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Finance Skills (JoelLewis)

Name: Finance Skills (JoelLewis) (Claude Skill)
Author: JoelLewis

Claude Code skill plugins for financial services — 81 skills across 7 domain plugins (investment, compliance, trading, ops).

Finance Skills (JoelLewis) is a Claude skill / skill pack maintained by JoelLewis. Claude Code skill plugins for financial services — 81 skills across 7 domain plugins (investment, compliance, trading, ops). See README for installation and configuration: https://github.com/JoelLewis/finance_skills

▶ Watch demo 📦 Install 💡 Use Cases

Why use it

Key features

Claude Code skill plugins for financial services — 81 skills across 7 domain plugins (investment, compliance, trading, ops).
Language: Python
79+ GitHub stars at verification time
Community project

Live Demo

What it looks like in practice

finance-skills-joellewis.replay ▶ ready

0/0

Install

Author repository · Claude Skills documentation

Use Cases

Real-world ways to use Finance Skills (JoelLewis)

Use Finance Skills (JoelLewis) for its primary workflow

👤 Claude Code users ⏱ ~20 min intermediate

When to use: See repo README for canonical use cases.

Prerequisites

Repo cloned or installed — See https://github.com/JoelLewis/finance_skills

Flow

Install

Install Finance Skills (JoelLewis) per README.✓ Copied

→ Skill registered with client
Configure

Provide credentials/config as instructed.✓ Copied

→ Successful auth/init
Use

Run a sample task with Finance Skills (JoelLewis).✓ Copied

→ Expected output

Outcome: You can drive the documented workflow end-to-end.

Pitfalls

Skipping README — Read the repo README and CHANGELOG before shipping to prod.

Tools

What this MCP exposes

Tool	Inputs	When to call	Cost
primary	see README	Primary action	free

Cost & Limits

What this costs to run

API quota: None of its own; bounded by upstream provider quotas if any
Tokens per call: Depends on usage
Monetary: Open source — check repo LICENSE
Tip: Review upstream API costs (if any) before automating.

Security

Permissions, secrets, blast radius

Minimum scopes: Whatever the upstream provider requires

Credential storage: Env vars or local config — never commit secrets

Data egress: Forwards data per its README

Never grant: Full admin to untrusted prompts

Project moves fast — pin a version in production.

Troubleshooting

Common errors and fixes

Auth fails

Verify credentials and required scopes match README.

Verify: Re-read repo README auth section.

Tool not found by client

Ensure MCP client config points to correct command/path.

Verify: Restart the client after editing config.

Resources

📖 Read the official README on GitHub

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