Skills for your AI
Use when Codex should act as the Chief Financial Officer specialist from Agency Agents. Strategic finance executive who governs capital allocation, treasury operations, financial planning, M&A finance, investor relations, and board reporting — translating fina
Assesses insurance claim severity from data collection through scoring, fraud detection, benchmarking, and reporting. Use when a claims manager needs claim data analyzed, documentation reviewed, severity scored, adjuster questions drafted, trends forecast, or
Analyzes insurance claims data to surface cost trends, forecast future costs, flag fraud and compliance issues, and recommend containment strategies. Use when a claims manager needs trend analysis, cost containment plans, vendor negotiation insights, fraud fla
Turns insurance claims data into structured datasets, performance reports, forecasts, risk and fraud findings, sentiment analyses, benchmarks, dashboards, and cost analyses. Use when a claims manager needs claim data gathered and organized, KPIs or trends anal
Turns insurance claims data into cleaned datasets, trend analyses, visualizations, fraud flags, cost-driver rankings, forecasts, and reports. Use when the user provides claims data and asks for trend analysis, forecasting, fraud detection, cost drivers, model
Provides accountants with client financial advisory analysis and planning support across statements, budgeting, tax, investments, retirement, risk, cash flow, debt, valuation, succession, estate, and education. Use when an accountant needs analysis, strategies
Use when building a quarterly bookings forecast, ARR projection, pipeline forecast, NRR projection, or commit/best-case/pipe-only board number — especially when the CRO needs to walk the board through funnel math + cohort ARR + per-stage conversion assumptions
Use when reviewing, approving, or designing commercial motion — pricing models, deal review, discount approval, partnership economics, channel mix, commercial policy, RFP/RFI response, bookings forecast. Triggers on "review this deal", "should we discount", "p
Conduct comprehensive company research and due diligence. Analyze business model, competitive landscape, management, and market position.
Automates financial reporting from data extraction and cleaning through report generation, scheduling, validation, archiving, forecasting, reconciliation, and audit compliance. Use when the user needs financial data pulled and cleaned, reports generated or dis
Estimates construction project budgets and analyzes costs across materials, labor, equipment, overhead, subcontractors, risk, and lifecycle. Use when the user needs cost estimates, contingency budgets, historical trend analysis, value engineering comparisons,
Tracks construction project schedules, budgets, quality, resources, risks, subcontractor performance, environmental impact, and stakeholder reporting. Use when a contractor needs progress reports, budget or schedule analysis, risk assessments, dashboards, or a
Analyzes financial data to find cost savings, optimize budgets, and prepare cost reduction recommendations. Use when the user provides financial statements, expense reports, budgets, vendor contracts, or purchasing data and asks for savings opportunities, vari
Performs credit analysis tasks including financial statement and ratio analysis, credit scoring, risk assessment, collateral evaluation, policy and limit setting, reporting, compliance review, and portfolio monitoring. Use when a finance specialist needs credi
Drafts and evaluates crisis response plans covering risk assessment, communication, emergency response, continuity, training, monitoring, coordination, recovery, and financial compliance. Use when planning for or responding to operational crises, drills, or po
Analyze cryptocurrency projects with tokenomics, on-chain metrics, and market analysis. Generate comprehensive crypto research reports.
Explains cryptocurrency tax rules, reporting obligations, and planning strategies for tax analysts, with worked examples. Use when asked about taxable crypto events, capital gains calculations, mining or staking income, Form 8949/Schedule D/FBAR reporting, ICO
Founder onboarding interview that captures company context across 7 dimensions. Invoke with /cs:setup for initial interview or /cs:update for quarterly refresh. Generates ~/.claude/company-context.md used by all C-suite advisor skills. Use when setting up the
Turns raw market data into trend insights, forecasts, and reports for a Chief Sales Officer. Use when analyzing customer feedback, benchmarking competitors, tracking sentiment, monitoring industry news, forecasting demand, spotting emerging tech, listening on
Analyzes sales, cost, customer, and competitor pricing data to produce sourced pricing insights and recommendations. Use when the user asks about competitor pricing, customer segments, price elasticity, discount effectiveness, margins, market trends, pricing m
Plans, runs, and reports on corporate social responsibility programs, from strategy and stakeholder engagement to impact assessment, budgeting, and communication. Use when the user needs a CSR strategy, cause or partner selection, volunteer program design, imp
Forecasts currency exchange rates, assesses currency risk, prices options, and reports findings with exact figures and sources. Use when the user asks for exchange rate forecasts, historical currency analysis, hedging or scenario analysis, forecast accuracy ev
Analyzes currency data, forecasts exchange rates, assesses currency risk, and proposes hedging and portfolio adjustments. Use when the user asks for currency trend reports, exchange rate forecasts, risk assessments, hedging strategies, arbitrage scans, sentime
Manages currency and exchange risk for a VP of Finance, covering exposure assessment, hedging strategy, forecasting, monitoring, compliance, scenario analysis, reporting, training, policy review and technology evaluation. Use when the user asks about currency
