Skills

carta-fetch-budget

Pull a ManCo budget from Carta and write it to an Excel workbook with monthly amounts and subtotals. TRIGGER: pull/fetch/import/sync Carta budget for a ManCo. NOT: pull/fetch/get actuals (carta-fetch-actuals), new budgets (carta-create-budget), actuals refresh, pacing, scenarios, P&L, balance sheet.

ponytail-debt

Harvest every `ponytail:` comment in the codebase into a debt ledger, so the deliberate shortcuts and deferrals ponytail leaves behind get tracked instead of rotting into "later means never". Use when the user says "ponytail debt", "/ponytail-debt", "what did ponytail defer", "list the shortcuts", "

tres-explorer-tx-to-ledger

Add a blockchain explorer transaction to the TRES Finance ledger. Use when the user provides a blockchain explorer URL (Etherscan, Polygonscan, Arbiscan, Basescan, Snowtrace, BscScan, etc.) or a raw transaction hash and wants to record it in the platform ledger. Trigger phrases include "add this tra

stripe-best-practices

Guides Stripe integration decisions across API selection (Checkout Sessions vs PaymentIntents), Connect platform setup (Accounts v2, controller properties), billing/subscriptions, tax and registrations (Stripe Tax, automatic_tax, product tax codes), Treasury financial accounts, integration options (

carta-reporting

Default skill for all cap table data-display queries — use this whenever the user wants to see, list, or explore equity data for a single company. Covers grants, vesting schedules, stakeholders, securities, SAFEs, convertible notes, round history, preferred holders, liquidation seniority, and rights

tres-cost-basis

Manage cost basis calculation in TRES Finance: check status, view/change strategy (FIFO, LIFO, AVG, MAX_GAINS, MAX_LOSSES, FIFO_IMPAIRMENT), trigger recalculation, review financial issues, manage reevaluations/impairments, set bulk fiat prices, configure spec-ID lot disposal rules, view per-asset co

carta-grant-vesting

Fetch the vesting schedule for ONE specific grant or holder — options (ISO/NSO), RSUs, SARs, or CBUs. Use for "how much has [name] vested", "when does [name]'s cliff hit", "vesting progress for [name]", cliff dates, settlement, or unvested shares. NOT for portfolio-level / all-employees aggregate ve

carta-consolidating-balance-sheet

Generate a consolidating Balance Sheet for all entities under a firm for a given month and write it as a side-by-side Excel tab with Assets / Liabilities / Equity sections and a Total column. Sourced from Carta MCP (firm/entity resolution + DWH SQL). TRIGGER when the user asks for "balance sheet of

Interactive co-investor report from Carta SPA data with clickable portfolio drill-downs. Use for co-investor analysis or asking who invested in a specific portfolio company. Trigger phrases: "co-investors", "coinvestors", "who are my co-investors", "who else invested", "co-investors by stage/round",

tres-report-advisor

Recommend the right TRES Finance report for any user question. Trigger this skill whenever a user asks which report to use, what report contains certain data, how to get specific information out of TRES, or compares two reports. Also trigger when the user describes a goal (e.g. "month-end close", "a

tres-erp-rule-suggestions

Guide users through creating ERP accounting rules for crypto organizations on the Tres Finance platform. Maps every transaction type to the correct chart of accounts entries using a layered rule engine. Trigger: user asks to create, review, or fix ERP rules / accounting mappings for an organization.

awx-best-practices

Fallback Airwallex skill — works with the Airwallex CLI or the Airwallex MCP server. Use ONLY when no dedicated workflow skill matches the task. Covers ad-hoc operations (list, get, update, delete, void, cancel), general Airwallex API questions, troubleshooting, and domains not covered by a workflow

carta-fetch-actuals

Write actuals into an existing Excel budget workbook from Carta MCP — add/interleave Budget/Actual/Variance columns, a tag-view tab, or a vendor-view tab. TRIGGER: pull/fetch/get/retrieve/refresh/sync/add actuals for [firm/ManCo], interleave Budget/Actual/Variance, actuals by department/cost center/

cost-optimization

Audit and reduce infrastructure and tooling costs without sacrificing reliability or velocity. Use this skill when reviewing monthly cloud or SaaS spend, finding unused resources, rightsizing infrastructure, negotiating vendor contracts, deciding what to consolidate, or planning for budget cuts. Tri

carta-create-budget

Build or restructure a fund/ManCo budget workbook in Excel from Carta prior-year actuals. TRIGGER: build/create/draft a budget for a future year; group/categorize budget line items into sections with subtotals; apply an inflation/contingency buffer to budget expenses. NOT: consolidating P&L / balanc

manage-cashflow

Multi-currency cash management — balances, receivables, obligations, FX exposure, runway, rebalancing, and indicative FX rates. Use when the user asks about cash position, treasury health, what is owed, money in or out, FX positions, or requests money movement (conversions, transfers, rate locks). A

card-provisioning

Provision virtual or physical corporate cards in Airwallex Issuing — create cardholders, issue cards with spend limits, and manage card spending. Use when the user says "create a card for", "spin up a virtual card", "set up a card for Adobe", "provision a card", or needs to manage corporate card spe

planning-cycles-pigment-applications

Always use this skill when the user mentions or implies versions, Actual, Actuals, Budget, Budgeting, Forecast, Reforecast, Rolling Forecast, Version, Versioning, Plan, switchover, scenarios, snapshots, planning cycles, Actual/Plan layering, plan vs actual, "create version dimension", "set up versio

commitment-ledger

Build a ledger of what we promised versus what they promised, and what is still outstanding, across the last few engagements with an account or contact. Uses conversation_intelligence as the primary source. Identify the account or contact by ZoomInfo ID (preferred) or name (triggers a lookup), or po

solving-specific-use-cases

Always use this skill when building or extending models for specific planning domains — FP&A, Workforce Planning, Sales Performance Management, Supply Chain Planning, or Financial Consolidation. Covers proven modeling patterns and domain-specific best practices. This skill includes supporting files

tres-rollup-rules

Analyze an organization's sub-transaction patterns in TRES Finance, identify groups of repetitive transactions, and propose data-driven rollup rules that consolidate them into one aggregated entry per interval (daily or monthly) for cleaner ERP integration. Also lists and deletes rollup rules. Trigg

full-page-screenshot

Capture full-page screenshots of web pages via Chrome DevTools Protocol with zero dependencies. Useful for portfolios, case studies, and audit reports.

buying-committee

Map the buying committee at a target account. Identifies decision-makers, prioritizes who to engage, and surfaces gaps and multi-thread risks. Leads with a TL;DR (top 3 to engage, biggest gap, multi-thread risk), uses compact tables, and deep-researches top stakeholders to catch stale records. Ident

bigdata-financial-research-analyst

Bigdata.com MCP workflows plus institutional analysis layers: pre-synthesis EPIC-style filtering, valuation snapshots, earnings quality screens, moat/governance risk, sector KPI lenses. Use for: company briefs, earnings previews/digests, risk assessments, valuation snapshots, investment memos; macro