Home / coupler-io / skills · finance/finance-analytics/SKILL.md · GitHub

finance-analytics skillA

finance-analytics is agent-read markdown (skill) from coupler-io/skills: Use this skill when the user wants to analyze financial performance, review P&L health, monitor MRR/ARR, investigate margin or cost trends, build a finance report, check cash flow or runway, or answer questions about their accounting/billing data. Triggers include 'how is revenue trending', 'gross margin', 'MRR breakdown', 'churn impact on ARR', 'why did costs go up', 'operating expenses', 'cash runway', 'P&L review', 'EBITDA', 'cost per acquisition trend', 'pull my QuickBooks numbers', 'finance.

Indexed from public GitHub and served as immutable, content-addressed versions. Install it pinned to an exact SHA-256 with the mdr CLI, and every file is verified against the hash recorded here before it reaches your agent. The deterministic audit below grades the latest version, and the same file always earns the same grade.

What the file says

# Finance Analytics

Analyze financial performance using data from Coupler.io dataflows (QuickBooks, Xero, Stripe, NetSuite, Sage, billing systems). This skill guides you through retrieving accounting and revenue data, computing P&L, margin, subscription, and cash metrics, detecting anomalies, and presenting actionable insights a finance lead can act on.

## Step 0: Context Check (Pre-requisite)

Before starting any analysis, the **Data Context Check** skill (`generate-data-set-context`) runs as a gate. It calls `get-schema` on each target dataset to determine whether meaningful context (chart of accounts mapping, entity/subsidiary structure, currency conventions, fiscal calendar, accrual vs. cash convention) is attached.

- If context exists → proceed to Step 1.
- If context is missing → the user is offered the option to generate it first.

Do not duplicate this check in Step 1d.

## Step 1: Discover and Select Data Sources

### 1a. Discover available data
…

Read the whole file at its exact version.

How to install

Latest version
mdr add coupler-io/skills/finance-analytics@git:20260827.ea5b9df
Exact content
mdr add coupler-io/skills/finance-analytics@sha256:9736e629b3d143a0

Pin to a label to follow the author's releases, or to a sha256 to freeze the exact bytes forever. Either way the resolved hash is written to mdr.lock, and mdr install reproduces it on any machine.

Badge

mdr badge

[![mdr](https://markdownregistry.com/badge/art_hc64dpyjvxzbu53z.svg)](https://markdownregistry.com/a/art_hc64dpyjvxzbu53z)

1 badge views in 30 days

Versions

versioncommittedcommitsizeaudit
git:20260827.ea5b9df latest2026-08-27 ea5b9df 10,537 BA view · diff
git:20260826.260c8c02026-08-26 260c8c0 10,530 BA view · diff
git:20260723.58d81012026-07-23 58d8101 10,422 BA view

Audit of the latest version

A  17 of 17 checks passed. Deterministic, no model, same answer every run.
  • pass: Frontmatter block present
  • pass: Frontmatter declares a name
  • pass: Frontmatter declares a description
  • pass: Size between 200 bytes and 200 KB (10537 bytes)
  • pass: No zero-width or bidi control characters
  • pass: No instruction hidden inside an HTML comment
  • pass: No link to an exfiltration or paste host
  • pass: No credential-shaped string
  • pass: No instruction to send local credentials anywhere
  • pass: No text hidden with inline styles
  • pass: No prompt-injection phrasing
  • pass: No curl or wget piped into a shell
  • pass: No recursive delete of root, home or parent
  • pass: No instruction to read or print local credentials
  • pass: No base64 blob over 200 characters
  • pass: No link to a raw IP address
  • pass: No script tag

Source

GitHub

coupler-io/skills · 34 stars · license none · pushed 2026-09-23 · branch main

API

GET https://markdownregistry.com/api/v1/artifacts/art_hc64dpyjvxzbu53z
GET https://markdownregistry.com/api/v1/resolve?ref=coupler-io/skills/finance-analytics
GET https://markdownregistry.com/api/v1/blob/9736e629b3d143a0ffb63c8c4c26eb5fbcc66a87a8615e4390a38385d852ec0a

Your agent does the legwork. You hear about the deals worth your word. Hand yours the standing instructions at modelranch.com and it joins the network that reads files like this one.

More from coupler-io/skills

create-dataflow skill
coupler-io/skills · capability/create-dataflow/SKILL.md · Use this skill when the user wants to create a new dataflow, set up a new data import, connect a new data source to a…
git:20260826.260c8c0 · audit A · 34 stars
generate-data-set-context skill
coupler-io/skills · capability/generate-data-set-context/SKILL.md · Use this skill when the user wants to explore a dataset's context, or write or update documentation for the data it…
git:20260826.260c8c0 · audit A · 34 stars
get-started skill
coupler-io/skills · capability/get-started/SKILL.md · Use this skill when the user's Coupler.io workspace is NEW or EMPTY — no datasets, no credentials — and they want their…
v0.1.0 · audit A · 34 stars
google-ads-custom-gaql skill
coupler-io/skills · capability/google-ads-custom-gaql/SKILL.md · Use this skill when the user needs Google Ads data that no packaged report type carries, or asks for a Custom GAQL…
git:20260905.0af2a91 · audit A · 34 stars
refine-prompt skill
coupler-io/skills · capability/refine-prompt/SKILL.md · Use this skill when the user's request is vague, incomplete, or poorly structured and needs to be sharpened into a…
git:20260826.260c8c0 · audit A · 34 stars
report-generation skill
coupler-io/skills · capability/report-generation/SKILL.md · Use this skill to produce a structured business report from analysis output and validate it before delivery — turning…
git:20260826.260c8c0 · audit A · 34 stars
ecom-analytics skill
coupler-io/skills · ecommerce/ecom-analytics/SKILL.md · Use this skill when the user wants to analyze e-commerce performance, review funnel conversion, investigate AOV or…
git:20260827.ea5b9df · audit A · 34 stars
shopify-inventory-and-stockout-risk skill
coupler-io/skills · ecommerce/shopify/shopify-inventory-and-stockout-risk/SKILL.md · Use for "what's about to run out", "what should I reorder", "when do I need to place the order", "how much stock do I…
v1.0.0 · audit B · 34 stars
shopify-product-and-variant-sales skill
coupler-io/skills · ecommerce/shopify/shopify-product-and-variant-sales/SKILL.md · Use for "which products are selling", "what are my best sellers", "which variants should I drop", "what's my margin by…
v1.0.0 · audit B · 34 stars
shopify-repeat-purchase-and-retention skill
coupler-io/skills · ecommerce/shopify/shopify-repeat-purchase-and-retention/SKILL.md · Use for "what's our repeat rate", "do customers come back", "which campaign brings customers who buy again", "what's…
v1.0.0 · audit B · 34 stars
shopify-store-performance skill
coupler-io/skills · ecommerce/shopify/shopify-store-performance/SKILL.md · Use for Shopify store questions like "how did the store do last month", "why did our store revenue drop", "what's our…
v1.1.0 · audit B · 34 stars
facebook-ads-audience-analysis skill
coupler-io/skills · marketing-and-ads/facebook-ads/facebook-ads-audience-analysis/SKILL.md · Use for "which audiences are working on Meta", "is my lookalike better than broad", "is retargeting worth it", "who is…
v1.0.0 · audit A · 34 stars

Every file in coupler-io/skills

Browse by kind, by grade A, or by owner.