Skills for your AI
Provides executive leadership guidance for strategic decisions, board preparation, investor communication, culture change, crisis response, and financial scenario modeling. Use when a CEO or senior executive needs frameworks, drafts, or structured analysis for
Produces financial forecasts, models, budgets, cash flow projections, reports and risk analyses from company financial data. Use when the user needs revenue or expense projections, cash flow planning, budgeting, scenario modeling, forecast accuracy review, inv
Financial leadership for startups and scaling companies. Financial modeling, unit economics, fundraising strategy, cash management, and board financial packages. Use when building financial models, analyzing unit economics, planning fundraising, managing cash
Analyzes company cost data to find savings opportunities across benchmarking, suppliers, processes, budgets, pricing, outsourcing, technology, risk, energy, travel, tax, leases, benefits, and waste. Use when a CFO or finance lead asks to compare costs to bench
Prepares, analyzes, and documents financial statements, budgets, variances, compliance reports, and risk assessments for CFOs. Use when the user needs balance sheets, income statements, cash flow statements, forecasts, KPI analysis, consolidation, audit suppor
Turns historical financial data into forecasts, budgets, trend analyses, scenario models, reports, and risk assessments. Use when a finance specialist needs data cleaned for forecasting, trend and ratio analysis, revenue or cash flow projections, budget target
Supports CFO investment decisions with financial statement analysis, valuation, risk assessment, portfolio optimization, capital budgeting, due diligence, M&A strategy, and market and regulatory monitoring. Use when the user asks to analyze financials, value a
Supports investment decisions with financial statement analysis, sector research, valuation and modeling, risk assessment, portfolio optimization, ROI measurement, strategy development, due diligence, forecasting, real estate and M&A analysis. Use when the use
/cs:cfo-review <plan> — Numerate-skeptic interrogation of any plan that touches money. Unit economics, runway, dilution, capital allocation. Use when a plan commits meaningful spend — e.g. a hiring wave, a fundraise decision, or a new channel budget.
Analyzes company financial and tax data to surface liabilities, credits, risks, and planning strategies across domestic, international, state, and local tax matters. Use when a CFO needs tax exposure reviewed, credits identified, restructuring or transaction t
Pre-mortem plan analysis. Imagine the plan failed 12 months from now and work backwards to find the weaknesses. Surfaces assumptions, dependencies, and execution risks before committing resources. Use when before significant resource commitment, before present
Use when Codex should act as the Change Management Consultant specialist from Agency Agents. Expert change management specialist using ADKAR, Kotter, and Prosci frameworks to guide organizations through technology implementations, restructuring, culture transf
Plans organizational change work—stakeholder analysis, communication, resistance, training, metrics, feedback, risk, implementation, readiness, and change teams—producing structured plans, assessments, and draft materials. Use when the analyst needs to plan or
Use when reviewing or rebalancing direct vs. partner-led channel economics — computing fully-loaded cost-to-serve per channel, channel ROI with cash / LTV / marginal lenses, and optimal channel mix subject to constraints. For Head of Commercial, RevOps, and VP
Welcomes a newly connected channel with a brief greeting, then reveals capabilities one at a time with trust and control points. Use when a new channel is first connected, when the user wants a capabilities tour, or when explaining approvals and access control
Wires messaging channels to agent groups, sets isolation and threading, and reconfigures existing wirings. Use when the owner wants to connect a channel, add a group or chat, move a channel between agent groups, toggle threading, or check what is currently wir
Design effective data visualizations and charts. Generate chart configurations for ECharts, Chart.js, and other libraries. Create dashboards and reports.
Generates charts, dashboards, and network, time series, text, cohort, funnel, and model visualizations from user-provided data, with a short interpretation of each. Use when the user wants a chart, dashboard, or visual analysis built from their data.
Turns chemical datasets, structures, simulation outputs and process information into accurate plots, dashboards, 3D structures and infographics. Use when the user needs chemical data analyzed, visualized, or explained.
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
Verifies insurance claim documents by extracting data, cross-checking against policy information, flagging inconsistencies and fraud, and drafting notifications. Use when a claims processor needs to digitize documents, compare claims to policies, check authent
Collects, cleans, monitors, analyzes, and reports on insurance claim event data, covering anomaly alerts, predictive models, trend visualization, fraud detection, resource allocation, compliance, automation, sentiment, and pricing. Use when an insurance data a
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
