Agent skill

Instance Onboarding

by AojdevStudio in AojdevStudio/Finance-Guru

Scaffold a private Finance Guru instance, complete its profile, add a broker CSV, and perform the first local database readout.

Custom licenceAuto-check passedDocuments & Office

Install Instance Onboarding

skills CLI
$ npx skills add AojdevStudio/Finance-Guru --skill instance-onboarding -a claude-code

Project install by default; add -g for ~/.claude/skills/.

GitHub CLI
$ gh skill install AojdevStudio/Finance-Guru instance-onboarding --agent claude-code

Project scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).

Manual copy
$ git clone --depth 1 https://github.com/AojdevStudio/Finance-Guru.git skills-src && mkdir -p .claude/skills && cp -r skills-src/.claude/skills/instance-onboarding .claude/skills/instance-onboarding && rm -rf skills-src

Use ~/.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/

Facts

Skill name
instance-onboarding
GitHub stars
322
Token cost
~815 tokens
SKILL.md length
403 words
Files
1
Skills in repo
18
Repo updated
First seen
Licence
Custom licence

At a glance

Scaffold a private Finance Guru instance, complete its profile, add a broker CSV, and perform the first local database readout.

  • Works in 6 steps: Choose the instance root → Scaffold the instance → Complete the profile → …
  • Tasks that involve CSV and tabular files
  • SKILL.md covers 1. Choose the instance root, 2. Scaffold the instance, 3. Complete the profile and 4. Add the first broker CSV, plus 2 more sections
  • Calls uv and claude

What it does

Instance Onboarding is an agent skill from AojdevStudio/Finance-Guru. Scaffold a private Finance Guru instance, complete its profile, add a broker CSV, and perform the first local database readout. Use after installing the finance-guru plugin.

Its SKILL.md is about 820 tokens, which your agent loads only when the skill is triggered. It is a single SKILL.md file with no bundled scripts.

It sits in Documents & Office, covering CSV and tabular files. The repository describes itself as: Self-hosted family office engine: typed Python calculators, a private SQLite ledger, and specialist agents for Claude Code and Codex. Agents propose. Typed code computes.

When your agent uses it

  • Tasks that involve CSV and tabular files

Example prompts

  • “/instance-onboarding”

Requirements

  • Python 3

Workflow steps

6 steps, taken from the step headings in SKILL.md.

  1. Choose the instance root
  2. Scaffold the instance
  3. Complete the profile
  4. Add the first broker CSV
  5. Start from the instance
  6. Show the local snapshot

What it can do on your machine

Read from SKILL.md and the folder at commit 90c235e. 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

    Shell commands in SKILL.md call:

    • uv
    • claude

    From the folder's file list and the shell code blocks in SKILL.md.

  • Network

    No URLs in SKILL.md. Its commands use uv, which can reach the network depending on how they are called.

    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

Instance Onboarding loads about 815 tokens when it runs. Until then it costs about 48 tokens; SKILL.md has 403 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~48
When it runs · the whole SKILL.md, loaded when a task matches
~815

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); files beside SKILL.md are not scanned.

SKILL.md

Its licence (Custom licence) doesn't allow us to republish the file, so here is its outline and opening line. It has 403 words (~815 tokens).

“Create a local instance that keeps private values and financial files outside the public engine checkout. Run commands for the user, pausing before any step that needs a path or private input.”

— opening of SKILL.md by AojdevStudio, Custom licence
name
instance-onboarding

Read the full SKILL.md on GitHub

Files

Just SKILL.md in .claude/skills/instance-onboarding of AojdevStudio/Finance-Guru.

Open the folder on GitHubat commit 90c235e

Compare with similar skills

Instance Onboarding 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.

Instance Onboarding compared with similar skills
SkillStarsUsed inTokensAuto-checkLicenceRepo updated
Instance Onboarding this skillAojdevStudio/Finance-Guru322—~815Automated safety check: PassCustom licence
Instrument Data To Allotropeaws-samples/amazon-bedrock-agents-healthcare-lifesciences2742 repos~2.7kAutomated safety check: PassApache-2.0
Sector Analysttradermonty/claude-trading-skills3k1 repos~2.3kAutomated safety check: PassMIT
Cliare Artifact Reviewmodiqo/cliare469—~2.4kAutomated safety check: PassApache-2.0
Convert Fileduckdb/duckdb-skills5991 repos~720Automated safety check: NotesMIT
Research Integrity Auditxuzhougeng/wisp-science1k—~2.6kAutomated safety check: PassAGPL-3.0

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  • Fin Guru Quant Analysis

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  • Fin Guru Strategize

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Questions about Instance Onboarding

What does Instance Onboarding do?

Scaffold a private Finance Guru instance, complete its profile, add a broker CSV, and perform the first local database readout. Instance Onboarding is an agent skill from AojdevStudio/Finance-Guru. Scaffold a private Finance Guru instance, complete its profile, add a broker CSV, and perform the first local database readout.

When should I use Instance Onboarding?

Instance Onboarding fits situations like: tasks that involve CSV and tabular files.

How do I install Instance Onboarding in Claude Code?

Run `npx skills add AojdevStudio/Finance-Guru --skill instance-onboarding -a claude-code`. Or copy the skill folder (.claude/skills/instance-onboarding in AojdevStudio/Finance-Guru) into .claude/skills/instance-onboarding in your project. Claude Code loads it when a task matches its description.

How do I install Instance Onboarding in Codex?

Run `npx skills add AojdevStudio/Finance-Guru --skill instance-onboarding -a codex`. Or copy the skill folder (.claude/skills/instance-onboarding in AojdevStudio/Finance-Guru) into .agents/skills/instance-onboarding in your project. Codex loads it when a task matches its description.

Can I use Instance Onboarding 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 AojdevStudio/Finance-Guru --skill instance-onboarding -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/instance-onboarding, .gemini/skills/instance-onboarding, .github/skills/instance-onboarding and .opencode/skills/instance-onboarding in your project.

What does Instance Onboarding need to run?

Going by SKILL.md and its folder, Instance Onboarding needs the command-line tools its instructions call (uv and claude). Our summary lists: Python 3.

Does Instance Onboarding access the network?

SKILL.md contains no URLs. Its commands use uv, which can reach the network depending on how they are called. This is read from the text; nothing was executed.

Is Instance Onboarding 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. Review the folder before installing.

What licence does Instance Onboarding use?

Instance Onboarding has a licence file (the repository's licence) that doesn't match a standard licence. Read it on GitHub before reusing the skill.

How many tokens does Instance Onboarding use?

About 815 tokens (SKILL.md is roughly 3.3k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full.

What are the alternatives to Instance Onboarding?

Skills that share tags, products or a category with Instance Onboarding: Instrument Data To Allotrope (aws-samples/amazon-bedrock-agents-healthcare-lifesciences, 274 stars), Sector Analyst (tradermonty/claude-trading-skills, 3k stars), Cliare Artifact Review (modiqo/cliare, 469 stars) and Convert File (duckdb/duckdb-skills, 599 stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains Instance Onboarding?

AojdevStudio (a GitHub user) maintains it in AojdevStudio/Finance-Guru, which has 322 GitHub stars. The repository holds 18 skills in this directory. The repository was last updated on October 6, 2026.

Source: AojdevStudio/Finance-Guru on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.