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Agent skill

Enterprise Tax Profile Matching

by Serein-81 in Serein-81/financial_rag

Builds a six-dimension profile of a company and matches it against tax policies to find applicable incentives, obligations, risks and optimization options.

No licenceAuto-check: notesBusiness, Finance & HR

Install Enterprise Tax Profile Matching

skills CLI
$ npx skills add Serein-81/financial_rag --skill enterprise-profile -a claude-code

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

GitHub CLI
$ gh skill install Serein-81/financial_rag enterprise-profile --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/Serein-81/financial_rag.git skills-src && mkdir -p .claude/skills && cp -r skills-src/rag_backend/skills/public/enterprise-profile .claude/skills/enterprise-profile && 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
enterprise-profile
GitHub stars
148
Token cost
~1.5k tokens
SKILL.md length
437 words
Files
3 (incl. scripts, references)
Skills in repo
7
Repo updated
First seen
Licence
None found

At a glance

Builds a six-dimension profile of a company and matches it against tax policies to find applicable incentives, obligations, risks and optimization options.

  • Works in 5 steps: Gather Enterprise Data → Build Structured Profile → Match Against Tax Policies → …
  • Building a company profile for tax-policy matching
  • SKILL.md covers Overview, The Enterprise Profile…, Workflow and Error Handling, plus 2 more sections
  • Runs Python scripts from its folder; calls curl and python

What it does

The skill assembles an enterprise profile from the tenant's stored settings (industry, region, scale and tax types) and from questions put to you about business scope and special qualifications such as high-tech enterprise or software enterprise status. The profile covers six dimensions: industry, region, scale, tax types, business scope and special status, with examples drawn from the Chinese tax system, such as VAT and corporate income tax.

The profile is saved as structured JSON and sent to a policy-matching API, or searched with the bundled `match_policies.py` script by industry, region and tax type. For each matched policy the agent assesses eligibility, requirements and benefits, then reports applicable tax benefits, compliance obligations and deadlines, risk areas and optimization suggestions. A reference file, `policy_dimensions.md`, is included.

It is tied to the Financial RAG backend: it needs tenant settings, the endpoints `/api/v1/tenant-settings/me` and `/api/v1/policy/match`, and the `PolicyRetrievalService`, so it is not a standalone tax tool.

When your agent uses it

  • Building a company profile for tax-policy matching
  • Checking which tax incentives an enterprise may qualify for
  • Producing a compliance profile with obligations and deadlines

Example prompts

  • “Build an enterprise tax profile for our software company in Shenzhen and match it against current tax policies.”
  • “Check whether a small manufacturing business in Beijing is eligible for any tax incentives.”
  • “Generate a compliance profile for this tenant, including deadlines and risk areas.”

Requirements

  • The Financial RAG backend with its tenant settings and policy matching endpoints
  • Tenant settings that include industry, region, scale and tax types
  • Python to run `match_policies.py`
  • Compatibility (from SKILL.md): Requires: TenantSettings (industry, region, scale, tax_types) API: GET /api/v1/tenant-settings/me (current tenant profile) API: POST /api/v1/policy/match (enterprise-policy matching) Service: PolicyRetrievalService.match_enterprise_policies()
  • Pre-approved tools (allowed-tools): Bash, Read, Write, search_web, get_current_time_and_context

Workflow steps

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

  1. Gather Enterprise Data
  2. Build Structured Profile
  3. Match Against Tax Policies
  4. Analyze Results
  5. Present Compliance Profile

What it can do on your machine

Read from SKILL.md and the folder at commit 94b16cd. 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:

    • Bash
    • Read
    • Write
    • search_web
    • get_current_time_and_context

    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:

    • curl
    • python

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

  • Network

    No URLs in SKILL.md. Its commands use curl, 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.

  • Compatibility

    Requires: TenantSettings (industry, region, scale, tax_types) API: GET /api/v1/tenant-settings/me (current tenant profile) API: POST /api/v1/policy/match (enterprise-policy matching) Service: PolicyRetrievalService.match_enterprise_policies()

    From compatibility in the SKILL.md frontmatter.

Context cost

Enterprise Tax Profile Matching loads about 1.5k tokens when it runs, and up to ~2.6k if it reads all its reference files. Until then it costs about 85 tokens; SKILL.md has 437 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~85
When it runs · the whole SKILL.md, loaded when a task matches
~1.5k
With references · SKILL.md plus every file in references/, read only if the agent opens them
~2.6k

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: notes

The automated check noted patterns worth knowing about, such as sudo or a known installer.

  • NotePre-approves every shell command (allowed-tools: Bash)SKILL.md
    allowed-tools: Bash, Read, Write, search_web, get_current_time_and_context

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

Without a licence we can't republish the file, so here is its outline and opening line. It has 437 words (~1,533 tokens).

“Builds a structured enterprise profile from available enterprise data and cross-references it against tax policies to identify:”

— opening of SKILL.md by Serein-81
name
enterprise-profile
allowed-tools
Bash, Read, Write, search_web, get_current_time_and_context
compatibility
Requires: TenantSettings (industry, region, scale, tax_types) API: GET /api/v1/tenant-settings/me (current tenant profile) API: POST /api/v1/policy/match (enterprise-policy matching) Service: PolicyRetrievalService.match_enterprise_policies()
when_to_use
Activate when the user needs to build or update an enterprise profile for tax policy matching. This skill collects enterprise characteristics (industry…
metadata.author
internal-tax-policy-team
metadata.version
1.0
metadata.domain
public

Read the full SKILL.md on GitHub

Files

SKILL.md and 2 other files (scripts, references) in rag_backend/skills/public/enterprise-profile of Serein-81/financial_rag.

  • SKILL.md
  • references/policy_dimensions.md
  • scripts/match_policies.py

Open the folder on GitHubat commit 94b16cd

Compare with similar skills

Enterprise Tax Profile Matching 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.

Enterprise Tax Profile Matching compared with similar skills
SkillStarsUsed inTokensAuto-checkLicenceRepo updated
Enterprise Tax Profile Matching this skillSerein-81/financial_rag148—~1.5kAutomated safety check: NotesNone
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PCI DSS Compliancewshobson/agents40k11 repos~1.9kAutomated safety check: PassMIT
Review Op Docs APICVCUDA/CV-CUDA2.7k—~270Automated safety check: PassCustom licence
Batfish Config Analysisautomateyournetwork/netclaw676—~1.4kAutomated safety check: PassApache-2.0

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  • Policy Crawl Pipeline

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Works with

Categories

Questions about Enterprise Tax Profile Matching

What does Enterprise Tax Profile Matching do?

Builds a six-dimension profile of a company and matches it against tax policies to find applicable incentives, obligations, risks and optimization options. The skill assembles an enterprise profile from the tenant's stored settings (industry, region, scale and tax types) and from questions put to you about business scope and special qualifications such as high-tech enterprise or software enterprise status. The profile covers six dimensions: industry, region, scale, tax types, business scope and special status, with examples drawn from the Chinese tax system, such as VAT and corporate income tax.

When should I use Enterprise Tax Profile Matching?

Enterprise Tax Profile Matching fits situations like: building a company profile for tax-policy matching; checking which tax incentives an enterprise may qualify for; producing a compliance profile with obligations and deadlines.

How do I install Enterprise Tax Profile Matching in Claude Code?

Run `npx skills add Serein-81/financial_rag --skill enterprise-profile -a claude-code`. Or copy the skill folder (rag_backend/skills/public/enterprise-profile in Serein-81/financial_rag) into .claude/skills/enterprise-profile in your project. Claude Code loads it when a task matches its description.

How do I install Enterprise Tax Profile Matching in Codex?

Run `npx skills add Serein-81/financial_rag --skill enterprise-profile -a codex`. Or copy the skill folder (rag_backend/skills/public/enterprise-profile in Serein-81/financial_rag) into .agents/skills/enterprise-profile in your project. Codex loads it when a task matches its description.

Can I use Enterprise Tax Profile Matching 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 Serein-81/financial_rag --skill enterprise-profile -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/enterprise-profile, .gemini/skills/enterprise-profile, .github/skills/enterprise-profile and .opencode/skills/enterprise-profile in your project.

What does Enterprise Tax Profile Matching need to run?

Going by SKILL.md and its folder, Enterprise Tax Profile Matching needs Python for the scripts in its folder and the command-line tools its instructions call (curl and python). Our summary lists: The Financial RAG backend with its tenant settings and policy matching endpoints; Tenant settings that include industry, region, scale and tax types; Python to run `match_policies.py`. Its frontmatter pre-approves these tools: Bash, Read, Write, search_web, get_current_time_and_context. Compatibility (from SKILL.md): Requires: TenantSettings (industry, region, scale, tax_types) API: GET /api/v1/tenant-settings/me (current tenant profile) API: POST /api/v1/policy/match (enterprise-policy matching) Service: PolicyRetrievalService.match_enterprise_policies() .

Does Enterprise Tax Profile Matching access the network?

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

Is Enterprise Tax Profile Matching safe to install?

Our automated static check of SKILL.md found notes only (pre-approves every shell command (allowed-tools: bash)), nothing it rates as a warning. 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 Enterprise Tax Profile Matching use?

No licence was found for Enterprise Tax Profile Matching or its repository. Without one, default copyright applies: ask the author before reusing or redistributing it.

How many tokens does Enterprise Tax Profile Matching use?

About 1.5k tokens (SKILL.md is roughly 6.1k 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 1.1k tokens, read only when the agent opens those files.

What are the alternatives to Enterprise Tax Profile Matching?

Skills that share tags, products or a category with Enterprise Tax Profile Matching: Itr Wala (karanb192/itr-wala, 871 stars), Brokerage Screenshot Trade Extractor (guilhermecgs/ir, 179 stars), PCI DSS Compliance (wshobson/agents, 40k stars) and Review Op Docs API (CVCUDA/CV-CUDA, 2.7k stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains Enterprise Tax Profile Matching?

Serein-81 (a GitHub user) maintains it in Serein-81/financial_rag, which has 148 GitHub stars. The repository holds 7 skills in this directory. The repository was last updated on June 5, 2026.

Source: Serein-81/financial_rag on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.