Use Case
Stop doing repetitive finance & investment tasks manually. Agent lets your AI agent handle them automatically through natural conversation. Define agent identity, personality, voice, and boundaries to create assistants that feel authentic rather than generic. This guide shows practical examples of using Agent to automate common finance & investment workflows and save hours every week.
Install Agent: npx clawhub@latest --dir ~/.claude/skills install agent
Identify the repetitive finance & investment tasks you want to automate
Describe the task to your AI in plain English
Agent will execute the task and return results directly in the chat
Chain multiple tasks: ask your AI to run a sequence of operations
Copy these prompts and use them with your AI agent after installing Agent
Automate my finance & investment tasks using Agent
What repetitive tasks can Agent handle for me?
Set up a workflow that runs Agent every morning
Select your agent
Option 1: Install via CLI (recommended)
Recommended (no pre-install needed)
npx clawhub@latest --dir ~/.claude/skills install agentOr via clawhub CLI (if already installed)
clawhub --dir ~/.claude/skills install agentβ οΈ Requires Node.js 18+. No Node? Use Option 2 below to download the ZIP instead. Install Node.js β
Option 2: Manual install (no Node required)
Download the ZIP, extract it, and place the folder at the path below. Restart your agent to activate.
Install path
~/.claude/skills/agent/π‘Extract and place the folder at the path above, then restart your agent.