Free, open-source financial skills for AI agents. Works with Wilson CLI, Claude Code, Cursor, OpenAI Codex, Gemini CLI, GitHub Copilot, Pi, OpenCode, Kiro, Trae, Rovo Dev, Paperclip, and any agent that supports SKILL.md files.
Any agent (Claude Code, Cursor, Codex, Gemini CLI, Copilot, Pi, OpenCode, Kiro, Trae, Rovo Dev)
npx skills add openaccountant/skillsInstall a single skill:
npx skills add openaccountant/skills --skill tax-prepPi
pi install git:github.com/openaccountant/skillsWilson CLI (auto-discovered)
git clone https://github.com/openaccountant/skills.git ~/.openaccountant/skillsBrowse available skills
npx skills add openaccountant/skills --listSee all 44 skills on skills.sh or openaccountant.ai/skills.
| Platform | Config dir | Discovery path | Fallback |
|---|---|---|---|
| Claude Code | .claude/ |
.claude/skills/, ~/.claude/skills/ |
— |
| Cursor | .cursor/ |
.cursor/skills/ |
.agents/, .claude/, .codex/ |
| OpenAI Codex | .agents/ |
.agents/skills/, ~/.codex/skills/ |
— |
| Gemini CLI | .gemini/ |
.gemini/skills/ |
.agents/ |
| GitHub Copilot | .agents/ |
.github/skills/, .agents/skills/ |
.claude/ |
| Pi | .pi/ |
~/.pi/agent/skills/ |
.agents/ |
| OpenCode | .opencode/ |
.opencode/skills/ |
.agents/, .claude/ |
| Kiro | .kiro/ |
.kiro/skills/ |
— |
| Trae | .trae/ |
.trae/skills/ |
— |
| Trae (China) | .trae-cn/ |
.trae-cn/skills/ |
— |
| Rovo Dev | .rovodev/ |
.rovodev/skills/, ~/.rovodev/skills/ |
— |
| Paperclip | Via adapter | ~/.openaccountant/skills/ |
— |
| Wilson CLI | — | ~/.openaccountant/skills/ |
— |
| Skill | Description |
|---|---|
| subscription-audit | Find and cancel unused subscriptions |
| debt-payoff | Avalanche vs snowball debt payoff plans |
| net-worth | Track assets, liabilities, and net worth over time |
| emergency-fund | Build and monitor your emergency fund |
| financial-goals | Set and track savings goals with timelines |
| lifestyle-creep | Detect spending increases as income grows |
| zero-based-budget | Allocate every dollar of income to a purpose |
| insurance-audit | Review insurance coverage and find savings |
| charitable-giving | Track donations and estimate tax benefits |
| spending-review | Categorized spending breakdown with trends |
| Skill | Description |
|---|---|
| profit-loss | Generate P&L / income statements |
| invoice-aging | Track unpaid invoices and collection timelines |
| contractor-tracking | Monitor 1099 contractor payments |
| cash-flow-forecast | Project future cash flow from trends |
| break-even-calc | Calculate break-even revenue targets |
| client-profitability | Revenue and costs per client |
| pricing-optimizer | Analyze pricing against costs and margins |
| runway-calculator | Months of runway at current burn rate |
| revenue-concentration | Client concentration risk analysis |
| seasonal-patterns | Detect revenue and expense seasonality |
| month-end-close | Monthly bookkeeping close checklist |
| multi-entity | Manage finances across multiple businesses |
| rental-property | Track rental income, expenses, and ROI |
| stripe-import | Import Stripe payment data |
| paypal-import | Import PayPal transaction history |
| square-import | Import Square sales data |
| wise-import | Import Wise (TransferWise) transactions |
| venmo-reconciler | Reconcile Venmo business transactions |
| Skill | Description |
|---|---|
| import-transactions | Import from CSV, OFX, or QIF files |
| smart-categorize | Auto-categorize transactions by pattern |
| smart-split | Split transactions across categories |
| bank-sync | Connect bank accounts for automatic import |
| custom-report | Build custom financial reports |
| monthly-digest | Monthly financial summary with highlights |
| year-end-summary | Annual financial review and insights |
| expense-optimizer | Find recurring expenses to cut or reduce |
| tax-prep | Organize expenses by IRS Schedule C categories |
| quarterly-taxes | Estimate and track quarterly tax payments |
| mileage-tracker | Track business mileage for tax deductions |
| home-office-deduction | Calculate home office tax deduction |
| sales-tax-nexus | Determine sales tax obligations by state |
| depreciation-schedule | Track asset depreciation for tax purposes |
| tax-penalty-calc | Estimate underpayment penalties |
| state-tax-estimator | Estimate state income tax liability |
Every skill works in two modes:
- With Wilson: Uses Open Accountant tools (
transaction_search,spending_summary,anomaly_detect, etc.) for direct database queries and analysis. - Without Wilson: Provides step-by-step instructions for working with exported CSV files, spreadsheets, or manual data entry. Works in any AI agent.
Want deeper analysis with chain orchestration, multi-step workflows, and premium tools? Check out Open Accountant Pro.
See CONTRIBUTING.md for the skill format spec, quality expectations, and PR process.
MIT