credit-memo

credit-memo is a cursor rule for Cursor from mohitagw15856/pm-claude-skills. It costs 79 tokens per session (1,243 once invoked), scanned A, original, MIT.

A structured document for deciding whether to lend money to a borrower. It explains the borrower, loan terms, repayment sources, financial ratios, risks, protections, and recommendation.

In plain words
What is it for?
It helps prepare credit applications, loan write-ups, and lending-committee papers. It covers facility structure, covenant headroom, risk-rating reasoning, and mitigants—steps intended to reduce identified risks.
Why use it?
A lending committee needs a consistent way to judge whether the loan is likely to be repaid. This brings the relevant business facts, numbers, risks, and safeguards into one decision document.

Cursor rule for Cursor

Written for Cursor: a Cursor rule (.mdc).

Good fit It helps prepare credit applications, loan write-ups, and lending-committee papers. It covers facility structure, covenant headroom, risk-rating reasoning, and mitigants—steps intended to reduce identified risks.

Compare 6 cursor rules from other repositories ↓
Install with agentmods
npx agentmods add rules/mohitagw15856/pm-claude-skills/credit-memo
About the project

PM Skills is a collection of plain-Markdown instructions that teach AI assistants structured methods for handling professional, personal, and life-admin tasks. People use it with Claude, ChatGPT, Gemini, Cursor, Codex, and other supported agents for work such as writing product requirements, reviewing documents, or planning difficult situations.

mohitagw15856/pm-claude-skills · 1,357 stars · on GitHub · mohitagw15856.github.io

Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

Clone the repo
git clone --depth 1 https://github.com/mohitagw15856/pm-claude-skills

Made for: Cursor.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for credit-memo

README.md
[![agentmods](https://agentmods.dev/badge/rules/mohitagw15856/pm-claude-skills/credit-memo/github.svg)](https://agentmods.dev/rules/mohitagw15856/pm-claude-skills/credit-memo)
Your own site
<a href="https://agentmods.dev/rules/mohitagw15856/pm-claude-skills/credit-memo"><img src="https://agentmods.dev/badge/rules/mohitagw15856/pm-claude-skills/credit-memo/github.svg" alt="Measured on agentmods" height="20"></a>

Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

agentmods 80×15 button for credit-memo

Your own site · 80×15
<a href="https://agentmods.dev/rules/mohitagw15856/pm-claude-skills/credit-memo"><img src="https://agentmods.dev/badge/rules/mohitagw15856/pm-claude-skills/credit-memo.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 79 Only the description is in the session, so the agent can decide to use it. The body loads when it is invoked.
When invoked 1,243 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe.
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5.1 $0.00079 $0.01243
Opus 5 $0.00039 $0.00622
Sonnet 5 $0.00016 $0.00249
Haiku 4.5 $0.00008 $0.00124

Measured 8d ago against content hash ac3bcbe08ee6, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-11, from the pricing page.

Security

Grade A, and why

credit-memo scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 8d ago.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

exports/cursor/pm-banking/credit-memo/credit-memo.mdc · 77 lines

How it starts

The opening of the file, as written. The whole thing — 77 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Credit Memo Skill

A credit memo has one job: let a committee member who has never met the borrower decide whether the bank gets its money back. This skill writes that document — the story, the structure, the numbers, and the risks — with the discipline that every risk carries a mitigant or an explicit acceptance, and every rating has a stated rationale.

What This Skill Produces

  • A borrower story (business, ownership, management, why they need the money)
  • A facility structure table (amount, tenor, pricing, security, guarantees, covenants)
  • Repayment sources: primary, secondary, tertiary — each tested
  • A financial-ratio spread with trends and covenant headroom
  • Risk factors, each paired with a mitigant or an explicit acceptance
  • Risk-rating rationale and a clear recommendation

Required Inputs

Ask for what's missing; from a thin brief, draft with every inferred figure labelled [assumed — verify]:

  • Borrower — business, ownership, years operating, management
  • Request — facility type, amount, tenor, purpose, proposed pricing and security
  • Financials — 2–3 years of revenue, EBITDA, debt, interest expense, working capital; projections if available
  • Existing exposure and relationship history
  • Proposed covenants and the institution's rating scale, if available

Credit Framework

Borrower story. What the business does, who owns and runs it, and why they need the money now — growth, refinance, working-capital cycle, or distress dressed as growth. The purpose must match the tenor and structure (don't fund long-term assets with short-term debt).

Repayment sources — the core of the memo:

  • Primary: operating cash flow. Test with DSCR = cash available for debt service ÷ total debt service. Common framing: ≥1.25x is conventional comfort; 1.0–1.25x is tight and needs a covenant fence; <1.0x means the deal relies on the secondary source — say so in those words.
  • Secondary: collateral. State value, valuation date and basis, advance rate, and realistic liquidation value under stress — not appraisal value.
  • Tertiary: guarantor/sponsor support. Verified net worth and liquidity, and the honest note that guarantees are a negotiating position, not cash.

Read the full file on GitHub · 77 lines

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 8d ago First seen · 77 lines · 79 tokens per session scan A ac3bcbe08ee6

Subscribe to this mod's changes

credit-memo is a cursor rule published in the GitHub repository mohitagw15856/pm-claude-skills (1,357 stars, last pushed today), licensed MIT. It adds 79 tokens to every session and 1,243 once invoked, about $0.0004 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-09-03.