How to Get Started with Financial Planning in Your AI Workflow

Financial Planning is a powerful AI agent skill that extends your assistant with new capabilities. 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". This guide walks you through installing Financial Planning, configuring it for your setup, and running your first commands — so you can start getting value in minutes.

Step-by-Step Guide

1. 1

   Install Financial Planning: npx clawhub@latest --dir ~/.claude/skills install financial-planning

2. 2

   Restart your AI client (Claude Code, Cursor, Gemini CLI, or OpenClaw)

3. 3

   Type a natural language request related to finance & investment to trigger Financial Planning

4. 4

   Review the output and refine your prompt for better results

5. 5

   Combine Financial Planning with other skills to build multi-step workflows

Example Prompts

Copy these prompts and use them with your AI agent after installing Financial Planning

More Use Cases for Financial Planning