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Finance Skills (JoelLewis)

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

제작: JoelLewis · JoelLewis/finance_skills

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

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핵심 기능

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

라이브 데모

실제 사용 모습

finance-skills-joellewis.replay ▶ 준비됨

0/0

설치

작성자 저장소 · Claude Skills 공식 문서

사용 사례

실전 활용법: Finance Skills (JoelLewis)

Use Finance Skills (JoelLewis) for its primary workflow

👤 Claude Code users ⏱ ~20 min intermediate

언제 쓸까: See repo README for canonical use cases.

사전 조건

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

흐름

Install

Install Finance Skills (JoelLewis) per README.✓ 복사됨

→ Skill registered with client
Configure

Provide credentials/config as instructed.✓ 복사됨

→ Successful auth/init
Use

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

→ Expected output

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

함정

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

도구

이 MCP가 노출하는 것

도구	입력	언제 호출	비용
primary	see README	Primary action	free

비용 및 제한

운영 비용

API 쿼터: None of its own; bounded by upstream provider quotas if any
호출당 토큰: Depends on usage
금액: Open source — check repo LICENSE
팁: Review upstream API costs (if any) before automating.

보안

권한, 시크릿, 파급범위

최소 스코프: Whatever the upstream provider requires

자격 증명 저장: Env vars or local config — never commit secrets

데이터 외부 송신: Forwards data per its README

절대 부여 금지: Full admin to untrusted prompts

Project moves fast — pin a version in production.

문제 해결

자주 발생하는 오류와 해결

Auth fails

Verify credentials and required scopes match README.

확인: Re-read repo README auth section.

Tool not found by client

Ensure MCP client config points to correct command/path.

확인: Restart the client after editing config.