Plan and manage the finances of a solopreneur business. Use when creating budgets, forecasting revenue and expenses, building a P&L, planning for cash flow, setting financial targets, or preparing for financial decision-making. Covers budgeting frameworks, cash flow management, profit margins, expense tracking categories, and financial dashboards. Trigger on "financial plan", "budget my business", "cash flow planning", "P&L", "profit and loss", "financial projections", "how much do I need", "business finances", "financial forecast".
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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-planningOr via clawhub CLI (if already installed)
clawhub --dir ~/.claude/skills install financial-planningβ 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-planning/π‘Extract and place the folder at the path above, then restart your agent.
Category
Finance & InvestmentWhat Financial Planning can do for your AI workflow
Plan and manage the finances directly from your Claude conversation
Works across Claude, Cursor, OpenClaw β install once, use everywhere
Trusted by 1,143+ 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 Planning
Help me get started with Financial Planning
Explains what Financial Planning does, walks through the setup, and runs a quick demo based on your current project
Use Financial Planning to plan and manage the finances of a solopreneur business
Invokes Financial Planning with the right parameters and returns the result directly in the conversation
What can I do with Financial Planning in my finance & investment workflow?
Lists the top use cases for Financial Planning, with example commands for each scenario
Guides & tutorials for AI skills
Financial Planning extends your AI assistant with the ability to plan and manage the finances of a solopreneur business. Use when creating budgets, forecasting revenue and expenses, building a P&L, planning for cash flow, setting financial targets, or preparing for financial decision-making. Covers budgeting frameworks, cash flow management, profit margins, expense tracking categories, and financial dashboards. Trigger on "financial plan", "budget my business", "cash flow planning", "P&L", "profit and loss", "financial projections", "how much do I need", "business finances", "financial forecast". 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 Planning as its underlying capability.
Financial Planning 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 Planning 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 Planning, copy the skill folder to `~/.claude/skills/financial-planning/` for use across all your projects, or `.claude/skills/financial-planning/` for a single project. Restart Claude and the skill is immediately active β invoke it with `/financial-planning` or just describe your goal and the AI will pick it up automatically.
Financial Planning has been installed 1,143 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-planning/ for personal use (all projects), or .claude/skills/financial-planning/ for project-specific use. Restart your AI client, then invoke with /financial-planning or let the AI discover it automatically.
Financial Planning supports Claude, Cursor, OpenClaw. It integrates seamlessly with these AI platforms to extend their capabilities.
Financial Planning is free to install. Check the repository for licensing information.
Plan and manage the finances of a solopreneur business. Use when creating budgets, forecasting revenue and expenses, building a P&L, planning for cash flow, setting financial targets, or preparing for financial decision-making. Covers budgeting frameworks, cash flow management, profit margins, expense tracking categories, and financial dashboards. Trigger on "financial plan", "budget my business", "cash flow planning", "P&L", "profit and loss", "financial projections", "how much do I need", "business finances", "financial forecast".
Automate my finance & investment tasks using Financial Planning
Identifies repetitive steps in your workflow and sets up Financial Planning to handle them automatically
MCP vs traditional plugins: what's the difference?
Financial Planning is categorized under Finance & Investment. These skills help AI agents perform specialized tasks in this domain.