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insurance-clerk/references/ai-skills.md
skillfactor-pipeline a6247dd0ae feat: insurance-clerk skill package v0.1.0
2026-08-14 19:15:32 +02:00

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External AI agent skills — insurance-clerk

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
embedded-docs core Embedded firmware documentation generation and maintenance using Doxygen and related tools. Expert skill for API documentation, hardware interface documentation, memory maps, and integration with documentation systems. source
throughput-accountant adjacent TOC financial metrics skill for throughput, inventory, and operating expense analysis with decision support 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 adjacent Operate professional paid advertising across Google, Meta, YouTube, LinkedIn, TikTok, Microsoft, Apple, Amazon, Reddit, Pinterest, Snapchat, and X. Use for account intake, source-grounded audits, strategy, budget and measurement planning, … source
ads-budget adjacent Plan and review paid-media budgets, bidding, pacing, marginal return, forecasts, CPA, ROAS, MER, LTV:CAC, constraints, and allocation across supported platforms. Use for ad budget allocation, media budget, bidding strategy, scaling, spend … source
ads-monitor adjacent Monitor paid-ad account pacing, delivery, performance, creative fatigue, tracking, policy, and data quality across supported platforms. Use for daily or weekly checks, anomaly review, budget pacing, post-launch verification, or campaign … source

Source: alirezarezvani/claude-skills

Skill Tier What it adds Upstream
cross-eval core /cs:cross-eval — Multi-model consensus on a board memo or strategy brief. Claude + Codex + Gemini cross-review with graceful degradation. Use when a high-stakes memo needs an independent sanity check before the boardroom — e.g. a … source
risk-management-specialist core Medical device risk management specialist implementing ISO 14971 throughout product lifecycle. Provides risk analysis, risk evaluation, risk control, and post-production information analysis. Use when user mentions risk management, ISO … source
review adjacent Analyze auto-memory for promotion candidates, stale entries, consolidation opportunities, and health metrics. Use when the user runs /si:review or asks what has been learned and what should be promoted or pruned. source

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

Skill Tier What it adds Upstream
research-lit core Search and analyze research papers, find related work, summarize key ideas. Use when user says "find papers", "related work", "literature review", "what does this paper say", or needs to understand academic papers. source
review core All quality reviews — routes to appropriate critics based on target file type and flags. Replaces /paper-excellence, /proofread, /econometrics-check, /review-r, /review-paper. 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
identify adjacent Design or review identification strategy for the sewage-house-prices project. Produces strategy memos with estimand, assumptions, pseudo-code, robustness plan, falsification tests, and referee objection anticipation. This skill should be … source

Source: davepoon/buildwithclaude

Skill Tier What it adds Upstream
pdf core Comprehensive PDF manipulation toolkit for extracting text and tables, creating new PDFs, merging/splitting documents, and handling forms. When Claude needs to fill in a PDF form or programmatically process, generate, or analyze PDF … source
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
gsd:eval-review adjacent Retroactively audit an executed AI phase's evaluation coverage — scores each eval dimension as COVERED/PARTIAL/MISSING and produces an actionable EVAL-REVIEW.md with remediation plan source

Source: davila7/claude-code-templates

Skill Tier What it adds Upstream
conversation-memory core Persistent memory systems for LLM conversations including short-term, long-term, and entity-based memory Use when: conversation memory, remember, memory persistence, long-term memory, chat history. source
research-grants core Write competitive research proposals for NSF, NIH, DOE, and DARPA. Agency-specific formatting, review criteria, budget preparation, broader impacts, significance statements, innovation narratives, and compliance with submission … source
agent-memory-systems core Memory is the cornerstone of intelligent agents. Without it, every interaction starts from zero. This skill covers the architecture of agent memory: short-term (context window), long-term (vector stores), and the cognitive architectures … source
swarmvault core Use SwarmVault when the user needs a local-first knowledge vault that writes durable markdown, graph, search, dashboard, review, and MCP artifacts to disk from books, notes, transcripts, exports, datasets, slide decks, files, URLs, code, … source
crewai core Expert in CrewAI - the leading role-based multi-agent framework used by 60% of Fortune 500 companies. Covers agent design with roles and goals, task definition, crew orchestration, process types (sequential, hierarchical, parallel), memory … source
risk-management-specialist core Senior Risk Management specialist for medical device companies implementing ISO 14971 risk management throughout product lifecycle. Provides risk analysis, risk evaluation, risk control, and post-production information analysis. Use for … source
pdf-fill-studio adjacent Fill any PDF locally and place each value precisely in a visual editor. Use when the user wants to fill out a PDF form, enter data into a PDF, complete a tax/insurance/bank form, or position text on a flat/scanned PDF. Handles flat … source

Source: dotnet/skills

Skill Tier What it adds Upstream
configure-auth core Add authentication and authorization to a Blazor Web App, accounting for the app's render mode. USE WHEN the user needs [Authorize] on pages, AuthorizeView, role or policy-based access, login/logout Identity pages, or … source

Source: foryourhealth111-pixel/Vibe-Skills

Skill Tier What it adds Upstream
peer-review core Structured manuscript/grant review with checklist-based evaluation. Use when writing formal peer reviews with specific criteria methodology assessment, statistical validity, reporting standards compliance (CONSORT/STROBE), and constructive … source
research-grants core Write competitive research proposals for NSF, NIH, DOE, DARPA, and Taiwan NSTC. Agency-specific formatting, review criteria, budget preparation, broader impacts, significance statements, innovation narratives, and compliance with … source

Source: glacierphonk/naming

Skill Tier What it adds Upstream
naming core Name products, SaaS, brands, open source projects, bots, and apps. Use when the user needs to name something, find a brand name, or pick a product name. Metaphor-driven process that produces memorable, meaningful names and avoids AI slop. source

Source: googleworkspace/cli

Skill Tier What it adds Upstream
recipe-plan-weekly-schedule adjacent Review your Google Calendar week, identify gaps, and add events to fill them. source

Source: hoangsonww/Claude-Code-Agent-Monitor

Skill Tier What it adds Upstream
memory-review core Review the file-based memory store via the Agent Monitor Config Explorer API: the user and project CLAUDE.md plus per-project auto-memory files under ~/.claude/projects//memory/*.md. Groups by project, shows the index (MEMORY.md) vs … source

Source: indranilbanerjee/digital-marketing-pro

Skill Tier What it adds Upstream
qbr-plan adjacent Prepare a Quarterly Business Review. Use when: building QBR presentations, client performance reviews, or strategy updates. source

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

Skill Tier What it adds Upstream
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
fondo-debug-bundle core 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-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-upgrade-migration core 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
freelancer-review core Reviews contracts from a freelancer''s perspective across 14 evaluation lenses including misclassification risk, IP ownership, payment terms, kill fees, and non-compete scope. Use when a freelancer or independent contractor needs to … source
triage-display core Internal process for the triage-summarizer agent. Defines the step-by-step procedure for formatting triage results as terminal markdown and parsing review commands. Not user-invocable — loaded by the triage-summarizer agent through its … source
granola-core-workflow-b core Post-meeting note processing, sharing, and follow-up workflows in Granola. Use when enhancing notes after meetings, sharing to Slack/Notion/CRM, drafting follow-up emails, or processing action items. Trigger: "granola post-meeting", "share … source
finta-install-auth core Set up Finta fundraising CRM account and configure integrations. Use when onboarding to Finta, connecting email/calendar, or configuring investor pipeline automation. Trigger with phrases like "install finta", "setup finta", "finta … source
hyperflow-status core Hyperflow project status. Use to see current hyperflow state — "what is hyperflow doing", "show task progress", "where are we". Read-only — reports in-flight tasks, memory count, and progress. Never modifies state or runs work. source
finta-sdk-patterns core Integration patterns for Finta fundraising CRM with email and calendar APIs. Use when building automated investor outreach, syncing data from Finta exports, or creating custom fundraising dashboards. Trigger with phrases like "finta … source
hubspot-bulk-migration core Bulk-migrate CRM data into HubSpot from Salesforce, Pipedrive, or Copper — or export off HubSpot — with field mapping, ID continuity, association re-linking, dedup safety, rate-limit budgeting, and rollback mitigation across 100K+ record … 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

Source: jezweb/claude-skills

Skill Tier What it adds Upstream
proposal-writer core Write a client proposal, quote, scope of work, or engagement letter for a service business. Covers project understanding, scope, timeline, pricing presentation, and terms. Use whenever the user asks for a proposal, quote, project proposal, … source

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

Skill Tier What it adds Upstream
peer-review core Structured manuscript/grant review with checklist-based evaluation. Use when writing formal peer reviews with specific criteria methodology assessment, statistical validity, reporting standards compliance (CONSORT/STROBE), and constructive … source
research-grants core Write competitive research proposals for NSF, NIH, DOE, DARPA, and Taiwan NSTC. Agency-specific formatting, review criteria, budget preparation, broader impacts, significance statements, innovation narratives, and compliance with … source
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

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

Skill Tier What it adds Upstream
peer-review core Structured manuscript/grant review with checklist-based evaluation. Use when writing formal peer reviews with specific criteria methodology assessment, statistical validity, reporting standards compliance (CONSORT/STROBE), and constructive … source
research-grants core Write competitive research proposals for NSF, NIH, DOE, DARPA, and Taiwan NSTC. Agency-specific formatting, review criteria, budget preparation, broader impacts, significance statements, innovation narratives, and compliance with … source
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

Source: kazukinagata/shinkoku

Skill Tier What it adds Upstream
settlement core 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
submit core This skill should be used when the user is ready to submit their tax return, needs a final review checklist, wants to know how to submit (e-Tax, mail, or in-person), or asks about common mistakes before submission. Trigger phrases include: … source
journal core 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: mohitagw15856/pm-claude-skills

Skill Tier What it adds Upstream
lifecycle-crm-plan core Design lifecycle marketing / CRM journeys across the customer lifecycle. Use when asked to plan onboarding emails, lifecycle/CRM campaigns, drip sequences, re-engagement or winback flows, or a messaging calendar. Produces a lifecycle plan … source
cash-flow-forecast core Build a short-term (13-week) cash flow forecast to see if you can cover what's due. Use when asked to build a cash flow forecast, a 13-week cash flow, a cash projection, or to plan around a cash crunch. Produces a week-by-week forecast … source
roadmap-presentation core Create structured roadmap presentations calibrated to any audience. Use when asked to build a product roadmap, present roadmap to leadership, create a roadmap slide, or communicate quarterly plans to execs, teams, or customers. Produces an … source
win-loss-analysis adjacent Analyze why deals are won and lost and turn it into an action plan. Use when asked to run a win/loss analysis, review closed-won and closed-lost deals, understand why the team is losing to a competitor, or summarize sales feedback into … 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
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
invoice-generator adjacent Create a professional, complete invoice for a client or customer. Use when asked to write an invoice, create a bill, draft a freelance/contractor invoice, or set up an invoice template. Produces a clear invoice — your and the client's … source
performance-review adjacent Write structured, balanced performance reviews from bullet-point inputs. Use when asked to write a performance review, self-assessment, peer review, 360 feedback, or manager evaluation. Produces a complete, fair, professionally written … source

Source: mukul975/Anthropic-Cybersecurity-Skills

Skill Tier What it adds Upstream
analyzing-macro-malware-in-office-documents core 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: open-gitagent/opengap

Skill Tier What it adds Upstream
document-review core 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: pedrohcgs/claude-code-my-workflow

Skill Tier What it adds Upstream
promote-memory core Review candidate [LEARN] entries in .claude/state/personal-memory.md (gitignored) and run them through a five-critic council in parallel: generality, staleness, redundancy, evidence, format. Majority vote (3+ of 5) promotes the entry … source

Source: raintree-technology/apple-hig-skills

Skill Tier What it adds Upstream
hig-components-dialogs core Apple HIG guidance for presentation components including alerts, action sheets, popovers, sheets, and digit entry views. Use this skill when the user says "should I use an alert or a sheet," "how do I show a confirmation dialog," "when … source

Source: rockscy/solo-skills

Skill Tier What it adds Upstream
changelog-from-commits core Generate a user-facing CHANGELOG entry from raw git log output. Use when the user is preparing a release, says "what changed since last version", asks to write release notes, or wants to summarize a batch of commits for end users. source

Source: ruvnet/claude-code-flow

Skill Tier What it adds Upstream
cost-health core Composite CI gate — runs cost-budget-check + cost-burn + cost-anomaly + cost-projection in parallel and surfaces a single combined health status with max exit code. The operationally-useful entry point — one shell-out covers all four alert … source
pod-sales adjacent Run one tick of the sales business-pod (ADR-164 §4.1, Phase 2). Loads templates/sales.json, validates it against the pod-schema, resolves agents against ruflo's agent registry, reserves budget via the Phase-2 file-based stub ledger (atomic … source

Source: ruvnet/ruflo

Skill Tier What it adds Upstream
cost-health core Composite CI gate — runs cost-budget-check + cost-burn + cost-anomaly + cost-projection in parallel and surfaces a single combined health status with max exit code. The operationally-useful entry point — one shell-out covers all four alert … source
pod-sales adjacent Run one tick of the sales business-pod (ADR-164 §4.1, Phase 2). Loads templates/sales.json, validates it against the pod-schema, resolves agents against ruflo's agent registry, reserves budget via the Phase-2 file-based stub ledger (atomic … source

Source: snyk/agent-scan

Skill Tier What it adds Upstream
pdf core Comprehensive PDF manipulation toolkit for extracting text and tables, creating new PDFs, merging/splitting documents, and handling forms. When Claude needs to fill in a PDF form or programmatically process, generate, or analyze PDF … source

Source: staruhub/ClaudeSkills

Skill Tier What it adds Upstream
deep-research core Use this skill when the user wants an evidence-based research memo, literature review, market/policy/technical landscape, or a multi-source decision brief with citations, trade-offs, and a clear conclusion. Best for tasks that need … source

Source: ThinkInAIXYZ/deepchat

Skill Tier What it adds Upstream
pdf core Comprehensive PDF manipulation toolkit for extracting text and tables, creating new PDFs, merging/splitting documents, and handling forms. When Claude needs to fill in a PDF form or programmatically process, generate, or analyze PDF … 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: wanshuiyin/Auto-claude-code-research-in-sleep

Skill Tier What it adds Upstream
research-lit core Search and analyze research papers, find related work, summarize key ideas. Use when user says "find papers", "related work", "literature review", "what does this paper say", or needs to understand academic papers. source