How to use the Finance Report Designer agent skill

What the finance-report skill makes the agent do

An agent skill is a folder containing a SKILL.md instruction file that an AI agent reads when a request matches the skill. This one tells the agent to produce a quarterly or monthly financial report in a single HTML file.

The page follows a fixed order: a masthead with company, period and a "Confidential — Finance" badge; a headline strip of four KPI cards (Revenue, Net new MRR, Gross margin, Cash runway); a revenue trend chart drawn as inline SVG line and area; a cost breakdown bar chart with a short caption; a P&L summary table (Revenue, Gross profit, Opex, Net) comparing current and prior period; a top accounts table; and an outlook paragraph with a footer.

• Output is one HTML file with CSS in a single inline style block.
• Colours and layout come from the active design system palette.
• Deltas are meant to show direction and percentage.

Install the finance-report skill

Download the ZIP from the skill's page on this directory and unzip it. The package contains example.html and SKILL.md.

For personal use across projects, unzip the folder into ~/.claude/skills/. To limit it to one project, unzip it into that project's .claude/skills/ folder.

If you use the Claude apps instead, open Settings → Capabilities → Skills and upload the skill there.

• Personal install: ~/.claude/skills/
• Project install: .claude/skills/ inside your project
• Claude apps: Settings → Capabilities → Skills

Trigger the skill with natural requests

You do not need a special command. Describe the report in ordinary words and include one of the trigger phrases the skill listens for, such as "financial report", "quarterly report", "MRR review" or "P&L". The skill also responds to "财报" and "财务报告".

Stating the period, company type and metrics you want makes the output more useful. If you give no figures, the skill is instructed to assume a quarterly SaaS report and invent believable sample numbers.

• Build me a Q3 financial report for an early-stage SaaS — MRR, burn, gross margin, top accounts.
• Make a monthly finance report for our design agency with revenue, cost breakdown and a P&L table.
• Create a financial report page for a student exercise showing the layout of a quarterly P&L.

Check the output and what it needs

The skill requires no listed dependencies, runs no scripts and uses no network access. Open the generated HTML file in a browser to review it. The skill's own self-check asks that every number ties to a labelled chart or table and that the accent colour is used at most twice.

Treat every figure as placeholder unless you supplied the data. The skill does not read or verify source financial records.

• Requires: nothing listed
• Runs scripts: no
• Uses network: no
• Included example: example.html

Safety notes before you use the output

The skill is designed for layout and presentation. When no figures are given, it creates plausible numbers, so the page can look authoritative while being fabricated.

Do not send these reports to investors, lenders or regulators, and do not rely on them for accounting decisions. Replace every number with verified data before any real use.

• Do not use generated figures as real financial statements.
• Verify all numbers against your accounting system before sharing.
• Label sample pages clearly as mockups.

Tips for better results

Give the agent real figures when you have them, and name the period and entity explicitly. Specific briefs produce cleaner tables and more consistent deltas.

If you want a particular look, make sure your active design system file is set up, because the skill reads palette tokens from it before building the page.

• Name the period (for example Q3) and whether it is monthly, quarterly or yearly.
• Paste your numbers into the request so the page does not need invented data.
• Use the included example.html as a reference for the expected layout.