Finance skill builder
Turn a workflow your team already runs (a flux review, a vendor check, a monthly tie-out) into a reusable skill of your own, built to the same standards as the tools in this library.
- Install
all-systems-go- Ask
- “Turn what we just did into a skill.” or
/finance-skill-builder - Works best with
- A Finance Brain: this tool reads your definitions first
- Time
- 10 to 20 minutes per skill
Two ways in
- Capture what you just did. Run an analysis with Claude, then say “save what we just did.” The builder generalizes it, so the period and figures become inputs, and re-runs it to confirm it reproduces your result.
- Start from scratch. Say “build me a skill for our monthly flux review.” A short interview pins down the trigger, the inputs, the logic, the checks, and the output, then a dry run against a recent period tests it.
The standards it builds in
Every skill it writes follows the same rules as the tools here:
- Reads your Finance Brain first, so it never re-derives your accounts or definitions.
- Read-only against every connected system.
- Computes, never eyeballs. Totals run in a computation step.
- Ties out to a control total wherever one exists, and reports the match or the variance.
- Confirms the period before it runs, and shows its work.
- No secrets in the skill or its output.
Where your skills live
In your own workspace (.claude/skills/ in a project, or ~/.claude/skills/ to use
everywhere), never inside the installed plugin. Your skills survive every update.
Try asking
Build me a skill for our monthly flux review.
Install
You'll need Claude Cowork (the Cowork tab in the Claude desktop app, on a Pro, Max, Team, or Enterprise plan). Everything installs from inside Cowork — no command line.
- Add the airCFO marketplace (once — skip this if you've installed any airCFO tool before): click Customize in the left sidebar, then Browse plugins → Personal → + → Add marketplace from GitHub, and enter
https://github.com/aircfo/claude-startup-finance - Install
all-systems-go. Already installed? Click Update on the marketplace instead, so you have the latest version. - Work from your Finance Brain if you have one: open the folder with Work in a folder so the tool reads your definitions. No Finance Brain yet? Download the free starter kit.
- Ask:
Turn what we just did into a skill.
Missing one of the systems above? The tool still runs. Whatever it couldn't read shows up as an open question, never a guess.