finance-insights
Skill from windsor-ai/claude-windsor-ai-plugin
Install
npx skills add windsor-ai/claude-windsor-ai-plugin --skill finance-insights
Runs the open skills CLI and installs the skill for your agent (Claude Code, Codex, Cursor …). Alternatively copy the skill folder into .claude/skills/ or upload it in Claude.ai under Settings → Skills.
As a Claude Code plugin
/plugin marketplace add anthropics/claude-plugins-official
/plugin install windsor-ai@windsor-ai
This skill is part of the plugin “windsor-ai”. In Claude Code the plugin installs it together with the plugin’s other skills, commands and hooks.
What does the finance-insights skill do?
Description from the SKILL.md in the source repository.
Questions about finance-insights
What does the finance-insights skill do?
Report, rank, compare, and trend finance performance across Stripe, QuickBooks, PayPal, Xero, Chargebee, and Braintree through Windsor.ai. Use when the user asks about revenue, charges, refunds, payouts, fees, subscriptions and MRR, invoices, and balances. Do not use to change anything, to connect an account, or to schedule exports - route those to the sibling skills.
How do I install finance-insights?
In a terminal: npx skills add windsor-ai/claude-windsor-ai-plugin --skill finance-insights. The skills CLI asks which agents to install it for. In Claude.ai you can upload the skill folder as a ZIP under Settings → Skills.
Which agents can use finance-insights?
Skills use the open SKILL.md format, which Claude Code, Claude.ai, the Claude API, OpenAI Codex, Cursor, Gemini CLI and other agents support.
Is finance-insights safe to use?
Our automatic check found no risky patterns (piped shell scripts, hidden characters, secret access, prompt overrides). It is not a full audit – read the SKILL.md and any scripts before installing.
More skills from windsor-ai/claude-windsor-ai-plugin
Create new items on Instagram, Facebook Pages, TikTok, YouTube, LinkedIn Pages, and Google Business Profile through Windsor.ai - publish image, video, carousel, and story posts and comment on posts on Instagram; publish text and photo posts on Facebook Pages; publish text and image posts on LinkedIn Pages; create posts, reply to reviews, and update photos, hours, and open status on Google Business Profile. Use when the user wants to create, publish, or post something new. Collect inputs, show the full draft, create only after confirmation.
Report, rank, compare, and trend web analytics performance across Google Analytics 4 and Google Search Console through Windsor.ai. Use when the user asks about sessions, users, engagement rate, conversions, and revenue from GA4; clicks, impressions, CTR, and average position from Search Console. Do not use to change anything, to connect an account, or to schedule exports - route those to the sibling skills.
Analyze TikTok account (organic) performance through Windsor.ai. Use when the user asks about their TikTok personal or business account's organic insights — video views, likes, comments, shares, followers, profile views, or audience breakdowns by country, age, gender, or active hour. Do not use for TikTok Ads (those live in the TikTok Ads connector), other platforms, or publishing videos.
Analyze and manage TikTok Ads through Windsor.ai. Use when the user asks about their TikTok Ads performance — pulling live campaign, ad group, or ad metrics (spend, impressions, clicks, conversions, CPA, ROAS), comparing date ranges, or finding top or underperforming campaigns — or when they want to pause or enable a campaign, ad group, or ad, or change a campaign or ad group budget. Do not use for TikTok organic (that's the TikTok Organic connector — no ad or cost data there), or other ad platforms (Meta/Facebook, Google, LinkedIn, Microsoft Ads).
Report, rank, compare, and trend social media performance across Instagram, Facebook Pages, TikTok, YouTube, LinkedIn Pages, and Google Business Profile through Windsor.ai. Use when the user asks about reach, impressions, engagement (likes, comments, shares, saves), follower growth, video views, and watch time. Do not use to change anything, to connect an account, or to schedule exports - route those to the sibling skills.
Analyze LinkedIn company page (organic) performance through Windsor.ai. Use when the user asks about their LinkedIn page's organic insights — follower growth, impressions, reach, clicks, reactions, comments, shares, engagement rate, or visitor demographics by industry, job function, seniority, or company size. It can also publish a text or image post to the company page, always after the user approves the full draft. Do not use for LinkedIn Ads (those live in the LinkedIn Ads connector) or other platforms.
Analyze and manage LinkedIn Ads through Windsor.ai. Use when the user asks about their LinkedIn Ads performance — spend, impressions, clicks, CTR, CPC, conversions, or leads at campaign, campaign-group, or creative level, with member demographic breakdowns — or wants to pause/enable a campaign, campaign group, or creative, or change a campaign or campaign-group budget. Do not use for LinkedIn organic company-page data (that's the LinkedIn Organic connector), other ad platforms, or GA4/web analytics.
Connect, reconnect, or add accounts for any of the 350+ sources Windsor.ai supports - Google Ads, Meta Ads, TikTok Ads, LinkedIn Ads, Microsoft Ads, Amazon Ads, Instagram, Facebook Pages, LinkedIn Pages, YouTube, TikTok, Google Business Profile, GA4, Search Console, HubSpot, Salesforce, Pipedrive, GoHighLevel, Shopify, Amazon Seller Central, Klaviyo, Stripe, QuickBooks, Xero, BigQuery, Snowflake, Google Sheets, and more - and resolve which connected account a request means. Use when the user wants to connect or set up a source, asks what is connected or available, sees no data, or hits a permission or sign-in error. Do not use for analysis or changes.
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