Skill UI

Provides comprehensive integration patterns for Finta fundraising CRM. This skill details how to connect Finta with external services via CSV processing, email APIs (Gmail/Outlook), webhooks (Zapier/Make), and payment gateways. It is essential for automating investor outreach, syncing complex deal data, and building custom fundraising dashboards throughout the investment lifecycle.

Executes the comprehensive workflow for claiming Research & Development (R&D) tax credits through Fondo. This skill guides users through qualifying R&D expense calculation, prepares the necessary Form 6765, and manages the payroll tax offset process for startups, potentially saving up to $500,000 annually.

A comprehensive guide for startups to maximize Return on Investment (ROI) by optimizing operational costs and leveraging R&D tax credits. This skill covers strategies for improving bookkeeping efficiency, structuring employment (W-2 vs. contractor), selecting the optimal financial plan, and minimizing overall accounting complexity using Fondo's tools.

This skill provides a comprehensive solution for deploying containerized financial dashboards and reporting tools. It integrates with Fondo's API to manage tax filings, compliance status, and complex financial reporting across multiple entities. It supports production-grade deployment, including Dockerization, robust health checks, and zero-downtime rolling updates, ensuring reliable operation during critical tax periods.

This specialized skill reviews contracts from a freelancer's perspective. It evaluates agreements using 14 detailed lenses—covering misclassification risk, IP ownership, payment terms, and non-compete clauses—to flag structural imbalances that often favor the client. It helps independent contractors understand potential legal and financial risks within client agreements.

This skill governs the secure ingestion and indexing of enterprise documents from diverse connectors (e.g., Google Drive, Confluence, Jira). Key functions include mandatory PII filtering (stripping emails, phones, SSNs) before indexing, preserving strict permission boundaries, and enforcing data retention policies to ensure compliance with global regulations like GDPR and CCPA.

This skill provides a comprehensive workflow for scheduling social media posts using the Hootsuite REST API. It manages the entire publishing lifecycle: users first upload media (images or videos) to obtain a media ID. Subsequently, the skill uses this ID, along with text content and target profiles, to schedule the post across various social networks. It supports both single and bulk scheduling operations, ensuring efficient content automation.

This skill guides users through optimizing their Hootsuite platform usage and subscription costs. It provides detailed comparisons of various paid plans (Professional, Business, Enterprise) and offers actionable strategies, such as minimizing API calls, right-sizing plans based on profiles, and implementing usage monitoring to ensure cost efficiency.

This skill provides comprehensive automation for core HubSpot business processes. It manages marketing automation tasks, including creating and updating contact lists, processing form submissions, and executing marketing email campaigns. Furthermore, it handles the full customer support lifecycle by creating, updating, and closing support tickets and follow-up tasks.

A comprehensive advisor for Hospital IT Managers and Digital Health Leaders. This skill guides digital transformation across the entire healthcare lifecycle, focusing on achieving clinical safety, compliance (HIMSS, ONA, JCI), and maximizing operational value. It covers everything from HIS/PEP integration (MV-SOUL, Tasy) and interoperability standards (FHIR, HL7) to advanced security frameworks (NIST, ISO 27001) and legal compliance (LGPD). Ideal for planning digital roadmaps and ensuring high-availability for life-critical systems.

An elite advisory skill designed for CTOs, IT Managers, and digital leaders. It acts as a collective intelligence of eight experts, providing comprehensive guidance on modern IT strategy, governance, and operational excellence. Core capabilities include FinOps management, AI governance roadmapping, C-suite executive communication, and aligning technology investments with core business value.

This skill serves as a comprehensive entry point for initiating new development work. It systematically analyzes project metadata (specs, roadmaps) to determine the optimal work decomposition path (new spec, existing extension, or simple fix). By conducting deep context loading and guiding structured dialogue, it refines vague ideas into clearly defined, actionable scope boundaries. Finally, it proposes multiple concrete technical approaches, complete with trade-offs and estimates, ensuring the resulting project scope is well-defined and ready for implementation.