Skills Catalog
69 automation recipes for your FinTech role
What is a Skill?
A skill is a reusable automation recipe. Type a slash command like /my-compliance-triage, and Cowork reads files, calls tools, and produces output.
- Type a slash command to run
- Reads Excel, CSV, Word, and PDF
- Produces formatted reports
- Runs on schedules and in automation chains
Evidence Assembler
Assemble chargeback evidence packages — match to scheme reason codes, calculate scheme-specific deadlines (Visa 30d, Mastercard 45d, AMEX 20d), draft rebuttal outlines, and prioritize cases.
Chargeback Tracker
Generate a formatted Excel chargeback tracking workbook from raw case data with scheme-specific deadlines, conditional formatting, and summary dashboard.
Alert Triage
Categorize AML/CTF screening alerts as FALSE POSITIVE, NEEDS REVIEW, or ESCALATE. Draft investigation rationale for each alert. Surface cross-alert patterns.
Verify
Run a structured verification checklist against any Cowork output. Checks for math errors, classification errors, overconfident assessments, missing red flags, and scheme/source mixing.
Reconcile
Match two data sources (e.g. bank settlements vs internal records), flag discrepancies, and produce a formatted Excel workbook with matched, unmatched, and summary sheets.
Recon Report
Advanced reconciliation with configurable tolerances, discrepancy categorization (timing, amount, missing, duplicate), and optional Jira ticket creation.
Pipeline Analyzer
Analyze sales pipeline data — flag stale deals, generate competitive battlecards, produce pipeline health dashboard.
Jira Briefing
Pull Jira issues for a project or sprint, generate a formatted briefing document with priorities, blockers, stale tickets, and action items.
SOP Writer
Convert rough notes, meeting transcripts, or process descriptions into formatted Standard Operating Procedure Word documents with numbered steps, escalation paths, and review checklists.
Publish to Confluence
Publish markdown content to Confluence. Converts formatting, resolves destination space, creates or updates page.
Ticket Triage
Analyze support tickets — categorize by urgency/SLA risk, identify FAQ patterns, draft knowledge base articles, estimate deflection rates.
Research
Ad-hoc research across enterprise tools via Glean. Searches Confluence, Slack, Jira, Zendesk, and more. Supports light and deep research modes.
Onboarding Tracker
Track merchant onboarding pipeline — monitor CDD/KYC/KYB status, flag bottlenecks, identify at-risk applications, generate status reports.
Deck Builder
Generate PowerPoint decks from structured data — QBR decks, incident reports, merchant reviews, team updates, and sales pitches.
ROI Calculator
Calculate realistic ROI from automation. Measure actual time per workflow, aggregate across tasks, produce a manager-ready report.
Workspace Setup
Bootstrap a role-specific Cowork workspace with CLAUDE.md context file and self-learning hooks for any of the 13 departments.
Setup Check
Verify and troubleshoot course skill installation. Checks MCP connections (Atlassian, Glean), walks through authentication, tests each service.
Schedule Task
Configure a scheduled recurring task from a recipe — validate, test on-demand, set to recurring with safety gates.
Content Audit
Audit course content for confidential or proprietary information before publishing. Scans for internal tool names, vendor leaks, internal URLs, and employee names.
Excel / Spreadsheets
Create, read, edit, and fix spreadsheet files (.xlsx, .xlsm, .csv, .tsv). Add columns, compute formulas, format cells, build charts, and generate new workbooks.
/install anthropics/skillsWord Documents
Create, read, edit Word documents (.docx) with tracked changes, comments, formatting preservation, and text extraction.
/install anthropics/skillsPresentations
Create, read, edit PowerPoint presentations (.pptx). Work with layouts, add speaker notes, modify content.
/install anthropics/skillsPDF Tools
Extract text and tables from PDFs, create new PDFs, merge/split documents, handle forms.
/install anthropics/skillsInternal Comms
Write internal communications — status reports, leadership updates, newsletters, FAQs, and team announcements.
/install anthropics/skillsSkill Creator
Create new skills, modify and improve existing skills, and measure skill performance with evals.
/install anthropics/skillsCompetitive Battlecard
Create sales-ready competitive battlecards with positioning comparison, feature matrix, objection handling, and win/loss patterns.
Create PRD
Generate comprehensive Product Requirements Document using 8-section template covering problem through release planning.
Sprint Planning
Plan sprints with capacity estimation, dependency mapping, story selection, and risk identification.
Sprint Retro
Facilitate structured sprint retrospectives with what-went-well/didn't analysis and prioritized action items.
Release Notes
Generate user-facing release notes from tickets and changelogs, organized by category.
Brainstorm OKRs
Create three alternative OKR sets aligned with company objectives, with qualitative objectives and measurable key results.
Summarize Meeting
Summarize meeting transcripts into structured notes with decisions, key points, action items, and owners.
Stakeholder Map
Build stakeholder map on power/interest grid with categorized list and tailored communication strategies.
Sentiment Analysis
Analyze user feedback data to identify segments and sentiment with JTBD and satisfaction insights.
Customer Journey Map
Map end-to-end customer journey from awareness through advocacy with touchpoints, emotions, pain points, and improvement opportunities.
Ideal Customer Profile
Define ideal customer profile with demographics, behaviors, and product fit assessment.
Value Prop Statements
Generate value proposition statements for marketing, sales, and onboarding with segment-specific messaging.
PESTLE Analysis
Perform PESTLE analysis on macro environment — Political, Economic, Social, Technological, Legal, Environmental factors.
Pricing Strategy
Design pricing strategy grounded in value and willingness-to-pay with competitive analysis and elasticity insights.
Analyze Feature Requests
Categorize and prioritize feature requests ranked by strategic alignment, impact, and effort.
Metrics Dashboard
Define product metrics dashboard with key metrics, data sources, visualization types, and alert thresholds.
Opportunity Solution Tree
Build Opportunity Solution Tree mapping desired outcome to opportunities, solutions, and experiments.
Company Research
Synthesize company profiles from public sources covering executives, product strategy, and organizational dynamics.
PRD Development
Orchestrate PRD creation from problem, users, solution, and success criteria into an engineering-ready document.
Roadmap Planning
Orchestrate prioritization, epic definition, stakeholder alignment, and sequencing into a strategic release plan.
Press Release (Working Backwards)
Create Amazon Working Backwards press release before building — customer-centric forcing function for product clarity.
Positioning Statement
Create Geoffrey Moore-style positioning via target-problem-category-benefit-differentiation structure.
Finance Metrics Quick Reference
Fast lookup reference for 32+ SaaS finance metrics, formulas, and benchmarks.
PESTEL Analysis
Analyze political, economic, social, technological, environmental, and legal forces for strategy.
Content Strategy
Plan content roadmaps and topic strategies with editorial calendars, topic clusters, and content pillars.
Copywriting
Write clear, compelling marketing copy for homepages, landing pages, and product pages.
Email Sequence
Create automated email sequences and drip campaigns — nurture flows, welcome series, and lifecycle programs.
Cold Email
Write B2B prospecting emails and multi-touch follow-up sequences.
Social Content
Create and optimize social media content for multiple platforms — posts, threads, carousels, and content calendars.
SEO Audit
Identify and diagnose SEO issues on sites with actionable recommendations for improving organic search.
Competitor Alternatives
Create competitor comparison and alternative pages optimized for SEO competitive terms.
Sales Enablement
Create sales collateral — decks, one-pagers, objection handling docs, demo scripts, and playbooks.
Churn Prevention
Design cancel flows and retention strategies — dunning campaigns, save offers, and involuntary churn recovery.
RevOps
Design revenue operations systems — lead scoring, routing, pipeline management, and marketing-to-sales handoffs.
Referral Program
Create referral and affiliate programs — viral growth loops and incentive structures.
Ad Creative
Generate ad headlines, descriptions, and variations at scale with iterative testing recommendations.
Launch Strategy
Plan product launches and feature announcements with momentum-building strategies and go-to-market plans.
Product Marketing Context
Create foundational product/audience/positioning document referenced by all other marketing skills.
Pricing Strategy (Marketing)
Design pricing models and monetization strategies with tiers, packaging, and value-capture approaches.
A/B Test Setup
Plan and design A/B tests with hypotheses, sample size calculations, and statistical validity frameworks.
Onboarding CRO
Optimize post-signup user activation and first-run experience to reach the 'aha moment' quickly.
AI Scout
Discover modern AI tools, MCP servers, and skills relevant to FinTech. Dispatches 3 parallel agents across registries (GitHub, mcp.so, Product Hunt), community (HN, Reddit, X), and depth (newsletters, blogs, Glean). Scores with FinTech Relevance Score (0-100) and verifies top candidates before reporting.
PM Skills Collection
100+ open-source Claude Code skills for product managers — sprint prep, stakeholder updates, competitive analysis, user story writing, roadmap planning. 1,300+ GitHub stars in 72 hours.
Security Skills
17+ security skills plus enterprise deployment patterns — sandboxing, permissions, hooks. Reference architecture for regulated fintech Cowork deployment.
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