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Use Cases

AI Tools for Freelancers & Small Business

Handle marketing, invoicing, productivity, and client work without a full team.

372 playbooks across 5 categories

Marketing & Content(192)

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Finance & Accounting(35)

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Finance & Accounting

QuickBooks Automation

Automate QuickBooks accounting workflows including invoicing, expenses, reporting, and bank reconciliation

10 minutes
Advanced
Finance & Accounting

Budget Scenario Modeler

Model multiple budget scenarios side-by-side with trade-off analysis, sensitivity testing, and executive-ready recommendations.

15 minutes
Intermediate
Finance & Accounting

Financial Analysis & Trend Interpreter

Analyze financial data to identify trends, anomalies, and actionable insights with executive-ready commentary.

15 minutes
Intermediate
Finance & Accounting

S&P Global Earnings Preview Generator

Generate concise 4-5 page equity research earnings previews for any public company using S&P Capital IQ data via Kensho MCP.

5 minutes
Advanced
Finance & Accounting

S&P Global Weekly Funding Digest

Generate a polished one-page PowerPoint slide summarizing key takeaways from recent funding rounds and capital markets activity across watched sectors.

5 minutes
Advanced
Finance & Accounting

S&P Global Company Tear Sheet Generator

Generate professional company tear sheets and one-pagers using S&P Capital IQ data, tailored to equity research, M&A, corporate development, or sales audiences.

5 minutes
Intermediate
Finance & Accounting

SOX Testing Workpaper

SOX sample selections, testing workpapers, and internal control assessments

10 minutes
Advanced
Finance & Accounting

VAT Return Automation with Browser Control

Automate HMRC VAT MTD submissions using Claude Code and Playwright MCP to navigate forms, calculate figures, and file returns.

15 minutes
Advanced
Finance & Accounting

Bookkeeping & Tax Prep Workspace

Point Claude at a folder of W-2s, 1099s, bank statements, and receipts — get back an organized archive, a master bookkeeping spreadsheet, a tax summary with refund estimate, and a one-page accountant briefing.

15 minutes
Intermediate
Finance & Accounting

Account Reconciliation Assistant

GL-to-subledger and bank reconciliation with variance identification

10 minutes
Advanced
Finance & Accounting

Browser-Assisted Tax Filing

Use Claude Cowork with browser automation to prepare and file taxes - organize documents, fill forms, and submit filings.

15 minutes
Advanced
Finance & Accounting

Bank Statement CSV Merger

Combine multiple bank statement CSV files into one unified spreadsheet with consistent formatting.

5 minutes
Beginner

Productivity(82)

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Productivity

PDF to Readable HTML

Convert a PDF into one self-contained, readable HTML file that preserves images, tables, charts, and reading order — optionally translating it while keeping every figure intact.

10 minutes
Intermediate
Productivity

AI Prompt Builder

Turn rough ideas into optimized, high-performance prompts for any AI model — eliminates ambiguity, adds the right context, and structures output expectations so you get better results on the first try.

5 minutes
Beginner
Productivity

Processize Before You Productize

Turn any product idea into a manual process you can deliver today — before writing a line of code. Document the 'magic piece of paper,' charge for it, then automate only what you've proven works.

10 minutes
Beginner
Productivity

Recall

Recall marketing learnings.

15 minutes
Intermediate
Productivity

Region Config

Configure regional settings.

15 minutes
Intermediate
Productivity

Calendar & Schedule Optimizer

Analyze your calendar to find time waste, optimize meeting load, and redesign your week for strategic priorities.

10 minutes
Intermediate
Productivity

Meeting Facilitation Planner

Design effective meetings with timed agendas, facilitation guides, discussion frameworks, and backup plans.

10 minutes
Beginner
Productivity

Meeting Notes to Action Items

Transform raw meeting notes into structured summaries, action item tables, and follow-up emails in minutes.

5 minutes
Beginner
Productivity

Weekly Status Report Generator

Transform scattered notes, emails, and task updates into polished weekly status reports in minutes instead of hours.

10 minutes
Beginner
Productivity

Save Knowledge

Save brand knowledge to memory.

15 minutes
Intermediate
Productivity

Prompt Auditor & Refiner

Audit existing prompts against quality checklists for substance and structure, then output targeted improvements without rewriting from scratch.

5 minutes
Intermediate
Productivity

Quarterly Goals Tracker

Track quarterly objectives with progress scoring, evidence gathering from multiple sources, and interactive deadline management.

15 minutes
Intermediate

Finance(21)

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Finance

Risk Manager

Run financial risk assessments, portfolio risk analysis, Monte Carlo simulations, VaR calculations, stress testing, and risk register management from local data.

15 minutes
Advanced
Finance

Scientific Denario

Multiagent AI system for scientific research assistance that automates research workflows from data analysis to publication. This skill should be used when generating research ideas from datasets, developing research methodologies, executing compu...

10 minutes
Intermediate
Finance

Scientific Edgartools

Python library for accessing, analyzing, and extracting data from SEC EDGAR filings. Use when working with SEC filings, financial statements (income statement, balance sheet, cash flow), XBRL financial data, insider trading (Form 4), institutional...

10 minutes
Intermediate
Finance

Scientific Fred Economic Data

Query FRED (Federal Reserve Economic Data) API for 800,000+ economic time series from 100+ sources. Access GDP, unemployment, inflation, interest rates, exchange rates, housing, and regional data. Use for macroeconomic analysis, financial research...

5 minutes
Beginner
Finance

Scientific Hedgefundmonitor

Query the OFR (Office of Financial Research) Hedge Fund Monitor API for hedge fund data including SEC Form PF aggregated statistics, CFTC Traders in Financial Futures, FICC Sponsored Repo volumes, and FRB SCOOS dealer financing terms. Access time ...

10 minutes
Intermediate
Finance

Stock Analysis & Research

Analyze stocks with fundamental and technical analysis. Supports US, China A-shares, and Hong Kong markets. Generate investment reports with key metrics.

10 minutes
Advanced
Finance

Professional Tax Knowledge Agent

Create a searchable knowledge base from tax documents for reference during tax season.

15 minutes
Advanced
Finance

DCF Valuation Model Builder

Build Discounted Cash Flow (DCF) valuation models. Calculate intrinsic value with customizable assumptions. Generate professional valuation reports.

10 minutes
Advanced
Finance

Personal Budget Analyzer

Analyze bank statements to categorize spending, identify patterns, and build a realistic budget.

5 minutes
Beginner
Finance

Contract & Invoice Cross-Reference

Verify invoices against contract terms, identify discrepancies, and find missed billing opportunities.

10 minutes
Intermediate
Finance

Cryptocurrency Analysis Report

Analyze cryptocurrency projects with tokenomics, on-chain metrics, and market analysis. Generate comprehensive crypto research reports.

10 minutes
Intermediate
Finance

Financial Data Collector

Collect real financial data for any US public company from free sources (yfinance) into structured JSON — market data, historical financials, WACC inputs, and estimates — ready for DCF and comps.

10 minutes
Intermediate

Market Research(42)

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Market Research

Benchmarking Analysis

Compare your organization's performance against industry benchmarks and best practices with gap analysis and improvement plans.

15 minutes
Intermediate
Market Research

Competitive Intelligence Synthesis

Synthesize competitor data into strategic profiles, battlecards, and head-to-head comparisons that inform decisions.

15 minutes
Intermediate
Market Research

Market Research Analysis Summary

Transform raw market research data into executive-ready summaries with market sizing, segments, and opportunity assessments.

10 minutes
Beginner
Market Research

Pitch Deck Generator

Create professional investor pitch decks, sales presentations, and product launch slides following industry best practices with guided data collection.

15 minutes
Intermediate
Market Research

Product Requirements Generator

Create comprehensive PRDs from rough ideas, map user stories, define acceptance criteria, specify technical requirements, and set measurable success metrics.

10 minutes
Intermediate
Market Research

Twitter/X Reader

Fetch Twitter/X post content including long-form Articles — full text, author info, engagement metrics, and all embedded images downloaded locally — as clean Markdown.

5 minutes
Beginner
Market Research

Validate Your Business Idea

Pressure-test a business idea before you build. Uses red flags, green flags, and the 'validation happens through selling, not building' principle from The Minimalist Entrepreneur.

5 minutes
Beginner
Market Research

Voice of Customer Tracker

Build a living document of your customers' exact language from testimonials, reviews, and social mentions — organized for sales copy and positioning.

10 minutes
Intermediate
Market Research

Business Analysis Framework Toolkit

A two-phase consulting-report system: build a rigorous analysis framework from a 20+ framework catalog (SWOT, Porter's Five Forces, BCG Matrix, TAM-SAM-SOM, DCF, and more) with per-chapter data requirements, then synthesize collected data into a McKinsey-voice report under a strict no-hallucinated-numbers rule.

10 minutes
Advanced
Market Research

Competitor Code Analysis

Analyze competitor repositories with an evidence-based approach — every finding grounded in actual cloned code, never assumptions.

20 minutes
Intermediate
Market Research

Competitor Alerts

Configure competitor alerts.

15 minutes
Intermediate
Market Research

Competitor Pages

Create competitor comparison pages.

15 minutes
Intermediate

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