mholovetskyi

Leads Administration Guild. Manages scheduling, travel coordination, document management, and expense reporting for the organization.

Maintains financial records, categorizes transactions with deterministic rules, reconciles accounts, and executes daily syncs and monthly close.

Monitors competitors across social, product, hiring, and funding signals with daily/weekly/monthly cadence and severity classification.

Monitors regulatory compliance, tracks compliance items, generates audit reports, and alerts on upcoming regulatory deadlines.

Creates all written marketing content including blog posts, social copy, newsletters, and landing pages with strict format and SEO guidelines.

Drafts, reviews, and manages contract lifecycle with structured review checklists and renewal tracking.

Monitors customer health scores, predicts churn with deterministic scoring, and triggers retention workflows for at-risk accounts.

Business intelligence dashboards, ad-hoc SQL analyses, weekly business reviews, and monthly board reports across all company data.

Fetches financial data from all external APIs (Plaid, SnapTrade, Finnhub, SEC EDGAR) and populates the local ClawFinance PostgreSQL database. Runs on scheduled cron jobs or when manually triggered. Use for: syncing bank transactions, updating portfolio holdings, refreshing news and filings. NOT for: answering financial questions (those go to specialist agents).

Analyzes investment portfolio performance, identifies rebalancing needs, finds tax-loss harvesting opportunities, tracks asset allocation, and generates portfolio insights. Uses deterministic Python scripts for all calculations. Use for: portfolio questions, stock performance, allocation drift, tax-loss harvesting, dividend tracking, concentration risk. NOT for: spending/budgets (skill-budget), tax filing (skill-tax), or company research (skill-research).

Deep company research combining SEC filings, financial data, Twitter sentiment, alternative data signals, and AI synthesis. Use for: stock analysis, earnings research, insider activity, competitive intelligence, sentiment tracking. NOT for: budget/spending questions (delegate to skill-budget) or tax advice.

Handles tax document ingestion, liability estimation, deduction tracking, and withholding analysis. Uses Azure Document Intelligence for OCR and deterministic Python scripts for all tax math. Use for: tax questions, document upload processing, estimated quarterly payments, deduction hunting, withholding checks. NOT for: investment tax-loss harvesting (skill-investment).

Analyzes spending patterns, categorizes transactions, tracks budgets, and identifies savings opportunities. Uses deterministic Python scripts for all calculations. Use for: spending questions, budget tracking, recurring charges, category breakdowns, month-over-month comparisons, overspending alerts. NOT for: portfolio analysis, tax questions, or market data (delegate those).

The ClawFinance lead agent. Routes user financial questions to the right specialist sub-agent, generates weekly summaries, and manages the proactive insight pipeline. This is the ONLY agent that talks directly to the user. Use for: net worth questions, general financial advice, weekly reports, triggering data syncs, insight triage. NOT for: direct API calls to banks or brokerages (delegate those to sub-agents).

Use CodexBar CLI local cost usage to summarize per-model usage for Codex or Claude, including the current (most recent) model or a full model breakdown. Trigger when asked for model-level usage/cost data from codexbar, or when you need a scriptable per-model summary from codexbar cost JSON.

Create or update AgentSkills. Use when designing, structuring, or packaging skills with scripts, references, and assets.

Local text-to-speech via sherpa-onnx (offline, no cloud)