Workflow skills¶
Library 0.1.0 contains 15 instruction-only workflows. Source snapshot: 2026-10-16, 31d7ed31ce9c97e4a2db289245b8cc4cc3a2c4a5.
Install only the workflows you need. Use an existing release ZIP or copy its canonical skill folder to the directory your host documents. Keep SKILL.md and references together. A ZIP installer needs the skill folder at the archive root.
For Codex, copy a selected folder to ~/.agents/skills/<skill-name>. For Claude Code, use ~/.claude/skills/<skill-name>. Follow the source client setup guide for host-specific installation and compatibility limits.
The first fourteen workflows use authenticated MCP. The public connection catalog uses unauthenticated HTTP and requires a host with an HTTP/web capability. Installing instructions does not connect your account.
The ZIPs below belong to the existing v0.1.0 release. Source links point to the current captured repository commit; later documentation fixes can differ from the earlier release snapshot. No new skill archives accompany this site.
| Workflow | Tools | Existing ZIP |
|---|---|---|
| Connect or open Fillfolio | open_fillfolio, get_portfolio_summary |
Download |
| Portfolio overview | get_portfolio_summary, list_portfolios |
Download |
| Holdings allocation | get_portfolio_summary, list_portfolios, list_holdings |
Download |
| Concentration review | get_portfolio_summary, list_portfolios, list_holdings, get_asset |
Download |
| Exact asset review | get_portfolio_summary, list_portfolios, list_holdings, get_asset |
Download |
| Compare portfolios | get_portfolio_summary, list_portfolios, list_holdings |
Download |
| Cost basis and current return | get_portfolio_summary, list_portfolios, list_holdings |
Download |
| Cash and debt | get_portfolio_summary, list_portfolios, list_cash_and_liabilities |
Download |
| Investment activity | list_portfolios, list_activity, get_asset |
Download |
| Spending overview | get_spending_summary, list_bank_transactions |
Download |
| Compare spending periods | get_spending_summary, list_bank_transactions |
Download |
| Merchant transactions | get_spending_summary, list_bank_transactions |
Download |
| Transaction review queue | get_spending_summary, list_bank_transactions |
Download |
| Monthly budgets | get_spending_summary, list_bank_transactions, list_budgets |
Download |
| Public connection catalog | Public HTTP catalog | Download |
fillfolio-connect¶
Connect or open Fillfolio. Authenticated MCP; account and client permissions apply.
Canonical source folder · Existing release ZIP
SHA-256:
55255829a6d82a65bc9c9694b2a84516a8371d41d430907d706cabfe6fab1d0e
fillfolio-portfolio-overview¶
Portfolio overview. Authenticated MCP; account and client permissions apply.
Canonical source folder · Existing release ZIP
SHA-256:
cca9524d2e49b40fe2651c5cba5e961c7fc35ce7052890d7f5613a9c2a5524d9
fillfolio-holdings-allocation¶
Holdings allocation. Authenticated MCP; account and client permissions apply.
Canonical source folder · Existing release ZIP
SHA-256:
956ad7ff942ba16652339df13ba43b3aa164609782d0f2f0d9ce08ec6f0d6bb7
fillfolio-concentration-review¶
Concentration review. Authenticated MCP; account and client permissions apply.
Canonical source folder · Existing release ZIP
SHA-256:
e8f6ecd2b712959e689544855a8a587c102734e67bd6cd285159f419bc5a40d3
fillfolio-asset-review¶
Exact asset review. Authenticated MCP; account and client permissions apply.
Canonical source folder · Existing release ZIP
SHA-256:
816c639aebfd76ee481ae4493394f3ad1ac744d194875350232b071c7f67568a
fillfolio-compare-portfolios¶
Compare portfolios. Authenticated MCP; account and client permissions apply.
Canonical source folder · Existing release ZIP
SHA-256:
3056348d93b49742c608c5ae4a223e0d474cd84dc06fda672f65c346de89fc51
fillfolio-cost-basis-review¶
Cost basis and current return. Authenticated MCP; account and client permissions apply.
Canonical source folder · Existing release ZIP
SHA-256:
ce327da4b012f0f955e488b7a9bf0dae398ad481b979c03928be7ca8e24a3de8
fillfolio-cash-debt-review¶
Cash and debt. Authenticated MCP; account and client permissions apply.
Canonical source folder · Existing release ZIP
SHA-256:
c6e4a78c22ba6ef12929905d6ba75f5848596a744c2bf7cc9aad39fee5bb0ad5
fillfolio-investment-activity¶
Investment activity. Authenticated MCP; account and client permissions apply.
Canonical source folder · Existing release ZIP
SHA-256:
d8bed9eafec55c699c2423ddac6cf212d32aab2ad888743672a95d6bc89a2f36
fillfolio-spending-overview¶
Spending overview. Authenticated MCP; account and client permissions apply.
Canonical source folder · Existing release ZIP
SHA-256:
843f0df665a5cf53446f51e747d73d14c4688f4c9ae5059daa828850722fe060
fillfolio-compare-spending¶
Compare spending periods. Authenticated MCP; account and client permissions apply.
Canonical source folder · Existing release ZIP
SHA-256:
99c677d6f3f4dfe03ecf0d6e78460e59f333740fa98305be4644d7f78fa482d1
fillfolio-merchant-review¶
Merchant transactions. Authenticated MCP; account and client permissions apply.
Canonical source folder · Existing release ZIP
SHA-256:
deff4802d3e716fded3b15bbb4980709fe1aca2a8fdb02c67070e05e850be14b
fillfolio-transaction-review¶
Transaction review queue. Authenticated MCP; account and client permissions apply.
Canonical source folder · Existing release ZIP
SHA-256:
09e8de8d43333da96558f6252b3f58c26f20c563651551d1a38681aa90ec160d
fillfolio-budget-review¶
Monthly budgets. Authenticated MCP; account and client permissions apply.
Canonical source folder · Existing release ZIP
SHA-256:
7eb7025dc60bd9abee52ed90c5c8cce3f7bfe3ea294b201900aca7713b8b4ca1
fillfolio-public-connections¶
Public connection catalog. Public HTTP; no account sign-in. This workflow cannot read private records.
Canonical source folder · Existing release ZIP
SHA-256:
de7b736361b8da6d4bca8efa184904cf114686b4965cd2937f12fdb0b6dfbe74