Startup Financial Modeling
wshobson/agents
Build comprehensive 3-5 year financial models with revenue projections, cost structures, cash flow analysis, and scenario planning for early-stage startups.
Quick view of revenue, expenses, invoicing, and cash flow with key metrics.
Custom licenceAuto-check passed
Install Financial Snapshot
$ npx skills add kbanc85/claudia --skill financial-snapshot -a claude-codeProject install by default; add -g for ~/.claude/skills/.
$ gh skill install kbanc85/claudia financial-snapshot --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/kbanc85/claudia.git skills-src && mkdir -p .claude/skills && cp -r skills-src/plugins/claudia/skills/financial-snapshot .claude/skills/financial-snapshot && 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 "financial-snapshot" agent skill from https://github.com/kbanc85/claudia/tree/main/plugins/claudia/skills/financial-snapshot into .claude/skills/financial-snapshot/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "financial-snapshot", 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/kbanc85/claudia/tree/main/plugins/claudia/skills/financial-snapshotType 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 kbanc85/claudia --skill financial-snapshot -a codexProject install goes to .agents/skills/; add -g for ~/.codex/skills/.
$ gh skill install kbanc85/claudia financial-snapshot --agent codexProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/kbanc85/claudia.git skills-src && mkdir -p .agents/skills && cp -r skills-src/plugins/claudia/skills/financial-snapshot .agents/skills/financial-snapshot && rm -rf skills-srcUse ~/.agents/skills/ instead of .agents/skills for a personal install.
Codex skills documentation · loads skills from .agents/skills/
Install the "financial-snapshot" agent skill from https://github.com/kbanc85/claudia/tree/main/plugins/claudia/skills/financial-snapshot into .agents/skills/financial-snapshot/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "financial-snapshot", 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 kbanc85/claudia --skill financial-snapshot -a cursorProject install goes to .agents/skills/; add -g for ~/.cursor/skills/.
$ gh skill install kbanc85/claudia financial-snapshot --agent cursorProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/kbanc85/claudia.git skills-src && mkdir -p .cursor/skills && cp -r skills-src/plugins/claudia/skills/financial-snapshot .cursor/skills/financial-snapshot && 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 "financial-snapshot" agent skill from https://github.com/kbanc85/claudia/tree/main/plugins/claudia/skills/financial-snapshot into .cursor/skills/financial-snapshot/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "financial-snapshot", 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/kbanc85/claudia.git --path plugins/claudia/skills/financial-snapshot--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 kbanc85/claudia --skill financial-snapshot -a gemini-cliProject install goes to .agents/skills/; add -g for ~/.gemini/skills/.
$ gh skill install kbanc85/claudia financial-snapshot --agent gemini-cliProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/kbanc85/claudia.git skills-src && mkdir -p .gemini/skills && cp -r skills-src/plugins/claudia/skills/financial-snapshot .gemini/skills/financial-snapshot && 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 "financial-snapshot" agent skill from https://github.com/kbanc85/claudia/tree/main/plugins/claudia/skills/financial-snapshot into .gemini/skills/financial-snapshot/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "financial-snapshot", 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 kbanc85/claudia financial-snapshotInstalls 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 kbanc85/claudia --skill financial-snapshot -a github-copilotProject install goes to .agents/skills/; add -g for ~/.copilot/skills/.
$ git clone --depth 1 https://github.com/kbanc85/claudia.git skills-src && mkdir -p .github/skills && cp -r skills-src/plugins/claudia/skills/financial-snapshot .github/skills/financial-snapshot && 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 "financial-snapshot" agent skill from https://github.com/kbanc85/claudia/tree/main/plugins/claudia/skills/financial-snapshot into .github/skills/financial-snapshot/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "financial-snapshot", 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 kbanc85/claudia --skill financial-snapshot -a opencodeOpenCode documents no install command of its own. Project install goes to .agents/skills/; add -g for ~/.config/opencode/skills/.
$ gh skill install kbanc85/claudia financial-snapshot --agent opencodeProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/kbanc85/claudia.git skills-src && mkdir -p .opencode/skills && cp -r skills-src/plugins/claudia/skills/financial-snapshot .opencode/skills/financial-snapshot && 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 "financial-snapshot" agent skill from https://github.com/kbanc85/claudia/tree/main/plugins/claudia/skills/financial-snapshot into .opencode/skills/financial-snapshot/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "financial-snapshot", 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
financial-snapshot- GitHub stars
- 296
- Token cost
- ~798 tokens
- SKILL.md length
- 147 words
- Files
- 1
- Skills in repo
- 37
- Repo updated
- First seen
- Licence
- Custom licence
At a glance
Quick view of revenue, expenses, invoicing, and cash flow with key metrics.
- Works in 4 steps: Revenue (finances/overview.md) → Outstanding (finances/invoicing.md if… → Expenses (finances/expenses.md if exists) → …
- Financial overview
- SKILL.md covers What to Check, Output Format, Archetype Variations and Tone, plus 1 more section
- Instructions only: no scripts, shell commands, URLs or credentials in SKILL.md
What it does
Financial Snapshot is an agent skill from kbanc85/claudia. Quick view of revenue, expenses, invoicing, and cash flow with key metrics. Triggers on "cash position", "revenue check", "financial overview", "money status".
Its SKILL.md is about 800 tokens, which your agent loads only when the skill is triggered. It is a single SKILL.md file with no bundled scripts.
The repository describes itself as: Terminal-based AI chief of staff. Remembers relationships, tracks commitments, helps you think strategically. Runs on Claude Code.
When your agent uses it
- Financial overview
Example prompts
- “cash position”
- “revenue check”
- “financial overview”
- “/financial-snapshot”
Workflow steps
4 steps, taken from the step headings in SKILL.md.
- Revenue (finances/overview.md)
- Outstanding (finances/invoicing.md if exists)
- Expenses (finances/expenses.md if exists)
- Cash Flow
What it can do on your machine
Read from SKILL.md and the folder at commit eb63cec. 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
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
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
Financial Snapshot loads about 798 tokens when it runs. Until then it costs about 45 tokens; SKILL.md has 147 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
Its licence (Custom licence) doesn't allow us to republish the file, so here is its outline and opening line. It has 147 words (~798 tokens).
“Quick view of your financial position: revenue, expenses, invoicing, and cash flow.”
- name
- financial-snapshot
- effort-level
- low
Files
Just SKILL.md in plugins/claudia/skills/financial-snapshot of kbanc85/claudia.
Open the folder on GitHubat commit eb63cec
Compare with similar skills
Financial Snapshot 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 |
|---|---|---|---|---|---|---|
| Financial Snapshot this skillkbanc85/claudia | 296 | — | ~798 | Automated safety check: Pass | Custom licence | |
| Startup Financial Modelingwshobson/agents | 40k | — | ~1.9k | Automated safety check: Pass | MIT | |
| Modeling Revenue MetricsPostHog/posthog | 40k | — | ~2.1k | Automated safety check: Pass | Custom licence | |
| Financial Analystalirezarezvani/claude-skills | 28k | 1 repos | ~1.8k | Automated safety check: Pass | MIT | |
| Invoices Billingsickn33/agentic-awesome-skills | 47k | 1 repos | ~4.4k | Automated safety check: Pass | MIT | |
| Invoice Organizerdavila7/claude-code-templates | 33k | 12 repos | ~2.9k | Automated safety check: Pass | MIT |
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Questions about Financial Snapshot
What does Financial Snapshot do?
Quick view of revenue, expenses, invoicing, and cash flow with key metrics. Financial Snapshot is an agent skill from kbanc85/claudia. Quick view of revenue, expenses, invoicing, and cash flow with key metrics.
When should I use Financial Snapshot?
Financial Snapshot fits situations like: financial overview.
How do I install Financial Snapshot in Claude Code?
Run `npx skills add kbanc85/claudia --skill financial-snapshot -a claude-code`. Or copy the skill folder (plugins/claudia/skills/financial-snapshot in kbanc85/claudia) into .claude/skills/financial-snapshot in your project. Claude Code loads it when a task matches its description.
How do I install Financial Snapshot in Codex?
Run `npx skills add kbanc85/claudia --skill financial-snapshot -a codex`. Or copy the skill folder (plugins/claudia/skills/financial-snapshot in kbanc85/claudia) into .agents/skills/financial-snapshot in your project. Codex loads it when a task matches its description.
Can I use Financial Snapshot 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 kbanc85/claudia --skill financial-snapshot -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/financial-snapshot, .gemini/skills/financial-snapshot, .github/skills/financial-snapshot and .opencode/skills/financial-snapshot in your project.
What does Financial Snapshot need to run?
SKILL.md names no scripts, command-line tools or credentials: Financial Snapshot is instructions for the agent only.
Does Financial Snapshot 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 Financial Snapshot 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 Financial Snapshot use?
Financial Snapshot 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 Financial Snapshot use?
About 798 tokens (SKILL.md is roughly 3.2k 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 Financial Snapshot?
Skills that share tags, products or a category with Financial Snapshot: Startup Financial Modeling (wshobson/agents, 40k stars), Modeling Revenue Metrics (PostHog/posthog, 40k stars), Financial Analyst (alirezarezvani/claude-skills, 28k stars) and Invoices Billing (sickn33/agentic-awesome-skills, 47k stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.
Who maintains Financial Snapshot?
kbanc85 (a GitHub user) maintains it in kbanc85/claudia, which has 296 GitHub stars. The repository holds 37 skills in this directory. The repository was last updated on September 4, 2026.
Source: kbanc85/claudia on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.