Free & open source

44 financial skills for any AI agent

Tax prep, budgeting, cash flow, P&L, and more. Install in seconds. Works with Claude Code, Cursor, Codex, Gemini CLI, GitHub Copilot, Pi, OpenCode, Kiro, Trae, Rovo Dev, Wilson, and any agent that supports SKILL.md.

Quick install

$ npx skills add openaccountant/skills

Install in your agent

Choose your AI agent and follow the steps below.

Claude Code

Anthropic's CLI for Claude.

1. Install

$ cp -r skills/ .claude/skills/

2. Use

$ claude "Run the tax prep skill"

Discovers from .claude/skills/ in project or ~/.claude/skills/ globally.

Cursor

AI code editor by Anysphere. Requires Nightly with Agent Skills enabled.

1. Install

$ cp -r skills/ .cursor/skills/

2. Use

$ Ask Cursor to run a skill from the sidebar

Cascading discovery: .cursor/skills/ → .agents/skills/ → .claude/skills/ → .codex/skills/.

OpenAI Codex

OpenAI's CLI coding agent.

1. Install

$ cp -r skills/ .agents/skills/

2. Use

$ codex "Run the cash flow forecast skill"

Discovers from .agents/skills/ in project and parent directories up to the repo root.

Gemini CLI

Google's terminal agent for Gemini.

1. Install

$ cp -r skills/ .gemini/skills/

2. Use

$ gemini "Run the spending review skill"

Discovers from .gemini/skills/. Enable Skills in Gemini CLI settings.

GitHub Copilot

AI coding assistant in VS Code and CLI.

1. Install

$ cp -r skills/ .agents/skills/

2. Use

$ Ask Copilot to run a financial skill

Discovers from .github/skills/, .agents/skills/, and .claude/skills/ (cascade).

Pi

Open-source terminal coding agent by badlogic.

1. Install

$ pi install git:github.com/openaccountant/skills

2. Use

"Run the subscription audit skill"

Discovers from ~/.pi/agent/skills/. Also reads .agents/skills/ as fallback.

OpenCode

Open-source AI coding agent for the terminal.

1. Install

$ cp -r skills/ .opencode/skills/

2. Use

"Run the quarterly taxes skill"

Discovers from .opencode/skills/, .agents/skills/, and .claude/skills/ (cascade).

Kiro

AI-powered IDE.

1. Install

$ cp -r skills/ .kiro/skills/

2. Use

$ Ask Kiro to run a financial skill

Discovers from .kiro/skills/ in the project directory.

Trae

AI coding assistant with international and China editions.

1. Install

$ cp -r skills/ .trae/skills/

2. Use

$ Ask Trae to run a financial skill

International: .trae/skills/. China edition: .trae-cn/skills/.

Rovo Dev

Atlassian's AI development agent.

1. Install

$ cp -r skills/ .rovodev/skills/

2. Use

$ Ask Rovo to run a financial skill

Discovers from .rovodev/skills/ in project or ~/.rovodev/skills/ globally.

OpenClaw

Open-source AI assistant with multi-channel chat.

1. Install

$ openclaw skill add openaccountant/wilson

2. Use

"Audit my subscriptions and find savings"

OpenClaw discovers Wilson via .well-known/agents.json. Skills execute through Wilson's agent loop.

Wilson CLI

Open Accountant's native CLI with built-in financial tools.

1. Install

$ wilson skills install openaccountant/skills

2. Use

$ /skill tax-prep

Discovers from ~/.openaccountant/skills/. Uses transaction_search, categorize, spending_summary, etc.

What's included

Personal Finance

12 skills

subscription-auditdebt-payoffnet-worthemergency-fundspending-reviewzero-based-budget

Business & Freelancer

18 skills

profit-losscash-flow-forecastinvoice-agingcontractor-trackingrunway-calculatorpricing-optimizer

Shared

14 skills

tax-prepquarterly-taxessmart-categorizeimport-transactionsmonthly-digestexpense-optimizer

Want more? Browse the marketplace.

The 44 open-source skills are just the start. The marketplace has premium skills for tax tracking, rental properties, contractor management, and more.

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Works with or without Wilson

Every skill works in two modes.

With Wilson

Uses dedicated tools like transaction_search, categorize, and spending_summary for direct database queries. Fast, accurate, automated.

Without Wilson

Step-by-step instructions with CSV export paths, spreadsheet formulas, and manual steps. Works in any AI agent — Claude, ChatGPT, Perplexity, or even a spreadsheet.

Your AI already knows finance.

Install the skills, ask a question, and let your agent handle the rest. Free, open source, MIT licensed.

Get the skills Browse marketplace