Portfolio Management Systems
JoelLewis/finance_skills
Select, configure, and operate portfolio management systems for advisory firms, covering model portfolios, UMA/sleeve management, drift monitoring, rebalancing, and custodian data feeds.
Build a Clari forecast-export pipeline with reconciliation, schema controls, and warehouse lineage.
Install Clari Core Workflow A
$ npx skills add jeremylongshore/tons-of-skills-marketplace --skill clari-core-workflow-a -a claude-codeProject install by default; add -g for ~/.claude/skills/.
$ gh skill install jeremylongshore/tons-of-skills-marketplace clari-core-workflow-a --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/jeremylongshore/tons-of-skills-marketplace.git skills-src && mkdir -p .claude/skills && cp -r skills-src/skills/.curated/clari-core-workflow-a .claude/skills/clari-core-workflow-a && 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 "clari-core-workflow-a" agent skill from https://github.com/jeremylongshore/tons-of-skills-marketplace/tree/main/skills/.curated/clari-core-workflow-a into .claude/skills/clari-core-workflow-a/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "clari-core-workflow-a", 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/jeremylongshore/tons-of-skills-marketplace/tree/main/skills/.curated/clari-core-workflow-aType 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 jeremylongshore/tons-of-skills-marketplace --skill clari-core-workflow-a -a codexProject install goes to .agents/skills/; add -g for ~/.codex/skills/.
$ gh skill install jeremylongshore/tons-of-skills-marketplace clari-core-workflow-a --agent codexProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/jeremylongshore/tons-of-skills-marketplace.git skills-src && mkdir -p .agents/skills && cp -r skills-src/skills/.curated/clari-core-workflow-a .agents/skills/clari-core-workflow-a && rm -rf skills-srcUse ~/.agents/skills/ instead of .agents/skills for a personal install.
Codex skills documentation · loads skills from .agents/skills/
Install the "clari-core-workflow-a" agent skill from https://github.com/jeremylongshore/tons-of-skills-marketplace/tree/main/skills/.curated/clari-core-workflow-a into .agents/skills/clari-core-workflow-a/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "clari-core-workflow-a", 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 jeremylongshore/tons-of-skills-marketplace --skill clari-core-workflow-a -a cursorProject install goes to .agents/skills/; add -g for ~/.cursor/skills/.
$ gh skill install jeremylongshore/tons-of-skills-marketplace clari-core-workflow-a --agent cursorProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/jeremylongshore/tons-of-skills-marketplace.git skills-src && mkdir -p .cursor/skills && cp -r skills-src/skills/.curated/clari-core-workflow-a .cursor/skills/clari-core-workflow-a && 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 "clari-core-workflow-a" agent skill from https://github.com/jeremylongshore/tons-of-skills-marketplace/tree/main/skills/.curated/clari-core-workflow-a into .cursor/skills/clari-core-workflow-a/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "clari-core-workflow-a", 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/jeremylongshore/tons-of-skills-marketplace.git --path skills/.curated/clari-core-workflow-a--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 jeremylongshore/tons-of-skills-marketplace --skill clari-core-workflow-a -a gemini-cliProject install goes to .agents/skills/; add -g for ~/.gemini/skills/.
$ gh skill install jeremylongshore/tons-of-skills-marketplace clari-core-workflow-a --agent gemini-cliProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/jeremylongshore/tons-of-skills-marketplace.git skills-src && mkdir -p .gemini/skills && cp -r skills-src/skills/.curated/clari-core-workflow-a .gemini/skills/clari-core-workflow-a && 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 "clari-core-workflow-a" agent skill from https://github.com/jeremylongshore/tons-of-skills-marketplace/tree/main/skills/.curated/clari-core-workflow-a into .gemini/skills/clari-core-workflow-a/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "clari-core-workflow-a", 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 jeremylongshore/tons-of-skills-marketplace clari-core-workflow-aInstalls 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 jeremylongshore/tons-of-skills-marketplace --skill clari-core-workflow-a -a github-copilotProject install goes to .agents/skills/; add -g for ~/.copilot/skills/.
$ git clone --depth 1 https://github.com/jeremylongshore/tons-of-skills-marketplace.git skills-src && mkdir -p .github/skills && cp -r skills-src/skills/.curated/clari-core-workflow-a .github/skills/clari-core-workflow-a && 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 "clari-core-workflow-a" agent skill from https://github.com/jeremylongshore/tons-of-skills-marketplace/tree/main/skills/.curated/clari-core-workflow-a into .github/skills/clari-core-workflow-a/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "clari-core-workflow-a", 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 jeremylongshore/tons-of-skills-marketplace --skill clari-core-workflow-a -a opencodeOpenCode documents no install command of its own. Project install goes to .agents/skills/; add -g for ~/.config/opencode/skills/.
$ gh skill install jeremylongshore/tons-of-skills-marketplace clari-core-workflow-a --agent opencodeProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/jeremylongshore/tons-of-skills-marketplace.git skills-src && mkdir -p .opencode/skills && cp -r skills-src/skills/.curated/clari-core-workflow-a .opencode/skills/clari-core-workflow-a && 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 "clari-core-workflow-a" agent skill from https://github.com/jeremylongshore/tons-of-skills-marketplace/tree/main/skills/.curated/clari-core-workflow-a into .opencode/skills/clari-core-workflow-a/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "clari-core-workflow-a", 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
clari-core-workflow-a- GitHub stars
- 2.8k
- Token cost
- ~1k tokens
- SKILL.md length
- 432 words
- Files
- 2 (incl. references)
- Skills in repo
- 3,342
- Repo updated
- First seen
- Licence
- MIT
At a glance
Build a Clari forecast-export pipeline with reconciliation, schema controls, and warehouse lineage.
- Works in 6 steps: Define the snapshot key → Reserve export capacity → Run the asynchronous export → …
- Loading forecasts
- SKILL.md covers Overview, Prerequisites, Instructions and Authentication, plus 5 more sections
- Instructions only: no scripts, shell commands, URLs or credentials in SKILL.md
What it does
Clari Core Workflow A is an agent skill from jeremylongshore/tons-of-skills-marketplace. Build a Clari forecast-export pipeline with reconciliation, schema controls, and warehouse lineage. Use when loading forecasts, quotas, adjustments, or CRM totals. Trigger with: "export Clari forecasts", "load Clari into the warehouse", "build a forecast pipeline".
Its SKILL.md is about 1k tokens, which your agent loads only when the skill is triggered. The skill folder holds 2 other files, including reference files (for example `references/official-docs.md`). Compatibility notes: Requires Revenue API export entitlement, an existing Forecast Tab, an approved warehouse target, and governed handling of revenue data.
It sits in Business, Finance & HR, covering Accounting and bookkeeping. The repository describes itself as: Model-agnostic agent-skills platform with a harness-free canonical layer, verified adapters, and the ccpi package manager. Explore at tonsofskills.com. The licence is MIT.
When your agent uses it
- Loading forecasts
- With: export Clari forecasts
- Load Clari into the warehouse
- Build a forecast pipeline
Example prompts
- “export Clari forecasts”
- “load Clari into the warehouse”
- “build a forecast pipeline”
- “/clari-core-workflow-a”
Requirements
- Compatibility (from SKILL.md): Requires Revenue API export entitlement, an existing Forecast Tab, an approved warehouse target, and governed handling of revenue data.
- Pre-approved tools (allowed-tools): Read, Grep, Write, Edit
Workflow steps
6 steps, taken from the step headings in SKILL.md.
What it can do on your machine
Read from SKILL.md and the folder at commit cfae287. It shows what the files ask for, not the result of running them.
Tool permissions
Pre-approves these tools, so the agent can use them without asking each time:
ReadGrepWriteEdit
From allowed-tools in the SKILL.md frontmatter.
Runs code
No scripts in the folder and no shell commands in SKILL.md.
From the folder's file list and the shell code blocks in SKILL.md.
Network
Links to these hosts (documentation or services it may open):
developer.clari.com
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.
Compatibility
Requires Revenue API export entitlement, an existing Forecast Tab, an approved warehouse target, and governed handling of revenue data.
From compatibility in the SKILL.md frontmatter.
Context cost
Clari Core Workflow A loads about 1k tokens when it runs, and up to ~1.5k if it reads all its reference files. Until then it costs about 72 tokens; SKILL.md has 432 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); files beside SKILL.md are not scanned.
SKILL.md
The full file from jeremylongshore/tons-of-skills-marketplace at commit cfae287, republished under its MIT licence (© jeremylongshore). 432 words, ~1,020 tokens.
Download SKILL.mdSave it as
.claude/skills/clari-core-workflow-a/SKILL.md (or your agent's skills folder). This skill also uses 1 other file; get the full folder from GitHub.- name
- clari-core-workflow-a
- description
- Build a Clari forecast-export pipeline with reconciliation, schema controls, and warehouse lineage. Use when loading forecasts, quotas, adjustments, or CRM totals. Trigger with: "export Clari forecasts", "load Clari into the warehouse", "build a forecast pipeline".
- allowed-tools
- Read, Grep, Write, Edit
- compatibility
- Requires Revenue API export entitlement, an existing Forecast Tab, an approved warehouse target, and governed handling of revenue data.
- version
- 2.0.0
- argument-hint
- [forecast-id-period-scope-and-warehouse]
- model
- inherit
- effort
- high
- license
- MIT
- author
- Jeremy Longshore <jeremy@intentsolutions.io>
- tags
- saas, clari, forecast, warehouse, data-pipeline
Clari Forecast Warehouse Pipeline
Overview
Move forecast data through a three-stage pipeline: immutable landing, validated normalization, and reconciled publication. Preserve Clari identifiers and export context so every dashboard value can be traced back to one job and request.
Prerequisites
- Forecast ID, hierarchy scope, fiscal-period convention, and requested data types
- Landing storage with encryption, retention, and access controls
- Warehouse schema owner and reconciliation tolerances
Instructions
Step 1: Define the snapshot key
Use forecast ID, requested time period, scope, currency, data types, and export timestamp as the immutable business key.
Step 2: Reserve export capacity
Read organization limits and ensure the scheduler will not exceed concurrent or rolling quota constraints.
Step 3: Run the asynchronous export
Queue the forecast job, poll boundedly to a terminal state, and retrieve the result only after DONE.
Step 4: Land before transforming
Write the original approved result to immutable, access-controlled storage with job ID, content hash, contract fingerprint, and ingestion timestamp.
Step 5: Normalize and reconcile
Map fields into versioned tables, preserve raw identifiers, check row counts and totals, and quarantine unknown fields or malformed monetary values.
Step 6: Publish atomically
Expose the new snapshot only after reconciliation passes; otherwise keep the prior known-good snapshot and emit an actionable failure receipt.
Authentication
Use a dedicated Revenue API integration identity and apikey header. Warehouse credentials must be separate from the Clari token, and logs must exclude both secrets and raw forecast values.
Show full SKILL.md (197 more words)Show less
Tool Discipline
Use Read and Grep to inspect configuration, provider contracts, fixtures, logs, schemas, and existing tests before proposing a change. Use Write or Edit only for the approved plan, implementation, test, or redacted receipt; do not issue, rotate, revoke, create, update, cancel, delete, export, ingest, or publish provider data without explicit operator approval.
Output
- Immutable landing manifest tied to the Clari job ID
- Versioned normalized tables with lineage and schema checks
- Reconciliation report and atomic publish or rollback decision
Return the exact surface, environment, resource or job identifiers, contract fingerprint, evidence, unresolved risks, and final decision without exposing credentials or sensitive customer data.
Examples
A quarterly forecast export lands as an immutable object, normalizes forecast and quota rows, reconciles counts and totals against the landing file, and advances the dashboard view only after all gates pass.
Error Handling
| Failure | Response |
|---|---|
| Export is empty | Verify period, scope, data types, hierarchy access, and Forecast Tab configuration before publishing. |
| Schema adds an unknown field | Quarantine the snapshot, classify the field, and version the mapping before retrying publication. |
| Warehouse load partially succeeds | Rollback the staging transaction and retain the prior published snapshot. |
Resources
© jeremylongshore, MIT. 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 1 other file (references) in skills/.curated/clari-core-workflow-a of jeremylongshore/tons-of-skills-marketplace.
- SKILL.md
- references/official-docs.md
Open the folder on GitHubat commit cfae287
Compare with similar skills
Clari Core Workflow A 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 |
|---|---|---|---|---|---|---|
| Clari Core Workflow A this skilljeremylongshore/tons-of-skills-marketplace | 2.8k | — | ~1k | Automated safety check: Pass | MIT | |
| Portfolio Management SystemsJoelLewis/finance_skills | 206 | — | ~3.3k | Automated safety check: Pass | MIT | |
| Insurance Brokerage Agency Billing Configureforcedotcom/sf-skills | 1.1k | — | ~5.8k | Automated safety check: Pass | Apache-2.0 | |
| Agentforce Bot Upgradeforcedotcom/sf-skills | 1.1k | — | ~3.6k | Automated safety check: Pass | Apache-2.0 | |
| Sync Upstreamnyaruka/phonenumbers | 1.6k | — | ~2.8k | Automated safety check: Pass | MIT | |
| Radiology Tablehuang-sir1/radiology-skills | 1.9k | — | ~1.3k | Automated safety check: Pass | Custom licence |
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Categories
Questions about Clari Core Workflow A
What does Clari Core Workflow A do?
Build a Clari forecast-export pipeline with reconciliation, schema controls, and warehouse lineage. Clari Core Workflow A is an agent skill from jeremylongshore/tons-of-skills-marketplace. Build a Clari forecast-export pipeline with reconciliation, schema controls, and warehouse lineage.
When should I use Clari Core Workflow A?
Clari Core Workflow A fits situations like: loading forecasts; with: export Clari forecasts; load Clari into the warehouse; build a forecast pipeline.
How do I install Clari Core Workflow A in Claude Code?
Run `npx skills add jeremylongshore/tons-of-skills-marketplace --skill clari-core-workflow-a -a claude-code`. Or copy the skill folder (skills/.curated/clari-core-workflow-a in jeremylongshore/tons-of-skills-marketplace) into .claude/skills/clari-core-workflow-a in your project. Claude Code loads it when a task matches its description.
How do I install Clari Core Workflow A in Codex?
Run `npx skills add jeremylongshore/tons-of-skills-marketplace --skill clari-core-workflow-a -a codex`. Or copy the skill folder (skills/.curated/clari-core-workflow-a in jeremylongshore/tons-of-skills-marketplace) into .agents/skills/clari-core-workflow-a in your project. Codex loads it when a task matches its description.
Can I use Clari Core Workflow A 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 jeremylongshore/tons-of-skills-marketplace --skill clari-core-workflow-a -a cursor` (or -a -a, -a or -a for the others). To copy it by hand, put the folder in .cursor/skills/clari-core-workflow-a, .gemini/skills/clari-core-workflow-a, .github/skills/clari-core-workflow-a and .opencode/skills/clari-core-workflow-a in your project.
What does Clari Core Workflow A need to run?
SKILL.md names no scripts, command-line tools or credentials: Clari Core Workflow A is instructions for the agent only. Its frontmatter pre-approves these tools: Read, Grep, Write, Edit. Compatibility (from SKILL.md): Requires Revenue API export entitlement, an existing Forecast Tab, an approved warehouse target, and governed handling of revenue data..
Does Clari Core Workflow A access the network?
SKILL.md names 1 domain. As links in the text: developer.clari.com. This is read from the text; nothing was executed.
Is Clari Core Workflow A 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 Clari Core Workflow A use?
Clari Core Workflow A is published under the MIT licence (declared in SKILL.md). It allows redistribution, so the full SKILL.md is shown on this page.
How many tokens does Clari Core Workflow A use?
About 1k tokens (SKILL.md is roughly 4.1k 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 488 tokens, read only when the agent opens those files.
What are the alternatives to Clari Core Workflow A?
Skills that share tags, products or a category with Clari Core Workflow A: Portfolio Management Systems (JoelLewis/finance_skills, 206 stars), Insurance Brokerage Agency Billing Configure (forcedotcom/sf-skills, 1.1k stars), Agentforce Bot Upgrade (forcedotcom/sf-skills, 1.1k stars) and Sync Upstream (nyaruka/phonenumbers, 1.6k stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.
Who maintains Clari Core Workflow A?
jeremylongshore (a GitHub user) maintains it in jeremylongshore/tons-of-skills-marketplace, which has 2,827 GitHub stars. The repository holds 3,342 skills in this directory. The repository was last updated on October 10, 2026.
Source: jeremylongshore/tons-of-skills-marketplace on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.