Open Banking Io
davila7/claude-code-templates
Read bank account balances and transactions from EU/UK banks via the open-banking.io PSD2 API.
当用户需要在银行对公金融场景下，围绕客户画像进行成因拆解、指标解读、问题归因或专题诊断时使用本技能。适合输出结构化诊断结论、驱动项说明、后续追问方向和业务提示。
Apache-2.0Auto-check passed
Install Bank T145 Corporate Finance Task Assistant
$ npx skills add aifinlab/FinClaw --skill bank-t145-corporate-finance-task-assistant -a claude-codeProject install by default; add -g for ~/.claude/skills/.
$ gh skill install aifinlab/FinClaw bank-t145-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-t145-corporate-finance-task-assistant .claude/skills/bank-t145-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-t145-corporate-finance-task-assistant" agent skill from https://github.com/aifinlab/FinClaw/tree/main/skills/bank-t145-corporate-finance-task-assistant into .claude/skills/bank-t145-corporate-finance-task-assistant/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "bank-t145-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-t145-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-t145-corporate-finance-task-assistant -a codexProject install goes to .agents/skills/; add -g for ~/.codex/skills/.
$ gh skill install aifinlab/FinClaw bank-t145-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-t145-corporate-finance-task-assistant .agents/skills/bank-t145-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-t145-corporate-finance-task-assistant" agent skill from https://github.com/aifinlab/FinClaw/tree/main/skills/bank-t145-corporate-finance-task-assistant into .agents/skills/bank-t145-corporate-finance-task-assistant/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "bank-t145-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-t145-corporate-finance-task-assistant -a cursorProject install goes to .agents/skills/; add -g for ~/.cursor/skills/.
$ gh skill install aifinlab/FinClaw bank-t145-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-t145-corporate-finance-task-assistant .cursor/skills/bank-t145-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-t145-corporate-finance-task-assistant" agent skill from https://github.com/aifinlab/FinClaw/tree/main/skills/bank-t145-corporate-finance-task-assistant into .cursor/skills/bank-t145-corporate-finance-task-assistant/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "bank-t145-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-t145-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-t145-corporate-finance-task-assistant -a gemini-cliProject install goes to .agents/skills/; add -g for ~/.gemini/skills/.
$ gh skill install aifinlab/FinClaw bank-t145-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-t145-corporate-finance-task-assistant .gemini/skills/bank-t145-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-t145-corporate-finance-task-assistant" agent skill from https://github.com/aifinlab/FinClaw/tree/main/skills/bank-t145-corporate-finance-task-assistant into .gemini/skills/bank-t145-corporate-finance-task-assistant/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "bank-t145-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-t145-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-t145-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-t145-corporate-finance-task-assistant .github/skills/bank-t145-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-t145-corporate-finance-task-assistant" agent skill from https://github.com/aifinlab/FinClaw/tree/main/skills/bank-t145-corporate-finance-task-assistant into .github/skills/bank-t145-corporate-finance-task-assistant/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "bank-t145-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-t145-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-t145-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-t145-corporate-finance-task-assistant .opencode/skills/bank-t145-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-t145-corporate-finance-task-assistant" agent skill from https://github.com/aifinlab/FinClaw/tree/main/skills/bank-t145-corporate-finance-task-assistant into .opencode/skills/bank-t145-corporate-finance-task-assistant/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "bank-t145-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-t145-corporate-finance-task-assistant- GitHub stars
- 255
- Token cost
- ~436 tokens
- SKILL.md length
- 70 words
- Files
- 7 (incl. scripts, references, assets)
- Skills in repo
- 74
- Repo updated
- First seen
- Licence
- Apache-2.0
At a glance
当用户需要在银行对公金融场景下，围绕客户画像进行成因拆解、指标解读、问题归因或专题诊断时使用本技能。适合输出结构化诊断结论、驱动项说明、后续追问方向和业务提示。
- Works in 4 steps: 明确画像用途：授信/贷后/经营（用途不同，关注点不同） → 建立“经营逻辑→现金流→融资需求/还款来源”的主链条 → 把信息分为三类：已确认事实 / 待核验事项 / 经验判断（不要混写） → …
- 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 T145 Corporate Finance Task Assistant is an agent skill from aifinlab/FinClaw. 当用户需要在银行对公金融场景下，围绕客户画像进行成因拆解、指标解读、问题归因或专题诊断时使用本技能。适合输出结构化诊断结论、驱动项说明、后续追问方向和业务提示。
Its SKILL.md is about 440 tokens, which your agent loads only when the skill is triggered. The skill folder holds 10 other files, including scripts, reference files and assets (for example `assets/example-input.json`, `assets/templates/one-pager.md` and `references/checklist.md`).
The licence is Apache-2.0.
Example prompts
- “/bank-t145-corporate-finance-task-assistant”
Requirements
- Python 3
Workflow steps
4 steps, taken from the first numbered list in SKILL.md.
- 明确画像用途：授信/贷后/经营（用途不同，关注点不同）
- 建立“经营逻辑→现金流→融资需求/还款来源”的主链条
- 把信息分为三类：已确认事实 / 待核验事项 / 经验判断（不要混写）
- 输出一页纸：结论摘要 + 风险/机会 + 核验清单 + 问题清单 + 下一步动作
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 1 file 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 T145 Corporate Finance Task Assistant loads about 436 tokens when it runs, and up to ~1k if it reads all its reference files. Until then it costs about 31 tokens; SKILL.md has 70 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). 70 words, ~436 tokens.
Download SKILL.mdSave it as
.claude/skills/bank-t145-corporate-finance-task-assistant/SKILL.md (or your agent's skills folder). This skill also uses 6 other files; get the full folder from GitHub.- name
- bank-t145-corporate-finance-task-assistant
- description
- 当用户需要在银行对公金融场景下，围绕客户画像进行成因拆解、指标解读、问题归因或专题诊断时使用本技能。适合输出结构化诊断结论、驱动项说明、后续追问方向和业务提示。
对公客户画像助手
本技能面向银行对公金融场景，用于把“企业材料堆”压成一张可行动的客户画像：谁在控制、怎么赚钱、现金怎么回、为什么要融、风险可能在哪里、下一步该问什么/补什么/做什么。它不替代审批，但能显著提升尽调/授信/贷后/经营协同效率。
适用范围
- 对公授信：准入判断、融资逻辑梳理、还款来源解释
- 贷后管理：经营变化监测、风险暴露复盘、处置优先级排序
- 客户经营：机会识别、产品组合试探、沟通要点准备
- 适合多源信息并行（财报+流水+税票+工商司法+行业）的复杂场景
何时使用
- 需要在短时间内形成“可对外沟通、可内部协同、可落地推进”的客户画像一页纸时
- 材料零散但必须做出“下一步动作”排序（先补什么、先核什么、先问什么）时
- 要把“财务指标/交易结构/外部风险”翻译成业务可用语言时
何时不要使用
- 需要正式审计、估值、法律意见才能支撑结论的场景（本 skill 只能给工作底稿与核验路径）
- 用户要求编造材料、粉饰风险或输出“确定性批复结论”时
默认工作流
- 明确画像用途：授信/贷后/经营（用途不同，关注点不同）
- 建立“经营逻辑→现金流→融资需求/还款来源”的主链条
- 把信息分为三类：已确认事实 / 待核验事项 / 经验判断（不要混写）
- 输出一页纸：结论摘要 + 风险/机会 + 核验清单 + 问题清单 + 下一步动作
重点分析框架
- 主体与控制：实控人、股权层级、集团支持边界、关联方复杂度
- 商业模式：客户结构、回款方式、议价能力、成本传导、现金周转
- 融资逻辑：用途闭环、资金占用点、第一/第二还款来源、增信资源
- 交易结构：结算路径、对手集中度、异常对手/异常金额/第三方收付
- 外部风险：司法/被执行/失信/欠税/处罚/舆情线索（逐条核验）
输入要求
- 最低可用输入：
company.name+portrait.time_window+business.model_summary - 推荐输入见
references/input-schema.md
输出要求
- 一页纸画像（可直接进尽调底稿/授信摘要/贷后报告）
- 关键信息缺口与补件清单（按优先级）
- 风险/异常信号与核验点（可追溯）
- 沟通追问清单（用于客户经理/现场访谈）
- 下一步动作（谁来做、做什么、什么时候复核）
风险与边界
- 不做“批复结论”，只做结构化判断与核验路径
- 不编造外部查询结果；外部负面必须写清来源、时间、影响范围（并提示需核验）
- 相关性不等于因果；所有强判断必须标注前提与证据缺口
信息不足时的处理
- 先输出“已确认事实清单”，再输出“缺口与优先补件”，最后给“最低可行动建议”
- 无法形成强结论时，给出两套路径：保守推进（补件后再结论）/激进推进（带风险提示）
交付标准
- 至少回答三件事：现在怎么看 / 为什么这么看 / 下一步做什么
- 输出必须可复用：结构固定、字段清晰、结论可追溯
配套脚本（可选）
如需把输入 JSON 自动渲染为“画像一页纸”，使用：
python scripts/run_skill.py --input assets/example-input.json --format markdown
python scripts/run_skill.py --input assets/example-input.json --format json脚本入口：scripts/run_skill.py（调用 shared/corporate_ops_skill_engine.py 的 t145 场景）。
© 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 6 other files (scripts, references, assets) in skills/bank-t145-corporate-finance-task-assistant of aifinlab/FinClaw.
- SKILL.md
- assets/example-input.json
- assets/templates/one-pager.md
- references/checklist.md
- references/input-schema.md
- references/output-schema.md
- scripts/run_skill.py
Open the folder on GitHubat commit 9e62862
Compare with similar skills
Bank T145 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 T145 Corporate Finance Task Assistant this skillaifinlab/FinClaw | 255 | — | ~436 | 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 | |
| N8n Docs Assistantn8n-io/n8n | 207k | — | ~550 | Automated safety check: Pass | Custom licence | |
| Corporatebergside/awesome-design-skills | 3.1k | 1 repos | ~992 | Automated safety check: Pass | MIT |
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Questions about Bank T145 Corporate Finance Task Assistant
What does Bank T145 Corporate Finance Task Assistant do?
当用户需要在银行对公金融场景下，围绕客户画像进行成因拆解、指标解读、问题归因或专题诊断时使用本技能。适合输出结构化诊断结论、驱动项说明、后续追问方向和业务提示。. Bank T145 Corporate Finance Task Assistant is an agent skill from aifinlab/FinClaw.
How do I install Bank T145 Corporate Finance Task Assistant in Claude Code?
Run `npx skills add aifinlab/FinClaw --skill bank-t145-corporate-finance-task-assistant -a claude-code`. Or copy the skill folder (skills/bank-t145-corporate-finance-task-assistant in aifinlab/FinClaw) into .claude/skills/bank-t145-corporate-finance-task-assistant in your project. Claude Code loads it when a task matches its description.
How do I install Bank T145 Corporate Finance Task Assistant in Codex?
Run `npx skills add aifinlab/FinClaw --skill bank-t145-corporate-finance-task-assistant -a codex`. Or copy the skill folder (skills/bank-t145-corporate-finance-task-assistant in aifinlab/FinClaw) into .agents/skills/bank-t145-corporate-finance-task-assistant in your project. Codex loads it when a task matches its description.
Can I use Bank T145 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-t145-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-t145-corporate-finance-task-assistant, .gemini/skills/bank-t145-corporate-finance-task-assistant, .github/skills/bank-t145-corporate-finance-task-assistant and .opencode/skills/bank-t145-corporate-finance-task-assistant in your project.
What does Bank T145 Corporate Finance Task Assistant need to run?
Going by SKILL.md and its folder, Bank T145 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 T145 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 T145 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 T145 Corporate Finance Task Assistant use?
Bank T145 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 T145 Corporate Finance Task Assistant use?
About 436 tokens (SKILL.md is roughly 1.7k 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 600 tokens, read only when the agent opens those files.
What are the alternatives to Bank T145 Corporate Finance Task Assistant?
Skills that share tags, products or a category with Bank T145 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 N8n Docs Assistant (n8n-io/n8n, 207k stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.
Who maintains Bank T145 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.