Use Cases
AI Tools for Wealth Managers & Advisors
Generate client reports, build financial plans, rebalance portfolios, and optimize tax strategies.
62 playbooks across 3 categories
Wealth Management(6)
View all 6 →Wealth Management Client Report Generator
Generate professional client-facing performance reports with portfolio returns, allocation breakdowns, and market commentary for quarterly or annual distribution.
Wealth Management Client Review Prep
Prepare for client review meetings with portfolio performance summaries, allocation analysis, talking points, and action items in a concise meeting-ready format.
Wealth Management Financial Plan Builder
Build or update comprehensive financial plans covering retirement projections, education funding, estate planning, cash flow analysis, and scenario modeling.
Wealth Management Investment Proposal
Create professional investment proposals for prospective clients covering your firm's approach, proposed allocation, expected outcomes, and fee structure.
Wealth Management Portfolio Rebalance
Analyze portfolio allocation drift and generate tax-aware rebalancing trade recommendations across multiple account types.
Wealth Management Tax-Loss Harvesting
Identify tax-loss harvesting opportunities across taxable accounts with replacement security suggestions and wash sale window tracking.
Finance & Accounting(35)
View all 35 →QuickBooks Automation
Automate QuickBooks accounting workflows including invoicing, expenses, reporting, and bank reconciliation
Budget Scenario Modeler
Model multiple budget scenarios side-by-side with trade-off analysis, sensitivity testing, and executive-ready recommendations.
Financial Analysis & Trend Interpreter
Analyze financial data to identify trends, anomalies, and actionable insights with executive-ready commentary.
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.
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.
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.
SOX Testing Workpaper
SOX sample selections, testing workpapers, and internal control assessments
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.
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.
Account Reconciliation Assistant
GL-to-subledger and bank reconciliation with variance identification
Browser-Assisted Tax Filing
Use Claude Cowork with browser automation to prepare and file taxes - organize documents, fill forms, and submit filings.
Bank Statement CSV Merger
Combine multiple bank statement CSV files into one unified spreadsheet with consistent formatting.
Finance(21)
View all 21 →Risk Manager
Run financial risk assessments, portfolio risk analysis, Monte Carlo simulations, VaR calculations, stress testing, and risk register management from local data.
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...
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...
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...
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 ...
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.
Professional Tax Knowledge Agent
Create a searchable knowledge base from tax documents for reference during tax season.
DCF Valuation Model Builder
Build Discounted Cash Flow (DCF) valuation models. Calculate intrinsic value with customizable assumptions. Generate professional valuation reports.
Personal Budget Analyzer
Analyze bank statements to categorize spending, identify patterns, and build a realistic budget.
Contract & Invoice Cross-Reference
Verify invoices against contract terms, identify discrepancies, and find missed billing opportunities.
Cryptocurrency Analysis Report
Analyze cryptocurrency projects with tokenomics, on-chain metrics, and market analysis. Generate comprehensive crypto research reports.
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.
Explore Other Roles
AI Tools for Researchers & Scientists
Accelerate literature review, data analysis, manuscript writing, and lab workflows.
AI Tools for Engineers & Developers
Automate changelogs, documentation, code review, CI/CD, and development workflows.
Claude for Executives & Directors
Strategic analysis, competitive intelligence, board presentations, and decision support.
AI Tools for Startup Founders
Launch faster with marketing, market research, legal, hiring, and sales playbooks.
Claude for Teachers, Students & Educators
Study smarter with research assistance, note organization, and learning workflows.
AI Tools for Operations Managers
Streamline SOPs, compliance audits, vendor evaluation, and process documentation.