ClaudSkills / General / finance-personal

Financial Account Setup

Q: What is a Claude Code skill and how does the Financial Account Setup skill fit in?

A Claude Code skill is a SKILL.md file that lives under ~/.claude/skills/<name>/ and tells the Claude Code CLI agent how to perform a specific task (instructions, prompts, allowed tools). Skills are auto-discovered at session start. Financial Account Setup is one of 67,000+ skills indexed in the open ClaudSkills catalog, classified under the General category. Learn more at https://claudskills.com/learn/what-is-skill-md/.

Category: General · Sub-category: finance-personal · Last updated: 2026-05-21

Use when configuring Financial Services Cloud (FSC) financial accounts — including account types, FinancialHolding positions, FinancialGoal records, FinancialAccountRole assignments (Primary Owner, Joint Owner, Beneficiary), and household balance rollup behavior. Triggers: configure financial accounts in FSC, set up financial account roles Financial Services Cloud, FSC household balance rollup not working, add holdings to financial account, FinancialAccountType picklist setup, FSC brokerage or retirement account configuration. NOT for standard Account objects, NOT for Salesforce standard financial-services industry templates unrelated to FinancialAccount, NOT for Accounting Subledger or Revenue Cloud.

Security AStatic scan found no risk patternsHow grading works ›

About this skill (catalog notes)

Financial Account Setup includes pricing or quota commentary. At roughly 2,391 words the SKILL.md is on the longer end of the catalog distribution.

Original author: Pranav Nagrecha
Indexed lastmod: 2026-05-21
Catalog position: General · finance-personal
Indexed related skills: 10

How Financial Account Setup fits the catalog

Financial Account Setup sits in the General category under the finance-personal sub-topic in the ClaudSkills catalog. There are 10 related skills indexed alongside it; comparing a few before installing usually reveals which fits your workflow best.

These notes are auto-generated from features detected in the SKILL.md file and from this catalog's structure — they aren't part of the source repository.

From the source SKILL.md

Use this skill when configuring Financial Services Cloud (FSC) financial accounts and their related data model — account types, holdings, financial goals, account roles, and household rollup behavior. This skill covers the end-to-end setup of the FinancialAccount object (API name: FinServ__FinancialAccount__c in managed-package orgs, FinancialAccount in Core FSC Winter '23+ orgs) and all directly dependent objects.

What this skill does

Financial Account Setup is a community-contributed Claude Code skill in the finance-personal sub-category. It ships as a SKILL.md file that Claude Code auto-discovers under ~/.claude/skills/financial-account-setup/ and loads when your prompt matches the skill's trigger.

When to invoke it: Use when configuring Financial Services Cloud (FSC) financial accounts — including account types, FinancialHolding positions, FinancialGoal records, FinancialAccountRole assignments (Primary Owner, Joint Owner, Beneficiary), and household balance rollup behavior. Triggers: configure financial accounts in FSC, set up financial account roles Financial Services Cloud, FSC household balance rollup not working, add holdings to financial account, FinancialAccountType picklist setup, FSC brokerage or retirement account configuration.

Who uses this skill

The Financial Account Setup Claude Code skill is built for Claude Code users and developers across all disciplines looking for general-purpose AI assistance. It's part of ClaudSkills (also referred to as Claude Skills or Claude Code Skills) — the open community-curated registry of 146,000+ SKILL.md files for Anthropic's Claude Code agent and the wider Claude ecosystem (Claude API, Claude Agent SDK).

How to install

Free

Manual install (2 steps)

mkdir -p ~/.claude/skills/financial-account-setup
curl -L https://claudskills.com/skills/financial-account-setup/SKILL.md \
  -o ~/.claude/skills/financial-account-setup/SKILL.md

Or just download SKILL.md directly and drop it into ~/.claude/skills/financial-account-setup/. Claude Code auto-discovers it on next session.

Skills live at ~/.claude/skills/financial-account-setup/SKILL.md on macOS/Linux, or %USERPROFILE%\.claude\skills\financial-account-setup\SKILL.md on Windows. See the full install guide for step-by-step instructions.

📱 Install from your phone or desktop Telegram

Open @claudskills_bot on Telegram, tap Open Desktop App, and the desktop app installs this skill for you. Or share the bot link with a colleague — they get the same one-tap install. Learn more →

Pro

One-click install via the desktop app

The ClaudSkills desktop app installs any skill directly into ~/.claude/skills/ with one click — no terminal required. Pro starts at $9/mo or $149 lifetime.

Pro

For the full experience including quality scoring and one-click install features for each skill — upgrade to Pro.

See pricing → Download desktop app

Frequently asked questions

How do I install the Financial Account Setup Claude Code skill?

Install via the ClaudSkills desktop app (one click) or copy SKILL.md from the source repository to ~/.claude/skills/financial-account-setup/SKILL.md and restart Claude Code. Both flows are detailed at claudskills.com/install/.

What does the Financial Account Setup skill do?

Is this skill free to install?

Yes. ClaudSkills is an open registry — every skill keeps its source repository's license, and manual install via copy is free. ClaudSkills Pro ($9/mo, $79/yr, or $149 one-time) adds one-click install via the desktop app and a multi-signal Quality Score.

When should I use the Financial Account Setup skill?

Use Financial Account Setup when your Claude Code task falls under the General category — specifically in the finance personal area. Claude Code auto-discovers installed skills and invokes the right one based on the task description, so you can also ask Claude directly (e.g. "use Financial Account Setup" or describe the task and let Claude pick). Browse related skills at /category/general/.

What is a Claude Code skill and how does the Financial Account Setup skill fit in?

A Claude Code skill is a SKILL.md file that lives under ~/.claude/skills/<name>/ and tells the Claude Code CLI agent how to perform a specific task (instructions, prompts, allowed tools). Skills are auto-discovered at session start. Financial Account Setup is one of 67,000+ skills indexed in the open ClaudSkills catalog, classified under the General category. Learn more at /learn/what-is-a-claude-skill/.

Attribution & license

Author: Pranav Nagrecha

Cite this skill

If you reference this skill in a blog post, paper, or documentation, you can cite it as:

APA

Pranav Nagrecha. (2026). Financial Account Setup [Claude Code skill]. ClaudSkills. https://claudskills.com/skills/financial-account-setup/

BibTeX

@misc{financial-account-setup-2026,
  author    = {Pranav Nagrecha},
  title     = {Financial Account Setup [Claude Code skill]},
  year      = {2026},
  publisher = {ClaudSkills},
  url       = {https://claudskills.com/skills/financial-account-setup/}
}

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Security scan

Grade A · scanned 2026-07-06 — free static scan against the OWASP Agentic Skills Top 10.

No risk patterns were found in any of the ten OWASP-aligned categories. How grading works ›

✓ Prompt injection
✓ Data exfiltration
✓ Supply chain
✓ Reverse shell
✓ Credentials
✓ Execution
✓ Filesystem
✓ Persistence
✓ Obfuscation
✓ Network

Show this grade on your repo (click to copy):

[![Security: A](https://img.shields.io/badge/Security-A-2e7d32)](https://claudskills.com/skills/financial-account-setup/#security)

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Browse all General skills → Top 100 skills

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