skills-core/financial-markets-back-office-administrator
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External AI agent skills — financial-markets-back-office-administrator

Proven, publicly available AI agent skills mapped to this occupation. Nothing is copied from the sources: every entry is a name, a one-line summary and a link to the upstream skill package. Each section names its source repository, commit, license and retrieval date.

Tiers: core = the skill directly exercises a top market hard skill, tool or method (from gated job-ad evidence) or an essential ESCO competence of this occupation; adjacent = plausibly useful, secondary. Entries are capped at 12 per source 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.

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 (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
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
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

Source: wshobson/agents

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

Source: a5c-ai/babysitter

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
financial-dashboard-generator adjacent Automated financial dashboard and KPI visualization skill with executive reporting capabilities source
monte-carlo-financial-simulator adjacent Stochastic simulation skill for financial modeling with probability distributions and risk quantification source
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
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
throughput-accountant adjacent TOC financial metrics skill for throughput, inventory, and operating expense analysis with decision support source
xbrl-filing-generator adjacent XBRL financial statement tagging and SEC filing preparation skill source
benchmark-suite-manager adjacent Manage benchmarks for algorithm engineering experiments and evaluations source
care-transition-coordination adjacent Manage care transitions between settings including discharge planning, medication reconciliation, follow-up scheduling, and post-acute care coordination source

Source: affaan-m/everything-claude-code

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

Source: AgriciDaniel/claude-ads

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

Source: ahacker-1/cre-agent-skills

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

Source: alirezarezvani/claude-skills

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
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

Source: basicmachines-co/basic-memory

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

Source: brycewang-stanford/Auto-Empirical-Research-Skills

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
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
stata-accounting-guide adjacent STATA code for empirical accounting and financial economics research source
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
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

Source: Chachamaru127/claude-code-harness

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

Source: coreyhaines31/makerskills

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

Source: davepoon/buildwithclaude

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
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
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
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

Source: davila7/claude-code-templates

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

Source: elementalsouls/Claude-BugHunter

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

Source: foryourhealth111-pixel/Vibe-Skills

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
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

Source: googleworkspace/cli

Skill Tier What it adds Upstream
gws-calendar adjacent Google Calendar: Manage calendars and events. source

Source: himself65/finance-skills

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

Source: jeremylongshore/claude-code-plugins-plus-skills

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
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
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
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
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
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
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
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
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
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
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
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

Source: jezweb/claude-skills

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

Source: K-Dense-AI/claude-scientific-skills

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
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
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

Source: K-Dense-AI/scientific-agent-skills

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
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
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

Source: kazukinagata/shinkoku

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
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

Source: ljagiello/ctf-skills

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

Source: memvid/claude-brain

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
mind adjacent Claude Mind - Search and manage Claude's persistent memory stored in a single portable .mv2 file source

Source: microsoft/power-platform-skills

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

Source: mohitagw15856/pm-claude-skills

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
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
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
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
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

Source: mukul975/Anthropic-Cybersecurity-Skills

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

Source: nexu-io/open-design

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

Source: nowork-studio/NotFair

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
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

Source: open-gitagent/opengap

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

Source: rohitg00/pro-workflow

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

Source: ruvnet/claude-code-flow

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
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

Source: ruvnet/ruflo

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
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

Source: sanjay3290/ai-skills

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
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

Source: vibeeval/vibecosystem

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

Source: wondelai/skills

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