Use Case
Finance Skill is a powerful AI agent skill that extends your assistant with new capabilities. Parse and store transactions from bank statements, enable querying and adding personal finance data in JSON format within a local workspace. This guide walks you through installing Finance Skill, configuring it for your setup, and running your first commands β so you can start getting value in minutes.
Install Finance Skill: npx clawhub@latest --dir ~/.claude/skills install finance-skill
Restart your AI client (Claude Code, Cursor, Gemini CLI, or OpenClaw)
Type a natural language request related to finance & investment to trigger Finance Skill
Review the output and refine your prompt for better results
Combine Finance Skill with other skills to build multi-step workflows
Copy these prompts and use them with your AI agent after installing Finance Skill
Help me get started with Finance Skill
What can Finance Skill do for my finance & investment workflow?
Show me an example of using Finance Skill
Select your agent
Option 1: Install via CLI (recommended)
Recommended (no pre-install needed)
npx clawhub@latest --dir ~/.claude/skills install finance-skillOr via clawhub CLI (if already installed)
clawhub --dir ~/.claude/skills install finance-skillβ 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/finance-skill/π‘Extract and place the folder at the path above, then restart your agent.