Risk Assessment

Ticket Deflector

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Reads a forwarded customer email or ticket, pulls order and refund status from a payments connector (PayPal, Square, or Stripe) or Shopify, account history from the CRM, and open tickets from a support desk (Zoho Desk), drafts a tone-matched reply in the owner's writing voice, and can issue a refund through the payments connector with explicit owner approval. With Shopify connected it also runs a proactive order-triage mode that surfaces orders needing attention — unfulfilled past the promised window, payment problems, pending refunds, stuck shipments — and drafts the next action for each before the customer has to ask. Use when the user says "draft a response," "answer this customer," "where's my order," "I want a refund," "check my orders," or "anything about to blow up."

Tax Season Organizer

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Prepares tax-season materials for the owner's accountant, not tax advice. US federal tax; a non-US business gets its closed-books packet instead. Two modes: (1) quarterly estimated tax from YTD net income in the ledger (MYOB, NetSuite, QuickBooks, Xero, or Zoho Books); (2) year-end 1099 prep, scanning the ledger, PayPal, and Stripe for contractors paid over USD 600 into a 1099-NEC list with missing W-9 flags. Any tax request routes first to /tax-prep, which confirms the books are closed and reconciled before running this skill. Use this skill directly only when the owner says the period's books are already closed: "books are closed, now do the 1099s," "run the quarterly estimate off the closed numbers," or "just the contractor W-9 list."

Tax Prep

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基于已结账的账目准备税务材料：季度预估缴税明细，或年终 1099-NEC 清单与会计师资料包。

Smb Onboard

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引导小微企业主完成首次设置：连接工具、运行一次体现价值的配方、记录业务背景并设定每周检查节奏。

Smb Router

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将小企业主的需求转接到合适的插件技能或命令，并说明可用功能。

Month End Prep

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Reconciles the accounting ledger (MYOB, NetSuite, QuickBooks, Xero, or Zoho Books) against PayPal, Shopify, Square, and Stripe settlements, flags transactions that need attention, suspicious duplicates, and missing receipts, then writes a plain-English P&L narrative and exports a close packet (xlsx + one-page PDF). This is the first link of the /close-month command; a request to close the month or the books routes there, and the command runs this skill before refreshing the forecast and distributing the packet. Use this skill directly only when the owner wants the reconciliation alone, with no forecast refresh and no distribution: "just reconcile, no packet," "what's missing from the books," "flag the duplicates and missing receipts," or "write the P&L narrative for this month."

Value Creation Plan

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构建并购后价值创造计划，将收入、成本与运营杠杆映射到 EBITDA 桥。

Swap Curve Strategy

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利用 MCP 定价工具分析利率互换曲线、互换利差、实际利率与曲线交易机会。

Deal Sourcing

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指导私募股权项目挖掘流程：寻找目标公司、核查 CRM 往来记录，并起草创始人外联邮件。

Unit Economics

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为私募股权标的分析单位经济：ARR 队列、LTV/CAC、净留存、回收期与利润瀑布。

Option Vol Analysis

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通过结合波动率曲面、含希腊字母的期权定价与历史价格，比较隐含波动率与已实现波动率。

Dd Meeting Prep

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为尽职调查会议（如管理层演示、专家访谈）准备问题清单、基准数据和需重点探查的风险信号。