feat: financial-markets-back-office-administrator skill package v0.1.0
This commit is contained in:
30
PROVENANCE.md
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PROVENANCE.md
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# Data provenance — financial-markets-back-office-administrator
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Where the content of this skill package comes from, counted by
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content items (tasks, competences, tools, evidence entries, curated
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knowledge). Rendered live by Gitea:
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```mermaid
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%%{init: {'theme':'base','themeVariables':{'pie1':'#f9a825','pie2':'#1e88e5','pie3':'#d97757','pie4':'#8e24aa','pieOuterStrokeWidth':'0px','pieSectionTextColor':'#fff'}}}%%
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pie showData
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title Content sources — financial-markets-back-office-administrator
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"ESCO (occupation & competences)" : 30
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"O*NET (tasks & tools)" : 50
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"Anthropic official Claude skills" : 6
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"External AI skill packs (mapped)" : 182
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```
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| Source | Items | Share | Files |
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|---|---|---|---|
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| ESCO (occupation & competences) | 30 | 11.2 % | references/profile.md, references/skills.md |
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| O*NET (tasks & tools) | 50 | 18.7 % | references/tasks.md, references/tools.md |
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| Job boards (market evidence) | 0 | 0.0 % | references/market.md (full report) + "Market evidence" headline sections |
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| Wikipedia & AI expert curation | 0 | 0.0 % | glossary, literature, usecases, intake, quality, evals/ |
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| Anthropic official Claude skills | 6 | 2.2 % | references/ai-skills.md, section "anthropics/skills" (official Claude Code skills) |
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| External AI skill packs (mapped) | 182 | 67.9 % | references/ai-skills.md (per-source attribution inside) |
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| Stack Exchange practitioner Q&A (CC-BY-SA) | 0 | 0.0 % | references/practitioner-qa.md (per-entry attribution inside) |
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Licensing: O*NET (USDOL/ETA, CC BY 4.0) · ESCO (© European Union) ·
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job-ad evidence via official APIs (JSearch/Adzuna) · Wikipedia content
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paraphrased with source URLs — never copied · external AI skills are
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linked, not copied (Apache-2.0/MIT/source-available, see ai-skills.md).
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56
SKILL.md
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SKILL.md
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---
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name: financial-markets-back-office-administrator
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description: "Occupational skill for the role 'financial markets back office administrator' (also: operations manager, back office administrator, broker assistant, back office payments assistant, settlements administrator, operations officer). Use when the user asks for typical financial markets back office administrator work such as: Document security transactions, such as purchases, sales, conversions, redemptions, or payments, using computers, accounting ledgers, or certificate records.; Perform clerical tasks, such as answering phones or distributing mail.; Correspond with customers and confer with coworkers to answer inquiries, discuss market fluctuations, or resolve account problems."
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---
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# Financial Markets Back Office Administrator
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Financial markets back office administrators perform administrative tasks for all the transactions registered in the trading room. They process transactions involving securities, derivatives, foreign exchange, commodities, and manage the clearing and settling of trades.
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## Core workflow
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1. Document security transactions, such as purchases, sales, conversions, redemptions, or payments, using computers, accounting ledgers, or certificate records.
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2. Perform clerical tasks, such as answering phones or distributing mail.
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3. Correspond with customers and confer with coworkers to answer inquiries, discuss market fluctuations, or resolve account problems.
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4. Prepare forms, such as receipts, withdrawal orders, transmittal papers, or transfer confirmations, based on transaction requests from stockholders.
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5. File, type, or operate standard office machines.
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## How to use this skill
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- Read [references/profile.md](references/profile.md) for the occupation profile and scope.
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- Consult [references/tasks.md](references/tasks.md) for the full task and activity inventory.
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- Check [references/skills.md](references/skills.md) for essential vs. optional competences.
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- Check [references/tools.md](references/tools.md) for the software commonly used in this role.
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- See [references/ai-skills.md](references/ai-skills.md) — matched external AI agent skills (per-source attribution).
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## Key competences (essential)
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- banking activities
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- customer service
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- electronic communication
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- financial markets
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- financial products
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- handle financial transactions
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- handle paperwork
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- maintain records of financial transactions
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- manage administrative systems
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- manage contracts
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- office administration
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- office software
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- perform clerical duties
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## Hot technologies
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- Salesforce software
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- Microsoft Access
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- Structured query language SQL
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- Adobe InDesign
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- Adobe Acrobat
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- Microsoft SharePoint
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- Microsoft Outlook
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- Oracle PeopleSoft
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- Adobe Creative Cloud software
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- Adobe Illustrator
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---
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*Sources: ESCO v1.2.1 (http://data.europa.eu/esco/occupation/35fbb8cd-c044-49a1-850c-010481c99b4a), O*NET 30.3 (43-4011.00). See manifest.json for licensing/attribution.*
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manifest.json
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manifest.json
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{
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"name": "financial-markets-back-office-administrator",
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"title": "financial markets back office administrator",
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"version": "0.1.0",
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"layer": "core",
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"language": "en",
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"generated": "2026-07-07",
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"ids": {
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"esco_uri": "http://data.europa.eu/esco/occupation/35fbb8cd-c044-49a1-850c-010481c99b4a",
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"esco_code": "4312.2.1",
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"isco_group": "4312",
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"onet_soc": "43-4011.00",
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"crosswalk_match": "exactMatch"
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},
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"sources": [
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{
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"name": "ESCO",
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"version": "1.2.1",
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"url": "https://esco.ec.europa.eu/"
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},
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{
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"name": "O*NET",
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"version": "30.3",
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"url": "https://www.onetcenter.org/",
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"license": "CC BY 4.0"
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}
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],
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"attribution": "This package includes information from the O*NET Database (v30.3) by the U.S. Department of Labor, Employment and Training Administration (USDOL/ETA), CC BY 4.0. skillfactor is not endorsed by USDOL/ETA. ESCO data (v1.2.1) (c) European Union, used per the ESCO download conditions: https://esco.ec.europa.eu/en/use-esco/download",
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"counts": {
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"tasks": 10,
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"dwas": 12,
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"skills_essential": 13,
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"skills_optional": 16,
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"software": 27
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},
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"enrichment_ai_skills": {
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"generated": "2026-07-14",
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"method": "deterministic mapping (ISCO prefix + title/competence keywords)",
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"sources": {
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"anthropics/skills": {
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"repo": "https://github.com/anthropics/skills",
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"commit": "f6656c1",
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"license": "Apache-2.0; the document skills (docx/pdf/pptx/xlsx) are source-available \u2014 see the LICENSE.txt in the upstream skill folder",
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"skills": 3
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},
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"wshobson/agents": {
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"repo": "https://github.com/wshobson/agents",
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"commit": "6fd3247",
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"license": "MIT (c) Seth Hobson",
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"skills": 1
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},
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"jeremylongshore/claude-code-plugins-plus-skills": {
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"repo": "https://github.com/jeremylongshore/claude-code-plugins-plus-skills",
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"commit": "e112938a",
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"license": "MIT",
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"skills": 12
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},
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"a5c-ai/babysitter": {
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||||
"repo": "https://github.com/a5c-ai/babysitter",
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||||
"commit": "44a5d58b",
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"license": "MIT",
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||||
"skills": 9
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},
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"kazukinagata/shinkoku": {
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"repo": "https://github.com/kazukinagata/shinkoku",
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"commit": "e610b30",
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"license": "MIT",
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"skills": 2
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},
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"AgriciDaniel/claude-ads": {
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"repo": "https://github.com/AgriciDaniel/claude-ads",
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"commit": "669c760",
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"license": "MIT",
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"skills": 1
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},
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"brycewang-stanford/Auto-Empirical-Research-Skills": {
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"repo": "https://github.com/brycewang-stanford/Auto-Empirical-Research-Skills",
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"commit": "85bf545",
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"license": "CC-BY-4.0",
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"skills": 5
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},
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"mohitagw15856/pm-claude-skills": {
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"repo": "https://github.com/mohitagw15856/pm-claude-skills",
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"commit": "876fa30",
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"license": "MIT",
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"skills": 5
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},
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"open-gitagent/opengap": {
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||||
"repo": "https://github.com/open-gitagent/opengap",
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||||
"commit": "d7a8e2e",
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||||
"license": "MIT",
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||||
"skills": 1
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||||
},
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"foryourhealth111-pixel/Vibe-Skills": {
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||||
"repo": "https://github.com/foryourhealth111-pixel/Vibe-Skills",
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||||
"commit": "34429a8",
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||||
"license": "Apache-2.0",
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"skills": 2
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||||
},
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"nexu-io/open-design": {
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"repo": "https://github.com/nexu-io/open-design",
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||||
"commit": "4b66023",
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"license": "Apache-2.0",
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"skills": 1
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||||
},
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"alirezarezvani/claude-skills": {
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"repo": "https://github.com/alirezarezvani/claude-skills",
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"commit": "0241f43",
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||||
"license": "MIT",
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||||
"skills": 2
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},
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"davepoon/buildwithclaude": {
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||||
"repo": "https://github.com/davepoon/buildwithclaude",
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"commit": "3c94e0c",
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"license": "MIT",
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"skills": 4
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},
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"affaan-m/everything-claude-code": {
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"repo": "https://github.com/affaan-m/everything-claude-code",
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"commit": "ed38744",
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"license": "MIT",
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||||
"skills": 1
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||||
},
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"basicmachines-co/basic-memory": {
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"repo": "https://github.com/basicmachines-co/basic-memory",
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"commit": "53da71c",
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"license": "custom (see upstream LICENSE)",
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"skills": 1
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},
|
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"vibeeval/vibecosystem": {
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"repo": "https://github.com/vibeeval/vibecosystem",
|
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"commit": "cea9462",
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"license": "MIT",
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||||
"skills": 1
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||||
},
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"coreyhaines31/makerskills": {
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"repo": "https://github.com/coreyhaines31/makerskills",
|
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"commit": "17218de",
|
||||
"license": "MIT",
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||||
"skills": 1
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||||
},
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"K-Dense-AI/claude-scientific-skills": {
|
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"repo": "https://github.com/K-Dense-AI/claude-scientific-skills",
|
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"commit": "4d97e29",
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"license": "MIT",
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||||
"skills": 3
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||||
},
|
||||
"K-Dense-AI/scientific-agent-skills": {
|
||||
"repo": "https://github.com/K-Dense-AI/scientific-agent-skills",
|
||||
"commit": "4d97e29",
|
||||
"license": "MIT",
|
||||
"skills": 3
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||||
},
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||||
"himself65/finance-skills": {
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"repo": "https://github.com/himself65/finance-skills",
|
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"commit": "87f688e",
|
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"license": "MIT",
|
||||
"skills": 1
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||||
},
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"jezweb/claude-skills": {
|
||||
"repo": "https://github.com/jezweb/claude-skills",
|
||||
"commit": "e875a6b",
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||||
"license": "MIT",
|
||||
"skills": 1
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||||
},
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"wondelai/skills": {
|
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"repo": "https://github.com/wondelai/skills",
|
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"commit": "326b380",
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"license": "MIT",
|
||||
"skills": 1
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||||
},
|
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"ruvnet/claude-code-flow": {
|
||||
"repo": "https://github.com/ruvnet/claude-code-flow",
|
||||
"commit": "73914bd",
|
||||
"license": "MIT",
|
||||
"skills": 2
|
||||
},
|
||||
"ruvnet/ruflo": {
|
||||
"repo": "https://github.com/ruvnet/ruflo",
|
||||
"commit": "73914bd",
|
||||
"license": "MIT",
|
||||
"skills": 2
|
||||
},
|
||||
"microsoft/power-platform-skills": {
|
||||
"repo": "https://github.com/microsoft/power-platform-skills",
|
||||
"commit": "0d7ed9a",
|
||||
"license": "MIT",
|
||||
"skills": 1
|
||||
},
|
||||
"mukul975/Anthropic-Cybersecurity-Skills": {
|
||||
"repo": "https://github.com/mukul975/Anthropic-Cybersecurity-Skills",
|
||||
"commit": "673da1f",
|
||||
"license": "Apache-2.0",
|
||||
"skills": 1
|
||||
},
|
||||
"rohitg00/pro-workflow": {
|
||||
"repo": "https://github.com/rohitg00/pro-workflow",
|
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"commit": "5c313e2",
|
||||
"license": "no explicit license \u2014 referenced by link only",
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"skills": 1
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||||
},
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"ahacker-1/cre-agent-skills": {
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"repo": "https://github.com/ahacker-1/cre-agent-skills",
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"commit": "618734e",
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||||
"license": "Apache-2.0",
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"skills": 1
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||||
},
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"ljagiello/ctf-skills": {
|
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"repo": "https://github.com/ljagiello/ctf-skills",
|
||||
"commit": "d19f35f",
|
||||
"license": "MIT",
|
||||
"skills": 1
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||||
},
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"sanjay3290/ai-skills": {
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||||
"repo": "https://github.com/sanjay3290/ai-skills",
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||||
"commit": "3619692",
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||||
"license": "Apache-2.0",
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||||
"skills": 2
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||||
},
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||||
"nowork-studio/NotFair": {
|
||||
"repo": "https://github.com/nowork-studio/NotFair",
|
||||
"commit": "99bda4b",
|
||||
"license": "MIT",
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||||
"skills": 2
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||||
},
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||||
"googleworkspace/cli": {
|
||||
"repo": "https://github.com/googleworkspace/cli",
|
||||
"commit": "a3768d0",
|
||||
"license": "Apache-2.0",
|
||||
"skills": 1
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||||
},
|
||||
"elementalsouls/Claude-BugHunter": {
|
||||
"repo": "https://github.com/elementalsouls/Claude-BugHunter",
|
||||
"commit": "05098fc",
|
||||
"license": "MIT",
|
||||
"skills": 1
|
||||
},
|
||||
"davila7/claude-code-templates": {
|
||||
"repo": "https://github.com/davila7/claude-code-templates",
|
||||
"commit": "fa79251",
|
||||
"license": "MIT",
|
||||
"skills": 1
|
||||
},
|
||||
"memvid/claude-brain": {
|
||||
"repo": "https://github.com/memvid/claude-brain",
|
||||
"commit": "5df71f7",
|
||||
"license": "MIT",
|
||||
"skills": 2
|
||||
},
|
||||
"Chachamaru127/claude-code-harness": {
|
||||
"repo": "https://github.com/Chachamaru127/claude-code-harness",
|
||||
"commit": "9851b1a",
|
||||
"license": "custom (see upstream LICENSE)",
|
||||
"skills": 1
|
||||
}
|
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},
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"total_skills": 80,
|
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"tiers": {
|
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"core": 4,
|
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"adjacent": 76
|
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}
|
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},
|
||||
"provenance": {
|
||||
"items": {
|
||||
"esco": 30,
|
||||
"onet": 50,
|
||||
"jobads": 0,
|
||||
"wiki_ai": 0,
|
||||
"anthropic": 6,
|
||||
"ai_skills": 182,
|
||||
"stackx": 0
|
||||
},
|
||||
"share_percent": {
|
||||
"esco": 11.2,
|
||||
"onet": 18.7,
|
||||
"jobads": 0.0,
|
||||
"wiki_ai": 0.0,
|
||||
"anthropic": 2.2,
|
||||
"ai_skills": 67.9,
|
||||
"stackx": 0.0
|
||||
},
|
||||
"method": "content items per source category"
|
||||
},
|
||||
"collar": "white",
|
||||
"computer_work": true
|
||||
}
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386
references/ai-skills.md
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386
references/ai-skills.md
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@@ -0,0 +1,386 @@
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# External AI agent skills — financial-markets-back-office-administrator
|
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Proven, publicly available AI agent skills mapped to this occupation.
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||||
Nothing is copied from the sources: every entry is a name, a one-line
|
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summary and a link to the upstream skill package. Each section names
|
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its source repository, commit, license and retrieval date.
|
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|
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**Tiers:** `core` = the skill directly exercises a top market hard
|
||||
skill, tool or method (from gated job-ad evidence) or an essential
|
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ESCO competence of this occupation; `adjacent` =
|
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plausibly useful, secondary. Entries are capped at 12 per source
|
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and 80 in total per occupation (core first,
|
||||
strongest matches survive); everything beyond the caps is excluded
|
||||
and logged in the pipeline audit trail, not in this package.
|
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|
||||
_Matched deterministically (ISCO group + title/competence keywords,
|
||||
tiered against market evidence + ESCO essentials) by
|
||||
`pipeline/p5_enrich_ai_skills.py` on 2026-07-14._
|
||||
|
||||
## Source: anthropics/skills
|
||||
|
||||
- Repository: [https://github.com/anthropics/skills](https://github.com/anthropics/skills) (commit `f6656c1`, retrieved 2026-07-14)
|
||||
- License: Apache-2.0; the document skills (docx/pdf/pptx/xlsx) are source-available — see the LICENSE.txt in the upstream skill folder
|
||||
|
||||
| Skill | Tier | What it adds | Upstream |
|
||||
|---|---|---|---|
|
||||
| `docx` | adjacent | Use this skill whenever the user wants to create, read, edit, or manipulate Word documents (.docx files) or Word templates (.dotx files). Triggers include: any mention of 'Word doc', 'word document', '.docx', '.dotx', or requests to … | [source](https://github.com/anthropics/skills/tree/main/skills/docx) |
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| `pdf` | adjacent | Use this skill whenever the user wants to do anything with PDF files. This includes reading or extracting text/tables from PDFs, combining or merging multiple PDFs into one, splitting PDFs apart, rotating pages, adding watermarks, creating … | [source](https://github.com/anthropics/skills/tree/main/skills/pdf) |
|
||||
| `xlsx` | adjacent | Use this skill any time a spreadsheet file is the primary input or output. This means any task where the user wants to: open, read, edit, or fix an existing .xlsx, .xlsm, .xltx, .csv, or .tsv file (e.g., adding columns, computing formulas, … | [source](https://github.com/anthropics/skills/tree/main/skills/xlsx) |
|
||||
|
||||
## Source: wshobson/agents
|
||||
|
||||
- Repository: [https://github.com/wshobson/agents](https://github.com/wshobson/agents) (commit `6fd3247`, retrieved 2026-07-14)
|
||||
- License: MIT (c) Seth Hobson
|
||||
|
||||
| Skill | Tier | What it adds | Upstream |
|
||||
|---|---|---|---|
|
||||
| `file-conversion` | adjacent | Convert files between formats — PDF to Word, HEIC to JPG, MP4 to MP3, CSV to JSON, EPUB to MOBI, and 999 total routes across images, video, audio, documents, data, fonts, ebooks, and archives. Free via changethisfile.com, no API key or … | [source](https://github.com/wshobson/agents/tree/main/plugins/file-conversion/skills/file-conversion) |
|
||||
|
||||
## Source: a5c-ai/babysitter
|
||||
|
||||
- Repository: [https://github.com/a5c-ai/babysitter](https://github.com/a5c-ai/babysitter) (commit `44a5d58b`, retrieved 2026-07-14)
|
||||
- License: MIT
|
||||
|
||||
| Skill | Tier | What it adds | Upstream |
|
||||
|---|---|---|---|
|
||||
| `translation-management` | core | Integration with translation management systems and i18n workflows. Connect with Crowdin, Transifex, Weblate, manage translation memory, synchronize glossaries, and automate localization pipelines. | [source](https://github.com/a5c-ai/babysitter/tree/44a5d58b/library/specializations/technical-documentation/skills/translation-management) |
|
||||
| `financial-dashboard-generator` | adjacent | Automated financial dashboard and KPI visualization skill with executive reporting capabilities | [source](https://github.com/a5c-ai/babysitter/tree/44a5d58b/library/specializations/domains/business/finance-accounting/skills/financial-dashboard-generator) |
|
||||
| `monte-carlo-financial-simulator` | adjacent | Stochastic simulation skill for financial modeling with probability distributions and risk quantification | [source](https://github.com/a5c-ai/babysitter/tree/44a5d58b/library/specializations/domains/business/finance-accounting/skills/monte-carlo-financial-simulator) |
|
||||
| `nvenc-nvdec` | adjacent | NVIDIA hardware video encoding/decoding integration. Configure NVENC encoding parameters, set up NVDEC decoding pipelines, handle codec configurations, integrate with CUDA for pre/post processing, and manage video memory surfaces. | [source](https://github.com/a5c-ai/babysitter/tree/44a5d58b/library/specializations/gpu-programming/skills/nvenc-nvdec) |
|
||||
| `three-statement-model-builder` | adjacent | Integrated three-statement financial model builder linking income statement, balance sheet, and cash flow statement with circular reference handling | [source](https://github.com/a5c-ai/babysitter/tree/44a5d58b/library/specializations/domains/business/finance-accounting/skills/three-statement-model-builder) |
|
||||
| `throughput-accountant` | adjacent | TOC financial metrics skill for throughput, inventory, and operating expense analysis with decision support | [source](https://github.com/a5c-ai/babysitter/tree/44a5d58b/library/specializations/domains/business/operations/skills/throughput-accountant) |
|
||||
| `xbrl-filing-generator` | adjacent | XBRL financial statement tagging and SEC filing preparation skill | [source](https://github.com/a5c-ai/babysitter/tree/44a5d58b/library/specializations/domains/business/finance-accounting/skills/xbrl-filing-generator) |
|
||||
| `benchmark-suite-manager` | adjacent | Manage benchmarks for algorithm engineering experiments and evaluations | [source](https://github.com/a5c-ai/babysitter/tree/44a5d58b/library/specializations/domains/science/computer-science/skills/benchmark-suite-manager) |
|
||||
| `care-transition-coordination` | adjacent | Manage care transitions between settings including discharge planning, medication reconciliation, follow-up scheduling, and post-acute care coordination | [source](https://github.com/a5c-ai/babysitter/tree/44a5d58b/library/specializations/domains/social-sciences-humanities/healthcare/skills/care-transition-coordination) |
|
||||
|
||||
## Source: affaan-m/everything-claude-code
|
||||
|
||||
- Repository: [https://github.com/affaan-m/everything-claude-code](https://github.com/affaan-m/everything-claude-code) (commit `ed38744`, retrieved 2026-07-14)
|
||||
- License: MIT
|
||||
|
||||
| Skill | Tier | What it adds | Upstream |
|
||||
|---|---|---|---|
|
||||
| `investor-materials` | adjacent | Create and update pitch decks, one-pagers, investor memos, accelerator applications, financial models, and fundraising materials. Use when the user needs investor-facing documents, projections, use-of-funds tables, milestone plans, or … | [source](https://github.com/affaan-m/everything-claude-code/tree/ed38744/.agents/skills/investor-materials) |
|
||||
|
||||
## Source: AgriciDaniel/claude-ads
|
||||
|
||||
- Repository: [https://github.com/AgriciDaniel/claude-ads](https://github.com/AgriciDaniel/claude-ads) (commit `669c760`, retrieved 2026-07-14)
|
||||
- License: MIT
|
||||
|
||||
| Skill | Tier | What it adds | Upstream |
|
||||
|---|---|---|---|
|
||||
| `ads-optimize` | adjacent | Diagnose and draft or explicitly apply paid-ad optimizations using evidence, financial constraints, experiments, and capability-gated adapters. Use for campaign optimization, budget reallocation, bid changes, pausing or archiving ads, … | [source](https://github.com/AgriciDaniel/claude-ads/tree/669c760/skills/ads-optimize) |
|
||||
|
||||
## Source: ahacker-1/cre-agent-skills
|
||||
|
||||
- Repository: [https://github.com/ahacker-1/cre-agent-skills](https://github.com/ahacker-1/cre-agent-skills) (commit `618734e`, retrieved 2026-07-14)
|
||||
- License: Apache-2.0
|
||||
|
||||
| Skill | Tier | What it adds | Upstream |
|
||||
|---|---|---|---|
|
||||
| `cre-office` | adjacent | CRE Office analysis suite - 8 specialist skills for U.S. office acquisitions, refinancings, lease-up, tenant credit, TI/LC underwriting, financing fit, and investment committee memo writing. | [source](https://github.com/ahacker-1/cre-agent-skills/tree/618734e/claude-code-plugins/cre-office) |
|
||||
|
||||
## Source: alirezarezvani/claude-skills
|
||||
|
||||
- Repository: [https://github.com/alirezarezvani/claude-skills](https://github.com/alirezarezvani/claude-skills) (commit `0241f43`, retrieved 2026-07-14)
|
||||
- License: MIT
|
||||
|
||||
| Skill | Tier | What it adds | Upstream |
|
||||
|---|---|---|---|
|
||||
| `finance-skills` | adjacent | Router/index for the 2 finance skills bundled in this plugin: financial-analyst (ratio analysis, DCF valuation, budget variance, rolling forecasts) and saas-metrics-coach (ARR/MRR, churn, CAC/LTV, NRR, quick ratio). Use when a finance … | [source](https://github.com/alirezarezvani/claude-skills/tree/0241f43/finance/skills/finance-skills) |
|
||||
| `financial-analyst` | adjacent | Performs financial ratio analysis, DCF valuation, budget variance analysis, and rolling forecast construction for strategic decision-making. Use when analyzing financial statements, building valuation models, assessing budget variances, or … | [source](https://github.com/alirezarezvani/claude-skills/tree/0241f43/finance/skills/financial-analyst) |
|
||||
|
||||
## Source: basicmachines-co/basic-memory
|
||||
|
||||
- Repository: [https://github.com/basicmachines-co/basic-memory](https://github.com/basicmachines-co/basic-memory) (commit `53da71c`, retrieved 2026-07-14)
|
||||
- License: custom (see upstream LICENSE)
|
||||
|
||||
| Skill | Tier | What it adds | Upstream |
|
||||
|---|---|---|---|
|
||||
| `memory-lifecycle` | adjacent | Manage entity status transitions in Basic Memory: archive completed work, move notes between status folders, update frontmatter, and handle edge cases. Use when marking items complete, archiving old entities, or managing any folder-based … | [source](https://github.com/basicmachines-co/basic-memory/tree/53da71c/skills/memory-lifecycle) |
|
||||
|
||||
## Source: brycewang-stanford/Auto-Empirical-Research-Skills
|
||||
|
||||
- Repository: [https://github.com/brycewang-stanford/Auto-Empirical-Research-Skills](https://github.com/brycewang-stanford/Auto-Empirical-Research-Skills) (commit `85bf545`, retrieved 2026-07-14)
|
||||
- License: CC-BY-4.0
|
||||
|
||||
| Skill | Tier | What it adds | Upstream |
|
||||
|---|---|---|---|
|
||||
| `cost-benefit` | adjacent | Cost-benefit analysis. Produces economic NPV and financial NPV side by side, with BCR, optimism bias (with mitigation), Marginal Excess Tax Burden, real-terms rebasing, WELLBY / QALY / VPF wellbeing valuation, sensitivity, switching … | [source](https://github.com/brycewang-stanford/Auto-Empirical-Research-Skills/tree/85bf545/skills/58-charlescoverdale-econstack/cost-benefit) |
|
||||
| `education-data-source-nccs` | adjacent | NCCS — Form 990 data for private nonprofit colleges (Portal: IPEDS-matched, 1993-2016). Revenue, expenses, assets, endowment, governance beyond IPEDS. Use when IRS financial depth needed. Portal ends 2016; public institutions excluded (no … | [source](https://github.com/brycewang-stanford/Auto-Empirical-Research-Skills/tree/85bf545/skills/17-DAAF-Contribution-Community-daaf/dot-claude/skills/education-data-source-nccs) |
|
||||
| `stata-accounting-guide` | adjacent | STATA code for empirical accounting and financial economics research | [source](https://github.com/brycewang-stanford/Auto-Empirical-Research-Skills/tree/85bf545/skills/43-wentorai-research-plugins/skills/analysis/econometrics/stata-accounting-guide) |
|
||||
| `hud` | adjacent | Diverga HUD (Heads-Up Display) management skill. Configure and manage the research project statusline display. Supports multiple presets: research, checkpoint, memory, minimal. Triggers: "hud", "statusline", "display settings | [source](https://github.com/brycewang-stanford/Auto-Empirical-Research-Skills/tree/85bf545/skills/25-HosungYou-Diverga/skills/hud) |
|
||||
| `markitdown` | adjacent | Convert various file formats (PDF, Office documents, images, audio, web content, structured data) to Markdown optimized for LLM processing. Use when converting documents to markdown, extracting text from PDFs/Office files, transcribing … | [source](https://github.com/brycewang-stanford/Auto-Empirical-Research-Skills/tree/85bf545/skills/67-econfin-workflow-toolkit/markitdown) |
|
||||
|
||||
## Source: Chachamaru127/claude-code-harness
|
||||
|
||||
- Repository: [https://github.com/Chachamaru127/claude-code-harness](https://github.com/Chachamaru127/claude-code-harness) (commit `9851b1a`, retrieved 2026-07-14)
|
||||
- License: custom (see upstream LICENSE)
|
||||
|
||||
| Skill | Tier | What it adds | Upstream |
|
||||
|---|---|---|---|
|
||||
| `memory` | adjacent | Manage SSOT, memory, and cross-tool memory search. Guardian of decisions.md and patterns.md. Use when user mentions memory, SSOT, decisions.md, patterns.md, merging, migration, SSOT promotion, sync memory, save learnings, memory search, … | [source](https://github.com/Chachamaru127/claude-code-harness/tree/9851b1a/codex/.codex/skills/memory) |
|
||||
|
||||
## Source: coreyhaines31/makerskills
|
||||
|
||||
- Repository: [https://github.com/coreyhaines31/makerskills](https://github.com/coreyhaines31/makerskills) (commit `17218de`, retrieved 2026-07-14)
|
||||
- License: MIT
|
||||
|
||||
| Skill | Tier | What it adds | Upstream |
|
||||
|---|---|---|---|
|
||||
| `personal-cfo` | adjacent | When you want to model personal financial scenarios — house purchase + rental income (ADU, bedroom rentals, house-hacking), renovation budgets, monthly cash flow forecasts, big-purchase decisions, savings/investment what-ifs. For personal … | [source](https://github.com/coreyhaines31/makerskills/tree/17218de/skills/personal-cfo) |
|
||||
|
||||
## Source: davepoon/buildwithclaude
|
||||
|
||||
- Repository: [https://github.com/davepoon/buildwithclaude](https://github.com/davepoon/buildwithclaude) (commit `3c94e0c`, retrieved 2026-07-14)
|
||||
- License: MIT
|
||||
|
||||
| Skill | Tier | What it adds | Upstream |
|
||||
|---|---|---|---|
|
||||
| `financial-model` | adjacent | Run deterministic financial models for startup valuation and SaaS health analysis. Triggered by: "/venture-capital-intelligence:financial-model", "run a financial model on X", "DCF this company", "model the financials", "calculate runway", … | [source](https://github.com/davepoon/buildwithclaude/tree/3c94e0c/plugins/venture-capital-intelligence/skills/financial-model) |
|
||||
| `outlook-calendar-automation` | adjacent | Automate Outlook Calendar tasks via Rube MCP (Composio): create events, manage attendees, find meeting times, and handle invitations. Always search tools first for current schemas. | [source](https://github.com/davepoon/buildwithclaude/tree/3c94e0c/plugins/all-skills/skills/outlook-calendar-automation) |
|
||||
| `google-calendar-automation` | adjacent | Automate Google Calendar events, scheduling, availability checks, and attendee management via Rube MCP (Composio). Create events, find free slots, manage attendees, and list calendars programmatically. | [source](https://github.com/davepoon/buildwithclaude/tree/3c94e0c/plugins/all-skills/skills/google-calendar-automation) |
|
||||
| `googlesheets-automation` | adjacent | Automate Google Sheets operations (read, write, format, filter, manage spreadsheets) via Rube MCP (Composio). Read/write data, manage tabs, apply formatting, and search rows programmatically. | [source](https://github.com/davepoon/buildwithclaude/tree/3c94e0c/plugins/all-skills/skills/googlesheets-automation) |
|
||||
|
||||
## Source: davila7/claude-code-templates
|
||||
|
||||
- Repository: [https://github.com/davila7/claude-code-templates](https://github.com/davila7/claude-code-templates) (commit `fa79251`, retrieved 2026-07-14)
|
||||
- License: MIT
|
||||
|
||||
| Skill | Tier | What it adds | Upstream |
|
||||
|---|---|---|---|
|
||||
| `markitdown` | adjacent | Convert files and office documents to Markdown. Supports PDF, DOCX, PPTX, XLSX, images (with OCR), audio (with transcription), HTML, CSV, JSON, XML, ZIP, YouTube URLs, EPubs and more. | [source](https://github.com/davila7/claude-code-templates/tree/fa79251/cli-tool/components/skills/scientific/markitdown) |
|
||||
|
||||
## Source: elementalsouls/Claude-BugHunter
|
||||
|
||||
- Repository: [https://github.com/elementalsouls/Claude-BugHunter](https://github.com/elementalsouls/Claude-BugHunter) (commit `05098fc`, retrieved 2026-07-14)
|
||||
- License: MIT
|
||||
|
||||
| Skill | Tier | What it adds | Upstream |
|
||||
|---|---|---|---|
|
||||
| `hunt-xxe` | adjacent | Hunting skill for xxe vulnerabilities. Built from 10 public bug bounty reports including SVG-upload XXE, Office-doc (PPTX/DOCX) XXE, SOAP XXE, SAML AssertionConsumer XXE, blind OOB XXE via DTD callback, parameter-entity XXE, XXE-to-LFI, … | [source](https://github.com/elementalsouls/Claude-BugHunter/tree/05098fc/skills/hunt-xxe) |
|
||||
|
||||
## Source: foryourhealth111-pixel/Vibe-Skills
|
||||
|
||||
- Repository: [https://github.com/foryourhealth111-pixel/Vibe-Skills](https://github.com/foryourhealth111-pixel/Vibe-Skills) (commit `34429a8`, retrieved 2026-07-14)
|
||||
- License: Apache-2.0
|
||||
|
||||
| Skill | Tier | What it adds | Upstream |
|
||||
|---|---|---|---|
|
||||
| `edgartools` | adjacent | Python library for accessing, analyzing, and extracting data from SEC EDGAR filings. Use when working with SEC filings, financial statements (income statement, balance sheet, cash flow), XBRL financial data, insider trading (Form 4), … | [source](https://github.com/foryourhealth111-pixel/Vibe-Skills/tree/34429a8/bundled/skills/edgartools) |
|
||||
| `markitdown` | adjacent | Convert files and office documents to Markdown. Supports PDF, DOCX, PPTX, XLSX, images (with OCR), audio (with transcription), HTML, CSV, JSON, XML, ZIP, YouTube URLs, EPubs and more. | [source](https://github.com/foryourhealth111-pixel/Vibe-Skills/tree/34429a8/bundled/skills/markitdown) |
|
||||
|
||||
## Source: googleworkspace/cli
|
||||
|
||||
- Repository: [https://github.com/googleworkspace/cli](https://github.com/googleworkspace/cli) (commit `a3768d0`, retrieved 2026-07-14)
|
||||
- License: Apache-2.0
|
||||
|
||||
| Skill | Tier | What it adds | Upstream |
|
||||
|---|---|---|---|
|
||||
| `gws-calendar` | adjacent | Google Calendar: Manage calendars and events. | [source](https://github.com/googleworkspace/cli/tree/a3768d0/skills/gws-calendar) |
|
||||
|
||||
## Source: himself65/finance-skills
|
||||
|
||||
- Repository: [https://github.com/himself65/finance-skills](https://github.com/himself65/finance-skills) (commit `87f688e`, retrieved 2026-07-14)
|
||||
- License: MIT
|
||||
|
||||
| Skill | Tier | What it adds | Upstream |
|
||||
|---|---|---|---|
|
||||
| `yfinance-data` | adjacent | Fetch financial and market data using the yfinance Python library. Use this skill whenever the user asks for stock prices, historical data, financial statements, options chains, dividends, earnings, analyst recommendations, or any market … | [source](https://github.com/himself65/finance-skills/tree/87f688e/plugins/market-analysis/skills/yfinance-data) |
|
||||
|
||||
## Source: jeremylongshore/claude-code-plugins-plus-skills
|
||||
|
||||
- Repository: [https://github.com/jeremylongshore/claude-code-plugins-plus-skills](https://github.com/jeremylongshore/claude-code-plugins-plus-skills) (commit `e112938a`, retrieved 2026-07-14)
|
||||
- License: MIT
|
||||
|
||||
| Skill | Tier | What it adds | Upstream |
|
||||
|---|---|---|---|
|
||||
| `fondo-hello-world` | core | Verify Fondo setup by checking financial data sync, reviewing categorized transactions, and confirming R&D tax credit eligibility. Trigger: "fondo first sync", "fondo verify", "fondo hello world", "fondo test". | [source](https://github.com/jeremylongshore/claude-code-plugins-plus-skills/tree/e112938a/plugins/saas-packs/fondo-pack/skills/fondo-hello-world) |
|
||||
| `fondo-webhooks-events` | core | Implement event-driven financial workflows using webhooks from Fondo-connected services: Stripe payment events, Gusto payroll events, and Plaid transactions. Trigger: "fondo webhooks", "fondo events", "stripe payroll webhooks", "financial … | [source](https://github.com/jeremylongshore/claude-code-plugins-plus-skills/tree/e112938a/plugins/saas-packs/fondo-pack/skills/fondo-webhooks-events) |
|
||||
| `navan-core-workflow-b` | core | Manage Navan expense reporting, transaction data, and ERP synchronization. Use when building expense pipelines, automating approval workflows, or syncing transactions to accounting systems. Trigger with "navan expense management", "navan … | [source](https://github.com/jeremylongshore/claude-code-plugins-plus-skills/tree/e112938a/plugins/saas-packs/navan-pack/skills/navan-core-workflow-b) |
|
||||
| `fondo-reference-architecture` | adjacent | Reference architecture for startup financial operations using Fondo as the bookkeeping backbone with complementary tools for banking, payroll, and reporting. Trigger: "fondo architecture", "startup finance stack", "fondo integration … | [source](https://github.com/jeremylongshore/claude-code-plugins-plus-skills/tree/e112938a/plugins/saas-packs/fondo-pack/skills/fondo-reference-architecture) |
|
||||
| `find-cpa-firm` | adjacent | Use whenever the user wants to find, shortlist, vet, or enrich US accounting and tax firms (CPA firms) — financial-statement audit, SOC 1/2 audit, corporate tax, bookkeeping for businesses, advisory/fractional CFO, M&A diligence, 409A … | [source](https://github.com/jeremylongshore/claude-code-plugins-plus-skills/tree/e112938a/plugins/mcp/servicegraph/skills/find-cpa-firm) |
|
||||
| `fondo-ci-integration` | adjacent | Automate financial reporting workflows that complement Fondo with CI/CD pipelines for expense tracking, budget alerts, and financial data validation. Trigger: "fondo CI", "fondo automation", "fondo financial alerts". | [source](https://github.com/jeremylongshore/claude-code-plugins-plus-skills/tree/e112938a/plugins/saas-packs/fondo-pack/skills/fondo-ci-integration) |
|
||||
| `fondo-core-workflow-a` | adjacent | Execute Fondo primary workflow: monthly bookkeeping close and financial reporting. Use when managing month-end close, reviewing financial statements, or preparing for board meetings and fundraising. Trigger: "fondo bookkeeping", "fondo … | [source](https://github.com/jeremylongshore/claude-code-plugins-plus-skills/tree/e112938a/plugins/saas-packs/fondo-pack/skills/fondo-core-workflow-a) |
|
||||
| `fondo-debug-bundle` | adjacent | Collect diagnostic information for Fondo support including integration status, transaction discrepancies, and financial data reconciliation issues. Trigger: "fondo debug", "fondo support", "fondo diagnostic", "fondo reconciliation". | [source](https://github.com/jeremylongshore/claude-code-plugins-plus-skills/tree/e112938a/plugins/saas-packs/fondo-pack/skills/fondo-debug-bundle) |
|
||||
| `fondo-local-dev-loop` | adjacent | Configure local development workflows that integrate with Fondo for financial data, using Fondo exports with QuickBooks or accounting tools. Trigger: "fondo dev setup", "fondo export", "fondo QuickBooks", "fondo local data". | [source](https://github.com/jeremylongshore/claude-code-plugins-plus-skills/tree/e112938a/plugins/saas-packs/fondo-pack/skills/fondo-local-dev-loop) |
|
||||
| `fondo-prod-checklist` | adjacent | Execute Fondo production readiness checklist for year-end tax filing, R&D credit claims, and board-ready financial reporting. Trigger: "fondo production", "fondo tax filing ready", "fondo year-end checklist". | [source](https://github.com/jeremylongshore/claude-code-plugins-plus-skills/tree/e112938a/plugins/saas-packs/fondo-pack/skills/fondo-prod-checklist) |
|
||||
| `fondo-upgrade-migration` | adjacent | Migrate to Fondo from other bookkeeping services, switch between Fondo plans, or transition accountants while maintaining financial continuity. Trigger: "migrate to fondo", "switch to fondo", "fondo migration", "change accountant". | [source](https://github.com/jeremylongshore/claude-code-plugins-plus-skills/tree/e112938a/plugins/saas-packs/fondo-pack/skills/fondo-upgrade-migration) |
|
||||
| `adobe-cost-tuning` | adjacent | Optimize Adobe API costs across Firefly Services (generative credits), PDF Services (document transactions), and Photoshop/Lightroom APIs. Use when analyzing Adobe billing, reducing API costs, or implementing usage monitoring and budget … | [source](https://github.com/jeremylongshore/claude-code-plugins-plus-skills/tree/e112938a/plugins/saas-packs/adobe-pack/skills/adobe-cost-tuning) |
|
||||
|
||||
## Source: jezweb/claude-skills
|
||||
|
||||
- Repository: [https://github.com/jezweb/claude-skills](https://github.com/jezweb/claude-skills) (commit `e875a6b`, retrieved 2026-07-14)
|
||||
- License: MIT
|
||||
|
||||
| Skill | Tier | What it adds | Upstream |
|
||||
|---|---|---|---|
|
||||
| `shopify-products` | adjacent | Create and manage Shopify products via the Admin GraphQL API or CSV import. Workflow: gather data, choose method, execute, verify. Use whenever the user wants to add products to Shopify, bulk-import a catalog from CSV/spreadsheet/URL, … | [source](https://github.com/jezweb/claude-skills/tree/e875a6b/plugins/shopify/skills/shopify-products) |
|
||||
|
||||
## Source: K-Dense-AI/claude-scientific-skills
|
||||
|
||||
- Repository: [https://github.com/K-Dense-AI/claude-scientific-skills](https://github.com/K-Dense-AI/claude-scientific-skills) (commit `4d97e29`, retrieved 2026-07-14)
|
||||
- License: MIT
|
||||
|
||||
| Skill | Tier | What it adds | Upstream |
|
||||
|---|---|---|---|
|
||||
| `xlsx` | adjacent | Create, edit, analyze, or convert Excel spreadsheets (.xlsx, .xlsm) where the workbook file is the primary deliverable. Use for formulas, formatting, financial models, multi-sheet workbooks, and tabular cleanup exported to Excel. Also … | [source](https://github.com/K-Dense-AI/claude-scientific-skills/tree/4d97e29/skills/xlsx) |
|
||||
| `liteparse` | adjacent | Local document and PDF parsing with spatial text and bounding boxes. Use for extracting text from PDFs, DOCX, Office files, and images; OCR on scans; layout-preserved JSON for RAG; batch-ingesting paper folders; or page screenshots for … | [source](https://github.com/K-Dense-AI/claude-scientific-skills/tree/4d97e29/skills/liteparse) |
|
||||
| `markitdown` | adjacent | Convert files and office documents to Markdown. Supports PDF, DOCX, PPTX, XLSX, images (with OCR), audio (with transcription), HTML, CSV, JSON, XML, ZIP, YouTube URLs, EPubs and more. | [source](https://github.com/K-Dense-AI/claude-scientific-skills/tree/4d97e29/skills/markitdown) |
|
||||
|
||||
## Source: K-Dense-AI/scientific-agent-skills
|
||||
|
||||
- Repository: [https://github.com/K-Dense-AI/scientific-agent-skills](https://github.com/K-Dense-AI/scientific-agent-skills) (commit `4d97e29`, retrieved 2026-07-14)
|
||||
- License: MIT
|
||||
|
||||
| Skill | Tier | What it adds | Upstream |
|
||||
|---|---|---|---|
|
||||
| `xlsx` | adjacent | Create, edit, analyze, or convert Excel spreadsheets (.xlsx, .xlsm) where the workbook file is the primary deliverable. Use for formulas, formatting, financial models, multi-sheet workbooks, and tabular cleanup exported to Excel. Also … | [source](https://github.com/K-Dense-AI/scientific-agent-skills/tree/4d97e29/skills/xlsx) |
|
||||
| `liteparse` | adjacent | Local document and PDF parsing with spatial text and bounding boxes. Use for extracting text from PDFs, DOCX, Office files, and images; OCR on scans; layout-preserved JSON for RAG; batch-ingesting paper folders; or page screenshots for … | [source](https://github.com/K-Dense-AI/scientific-agent-skills/tree/4d97e29/skills/liteparse) |
|
||||
| `markitdown` | adjacent | Convert files and office documents to Markdown. Supports PDF, DOCX, PPTX, XLSX, images (with OCR), audio (with transcription), HTML, CSV, JSON, XML, ZIP, YouTube URLs, EPubs and more. | [source](https://github.com/K-Dense-AI/scientific-agent-skills/tree/4d97e29/skills/markitdown) |
|
||||
|
||||
## Source: kazukinagata/shinkoku
|
||||
|
||||
- Repository: [https://github.com/kazukinagata/shinkoku](https://github.com/kazukinagata/shinkoku) (commit `e610b30`, retrieved 2026-07-14)
|
||||
- License: MIT
|
||||
|
||||
| Skill | Tier | What it adds | Upstream |
|
||||
|---|---|---|---|
|
||||
| `settlement` | adjacent | This skill should be used when the user needs to perform year-end closing adjustments (決算整理), review financial statements (決算書), compute depreciation, or review their trial balance. Trigger phrases include: "決算", "決算整理", "決算書を作る", "減価償却", … | [source](https://github.com/kazukinagata/shinkoku/tree/e610b30/skills/settlement) |
|
||||
| `journal` | adjacent | This skill should be used when the user wants to record bookkeeping entries (仕訳), import transaction data from CSV files, receipts, or invoices, or manage their general ledger. Trigger phrases include: "仕訳を入力", "仕訳登録", "CSVを取り込む", … | [source](https://github.com/kazukinagata/shinkoku/tree/e610b30/skills/journal) |
|
||||
|
||||
## Source: ljagiello/ctf-skills
|
||||
|
||||
- Repository: [https://github.com/ljagiello/ctf-skills](https://github.com/ljagiello/ctf-skills) (commit `d19f35f`, retrieved 2026-07-14)
|
||||
- License: MIT
|
||||
|
||||
| Skill | Tier | What it adds | Upstream |
|
||||
|---|---|---|---|
|
||||
| `ctf-forensics` | adjacent | Provides digital forensics and signal analysis techniques for CTF challenges. Use when analyzing disk images, memory dumps, event logs, network captures, cryptocurrency transactions, steganography, PDF analysis, Windows registry, … | [source](https://github.com/ljagiello/ctf-skills/tree/d19f35f/ctf-forensics) |
|
||||
|
||||
## Source: memvid/claude-brain
|
||||
|
||||
- Repository: [https://github.com/memvid/claude-brain](https://github.com/memvid/claude-brain) (commit `5df71f7`, retrieved 2026-07-14)
|
||||
- License: MIT
|
||||
|
||||
| Skill | Tier | What it adds | Upstream |
|
||||
|---|---|---|---|
|
||||
| `memory` | adjacent | Claude Mind - Search and manage Claude's persistent memory stored in a single portable .mv2 file | [source](https://github.com/memvid/claude-brain/tree/5df71f7/skills/memory) |
|
||||
| `mind` | adjacent | Claude Mind - Search and manage Claude's persistent memory stored in a single portable .mv2 file | [source](https://github.com/memvid/claude-brain/tree/5df71f7/skills/mind) |
|
||||
|
||||
## Source: microsoft/power-platform-skills
|
||||
|
||||
- Repository: [https://github.com/microsoft/power-platform-skills](https://github.com/microsoft/power-platform-skills) (commit `0d7ed9a`, retrieved 2026-07-14)
|
||||
- License: MIT
|
||||
|
||||
| Skill | Tier | What it adds | Upstream |
|
||||
|---|---|---|---|
|
||||
| `add-office365` | adjacent | Adds Office 365 Outlook connector to a Power Apps code app. Use when accessing calendars, sending emails, reading inbox, or managing Outlook events. | [source](https://github.com/microsoft/power-platform-skills/tree/0d7ed9a/plugins/code-apps/skills/add-office365) |
|
||||
|
||||
## Source: mohitagw15856/pm-claude-skills
|
||||
|
||||
- Repository: [https://github.com/mohitagw15856/pm-claude-skills](https://github.com/mohitagw15856/pm-claude-skills) (commit `876fa30`, retrieved 2026-07-14)
|
||||
- License: MIT
|
||||
|
||||
| Skill | Tier | What it adds | Upstream |
|
||||
|---|---|---|---|
|
||||
| `credit-memo` | adjacent | Write a credit memo for a lending decision: borrower story, facility structure, repayment sources, financial-ratio spread with covenant headroom, risk factors with mitigants, risk-rating rationale, and a recommendation. Use when asked to … | [source](https://github.com/mohitagw15856/pm-claude-skills/tree/876fa30/plugins/pm-banking/skills/credit-memo) |
|
||||
| `excel-model` | adjacent | Build a real, formula-driven Excel (.xlsx) model — not a static table. Use when asked to build an Excel model, a financial model, a budget/forecast spreadsheet, or any .xlsx with live formulas a user can edit. Produces an actual .xlsx file … | [source](https://github.com/mohitagw15856/pm-claude-skills/tree/876fa30/plugins/pm-documents/skills/excel-model) |
|
||||
| `financial-model-narrative` | adjacent | Turn financial model outputs into a clear written narrative. Use when asked to write a financial narrative, explain a financial model, summarise a P&L, or translate spreadsheet numbers into a board-ready story. Produces an executive … | [source](https://github.com/mohitagw15856/pm-claude-skills/tree/876fa30/plugins/pm-finance/skills/financial-model-narrative) |
|
||||
| `financial-statement-explainer` | adjacent | Explain a financial statement (P&L, balance sheet, or cash flow) in plain English. Use when asked to explain a P&L / income statement, a balance sheet, a cash flow statement, or to make financials understandable to a non-finance reader. … | [source](https://github.com/mohitagw15856/pm-claude-skills/tree/876fa30/plugins/pm-accounting/skills/financial-statement-explainer) |
|
||||
| `bookkeeping-categorization` | adjacent | Set up a chart of accounts and rules for categorizing transactions. Use when asked how to categorize expenses/transactions, set up a chart of accounts, organize bookkeeping, or sort bank transactions into the right buckets. Produces a … | [source](https://github.com/mohitagw15856/pm-claude-skills/tree/876fa30/plugins/pm-accounting/skills/bookkeeping-categorization) |
|
||||
|
||||
## Source: mukul975/Anthropic-Cybersecurity-Skills
|
||||
|
||||
- Repository: [https://github.com/mukul975/Anthropic-Cybersecurity-Skills](https://github.com/mukul975/Anthropic-Cybersecurity-Skills) (commit `673da1f`, retrieved 2026-07-14)
|
||||
- License: Apache-2.0
|
||||
|
||||
| Skill | Tier | What it adds | Upstream |
|
||||
|---|---|---|---|
|
||||
| `analyzing-macro-malware-in-office-documents` | adjacent | Analyzes malicious VBA macros embedded in Microsoft Office documents (Word, Excel, PowerPoint) to identify download cradles, payload execution, persistence mechanisms, and anti-analysis techniques. Uses olevba, oledump, and VBA … | [source](https://github.com/mukul975/Anthropic-Cybersecurity-Skills/tree/673da1f/skills/analyzing-macro-malware-in-office-documents) |
|
||||
|
||||
## Source: nexu-io/open-design
|
||||
|
||||
- Repository: [https://github.com/nexu-io/open-design](https://github.com/nexu-io/open-design) (commit `4b66023`, retrieved 2026-07-14)
|
||||
- License: Apache-2.0
|
||||
|
||||
| Skill | Tier | What it adds | Upstream |
|
||||
|---|---|---|---|
|
||||
| `finance-report` | adjacent | Quarterly / monthly financial report — masthead with KPIs, revenue and burn charts, P&L summary table, top-line highlights, and an outlook paragraph. Use when the brief mentions "financial report", "Q3 report", "MRR review", "P&L", or "财报". | [source](https://github.com/nexu-io/open-design/tree/4b66023/design-templates/finance-report) |
|
||||
|
||||
## Source: nowork-studio/NotFair
|
||||
|
||||
- Repository: [https://github.com/nowork-studio/NotFair](https://github.com/nowork-studio/NotFair) (commit `99bda4b`, retrieved 2026-07-14)
|
||||
- License: MIT
|
||||
|
||||
| Skill | Tier | What it adds | Upstream |
|
||||
|---|---|---|---|
|
||||
| `google-ads` | adjacent | Manage Google Ads — performance, keywords, bids, budgets, negatives, campaigns, ads, search terms, QS, location targeting, bulk operations, experiments, asset management, portfolio bidding, offline conversions. Use for any mention of … | [source](https://github.com/nowork-studio/NotFair/tree/99bda4b/google-ads/manage) |
|
||||
| `meta-ads` | adjacent | Manage Meta Ads (Facebook + Instagram) — performance, ROAS, CPM, frequency, audience overlap, learning phase, creative fatigue, budgets, ad sets, campaigns, ads. Use for any mention of Meta Ads, Facebook Ads, Instagram Ads, ROAS, CPM, ad … | [source](https://github.com/nowork-studio/NotFair/tree/99bda4b/meta-ads/manage) |
|
||||
|
||||
## Source: open-gitagent/opengap
|
||||
|
||||
- Repository: [https://github.com/open-gitagent/opengap](https://github.com/open-gitagent/opengap) (commit `d7a8e2e`, retrieved 2026-07-14)
|
||||
- License: MIT
|
||||
|
||||
| Skill | Tier | What it adds | Upstream |
|
||||
|---|---|---|---|
|
||||
| `document-review` | adjacent | Reviews financial documents (prospectuses, ADVs, marketing materials) for FINRA 2210 compliance, required disclosures, and balanced presentation. Use when reviewing financial statements, audit documents, regulatory filings, or when the … | [source](https://github.com/open-gitagent/opengap/tree/d7a8e2e/examples/full/skills/document-review) |
|
||||
|
||||
## Source: rohitg00/pro-workflow
|
||||
|
||||
- Repository: [https://github.com/rohitg00/pro-workflow](https://github.com/rohitg00/pro-workflow) (commit `5c313e2`, retrieved 2026-07-14)
|
||||
- License: no explicit license — referenced by link only
|
||||
|
||||
| Skill | Tier | What it adds | Upstream |
|
||||
|---|---|---|---|
|
||||
| `context-engineering` | adjacent | Master the four operations of context engineering — Write, Select, Compress, Isolate. Manage token budgets, compaction strategies, and context partitioning to keep AI sessions sharp and efficient. | [source](https://github.com/rohitg00/pro-workflow/tree/5c313e2/skills/context-engineering) |
|
||||
|
||||
## Source: ruvnet/claude-code-flow
|
||||
|
||||
- Repository: [https://github.com/ruvnet/claude-code-flow](https://github.com/ruvnet/claude-code-flow) (commit `73914bd`, retrieved 2026-07-14)
|
||||
- License: MIT
|
||||
|
||||
| Skill | Tier | What it adds | Upstream |
|
||||
|---|---|---|---|
|
||||
| `V3 Memory Unification` | adjacent | Unify 6+ memory systems into AgentDB with HNSW indexing for 150x-12,500x search improvements. Implements ADR-006 (Unified Memory Service) and ADR-009 (Hybrid Memory Backend). | [source](https://github.com/ruvnet/claude-code-flow/tree/73914bd/.agents/skills/v3-memory-unification) |
|
||||
| `harness-bench` | adjacent | Manage `@metaharness/darwin` bench suites — `bench create <repo>` scaffolds a JSON suite from a repo's test corpus; `bench verify <suite.json>` checks suite well-formedness. Bench suites are the fixed evaluation corpora that … | [source](https://github.com/ruvnet/claude-code-flow/tree/73914bd/plugins/ruflo-metaharness/skills/harness-bench) |
|
||||
|
||||
## Source: ruvnet/ruflo
|
||||
|
||||
- Repository: [https://github.com/ruvnet/ruflo](https://github.com/ruvnet/ruflo) (commit `73914bd`, retrieved 2026-07-14)
|
||||
- License: MIT
|
||||
|
||||
| Skill | Tier | What it adds | Upstream |
|
||||
|---|---|---|---|
|
||||
| `V3 Memory Unification` | adjacent | Unify 6+ memory systems into AgentDB with HNSW indexing for 150x-12,500x search improvements. Implements ADR-006 (Unified Memory Service) and ADR-009 (Hybrid Memory Backend). | [source](https://github.com/ruvnet/ruflo/tree/73914bd/.agents/skills/v3-memory-unification) |
|
||||
| `harness-bench` | adjacent | Manage `@metaharness/darwin` bench suites — `bench create <repo>` scaffolds a JSON suite from a repo's test corpus; `bench verify <suite.json>` checks suite well-formedness. Bench suites are the fixed evaluation corpora that … | [source](https://github.com/ruvnet/ruflo/tree/73914bd/plugins/ruflo-metaharness/skills/harness-bench) |
|
||||
|
||||
## Source: sanjay3290/ai-skills
|
||||
|
||||
- Repository: [https://github.com/sanjay3290/ai-skills](https://github.com/sanjay3290/ai-skills) (commit `3619692`, retrieved 2026-07-14)
|
||||
- License: Apache-2.0
|
||||
|
||||
| Skill | Tier | What it adds | Upstream |
|
||||
|---|---|---|---|
|
||||
| `gmail` | adjacent | Interact with Gmail - search emails, read messages, send emails, create drafts, and manage labels. Use when user asks to: search email, read email, send email, create email draft, mark as read, archive email, star email, or manage Gmail … | [source](https://github.com/sanjay3290/ai-skills/tree/3619692/skills/gmail) |
|
||||
| `google-slides` | adjacent | Read and write Google Slides presentations - get text, find presentations, create presentations, add slides, replace text, and manage slide content. Use when user asks to: read a presentation, create slides, find slides, add a slide, … | [source](https://github.com/sanjay3290/ai-skills/tree/3619692/skills/google-slides) |
|
||||
|
||||
## Source: vibeeval/vibecosystem
|
||||
|
||||
- Repository: [https://github.com/vibeeval/vibecosystem](https://github.com/vibeeval/vibecosystem) (commit `cea9462`, retrieved 2026-07-14)
|
||||
- License: MIT
|
||||
|
||||
| Skill | Tier | What it adds | Upstream |
|
||||
|---|---|---|---|
|
||||
| `minimax-xlsx` | adjacent | Open, create, read, analyze, edit, or validate Excel/spreadsheet files (.xlsx, .xlsm, .csv, .tsv). Use when the user asks to create, build, modify, analyze, read, validate, or format any Excel spreadsheet, financial model, pivot table, or … | [source](https://github.com/vibeeval/vibecosystem/tree/cea9462/skills/minimax-xlsx) |
|
||||
|
||||
## Source: wondelai/skills
|
||||
|
||||
- Repository: [https://github.com/wondelai/skills](https://github.com/wondelai/skills) (commit `326b380`, retrieved 2026-07-14)
|
||||
- License: MIT
|
||||
|
||||
| Skill | Tier | What it adds | Upstream |
|
||||
|---|---|---|---|
|
||||
| `software-design-philosophy` | adjacent | Manage software complexity through deep modules, information hiding, and strategic programming. Use when the user mentions "module design", "API too complex", "shallow class", "complexity budget", "strategic vs tactical", "deep module", … | [source](https://github.com/wondelai/skills/tree/326b380/software-design-philosophy) |
|
||||
30
references/profile.md
Normal file
30
references/profile.md
Normal file
@@ -0,0 +1,30 @@
|
||||
# Occupation profile — financial markets back office administrator
|
||||
|
||||
- **ESCO URI:** http://data.europa.eu/esco/occupation/35fbb8cd-c044-49a1-850c-010481c99b4a
|
||||
- **ESCO code:** 4312.2.1
|
||||
- **ISCO-08 group:** 4312 — Statistical, finance and insurance clerks
|
||||
- **O*NET-SOC:** 43-4011.00 — Brokerage Clerks (match: exactMatch)
|
||||
|
||||
## Description (ESCO)
|
||||
|
||||
Financial markets back office administrators perform administrative tasks for all the transactions registered in the trading room. They process transactions involving securities, derivatives, foreign exchange, commodities, and manage the clearing and settling of trades.
|
||||
|
||||
## Definition
|
||||
|
||||
nan
|
||||
|
||||
## Alternative labels
|
||||
|
||||
- operations manager
|
||||
- back office administrator
|
||||
- broker assistant
|
||||
- back office payments assistant
|
||||
- settlements administrator
|
||||
- operations officer
|
||||
- settlements officer
|
||||
- financial markets back office operator
|
||||
- broker clerk
|
||||
- brokerage clerk
|
||||
- settlements clerk
|
||||
- settlements manager
|
||||
- brokerage assistant
|
||||
38
references/skills.md
Normal file
38
references/skills.md
Normal file
@@ -0,0 +1,38 @@
|
||||
# Competences — financial markets back office administrator
|
||||
|
||||
Source: ESCO v1.2.1 occupation-skill relations (http://data.europa.eu/esco/occupation/35fbb8cd-c044-49a1-850c-010481c99b4a).
|
||||
|
||||
## Essential
|
||||
|
||||
- **banking activities** (knowledge)
|
||||
- **customer service** (knowledge)
|
||||
- **electronic communication** (knowledge)
|
||||
- **financial markets** (knowledge)
|
||||
- **financial products** (knowledge)
|
||||
- **handle financial transactions** (skill/competence)
|
||||
- **handle paperwork** (skill/competence)
|
||||
- **maintain records of financial transactions** (skill/competence)
|
||||
- **manage administrative systems** (skill/competence)
|
||||
- **manage contracts** (skill/competence)
|
||||
- **office administration** (knowledge)
|
||||
- **office software** (knowledge)
|
||||
- **perform clerical duties** (skill/competence)
|
||||
|
||||
## Optional
|
||||
|
||||
- accounting (knowledge)
|
||||
- actuarial science (knowledge)
|
||||
- commercial law (knowledge)
|
||||
- communicate with banking professionals (skill/competence)
|
||||
- economics (knowledge)
|
||||
- financial jurisdiction (knowledge)
|
||||
- foreign valuta (knowledge)
|
||||
- international commercial transactions rules (knowledge)
|
||||
- manage securities trading (skill/competence)
|
||||
- provide financial product information (skill/competence)
|
||||
- securities (knowledge)
|
||||
- statistics (knowledge)
|
||||
- stock market (knowledge)
|
||||
- trace financial transactions (skill/competence)
|
||||
- trade foreign currencies (skill/competence)
|
||||
- trade securities (skill/competence)
|
||||
31
references/tasks.md
Normal file
31
references/tasks.md
Normal file
@@ -0,0 +1,31 @@
|
||||
# Tasks & work activities — financial markets back office administrator
|
||||
|
||||
Source: O*NET 30.3, occupation 43-4011.00 (Brokerage Clerks).
|
||||
|
||||
## Task statements
|
||||
|
||||
- **[Core]** Document security transactions, such as purchases, sales, conversions, redemptions, or payments, using computers, accounting ledgers, or certificate records.
|
||||
- **[Core]** Perform clerical tasks, such as answering phones or distributing mail.
|
||||
- **[Core]** Correspond with customers and confer with coworkers to answer inquiries, discuss market fluctuations, or resolve account problems.
|
||||
- **[Core]** Prepare forms, such as receipts, withdrawal orders, transmittal papers, or transfer confirmations, based on transaction requests from stockholders.
|
||||
- **[Core]** File, type, or operate standard office machines.
|
||||
- **[Supplemental]** Schedule and coordinate transfer and delivery of security certificates between companies, departments, and customers.
|
||||
- **[Supplemental]** Monitor daily stock prices and compute fluctuations to determine the need for additional collateral to secure loans.
|
||||
- **[Supplemental]** Compute total holdings, dividends, interest, transfer taxes, brokerage fees, or commissions and allocate appropriate payments to customers.
|
||||
- **[Supplemental]** Prepare reports summarizing daily transactions and earnings for individual customer accounts.
|
||||
- **[Supplemental]** Verify ownership and transaction information and dividend distribution instructions to ensure conformance with governmental regulations, using stock records and reports.
|
||||
|
||||
## Detailed work activities
|
||||
|
||||
- Answer telephones to direct calls or provide information.
|
||||
- Calculate financial data.
|
||||
- Confer with coworkers to coordinate work activities.
|
||||
- Coordinate operational activities.
|
||||
- Distribute incoming mail.
|
||||
- File documents or records.
|
||||
- Monitor financial information.
|
||||
- Prepare documentation for contracts, transactions, or regulatory compliance.
|
||||
- Prepare research or technical reports.
|
||||
- Respond to customer problems or complaints.
|
||||
- Schedule operational activities.
|
||||
- Verify accuracy of financial or transactional data.
|
||||
33
references/tools.md
Normal file
33
references/tools.md
Normal file
@@ -0,0 +1,33 @@
|
||||
# Tools & technology — financial markets back office administrator
|
||||
|
||||
Source: O*NET 30.3 'Software Skills' for 43-4011.00.
|
||||
|
||||
| Software | Category | Hot technology |
|
||||
|---|---|---|
|
||||
| Salesforce software | Customer relationship management CRM software | yes |
|
||||
| Microsoft Access | Data base user interface and query software | yes |
|
||||
| Structured query language SQL | Data base user interface and query software | yes |
|
||||
| Adobe InDesign | Desktop publishing software | yes |
|
||||
| Adobe Acrobat | Document management software | yes |
|
||||
| Microsoft SharePoint | Document management software | yes |
|
||||
| Microsoft Outlook | Electronic mail software | yes |
|
||||
| Oracle PeopleSoft | Enterprise resource planning ERP software | yes |
|
||||
| Adobe Creative Cloud software | Graphics or photo imaging software | yes |
|
||||
| Adobe Illustrator | Graphics or photo imaging software | yes |
|
||||
| Adobe Photoshop | Graphics or photo imaging software | yes |
|
||||
| Microsoft Office software | Office suite software | yes |
|
||||
| Microsoft PowerPoint | Presentation software | yes |
|
||||
| Microsoft Excel | Spreadsheet software | yes |
|
||||
| Microsoft Word | Word processing software | yes |
|
||||
| Account management software | Accounting software | |
|
||||
| Scheduling software | Calendar and scheduling software | |
|
||||
| HEAT Software GoldMine | Customer relationship management CRM software | |
|
||||
| Royal Alliance VISION2020 Core | Customer relationship management CRM software | |
|
||||
| Transaction processing software | Data base user interface and query software | |
|
||||
| Online trading software | Desktop communications software | |
|
||||
| WiredRed Software e/pop Basic | Desktop communications software | |
|
||||
| Microsoft Dynamics | Enterprise resource planning ERP software | |
|
||||
| Bloomberg Professional | Financial analysis software | |
|
||||
| Web browser software | Internet browser software | |
|
||||
| Microsoft Visual FoxPro | Object oriented data base management software | |
|
||||
| Adobe Dreamweaver | Web page creation and editing software | |
|
||||
Reference in New Issue
Block a user