Get a complete financial overview of the business including balance, recent transactions, outstanding invoices, and upcoming tax obligations. Use when the us...
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Select your agent
Option 1: Install via CLI (recommended)
Recommended (no pre-install needed)
npx clawhub@latest --dir ~/.claude/skills install financial-overviewOr via clawhub CLI (if already installed)
clawhub --dir ~/.claude/skills install financial-overviewβ 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/financial-overview/π‘Extract and place the folder at the path above, then restart your agent.
Category
πFinance & InvestmentPlatforms
What Financial Overview can do for your AI workflow
Complete financial overview directly from your Claude conversation
Works across Claude, Cursor, OpenClaw β install once, use everywhere
Trusted by 1,162+ developers worldwide
One-command installation β no complex setup required
Combine with other skills to build powerful multi-step AI workflows
Try these prompts with your AI agent after installing Financial Overview
Help me get started with Financial Overview
Explains what Financial Overview does, walks through the setup, and runs a quick demo based on your current project
Use Financial Overview to get a complete financial overview of the business including balance...
Invokes Financial Overview with the right parameters and returns the result directly in the conversation
What can I do with Financial Overview in my finance & investment workflow?
Lists the top use cases for Financial Overview, with example commands for each scenario
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Financial Overview extends your AI assistant with the ability to get a complete financial overview of the business including balance, recent transactions, outstanding invoices, and upcoming tax obligations. Use when the us... Rather than leaving your conversation to handle this manually, you can ask your Claude agent directly β and it will take care of the task end-to-end, using Financial Overview as its underlying capability.
Financial Overview works across Claude, Cursor, OpenClaw through the Model Context Protocol (MCP) β an open standard that lets AI clients share tools and skills without lock-in. Because MCP is platform-agnostic by design, you install Financial Overview once and it becomes available across all your AI clients. Whether you're working in Claude for focused sessions or Cursor for integrated workflows, the skill behaves consistently.
To install Financial Overview, copy the skill folder to `~/.claude/skills/financial-overview/` for use across all your projects, or `.claude/skills/financial-overview/` for a single project. Restart Claude and the skill is immediately active β invoke it with `/financial-overview` or just describe your goal and the AI will pick it up automatically.
Financial Overview has been installed 1,162 times, making it one of the more actively used skills in the Finance & Investment category. The install rate suggests it solves a real, recurring need rather than a niche edge case. Like all skills on DiscoverAISkills, it is free to install and use. The broader AI skills ecosystem continues to expand as developers contribute new capabilities across categories like developer tools, data analysis, writing, automation, and more.
Place the skill folder at ~/.claude/skills/financial-overview/ for personal use (all projects), or .claude/skills/financial-overview/ for project-specific use. Restart your AI client, then invoke with /financial-overview or let the AI discover it automatically.
Financial Overview supports Claude, Cursor, OpenClaw. It integrates seamlessly with these AI platforms to extend their capabilities.
Financial Overview is free to install. Check the repository for licensing information.
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Automate my finance & investment tasks using Financial Overview
Identifies repetitive steps in your workflow and sets up Financial Overview to handle them automatically
Financial Overview is categorized under Finance & Investment. These skills help AI agents perform specialized tasks in this domain.