PROFESSION
财务 Skills
Finance
会计、财务分析与预算管理人员
财务 的 Skills 1021
tres-import-contacts
Import contacts (address book entries) into TRES Finance from a CSV or XLSX file. Use this skill whenever the user wants to import, upload, or bulk-add contacts, address labels, or address book entries into TRES — whether from a file they filled in after using the export-3rd-party-contacts skill, or from any CSV/XLSX that maps addresses to names. Trigger phrases include: 'import contacts', 'upload contacts', 'add contacts from file', 'import address book', 'load contacts into TRES', 'bulk label addresses', 'import the contacts file', 'upload the filled contacts sheet'. Also trigger when the user says something like 'I filled in the contacts file, now import it' or 'here is my contacts spreadsheet, please upload it to TRES'. Do NOT trigger for exporting or extracting unidentified addresses — that's the export-3rd-party-contacts skill. Do NOT trigger for viewing or searching the existing address book.
tres-export-3rd-party-contacts
Extract all 3rd-party (non-owned) addresses from a TRES Finance environment and export them as an XLSX workbook to help users build their contacts list. Use this skill whenever the user wants to export, list, or identify 3rd-party addresses, counterparties, or external addresses from their transactions — even if they don't say 'contacts'. Also trigger when the user asks to prepare a contacts import file, find unknown addresses, or build an address book from transaction history. Do NOT trigger for viewing existing contacts or searching the address book — only for extracting NEW 3rd-party addresses from transaction data.
tres-erp-rule-suggestions
Guide users through creating ERP accounting rules for crypto organizations on the Tres Finance platform. Maps every transaction type to the correct chart of accounts entries using a layered rule engine. Trigger: user asks to create, review, or fix ERP rules / accounting mappings for an organization.
tres-data-collection-commit
Trigger on-chain data collection (a "Commit") in Tres Finance for wallets that have already been onboarded. Use this skill whenever the user wants to collect data, pull balances, sync wallets, refresh on-chain data, run a commit, trigger a commit, or "collect" anything in Tres. This is the second step of the Tres onboarding flow — it sits between wallet upload (tres-wallets-upload) and balance validation (tres-asset-balance-validation). Always trigger this skill for any request that mentions "commit", "collect", "data collection", "pull data", "fetch on-chain data", "sync wallets", "refresh balances", or anytime the user just finished uploading wallets and is ready to bring in their on-chain data.
tres-cost-basis
Manage cost basis calculation in TRES Finance: check status, view/change strategy (FIFO, LIFO, AVG, MAX_GAINS, MAX_LOSSES, FIFO_IMPAIRMENT), trigger recalculation, review financial issues, manage reevaluations/impairments, set bulk fiat prices, configure spec-ID lot disposal rules, view per-asset cost basis results, and export cost basis reports. Trigger this skill whenever the user asks about cost basis, gains/losses, realized gains, unrealized gains, COGS, inventory lots, tax lots, cost basis strategy, reevaluation, impairment, fiat value override, spec-ID rules, financial issues (negative balance, missing fiat), or anything related to how their crypto assets are costed. Also trigger when the user says "calculate cost basis", "what is my cost basis strategy", "show me financial issues", "create a reevaluation", "run cost basis", "change strategy to LIFO", or similar.
tres-asset-balance-validation
Validate wallet balances in TRES Finance against DeBank and generate a discrepancy report. Use this skill whenever the user asks to validate, verify, cross-check, or audit their TRES balances against on-chain data or DeBank. Also trigger when the user asks if their balances are correct or wants to see discrepancies. Only EVM-compatible wallets are supported.
invoice-total-fixer
Use when fixing invoice total calculations in the sandbox quickstart repository.
finance-agent
Financial analyst for startup economics — TAM/SAM/SOM, revenue projections, burn rate, runway, and break-even. Use when building financial models or evaluating investment cases.
marketing-campaigns
Drafting campaigns and ads as staged drafts, from acquisition and seasonal pushes to lifecycle sends such as win-backs, pre-arrival messages, and presale or last-call notices, choosing audiences and placements by intent, allocating budget across campaigns, and reviewing campaign results with their attribution caveats. Not needed for listing copy (catalog-listings) or overall performance questions (performance-insights).
azure-ai-document-intelligence-dotnet
Azure AI Document Intelligence SDK for .NET. Extract text, tables, and structured data from documents using prebuilt and custom models. Use for invoice processing, receipt extraction, ID document analysis, and custom document models. Triggers: "Document Intelligence", "DocumentIntelligenceClient", "form recognizer", "invoice extraction", "receipt OCR", "document analysis .NET".
loop-budget
Check token budget and run-log spend before and after a loop run. Enforces early exit when over budget or when there is no actionable work.
budget-negotiator
An advanced skill for L3 autonomous loops. When the token budget nears exhaustion, the agent analyzes its ROI and autonomously drafts a negotiation request for a budget increase rather than silently failing.
invoice-generator
Generate invoice generator operations. Auto-activating skill for Business Automation. Triggers on: invoice generator, invoice generator Part of the Business Automation skill category. Use when working with invoice generator functionality. Trigger with phrases like "invoice generator", "invoice generator", "invoice".
windsurf-cost-tuning
Optimize Windsurf costs through tier selection, sampling, and usage monitoring. Use when analyzing Windsurf billing, reducing API costs, or implementing usage monitoring and budget alerts. Trigger with phrases like "windsurf cost", "windsurf billing", "reduce windsurf costs", "windsurf pricing", "windsurf expensive", "windsurf budget".
vastai-cost-tuning
Optimize Vast.ai costs through tier selection, sampling, and usage monitoring. Use when analyzing Vast.ai billing, reducing API costs, or implementing usage monitoring and budget alerts. Trigger with phrases like "vastai cost", "vastai billing", "reduce vastai costs", "vastai pricing", "vastai expensive", "vastai budget".
speak-cost-tuning
Optimize Speak costs through tier selection, usage monitoring, and efficient lesson design. Use when analyzing Speak billing, reducing API costs, or implementing usage monitoring and budget alerts for language learning apps. Trigger with phrases like "speak cost", "speak billing", "reduce speak costs", "speak pricing", "speak expensive", "speak budget".
retellai-cost-tuning
Optimize Retell AI costs through tier selection, sampling, and usage monitoring. Use when analyzing Retell AI billing, reducing API costs, or implementing usage monitoring and budget alerts. Trigger with phrases like "retellai cost", "retellai billing", "reduce retellai costs", "retellai pricing", "retellai expensive", "retellai budget".
replit-cost-tuning
Optimize Replit costs through tier selection, sampling, and usage monitoring. Use when analyzing Replit billing, reducing API costs, or implementing usage monitoring and budget alerts. Trigger with phrases like "replit cost", "replit billing", "reduce replit costs", "replit pricing", "replit expensive", "replit budget".