Open Banking Io
davila7/claude-code-templates
Read bank account balances and transactions from EU/UK banks via the open-banking.io PSD2 API.
A skill your agent uses when you need a bank post-loan visit follow-up assistant to turn visit notes/materials into a structured memo (摘要/关键更新/风险观察/用途核验/行动项).
Apache-2.0Auto-check passed
Install Bank T142 Corporate Finance Task Assistant
$ npx skills add aifinlab/FinClaw --skill bank-t142-corporate-finance-task-assistant -a claude-codeProject install by default; add -g for ~/.claude/skills/.
$ gh skill install aifinlab/FinClaw bank-t142-corporate-finance-task-assistant --agent claude-codeProject scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).
$ git clone --depth 1 https://github.com/aifinlab/FinClaw.git skills-src && mkdir -p .claude/skills && cp -r skills-src/skills/bank-t142-corporate-finance-task-assistant .claude/skills/bank-t142-corporate-finance-task-assistant && rm -rf skills-srcUse ~/.claude/skills/ instead of .claude/skills for a personal install. The folder must contain SKILL.md.
Claude Code skills documentation · loads skills from .claude/skills/
Install the "bank-t142-corporate-finance-task-assistant" agent skill from https://github.com/aifinlab/FinClaw/tree/main/skills/bank-t142-corporate-finance-task-assistant into .claude/skills/bank-t142-corporate-finance-task-assistant/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "bank-t142-corporate-finance-task-assistant", then confirm the skill loads.Claude Code copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$skill-installer install https://github.com/aifinlab/FinClaw/tree/main/skills/bank-t142-corporate-finance-task-assistantType this inside Codex. $skill-installer <name> installs a curated skill from openai/skills. The installer writes to $CODEX_HOME/skills (default ~/.codex/skills). Restart Codex if the skill does not show up.
$ npx skills add aifinlab/FinClaw --skill bank-t142-corporate-finance-task-assistant -a codexProject install goes to .agents/skills/; add -g for ~/.codex/skills/.
$ gh skill install aifinlab/FinClaw bank-t142-corporate-finance-task-assistant --agent codexProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/aifinlab/FinClaw.git skills-src && mkdir -p .agents/skills && cp -r skills-src/skills/bank-t142-corporate-finance-task-assistant .agents/skills/bank-t142-corporate-finance-task-assistant && rm -rf skills-srcUse ~/.agents/skills/ instead of .agents/skills for a personal install.
Codex skills documentation · loads skills from .agents/skills/
Install the "bank-t142-corporate-finance-task-assistant" agent skill from https://github.com/aifinlab/FinClaw/tree/main/skills/bank-t142-corporate-finance-task-assistant into .agents/skills/bank-t142-corporate-finance-task-assistant/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "bank-t142-corporate-finance-task-assistant", then confirm the skill loads.Codex copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ npx skills add aifinlab/FinClaw --skill bank-t142-corporate-finance-task-assistant -a cursorProject install goes to .agents/skills/; add -g for ~/.cursor/skills/.
$ gh skill install aifinlab/FinClaw bank-t142-corporate-finance-task-assistant --agent cursorProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/aifinlab/FinClaw.git skills-src && mkdir -p .cursor/skills && cp -r skills-src/skills/bank-t142-corporate-finance-task-assistant .cursor/skills/bank-t142-corporate-finance-task-assistant && rm -rf skills-srcUse ~/.cursor/skills/ instead of .cursor/skills for a personal install.
Cursor skills documentation · loads skills from .cursor/skills/, .agents/skills/, .claude/skills/, .codex/skills/
Install the "bank-t142-corporate-finance-task-assistant" agent skill from https://github.com/aifinlab/FinClaw/tree/main/skills/bank-t142-corporate-finance-task-assistant into .cursor/skills/bank-t142-corporate-finance-task-assistant/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "bank-t142-corporate-finance-task-assistant", then confirm the skill loads.Cursor copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ gemini skills install https://github.com/aifinlab/FinClaw.git --path skills/bank-t142-corporate-finance-task-assistant--scope user (default) or --scope workspace; --path is the subfolder of the repo that holds the skill; --consent skips the security confirmation prompt.
$ npx skills add aifinlab/FinClaw --skill bank-t142-corporate-finance-task-assistant -a gemini-cliProject install goes to .agents/skills/; add -g for ~/.gemini/skills/.
$ gh skill install aifinlab/FinClaw bank-t142-corporate-finance-task-assistant --agent gemini-cliProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/aifinlab/FinClaw.git skills-src && mkdir -p .gemini/skills && cp -r skills-src/skills/bank-t142-corporate-finance-task-assistant .gemini/skills/bank-t142-corporate-finance-task-assistant && rm -rf skills-srcUse ~/.gemini/skills/ instead of .gemini/skills for a personal install, then run /skills reload.
Gemini CLI skills documentation · loads skills from .gemini/skills/, .agents/skills/
Install the "bank-t142-corporate-finance-task-assistant" agent skill from https://github.com/aifinlab/FinClaw/tree/main/skills/bank-t142-corporate-finance-task-assistant into .gemini/skills/bank-t142-corporate-finance-task-assistant/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "bank-t142-corporate-finance-task-assistant", then confirm the skill loads.Gemini CLI copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ gh skill install aifinlab/FinClaw bank-t142-corporate-finance-task-assistantInstalls for Copilot at project scope by default; add --scope user for a personal install. Preview a skill first with gh skill preview. Needs GitHub CLI 2.90.0 or later (public preview).
$ npx skills add aifinlab/FinClaw --skill bank-t142-corporate-finance-task-assistant -a github-copilotProject install goes to .agents/skills/; add -g for ~/.copilot/skills/.
$ git clone --depth 1 https://github.com/aifinlab/FinClaw.git skills-src && mkdir -p .github/skills && cp -r skills-src/skills/bank-t142-corporate-finance-task-assistant .github/skills/bank-t142-corporate-finance-task-assistant && rm -rf skills-srcUse ~/.copilot/skills/ instead of .github/skills for a personal install. Commit .github/skills so cloud agent and code review can use it.
GitHub Copilot skills documentation · loads skills from .github/skills/, .claude/skills/, .agents/skills/
Install the "bank-t142-corporate-finance-task-assistant" agent skill from https://github.com/aifinlab/FinClaw/tree/main/skills/bank-t142-corporate-finance-task-assistant into .github/skills/bank-t142-corporate-finance-task-assistant/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "bank-t142-corporate-finance-task-assistant", then confirm the skill loads.GitHub Copilot copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ npx skills add aifinlab/FinClaw --skill bank-t142-corporate-finance-task-assistant -a opencodeOpenCode documents no install command of its own. Project install goes to .agents/skills/; add -g for ~/.config/opencode/skills/.
$ gh skill install aifinlab/FinClaw bank-t142-corporate-finance-task-assistant --agent opencodeProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/aifinlab/FinClaw.git skills-src && mkdir -p .opencode/skills && cp -r skills-src/skills/bank-t142-corporate-finance-task-assistant .opencode/skills/bank-t142-corporate-finance-task-assistant && rm -rf skills-srcUse ~/.config/opencode/skills/ instead of .opencode/skills for a personal install.
OpenCode skills documentation · loads skills from .opencode/skills/, .claude/skills/, .agents/skills/
Install the "bank-t142-corporate-finance-task-assistant" agent skill from https://github.com/aifinlab/FinClaw/tree/main/skills/bank-t142-corporate-finance-task-assistant into .opencode/skills/bank-t142-corporate-finance-task-assistant/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "bank-t142-corporate-finance-task-assistant", then confirm the skill loads.OpenCode copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
Facts
- Skill name
bank-t142-corporate-finance-task-assistant- GitHub stars
- 255
- Token cost
- ~544 tokens
- SKILL.md length
- 85 words
- Files
- 9 (incl. scripts, references, assets)
- Skills in repo
- 74
- Repo updated
- First seen
- Licence
- Apache-2.0
At a glance
A skill your agent uses when you need a bank post-loan visit follow-up assistant to turn visit notes/materials into a structured memo (摘要/关键更新/风险观察/用途核验/行动项).
- Works in 6 steps: 信息源与时间线：回访时间、地点、参与人、材料来源（口述/观察/台账/财报/流水）。 → 事实层（可复查）：经营与财务更新、订单与回款、资金用途、押品担保变化、重大事件。 → 核验层（待确认）：列出必须补齐的证据与最小核验动作。 → …
- You need a bank post-loan visit follow-up assistant to turn visit notes/materials into a structured memo (摘要/关键更新/风险观察/用途核验/行动项)
- SKILL.md covers 适用范围, 何时使用, 何时不要使用 and 默认工作流, plus 7 more sections
- Runs Python scripts from its folder; calls python
What it does
Bank T142 Corporate Finance Task Assistant is an agent skill from aifinlab/FinClaw. Use when you need a bank post-loan visit follow-up assistant to turn visit notes/materials into a structured memo (摘要/关键更新/风险观察/用途核验/行动项). Trigger this skill for贷后回访纪要、现场走访记录整理、催办跟踪与行动项台账生成，并可用脚本从结构化输入生成标准纪要。
Its SKILL.md is about 540 tokens, which your agent loads only when the skill is triggered. The skill folder holds 12 other files, including scripts, reference files and assets (for example `assets/example-input.json`, `assets/templates/action-items-tracker-template.md` and `assets/templates/visit-memo-template.md`).
The licence is Apache-2.0.
When your agent uses it
- You need a bank post-loan visit follow-up assistant to turn visit notes/materials into a structured memo (摘要/关键更新/风险观察/用途核验/行动项)
- This skill for贷后回访纪要、现场走访记录整理、催办跟踪与行动项台账生成，并可用脚本从结构化输入生成标准纪要
Example prompts
- “/bank-t142-corporate-finance-task-assistant”
Requirements
- Python 3
Workflow steps
6 steps, taken from the first numbered list in SKILL.md.
- 信息源与时间线：回访时间、地点、参与人、材料来源（口述/观察/台账/财报/流水）。
- 事实层（可复查）：经营与财务更新、订单与回款、资金用途、押品担保变化、重大事件。
- 核验层（待确认）：列出必须补齐的证据与最小核验动作。
- 风险层（影响）：把异常映射到“还款来源、现金流覆盖、条款触发、风险分类”。
- 行动项层（闭环）：责任人、截止时间、交付物、复查节点。
- 输出归档：纪要正文 + 行动项台账 + 补件清单（如适用）。
What it can do on your machine
Read from SKILL.md and the folder at commit 9e62862. It shows what the files ask for, not the result of running them.
Tool permissions
Pre-approves nothing: there is no allowed-tools line, so your agent's usual permission prompts apply.
From allowed-tools in the SKILL.md frontmatter.
Runs code
Ships 2 files in scripts/ (Python), which the agent can run.
Shell commands in SKILL.md call:
python
From the folder's file list and the shell code blocks in SKILL.md.
Network
No URLs in SKILL.md.
From URLs in SKILL.md, links to its own repository left out.
Credentials
Names no API keys, tokens, secrets or passwords.
From names ending in _API_KEY, _TOKEN, _SECRET, _KEY or _PASSWORD in SKILL.md.
Context cost
Bank T142 Corporate Finance Task Assistant loads about 544 tokens when it runs, and up to ~1.2k if it reads all its reference files. Until then it costs about 63 tokens; SKILL.md has 85 words of instructions outside code blocks.
Estimates: characters ÷ 4, the usual rule of thumb; real counts depend on the model's tokenizer. Scripts and assets cost tokens only if the agent reads them.
Safety
Auto-check passed
The automated check found no risky patterns in SKILL.md.
Automated static check — not a guarantee. Review scripts before installing. It scans the text of SKILL.md for risky patterns (piping downloads into a shell, reading credential files, hidden Unicode, destructive commands); the scripts in this folder are not scanned.
SKILL.md
The full file from aifinlab/FinClaw at commit 9e62862, republished under its Apache-2.0 licence (© aifinlab). 85 words, ~544 tokens.
Download SKILL.mdSave it as
.claude/skills/bank-t142-corporate-finance-task-assistant/SKILL.md (or your agent's skills folder). This skill also uses 8 other files; get the full folder from GitHub.- name
- bank-t142-corporate-finance-task-assistant
- description
- Use when you need a bank post-loan visit follow-up assistant to turn visit notes/materials into a structured memo (摘要/关键更新/风险观察/用途核验/行动项). Trigger this skill for贷后回访纪要、现场走访记录整理、催办跟踪与行动项台账生成，并可用脚本从结构化输入生成标准纪要。
企业贷后回访摘要助手（纪要 + 行动项台账）
本技能用于把“贷后回访/现场走访/电话回访”的零散信息，整理成可流转、可追责、可复查的结构化纪要。
它解决的不是“写得更长”，而是：
- 让纪要能直接进入贷后系统/台账：事实、风险、核验、行动项分层清楚
- 避免“听来的就当真”：对口述、现场观察、台账、材料逐一标注来源与待确认项
- 让后续动作可执行：行动项必须“责任人 + 截止时间 + 交付物/证据”
适用范围
- 贷后回访纪要（现场/视频/电话）
- 资金用途核验访谈纪要（与“四流合一/替代证据”联动）
- 押品/担保检查纪要（权属、受限、保险、他项权）
- 贷后预警触发后的现场核查纪要（异常解释 + 补件 + 动作）
何时使用
- 你有回访记录/录音摘要/现场照片描述/客户口述，需要快速整理成可归档纪要
- 需要把“待补材料/未决问题/后续动作”做成催办台账
- 贷后风险会商前需要“一页纸摘要 + 行动项”材料
何时不要使用
- 用户要求篡改事实、删除重大风险、把“待确认”写成“已确认”时
- 缺少回访对象与时间信息且无法补齐时（输出只能降级为框架）
默认工作流
- 信息源与时间线：回访时间、地点、参与人、材料来源（口述/观察/台账/财报/流水）。
- 事实层（可复查）：经营与财务更新、订单与回款、资金用途、押品担保变化、重大事件。
- 核验层（待确认）：列出必须补齐的证据与最小核验动作。
- 风险层（影响）：把异常映射到“还款来源、现金流覆盖、条款触发、风险分类”。
- 行动项层（闭环）：责任人、截止时间、交付物、复查节点。
- 输出归档：纪要正文 + 行动项台账 + 补件清单（如适用）。
重点分析框架
- 信息来源是否清楚，时间线是否清晰
- 摘要是否保留关键风险、决策点和责任分工
- 是否明确哪些事项仍未解决
- 输出是否适合目标受众快速阅读
输入要求
最低必需（详见 references/input-schema.md）：
company.namevisit.visit_datevisit.purpose
建议提供（能显著提升输出质量）：
visit.key_updates[]：事实更新（可复查）visit.risk_observations[]：异常/风险观察visit.loan_use_check：资金用途核验结论（四流合一/替代证据）visit.repayment_source_update：还款来源更新visit.action_items[]：行动项（责任到人 + 截止）
输出要求
- 纪要摘要（含回访目的、参与人、关键结论）
- 关键更新（事实）
- 风险观察与异常信号
- 资金用途核验、还款来源更新、条款/承诺遵循（缺失则标注待确认）
- 行动项清单（责任到人）
- 关键信息缺口与核验要点
脚本输出字段见 references/output-schema.md。
风险与边界
- 不得把初步分析包装成正式授信批复或最终审批结论
- 不得编造财务、行业或外部查询结果
- 不得遗漏重大风险、分歧点或未决事项
- 不清楚的内容应标记为待确认，不得擅自补写
信息不足时的处理
- 先列出已经掌握的事实，再明确缺失的关键字段，不要直接沉默
- 无法形成强结论时，优先输出框架、待补资料和优先核验事项
- 对依赖外部数据、制度文本或人工核实的部分，要单独标注[待补充/待确认]
配套脚本（可重复执行）
python scripts/run_skill.py --input assets/example-input.json --format markdown
python scripts/run_skill.py --input assets/example-input.json --format jsonscripts/run_skill.py：命令行入口scripts/post_loan_visit_summary.py：t142 场景封装（调用共享引擎）
交付标准
- 纪要必须“事实/待确认/行动项”分层明确，不能混写
- 行动项必须可追责：责任人 + 截止时间 + 交付物/证据
- 重大风险不得弱化或省略
© aifinlab, Apache-2.0. Rendered from Markdown: HTML in the file is shown as text, images as links, and headings moved down two levels. Raw file
Files
SKILL.md and 8 other files (scripts, references, assets) in skills/bank-t142-corporate-finance-task-assistant of aifinlab/FinClaw.
- SKILL.md
- assets/example-input.json
- assets/templates/action-items-tracker-template.md
- assets/templates/visit-memo-template.md
- references/input-schema.md
- references/output-schema.md
- references/post-loan-visit-checklist.md
- scripts/post_loan_visit_summary.py
- scripts/run_skill.py
Open the folder on GitHubat commit 9e62862
Compare with similar skills
Bank T142 Corporate Finance Task Assistant next to the 5 skills that share the most tags, products or categories with it. Stars are the repository's; “used in” counts other GitHub owners with a copy.
| Skill | Stars | Used in | Tokens | Auto-check | Licence | Repo updated |
|---|---|---|---|---|---|---|
| Bank T142 Corporate Finance Task Assistant this skillaifinlab/FinClaw | 255 | — | ~544 | Automated safety check: Pass | Apache-2.0 | |
| Open Banking Iodavila7/claude-code-templates | 33k | — | ~472 | Automated safety check: Pass | MIT | |
| Generic Assistantmastra-ai/mastra | 29k | — | ~1.1k | Automated safety check: Pass | Custom licence | |
| Model Bank Metadatalobehub/lobehub | 83k | — | ~2k | Automated safety check: Pass | Custom licence | |
| Follow Up Resultspaperclipai/paperclip | 100k | — | ~732 | Automated safety check: Pass | MIT | |
| N8n Docs Assistantn8n-io/n8n | 207k | — | ~550 | Automated safety check: Pass | Custom licence |
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Questions about Bank T142 Corporate Finance Task Assistant
What does Bank T142 Corporate Finance Task Assistant do?
A skill your agent uses when you need a bank post-loan visit follow-up assistant to turn visit notes/materials into a structured memo (摘要/关键更新/风险观察/用途核验/行动项). Bank T142 Corporate Finance Task Assistant is an agent skill from aifinlab/FinClaw. Use when you need a bank post-loan visit follow-up assistant to turn visit notes/materials into a structured memo (摘要/关键更新/风险观察/用途核验/行动项).
When should I use Bank T142 Corporate Finance Task Assistant?
Bank T142 Corporate Finance Task Assistant fits situations like: you need a bank post-loan visit follow-up assistant to turn visit notes/materials into a structured memo (摘要/关键更新/风险观察/用途核验/行动项); this skill for贷后回访纪要、现场走访记录整理、催办跟踪与行动项台账生成，并可用脚本从结构化输入生成标准纪要.
How do I install Bank T142 Corporate Finance Task Assistant in Claude Code?
Run `npx skills add aifinlab/FinClaw --skill bank-t142-corporate-finance-task-assistant -a claude-code`. Or copy the skill folder (skills/bank-t142-corporate-finance-task-assistant in aifinlab/FinClaw) into .claude/skills/bank-t142-corporate-finance-task-assistant in your project. Claude Code loads it when a task matches its description.
How do I install Bank T142 Corporate Finance Task Assistant in Codex?
Run `npx skills add aifinlab/FinClaw --skill bank-t142-corporate-finance-task-assistant -a codex`. Or copy the skill folder (skills/bank-t142-corporate-finance-task-assistant in aifinlab/FinClaw) into .agents/skills/bank-t142-corporate-finance-task-assistant in your project. Codex loads it when a task matches its description.
Can I use Bank T142 Corporate Finance Task Assistant in Cursor, Gemini CLI or GitHub Copilot?
Cursor, Gemini CLI, GitHub Copilot and OpenCode also load SKILL.md folders. With the skills CLI, run `npx skills add aifinlab/FinClaw --skill bank-t142-corporate-finance-task-assistant -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/bank-t142-corporate-finance-task-assistant, .gemini/skills/bank-t142-corporate-finance-task-assistant, .github/skills/bank-t142-corporate-finance-task-assistant and .opencode/skills/bank-t142-corporate-finance-task-assistant in your project.
What does Bank T142 Corporate Finance Task Assistant need to run?
Going by SKILL.md and its folder, Bank T142 Corporate Finance Task Assistant needs Python for the scripts in its folder and the command-line tools its instructions call (python). Our summary lists: Python 3.
Does Bank T142 Corporate Finance Task Assistant access the network?
SKILL.md contains no URLs. Any network use would come from the scripts or tools the agent runs. This is read from the text; nothing was executed.
Is Bank T142 Corporate Finance Task Assistant safe to install?
Our automated static check of SKILL.md found no risky patterns, such as piping downloads into a shell, reading credential files or hidden Unicode. It is not a guarantee. The check reads SKILL.md only: the scripts in the folder are not scanned, so read them before running anything.
What licence does Bank T142 Corporate Finance Task Assistant use?
Bank T142 Corporate Finance Task Assistant is published under the Apache-2.0 licence (the repository's licence). It allows redistribution, so the full SKILL.md is shown on this page.
How many tokens does Bank T142 Corporate Finance Task Assistant use?
About 544 tokens (SKILL.md is roughly 2.2k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full. Its references folder adds about 704 tokens, read only when the agent opens those files.
What are the alternatives to Bank T142 Corporate Finance Task Assistant?
Skills that share tags, products or a category with Bank T142 Corporate Finance Task Assistant: Open Banking Io (davila7/claude-code-templates, 33k stars), Generic Assistant (mastra-ai/mastra, 29k stars), Model Bank Metadata (lobehub/lobehub, 83k stars) and Follow Up Results (paperclipai/paperclip, 100k stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.
Who maintains Bank T142 Corporate Finance Task Assistant?
aifinlab (a GitHub user) maintains it in aifinlab/FinClaw, which has 255 GitHub stars. The repository holds 74 skills in this directory. The repository was last updated on May 13, 2026.
Source: aifinlab/FinClaw on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.