Use Case
Copilot Money Skill isn't just for solo use β teams can share skills and build consistent AI workflows across the organization. Query Copilot Money personal finance data (accounts, transactions, net worth, holdings, asset allocation) and refresh bank connections. Use when the user asks about finances, account balances, recent transactions, net worth, investment allocation, or wants to sync/refresh bank data. This guide covers how to deploy Copilot Money Skill for your team, standardize prompts, and create shared workflows that everyone can use.
Install Copilot Money Skill in your project directory: .claude/skills/copilot-money/
Commit the skill folder to your repository so the whole team has access
Document your team's standard prompts in a shared README
Use Copilot Money Skill in code reviews, standups, and planning sessions
Iterate: collect feedback from the team and refine your prompts
Copy these prompts and use them with your AI agent after installing Copilot Money Skill
How can my team use Copilot Money Skill together?
Set up Copilot Money Skill for our project so everyone can use it
Create a shared workflow using Copilot Money Skill for our team
Select your agent
Option 1: Install via CLI (recommended)
Recommended (no pre-install needed)
npx clawhub@latest --dir ~/.claude/skills install copilot-moneyOr via clawhub CLI (if already installed)
clawhub --dir ~/.claude/skills install copilot-moneyβ 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/copilot-money/π‘Extract and place the folder at the path above, then restart your agent.