# finance-insights

> Claude/Codex skill by [@windsor-ai](https://omgskills.com/library/windsor-ai/index.md) · 1 stars · Updated 2026-10-09

Report, rank, compare, and trend finance performance across Stripe, QuickBooks, PayPal, Xero, Chargebee, and Braintree through Windsor.ai. Use when the user asks about revenue, charges, refunds, payouts, fees, subscriptions and MRR, invoices, and balances. Do not use to change anything, to connect an account, or to schedule exports - route those to the sibling skills.

Tags: ai-agents, analytics, claude-code, claude-plugin, marketing-data, mcp, windsor-ai

## Install

```sh
git clone https://github.com/windsor-ai/claude-windsor-ai-plugin /tmp/claude-windsor-ai-plugin && ln -s /tmp/claude-windsor-ai-plugin/skills/finance-insights ~/.claude/skills/finance-insights
```

## From README

Finance insights Read live finance data from Stripe, QuickBooks, PayPal, Xero, Chargebee, and Braintree through Windsor.ai and turn it into a clear report, ranking, comparison, or trend. The main connector ids for this area are stripe, quickbooks, paypaltransaction (PayPal), xero, chargebee, braintree. Other sources in the same category work the same way; find their ids with getconnectors. Stay in scope Use this skill for metrics, rankings, comparisons, trends, and breakdowns of revenue, charges, refunds, payouts, fees, subscriptions and MRR, invoices, and balances across account, charge or transaction, subscription, and invoice. If the user asks to connect, reconnect, or add an account, use /windsor-connect instead. If the user asks for a recurring, scheduled, or automated export, use /windsor-export instead. Resolve scope and time Call getconnectors first to see which of the six sources have connected accounts. If several accounts match the request, ask which one.

## Links

- HTML page: https://omgskills.com/library/windsor-ai/claude-windsor-ai-plugin/skills/finance-insights/
- GitHub: https://github.com/windsor-ai/claude-windsor-ai-plugin
- Author: [@windsor-ai](https://omgskills.com/library/windsor-ai/index.md)

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