Finance Operations

Create and update pitch decks, one-pagers, investor memos, accelerator applications, financial models, and other investor-facing materials with consistent facts and numbers. Use the investor-materials skill when you need a defensible source of truth across fundraising docs, including investor-materials for Proposal Writing-style work.

inventory-demand-planning is a retail decision-support skill for forecasting demand, setting safety stock, planning replenishment, and estimating promotional lift across stores and DCs. Use it to guide inventory-demand-planning usage with structured inputs, practical constraints, and clearer planning tradeoffs.

finance-billing-ops is an evidence-first skill for Finance Operations. Use it for revenue, pricing, refunds, team-seat logic, duplicate-charge questions, and billing-model checks when you need code-backed billing truth instead of generic payments advice. It is built for operator decisions, billing audits, and pricing comparisons.

customer-billing-ops helps with real customer billing work: subscriptions, refunds, churn triage, billing-portal recovery, and plan analysis using connected billing tools like Stripe. Use it for Customer Success, support, billing ops, or founders who need the safest next action, not generic billing theory.

invoice-organizer helps agents extract invoice fields, rename receipts, and sort financial documents into tax-ready folders. Use it for Document Filing workflows with PDFs, scans, and downloads; start with a dry run because the repo provides SKILL.md guidance, not bundled scripts.

zoho-invoice-automation helps agents automate Zoho Invoice via Rube MCP by verifying the connection, searching current tool schemas, and executing safer invoice workflows.

Zoho Books Automation helps finance teams use Rube MCP and Composio to run Zoho Books workflows, including organization discovery, invoices, bills, contacts, payments, and PDF exports.

zoho_invoice-automation helps agents automate Zoho Invoice via Rube MCP, with connection checks and tool discovery for invoices, estimates, expenses, clients, and payments.

zoho_books-automation helps Finance Operations automate Zoho Books workflows through Composio Rube MCP. Connect Rube, authorize Zoho Books, search tools first, then use current schemas for invoices, expenses, contacts, payments, and accounting.

ynab-automation is a Claude skill for YNAB finance workflows via Composio Rube MCP. It guides agents to install Rube MCP, verify the ynab connection, search current tool schemas first, and safely run budget, account, transaction, or category tasks.

Xero Automation is a Claude skill for tool-backed Xero finance operations: list invoices, manage contacts, record payments, inspect bank transactions, and handle tenant-aware workflows through Rube MCP.

taxjar-automation is a Claude skill for TaxJar workflows through Composio Rube MCP. It guides agents to search current tools, verify the taxjar connection, and follow returned schemas before execution for Finance Operations tasks.

splitwise-automation automates Splitwise workflows through Composio Rube MCP, requiring tool discovery first, active Splitwise connection checks, and confirmation before expense changes.

sevdesk-automation is a Claude skill for Sevdesk Finance Operations via Composio Rube MCP, with setup checks, tool discovery, and safer usage workflows.

sage-automation is a Claude skill for Sage Workflow Automation through Composio Rube MCP. It guides agents to install Rube MCP, verify an active Sage connection, discover current tool schemas, and run safer Sage workflows.

Ramp Automation helps agents use the Ramp toolkit via Rube MCP to retrieve transactions, search expenses, review reimbursements, list users, and inspect card data for finance operations.

plisio-automation helps Claude automate Plisio workflows through Composio Rube MCP by checking the Plisio connection, searching live tool schemas first, and executing approved actions with less guesswork.

helcim-automation helps Claude run Helcim workflows through Composio Rube MCP with discovery-first tool search, connection checks, and schema-aware execution.

Harvest Automation is a Claude Code skill for Harvest time tracking workflows. Use Rube MCP to log hours, manage time entries, projects, clients, tasks, and reporting data from natural language prompts.

FreshBooks Automation helps Claude use Rube MCP tools to list FreshBooks businesses, manage projects, track time, and monitor budgets with the required business_id workflow.

flutterwave-automation helps agents run Flutterwave workflows through Composio Rube MCP by searching current tool schemas first, checking the active connection, and using the right tool calls.

elorus-automation helps Claude automate Elorus workflows through Composio Rube MCP by searching current tools first, checking the Elorus connection, and mapping tasks to live schemas before execution.

coupa-automation helps Claude run Coupa workflow automation through Composio Rube MCP by discovering current tools, checking the Coupa connection, and using returned schemas before action.

Coinbase Automation helps Claude use Rube MCP and the Coinbase toolkit to list wallets, paginate inventories, and retrieve account or portfolio data for finance operations.