Use Cases
AI Tools for Traders & Quant Analysts
Analyze fixed income, FX, options volatility, and build systematic trading strategies.
95 playbooks across 3 categories
Trading & Markets(8)
View all →Bond Futures Basis Analysis (LSEG)
Analyze bond futures basis by pricing futures, identifying cheapest-to-deliver bonds, and comparing implied repo rates to assess basis trading opportunities using LSEG data tools.
Bond Relative Value Analysis (LSEG)
Perform relative value analysis on bonds by combining pricing, yield curve context, credit spreads, and scenario stress testing to assess whether bonds are rich, cheap, or fair.
Equity Research Snapshot (LSEG)
Generate comprehensive equity research snapshots combining IBES analyst consensus estimates, company fundamentals, historical prices, and macroeconomic context using LSEG data tools.
Fixed Income Portfolio Review (LSEG)
Review fixed income portfolios by pricing multiple bonds, analyzing cashflow waterfalls, running scenario stress tests, and computing portfolio-level duration, DV01, and composition breakdowns.
FX Carry Trade Analysis (LSEG)
Evaluate FX carry trade opportunities by combining spot rates, forward points, interest rate differentials, volatility surfaces, and historical price trends to compute carry-to-vol ratios.
Macroeconomic and Rates Monitor (LSEG)
Build macroeconomic and rates dashboards combining GDP, inflation, yield curves, inflation breakevens, swap spreads, and real rate decomposition to assess cycle position and financial conditions.
Option Volatility Analysis (LSEG)
Analyze option volatility by combining vol surface data, option pricing with Greeks, and historical prices to assess implied vs realized volatility and identify mispriced options.
Swap Curve Strategy Analysis (LSEG)
Analyze interest rate swap curves by pricing swaps at multiple tenors, overlaying government and inflation curves, computing swap spreads, and identifying steepener, flattener, and butterfly trade opportunities.
Data & Reporting(55)
View all →Chart & Data Visualization Designer
Design effective data visualizations and charts. Generate chart configurations for ECharts, Chart.js, and other libraries. Create dashboards and reports.
Data Analysis Validator
QA-review data analysis for methodology, accuracy, and presentation before sharing
Data Context Extractor
Extract company-specific data knowledge and generate tailored analysis templates
Data Question Analyzer
Answer data questions ranging from quick lookups to formal analytical reports
Data Visualization Creator
Create publication-quality data visualizations with matplotlib, plotly, or Chart.js
Dataset Explorer
Profile datasets to understand shape, quality, distributions, and key patterns
Spreadsheet Data Analyst
Analyze spreadsheet data, generate insights, create visualizations, and build reports from Excel/CSV data.
Data Extraction Assistant
Extract structured data from PDFs, Word docs, emails, and HTML using the unstructured library.
Data Pipeline Builder
Data pipeline and ETL automation - extract, transform, load workflows for data integration and analytics
Excel Automation Workflows
Automate Excel workflows including real-time control, VBA execution, and dashboard updates using xlwings.
Engagement Pattern Analyzer
Analyze which posts get saved vs liked vs replied to, find the patterns, and separate what your audience actually values from vanity engagement.
Interactive Dashboard Builder
Build self-contained HTML dashboards with Chart.js for data visualization
Funnel Metrics Analyst
Get a daily one-paragraph analysis of your funnel metrics — what moved, what's stalling, and what to do about it. An actual opinion, not a dashboard.
Natural Language SQL Writer
Write optimized SQL queries from plain English across multiple database dialects
Automated Report Generator
Generate professional data reports with charts, tables, and visualizations
Google Sheets Automation
Google Sheets automation workflows - data sync, task management, reporting dashboards, and multi-platform integrations
Scientific Pymc
Bayesian modeling with PyMC. Build hierarchical models, MCMC (NUTS), variational inference, LOO/WAIC comparison, posterior checks, for probabilistic programming and inference.
Scientific Pymoo
Multi-objective optimization framework. NSGA-II, NSGA-III, MOEA/D, Pareto fronts, constraint handling, benchmarks (ZDT, DTLZ), for engineering design and optimization problems.
Scientific Scientific Schematics
Create publication-quality scientific diagrams using Nano Banana 2 AI with smart iterative refinement. Uses Gemini 3.1 Pro Preview for quality review. Only regenerates if quality is below threshold for your document type. Specialized in neural net...
Scientific Scientific Visualization
Meta-skill for publication-ready figures. Use when creating journal submission figures requiring multi-panel layouts, significance annotations, error bars, colorblind-safe palettes, and specific journal formatting (Nature, Science, Cell). Orchestr...
Scientific Scikit Learn
Machine learning in Python with scikit-learn. Use when working with supervised learning (classification, regression), unsupervised learning (clustering, dimensionality reduction), model evaluation, hyperparameter tuning, preprocessing, or building...
Scientific Seaborn
Statistical visualization with pandas integration. Use for quick exploration of distributions, relationships, and categorical comparisons with attractive defaults. Best for box plots, violin plots, pair plots, heatmaps. Built on matplotlib. For in...
Scientific Shap
Model interpretability and explainability using SHAP (SHapley Additive exPlanations). Use this skill when explaining machine learning model predictions, computing feature importance, generating SHAP plots (waterfall, beeswarm, bar, scatter, force,...
Scientific Simpy
Process-based discrete-event simulation framework in Python. Use this skill when building simulations of systems with processes, queues, resources, and time-based events such as manufacturing systems, service operations, network traffic, logistics...
Scientific Statistical Analysis
Guided statistical analysis with test selection and reporting. Use when you need help choosing appropriate tests for your data, assumption checking, power analysis, and APA-formatted results. Best for academic research reporting, test selection gu...
Scientific Statsmodels
Statistical models library for Python. Use when you need specific model classes (OLS, GLM, mixed models, ARIMA) with detailed diagnostics, residuals, and inference. Best for econometrics, time series, rigorous inference with coefficient tables. Fo...
Scientific Timesfm Forecasting
Zero-shot time series forecasting with Google's TimesFM foundation model. Use for any univariate time series (sales, sensors, energy, vitals, weather) without training a custom model. Supports CSV/DataFrame/array inputs with point forecasts and pr...
Scientific Torch Geometric
Graph Neural Networks (PyG). Node/graph classification, link prediction, GCN, GAT, GraphSAGE, heterogeneous graphs, molecular property prediction, for geometric deep learning.
Scientific Umap Learn
UMAP dimensionality reduction. Fast nonlinear manifold learning for 2D/3D visualization, clustering preprocessing (HDBSCAN), supervised/parametric UMAP, for high-dimensional data.
Scientific Vaex
Use this skill for processing and analyzing large tabular datasets (billions of rows) that exceed available RAM. Vaex excels at out-of-core DataFrame operations, lazy evaluation, fast aggregations, efficient visualization of big data, and machine ...
Table Extraction from Documents
Extract tables from PDF documents with support for merged cells and multi-page layouts using camelot.
Weekly Report Generator
Create consistent, well-structured weekly status reports that communicate progress and plans effectively.
Excel File Manipulation
Create, edit, and manipulate Excel spreadsheets programmatically using openpyxl
Cohort & Segment Analysis
Perform cohort analysis and customer segmentation to identify behavioral patterns, retention trends, and high-value groups.
Customer Feedback Synthesizer
Synthesize customer feedback from multiple channels into actionable themes, sentiment analysis, and product insights.
Dashboard Narrative Generator
Transform dashboard data and KPI snapshots into compelling written narratives that explain the story behind the numbers.
Data Cleanup & Formatting
Clean, standardize, and validate messy data files — fix formats, remove duplicates, and get analysis-ready datasets.
Data Quality Assessment
Assess data quality across completeness, accuracy, consistency, and timeliness with remediation priorities.
Executive Summary Generator
Distill detailed reports into concise executive summaries with key findings, implications, and decision recommendations.
KPI Variance Analysis & Commentary
Generate variance analysis commentary explaining why KPIs deviated from targets with root causes and corrective actions.
Report Automation Designer
Design automated reporting systems with data flow mapping, template creation, and delivery scheduling.
Survey Results Analyzer
Analyze survey responses to identify themes, segment insights, and generate executive-ready reports with visualizations.
Trend Identification & Forecasting Narrative
Identify trends in business data and generate forward-looking forecasting narratives with confidence levels and scenarios.
SaaS Metrics Dashboard
SaaS business metrics analysis - MRR, ARR, Churn, LTV, CAC, cohort analysis, and investor reporting
Scientific Dask
Distributed computing for larger-than-RAM pandas/NumPy workflows. Use when you need to scale existing pandas/NumPy code beyond memory or across clusters. Best for parallel file processing, distributed ML, integration with existing pandas code. For...
Scientific Datacommons Client
Work with Data Commons, a platform providing programmatic access to public statistical data from global sources. Use this skill when working with demographic data, economic indicators, health statistics, environmental data, or any public datasets ...
Scientific Exploratory Data Analysis
Perform comprehensive exploratory data analysis on scientific data files across 200+ file formats. This skill should be used when analyzing any scientific data file to understand its structure, content, quality, and characteristics. Automatically ...
Scientific Geomaster
Comprehensive geospatial science skill covering remote sensing, GIS, spatial analysis, machine learning for earth observation, and 30+ scientific domains. Supports satellite imagery processing (Sentinel, Landsat, MODIS, SAR, hyperspectral), vector...
Scientific Geopandas
Python library for working with geospatial vector data including shapefiles, GeoJSON, and GeoPackage files. Use when working with geographic data for spatial analysis, geometric operations, coordinate transformations, spatial joins, overlay operat...
Scientific Hypogenic
Automated LLM-driven hypothesis generation and testing on tabular datasets. Use when you want to systematically explore hypotheses about patterns in empirical data (e.g., deception detection, content analysis). Combines literature insights with da...
Scientific Infographics
'Create professional infographics using Nano Banana Pro AI with smart iterative refinement. Uses Gemini 3 Pro for quality review. Integrates research-lookup and web search for accurate data. Supports 10 infographic types, 8 industry styles, and co...
Scientific Matplotlib
Low-level plotting library for full customization. Use when you need fine-grained control over every plot element, creating novel plot types, or integrating with specific scientific workflows. Export to PNG/PDF/SVG for publication. For quick stati...
Scientific Networkx
Comprehensive toolkit for creating, analyzing, and visualizing complex networks and graphs in Python. Use when working with network/graph data structures, analyzing relationships between entities, computing graph algorithms (shortest paths, centra...
Scientific Plotly
Interactive visualization library. Use when you need hover info, zoom, pan, or web-embeddable charts. Best for dashboards, exploratory analysis, and presentations. For static publication figures use matplotlib or scientific-visualization.
Scientific Polars
Fast in-memory DataFrame library for datasets that fit in RAM. Use when pandas is too slow but data still fits in memory. Lazy evaluation, parallel execution, Apache Arrow backend. Best for 1-100GB datasets, ETL pipelines, faster pandas replacemen...
Finance & Accounting(32)
View all →Account Reconciliation Assistant
GL-to-subledger and bank reconciliation with variance identification
Browser-Assisted Tax Filing
Use Claude Cowork with browser automation to prepare and file taxes - organize documents, fill forms, and submit filings.
Bank Statement CSV Merger
Combine multiple bank statement CSV files into one unified spreadsheet with consistent formatting.
3-Statement Financial Model Builder
Build integrated 3-statement financial models with proper cross-statement linkages, scenario analysis, and professional formatting in Excel.
Spreadsheet and Financial Model Auditor
Systematically audit spreadsheets and financial models for formula errors, broken linkages, logic issues, and reasonableness problems with severity-based reporting.
Spreadsheet Data Cleaner
Detect and fix messy spreadsheet data including whitespace issues, inconsistent casing, numbers stored as text, date problems, duplicates, and encoding issues.
Competitive Landscape Analysis Deck
Build institutional-quality competitive landscape presentations with market positioning, competitor deep-dives, moat assessment, and strategic synthesis.
Comparable Company Analysis Builder
Build institutional-grade comparable company analyses in Excel with operating metrics, valuation multiples, quartile statistics, implied valuation, and professional formatting.
DCF Model Builder for Equity Valuation
Create institutional-quality discounted cash flow models with WACC calculations, sensitivity analysis, and professional Excel output for equity valuation.
Presentation Deck Number Refresh
Update numbers across an existing presentation deck — quarterly refreshes, earnings updates, comp rolls, and rebased market data — while preserving all formatting.
Investment Banking Deck Quality Checker
Comprehensive QC review of pitch decks and client presentations covering number consistency, data-narrative alignment, language polish, and visual formatting.
LBO Model Builder for Private Equity
Build leveraged buyout models in Excel with Sources & Uses, operating projections, debt schedules, returns analysis (IRR/MOIC), and sensitivity tables following investment banking standards.
PowerPoint Template Skill Creator
Turn a branded PowerPoint template into a reusable skill that can generate on-brand presentations programmatically, with precise placeholder mapping and layout documentation.
Financial Statement Generator
Generate P&L, balance sheet, and cash flow statements from financial data
Expense Report Generator
Organize business expenses into categorized reports for reimbursement, accounting, and tax preparation.
Expense Tracker & Categorizer
Automate expense tracking, receipt processing, approval workflows, and reimbursement management
Personal Finance Manager — AI Budget Tracker from Bank Statements
Import bank statements (CSV or PDF) and get instant spending breakdowns, budget analysis using the 50/30/20 rule, savings recommendations, and interactive charts. All data stays local on your machine.
E-Commerce VAT Integration with Stripe
Build and manage European VAT compliance for e-commerce using Claude Code with Stripe MCP for tax calculation, invoicing, and cross-border sales.
Journal Entry Preparer
Prepare journal entries with proper debits, credits, and supporting documentation
Invoice Processing Automation
Automate invoice generation, sending, tracking, and payment reconciliation across accounting platforms
Invoice Organizer & Tracker
Organize, categorize, and track invoices and receipts
Invoice Template Designer
Generate professional PDF invoices from templates
Professional Invoice Generator
Create professional invoices with proper formatting for freelancers and small businesses. Supports multiple currencies and tax calculations.
Invoice & Tax Document Organizer
Automatically sort, rename, and organize invoices, receipts, and tax documents with consistent naming for easy tax preparation.
QuickBooks Automation
Automate QuickBooks accounting workflows including invoicing, expenses, reporting, and bank reconciliation
Budget Scenario Modeler
Model multiple budget scenarios side-by-side with trade-off analysis, sensitivity testing, and executive-ready recommendations.
S&P Global Earnings Preview Generator
Generate concise 4-5 page equity research earnings previews for any public company using S&P Capital IQ data via Kensho MCP.
S&P Global Weekly Funding Digest
Generate a polished one-page PowerPoint slide summarizing key takeaways from recent funding rounds and capital markets activity across watched sectors.
S&P Global Company Tear Sheet Generator
Generate professional company tear sheets and one-pagers using S&P Capital IQ data, tailored to equity research, M&A, corporate development, or sales audiences.
SOX Testing Workpaper
SOX sample selections, testing workpapers, and internal control assessments
VAT Return Automation with Browser Control
Automate HMRC VAT MTD submissions using Claude Code and Playwright MCP to navigate forms, calculate figures, and file returns.
Financial Analysis & Trend Interpreter
Analyze financial data to identify trends, anomalies, and actionable insights with executive-ready commentary.
Explore Other Roles
AI Tools for Researchers & Scientists
Accelerate literature review, data analysis, manuscript writing, and lab workflows.
AI Tools for Engineers & Developers
Automate changelogs, documentation, code review, CI/CD, and development workflows.
AI Tools for Executives & Directors
Strategic analysis, competitive intelligence, board presentations, and decision support.
AI Tools for Startup Founders
Launch faster with marketing, market research, legal, hiring, and sales playbooks.
AI Tools for Students & Educators
Study smarter with research assistance, note organization, and learning workflows.
AI Tools for Operations Managers
Streamline SOPs, compliance audits, vendor evaluation, and process documentation.