Level Open Finance

Route cash flow, margin, billing, spend, reconciliation, close, and CFO-review questions to twenty evidence-first finance skills from Level.

Install

skills CLI (Claude Code, Cursor, Codex and more)
npx skills add levelcfo/open-finance-skills --skill level-open-finance
Manual install
git clone --depth 1 https://github.com/levelcfo/open-finance-skills.git /tmp/open-finance-skills
mkdir -p ~/.claude/skills
cp -r /tmp/open-finance-skills/. ~/.claude/skills/level-open-finance

Personal skills live in ~/.claude/skills. Use .claude/skills in a project folder to share a skill with your team.

From the SKILL.md

# Level Open Finance

Use the narrowest matching skill under `skills/`. Require the evidence named by that skill, preserve missing values as unknown, distinguish exceptions from confirmed errors, and keep the final accounting or operating decision with a qualified human reviewer.

Start with `catalog.json` when the request does not clearly identify a workflow. Use only synthetic examples for demonstrations. Never infer that this package includes client records, credentials, private workpapers, or personalized accounting, tax, legal, audit, or investment advice.

Credit: Level Open Finance by [Level](https://levelcfo.com/finance-systems/).

The local MCP retrieves frozen invented fixtures and expected results. It does not execute these instructions on new records. Check source coverage and current applicability yourself; available means instructions are installed, not that a live accounting integration is available.
Read the full skill on GitHub

Details

Skill name
level-open-finance
License
MIT
Repo updated
28 October 2026

FAQ

What does the Level Open Finance skill do?

Route cash flow, margin, billing, spend, reconciliation, close, and CFO-review questions to twenty evidence-first finance skills from Level.

How do I install the Level Open Finance skill?

skills CLI (Claude Code, Cursor, Codex and more): npx skills add levelcfo/open-finance-skills --skill level-open-finance. Skills go in ~/.claude/skills (personal) or .claude/skills (project), and Claude loads them automatically when a task matches the description.

Is Level Open Finance popular?

It lives in levelcfo/open-finance-skills, which has 2 GitHub stars and 0 forks, and is included in 1 curated skill list.

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