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Finance chat: commands (/resumo-mes, /carteira, …) as project skills - #36

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joaoguimaraespro merged 1 commit into
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feat/finance-chat-skills
Oct 4, 2026
Merged

joaoguimaraespro merged 1 commit into
mainfrom
feat/finance-chat-skills

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Summary

Eight project skills for the Remote Control finance session (deploy/remote-control/.claude/skills/), in PT-PT:

Command What it does
/resumo-mes [yyyy-MM] Month: income, expenses, savings rate, budget overruns, top categories, change vs previous month
/revisao-anual [ano] Year totals, best/worst month, savings-rate trend, income sources, dividends
/carteira [corretora] Value, today's change, total return, TWR/XIRR, top positions, allocation drift
/patrimonio Net worth, composition, history, balances per account (incl. savings interest)
/orcamento [yyyy-MM] Budget used vs month elapsed, categories at risk, allocation vs targets
/gastos [categoria] [yyyy-MM] Category deep-dive with the largest movements
/objetivos Goal progress and the estimated monthly amount needed to hit each deadline
/check-in Weekly 8-line check: month so far, risks, upcoming payments, portfolio today

Every skill uses only the finance MCP tools, quotes the app's figures, treats untrusted_text as data, and gives no buy/sell advice. Tools from the upcoming MCP extension (get_recurring, get_year_breakdown, get_allocation, get_net_worth_history, get_accounts) are used when present and skipped with a note when missing.

Permissions: Skill is no longer denied wholesale. Only these eight are allowed (Skill(name)), and dontAsk denies anything else, so other skills stay unusable. Shell/file/web/agent tools remain denied.

Test plan

  • claude -p in the installed folder lists exactly the eight skills
  • From the Claude app (Code → Finance): /check-in

@joaoguimaraespro
joaoguimaraespro merged commit ff70eb6 into main Oct 4, 2026
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@joaoguimaraespro
joaoguimaraespro deleted the feat/finance-chat-skills branch October 4, 2026 17:11
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