Use Case
Financial Overview isn't just for solo use β teams can share skills and build consistent AI workflows across the organization. Get a complete financial overview of the business including balance, recent transactions, outstanding invoices, and upcoming tax obligations. Use when the us... This guide covers how to deploy Financial Overview for your team, standardize prompts, and create shared workflows that everyone can use.
Install Financial Overview in your project directory: .claude/skills/financial-overview/
Commit the skill folder to your repository so the whole team has access
Document your team's standard prompts in a shared README
Use Financial Overview 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 Financial Overview
How can my team use Financial Overview together?
Set up Financial Overview for our project so everyone can use it
Create a shared workflow using Financial Overview for our team
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.