claude

round

Finance and accounting skills for Round Treasury.

0 on GitHubby Round Financial Limitedv0.1.0updated 4 months agofinance

Not in a marketplace yet, so it loads for one session with --plugin-dir.

Plugin round in round-cash/round-ai-plugin. Commands read from the repo's manifest — 1 month ago.

What it installs

Skills (8)

  • cash-report

    Generates a clear cash position report across all companies, accounts and currencies the user has access to. Use when the user asks for a cash report, cash position, current balances, cash summary, or wants to know where their money is. Suggested cadence: daily or weekly.

  • cfo-brief

    Creates a finance-led summary suitable for a CFO, founder, board member or senior stakeholder. Use when the user asks for a board update, CFO brief, executive summary, finance update, burn and runway, or a summary suitable for management. Suggested cadence: monthly or before board meetings.

  • help

    Lists all available Round Treasury skills and the data the Round MCP can access. Use when the user asks what Round skills are available, what they can do with Round, what data the MCP has access to, or invokes /round:help.

  • idle-cash

    Identifies cash sitting in low-yield or operational accounts that could potentially be moved into savings or money market funds. Use when the user asks about idle cash, excess balances, treasury optimisation, where cash could work harder, or which accounts have more than needed. Suggested cadence: w

  • investor-vitals

    Creates a narrow, investor-ready snapshot with cash on hand, monthly spend/burn, runway, and a clean cash breakdown. Simpler than the full CFO brief — formatted for investor sharing with Round branding. Use when the user asks for investor vitals, an investor report, a fundraising update, or cash met

  • month-end-readiness

    Creates a month-end checklist report showing what looks ready, what may be missing, and what needs review before closing the month. Use when the user asks about month-end, closing the books, what needs reviewing before month close, or wants a finance team checklist. Suggested cadence: monthly.

  • supplier-spend

    Reviews supplier payments and invoices to identify spend patterns, unusually high payments, duplicate-looking activity, new suppliers, or changes in supplier behaviour. Use when the user asks about supplier spend, payment anomalies, duplicate invoices, large supplier payments, or wants to review spe

  • upcoming-outgoings-coverage

    Checks whether there is enough cash to cover upcoming payments, invoices, payroll or other expected outgoings. Use when the user asks about upcoming payments, whether they can cover bills, payment coverage, shortfalls, or wants to know if any accounts need topping up. Suggested cadence: daily for ac

MCP servers (1)

  • Round Treasury

    connects to: https://mcp.roundtreasury.com/mcp

View source on GitHub roundtreasury.com

Similar plugins

bigdata-com

claude

Official Bigdata.com plugin providing financial research, analytics, and intelligence tools powered by Bigdata MCP.

24 skills · 1 MCP server

anthropics/claude-plugins-official 47,076

CCXT MCP Server

claude

The official CCXT MCP server plus the ccxt-mcp usage skill — market data, balances and opt-in trading across 100+ crypto exchanges and prediction markets, with keys kept local.

1 MCP server

ccxt/ccxt 44,873

quantitative-trading

claudecodex

Quantitative analysis, algorithmic trading strategies, financial modeling, portfolio risk management, and backtesting

2 skills · 2 agents

wshobson/agents 42,461

Fund Administration

claude

Fund administration and finance ops: GL reconciliation, break tracing, accruals, roll-forwards, variance commentary, NAV tie-out

6 skills

anthropics/financial-services 41,259

Small Business

claude

Pre-built small business workflows to help you run and grow your business. Supports a majority of the tools you already use. You approve every step that touches money or customers. Install and then ask Claude to help you get onboarded.

44 skills · 35 MCP servers

anthropics/knowledge-work-plugins 35,601

commercial-skills

claude

Per-deal-and-packaging Commercial domain. v2.8.0 ships 8 skills: orchestrator + pricing-strategist (model picker + Van Westendorp WTP + packaging) + deal-desk (deal scorer + discount approval routing + redline) + partnerships-architect (5-tier classifier + joint GTM + revshare modeler) + channel-economics (cost-to-serve + ROI + mix optimizer) + commercial-policy (data-backed discount matrix + exception flow + linter) + rfp-responder (Shipley structured RFP/RFI/RFQ + win-theme + winrate predictor, context: fork) + commercial-forecaster (4Q-weighted bookings + cohort NRR/GRR + funnel-confidence with mandatory assumption disclosure). Hard rules: pricing outputs model+range (never a single number), deal outputs route to named human approver (never auto-approve), forecast outputs surface conversion assumption, RFP never invents claims for GAP requirements. 21 stdlib Python tools, 28+ reference docs. Distinct from business-growth (sales execution), c-level-advisor/cro-advisor (strategic), finance (close+report).

8 skills · 9 commands · 1 agent

alirezarezvani/claude-skills 29,725

Maintain round?

This page updates itself from your repo. Add the badge to your README, or get it Featured to pin it above the organic results with a followed link to your site.

claude & codex pluginslisted