vivy-yi/finance-skills
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AI-Ready Financial Intelligence — Smart Skill System covering all CFO domains
Overview
AI-Ready Financial Intelligence - Smart Skill System for all CFO domains Finance Skills is a set for AI Agent**. Each Skill corresponds to a specific task in a financial scene, and Agent loads the full workflow from data reading, judgement to output. : give AI Agent a financial expertise - not a general chat, but a finance assistant who can actually perform tasks like "Internal Control Test" and "KPI Root Analysis" and "IFRS 9 Credit Risk Assessment". - – Financial judgement rules (YAML/tables), such as internal control deficit classification criteria, KPI selection logic - scene data →Connector → System/ Table/ Field Map - Manual SOP without Contractor, guide users to complete data collection Note: Part of the operating scene (budget-management, expense-review, month-end-close, etc.) is organized as a pure Atomic without Master Skyll. or directly trigger keyword: start configuring financial skills, initializing finance, cool start Cold start process: 1. - Validation of systems such as SAP / Power BI / BlackLine 2. - Collection of ERP type / Audit cycle / Financial function structure 3. - Selection of relevant scenarios (optional) 4. Configure internal control impairment classification criteria, KPI benchmark values, 5. - Write to ~/.config/finance-skills/CLAUDE.md Finance Skills shares with Greater China Legal (Agent Skill System) and follows the same engineering norms:
Overview (machine translated)
AI-Ready Financial Information - Smart Skill System that covers all CFO domains
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What is it?
Finance Skills is an AIAgent-based Skill system. Each Skill corresponds to a specific task in a financial scene, and Agent loads the full workflow from data reading, judgement to output.
** Problem solving**: Financial assistants who give AI Agent a financial expertise - not general chat, but a real “internal control test” (KPI root) analysis (IFRS 9) credit risk assessment.
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Architecture Overview
** Three-tier structure**:
♪ Layer ♪ | - | | | | | |Layer 0 — Hub | global configuration, cold start, Connéctor register | |Layer 1 — scene 34 x (references/ + skills/ + CLAUDE.md) |Layer 2 — Project Project Space (Intersession Remember Context) | Regulation defined |
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Core concept
Skill type
Skill:
| Type | Positioning | Number/situation | | - | | | | Master Skill master of the scene, identifying the user intent and distributing it to Atomic ** 1/ scene (30) Atomic Skill Atomic skills for specific financial tasks 3-6 scenarios (122)
The scene backend
Each scene contains three knowledge files to be read on Skill running:
-Judge framework.md - Financial judgement rules (YAML/tables), e. g. internal control deficit classification criteria, KPI selection logic -Data source list.md -Situation data →Connector → System/table/field map
- ** Query Path.md** - Manual SOP without Contractor, guide users to complete data collection
Connector Ecology
9 Contractors, covering 5 layers:
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Panorama (34)
# Strategic level (A level) # 17
Atomic Skills | | | | | | | Internal controls and SOX compliance Control test/defect assessment/approval matrix/internal control design | kpi-manage | KPI Selection |Trace 根Gin Analysis |Indicator setting/tracking/early warning processing/cause analysis
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Install
npx skillfish add vivy-yi/finance-skills