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financial

43 MCP servers and Agent skills related to financial, each with install commands, source and popularity data, ready to paste into Cursor, Claude Code and other clients.

Stripe

v1.2.6

SkillClawHub22.4k

io.clawhub.byungkyu/stripe-api

Stripe API integration with managed OAuth. This is a write-capable financial integration for customers, subscriptions, invoices, products, prices, and payments. Install only if you need Stripe administration. Connect with the least-privileged Stripe account and OAuth scopes available, verify the intended connection ID before each request, and revoke unused connections promptly. All write operations require explicit user approval showing the exact endpoint, target resource, object IDs, amounts, and test/live mode before execution. For other third party apps, use the api-gateway skill (https://clawhub.ai/byungkyu/api-gateway). Calls run through the `maton` CLI after `maton login`; the Stripe credential stays in the gateway and is never handled locally. Only your own Maton credential is used locally — held by the CLI, or supplied as `MATON_API_KEY` in the appendix fallback. Default to read and list calls, stay on the endpoints this skill documents, and confirm every write or new connection with the user. This fi

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xero

v1.2.4

SkillClawHub20.1k

io.clawhub.byungkyu/xero

Xero API integration with managed OAuth. Manage contacts, invoices, payments, accounts, and run financial reports. Use this skill when users want to interact with Xero accounting data. For other third party apps, use the api-gateway skill (https://clawhub.ai/byungkyu/api-gateway). Calls run through the `maton` CLI with OAuth login, or over raw HTTP with a Maton API key where the CLI cannot be installed. Every call is authenticated as the user's connection and reaches only what that connection's authorization allows, which the provider enforces on every request; the endpoints documented here are the ones this skill uses, and any other endpoint of this app needs the user to ask for it by name. Default to read and list calls, and confirm every write or new connection with the user. This file also documents the three constructs that turn a Xero connection into automation, in the order they are used: the connection (the first step), a hosted function that runs a Xero action through the Maton SDK, and a trigger tha

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CFO / Chief Financial Officer

v1.0.6

SkillClawHub6.8k

io.clawhub.ivangdavila/cfo

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

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minara

v3.0.4

SkillClawHub5.1k

io.clawhub.lowesyang/minara

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

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Business Plan

v0.1.0

SkillClawHub5.1k

io.clawhub.jk-0001/business-plan

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

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Eastmoney Financial Data 1.0.2

v1.0.0

SkillClawHub4.6k

io.clawhub.lean-zhouchao/eastmoney-financial-data-1-0-2

本 Skill 基于东方财富权威数据库及最新行情底层数据构建,支持通过自然语言查询行情类数据(股票、行业、板块、指数、基金、债券的实时行情、主力资金流向、估值等)、财务类数据(上市公司基本信息、财务指标、高管信息、主营业务等)、关系与经营类数据(关联关系、企业经营数据)。

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Eastmoney Financial Search 1.0.2

v1.0.0

SkillClawHub4.5k

io.clawhub.lean-zhouchao/eastmoney-financial-search-1-0-2

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

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Bookkeeping Basics

v0.1.0

SkillClawHub4k

io.clawhub.jk-0001/bookkeeping-basics

Set up and maintain basic bookkeeping for a solopreneur business. Use when tracking income and expenses, preparing for taxes, managing invoices and receipts, understanding cash flow, or generating financial reports. Covers accounting software selection, chart of accounts, expense categorization, reconciliation, and financial statements. Not professional accounting advice — consult a CPA for complex situations. Trigger on "bookkeeping", "accounting", "track expenses", "financial records", "QuickBooks", "invoicing", "receipts", "profit and loss".

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Personal Finance Beancount

v0.1.0

SkillClawHub3.7k

io.clawhub.y1feng200156/beancount-skill

Professional personal finance advisor specializing in plain-text accounting with Beancount and Fava. Use when users need help with: (1) Analyzing spending habits and financial patterns from Beancount files, (2) Creating or understanding Beancount transactions and syntax, (3) Financial planning, budgeting, and investment advice, (4) Interpreting Fava reports and creating custom queries, (5) Organizing chart of accounts, (6) Double-entry bookkeeping principles, (7) Personal finance optimization and wealth building strategies. Provides analysis, education, and personalized recommendations while maintaining professional standards.

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Accountant

v1.0.2

SkillClawHub3.7k

io.clawhub.ivangdavila/accountant

Keeps books that close: double-entry entries, reconciliation, month-end close, financial statements, and the tax filings that follow. Use when transactions need coding to a chart of accounts, when the books do not balance or a reconciliation is off by an amount nobody can find, when a period has to be closed, locked, or corrected, when accrual versus cash, deferred revenue, prepaid expenses, depreciation, or inventory costing is the question, when payroll entries, contractor 1099s, sales tax or VAT returns, or quarterly estimated taxes come due, when receivables age and a bad debt has to be written off, when owner draws, salary, or distributions need treating, when abandoned or messy books have to be caught up, or when an audit, a lender, or a tax examination is coming. Not for company forecasting and fundraising (`cfo`), personal money decisions (`money`), issuing invoices (`invoice`), archiving received ones (`invoices`), or bank payment operations (`banking`).

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CEO / Chief Executive Officer

v1.1.6

SkillClawHub3.4k

io.clawhub.ivangdavila/ceo

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

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Related tags

financial MCP Servers & Skills Collection - AgentHub