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JoelLewis
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Finance Skills (JoelLewis)
por 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
Por que usar
Principais recursos
- 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
Demo ao vivo
Como fica na prática
finance-skills-joellewis.replay
▶ pronto
Casos de uso
Usos do mundo real: Finance Skills (JoelLewis)
Quando usar: See repo README for canonical use cases.
Pré-requisitos
- Repo cloned or installed — See https://github.com/JoelLewis/finance_skills
Fluxo
-
Install
Install Finance Skills (JoelLewis) per README.✓ Copiado
→ Skill registered with client
-
Configure
Provide credentials/config as instructed.✓ Copiado
→ Successful auth/init
-
Use
Run a sample task with Finance Skills (JoelLewis).✓ Copiado
→ Expected output
Resultado: You can drive the documented workflow end-to-end.
Armadilhas
- Skipping README — Read the repo README and CHANGELOG before shipping to prod.
Custo e limites
O que custa rodar
- Cota de API
- None of its own; bounded by upstream provider quotas if any
- Tokens por chamada
- Depends on usage
- Monetário
- Open source — check repo LICENSE
- Dica
- Review upstream API costs (if any) before automating.
Segurança
Permissões, segredos, alcance
Escopos mínimos: Whatever the upstream provider requires
Armazenamento de credenciais: Env vars or local config — never commit secrets
Saída de dados: Forwards data per its README
Nunca conceda: Full admin to untrusted prompts
- Project moves fast — pin a version in production.
Solução de problemas
Erros comuns e correções
Auth fails
Verify credentials and required scopes match README.
Verificar: Re-read repo README auth section.
Tool not found by client
Ensure MCP client config points to correct command/path.
Verificar: Restart the client after editing config.