Skills for your AI
Builds sustainability reports, compliance and risk assessments, ESG integration guidance, frameworks, carbon accounting plans, and stakeholder materials from financial and non-financial data. Use when the user needs ESG data analysis, report drafting, complian
Plans, coordinates, and tracks event details from venue research and budgets to guest lists, logistics, and post-event feedback. Use when planning an event, comparing venues or vendors, building an event budget, managing RSVPs, creating timelines, coordinating
Use when Codex should act as the Financial Analyst specialist from Agency Agents. Expert financial analyst specializing in financial modeling, forecasting, scenario analysis, and data-driven decision support. Transforms raw financial data into actionable busin
Use when Codex should act as the FP&A Analyst specialist from Agency Agents. Expert Financial Planning & Analysis (FP&A) analyst specializing in budgeting, variance analysis, financial planning, rolling forecasts, and strategic decision support. Bridges the ga
Gathers, analyzes, models, and reports the economic impact of events, policies, projects, and business decisions for finance and accounting specialists. Use when the user needs economic data collection, trend analysis, scenario simulation, cost-benefit analysi
Use when Codex should act as the Investment Researcher specialist from Agency Agents. Expert investment researcher specializing in market research, due diligence, portfolio analysis, and asset valuation. Conducts rigorous fundamental and quantitative analysis
Supports M&A deal work—target screening, due diligence, valuation, synergies, modeling, risk, financing, tax, reporting, and integration—by analyzing owner-supplied financial data and drafting structured outputs. Use when the user asks for target shortlists, d
Analyzes M&A targets across financial statements, valuation, due diligence, market research, risk, synergies, integration, deal structuring, forecasting, stakeholder communication, and post-merger review. Use when the user needs due diligence, valuation, risk,
Supports finance managers with financial statement and ratio analysis, risk assessment, valuation modeling, portfolio analysis, market and macroeconomic research, strategy, performance benchmarking, ESG and due diligence, technical analysis, and reporting. Use
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 request doesn't obviously
Manages social media content planning, engagement, analytics, trends, influencer outreach, calendars, competitor analysis, ad campaigns, crisis responses, curation and A/B tests for finance-sector accounts. Use when the user needs posts drafted or scheduled, c
Use when Codex should act as the Tax Strategist specialist from Agency Agents. Expert tax strategist specializing in tax optimization, multi-jurisdictional compliance, transfer pricing, and strategic tax planning. Navigates complex tax codes to minimize liabil
Turns economic data, policies, and market signals into correlations, scenarios, forecasts, risk assessments, and stakeholder-ready reports. Use when the user needs economic impact analysis, scenario modeling, benchmarking, policy impact, trend analysis, cost-b
Turns raw market data into decision-ready finance insights through collection, cleaning, visualization, statistical analysis, forecasting, risk assessment, benchmarking, segmentation, pricing analysis, sentiment monitoring, and reporting. Use when a finance or
Analyzes financial statements, ratios, trends, cash flow, costs, investments, risks, valuations, forecasts, variances, capital structure, M&A targets, reports and dashboards, and flags compliance and cash management issues. Use when the user asks for financial
Turns company financial data into forecasts, scenario tests, risk assessments, and board-ready summaries for CFO decisions. Use when the user asks for historical trend analysis, budgeting, cash flow projection, sensitivity testing, model building, risk quantif
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 constructing financi
Researches, drafts, and monitors financial compliance deliverables such as briefings, training, audit prep, reports, policy reviews, risk registers, and communication templates. Use when the user needs regulatory research, change monitoring, compliance trainin
Interprets financial statements, ratios, trends, variances, cash flows, costs, forecasts, investments, compliance and benchmarks, and drafts reports for accountants. Use when the user supplies financial data or asks for analysis, comparison, forecasting, risk
Turns financial data into decision-ready charts, dashboards, scorecards, forecasts and narratives, from data collection to final visuals. Use when the user asks for financial dashboards, KPI visuals, trend or variance analysis, forecasting charts, risk heat ma
Extracts structured data from invoices, receipts, and bank or credit card statements, categorizes expenses, identifies spending patterns, and generates expense reports. Use when the user shares a financial document or asks to parse, categorize, analyze, or rep
Converts, merges, examines and analyzes uploaded financial files to extract insights. Use when the user uploads a financial file and asks for a format conversion, a merge, a content examination, or trend and pattern analysis.
Builds and maintains financial forecasts from data collection through stakeholder reporting, covering data cleaning, trend and ratio analysis, scenario modeling, forecast validation, reporting, and investment evaluation. Use when gathering or cleaning financia
Turns historical financial data, market trends, and business assumptions into forecasts, budgets, scenario plans, and reports. Use when the user needs trend analysis, budgeting, revenue or expense forecasting, cash flow projections, financial models, risk scen
