built for accountants, by an accountant. Let's revolutionize financial analysis with AI.