cash-flow-snapshot

cash-flow-snapshot is a skill for Claude Code from sandbaseai/sandbase-skills. It costs 52 tokens per session (1,683 once invoked), scanned A, original, Apache-2.0.

A 30-, 60-, and 90-day cash-flow forecast built from accounts receivable, accounts payable, opening cash, payment timing, and fixed costs. It can produce a summary and an XLSX spreadsheet workbook.

In plain words
What is it for?
Use it to assess runway, forecast liquidity, check payroll coverage, and identify risks during a possible cash crunch.
Why use it?
It helps answer near-term questions such as whether payroll can be covered and highlights risks caused by uncertain customer payment timing or upcoming bills.

Skill for Claude Code

Written for Claude Code: shipped in a Claude Code plugin. Also seen: positional $N argument.

Part of the sandbase-skills plugin — 97 skills shipped together

Good fit Use it to assess runway, forecast liquidity, check payroll coverage, and identify risks during a possible cash crunch.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/sandbaseai/sandbase-skills/cash-flow-snapshot
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.

Any agent
npx skills add sandbaseai/sandbase-skills --skill cash-flow-snapshot
Clone the repo
git clone --depth 1 https://github.com/sandbaseai/sandbase-skills

Made for: Claude Code.

Or install sandbase-skills, the plugin that ships this one along with the rest of its 97 skills.

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 cash-flow-snapshot

README.md
[![agentmods](https://agentmods.dev/badge/skills/sandbaseai/sandbase-skills/cash-flow-snapshot/github.svg)](https://agentmods.dev/skills/sandbaseai/sandbase-skills/cash-flow-snapshot)
Your own site
<a href="https://agentmods.dev/skills/sandbaseai/sandbase-skills/cash-flow-snapshot"><img src="https://agentmods.dev/badge/skills/sandbaseai/sandbase-skills/cash-flow-snapshot/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 cash-flow-snapshot

Your own site · 80×15
<a href="https://agentmods.dev/skills/sandbaseai/sandbase-skills/cash-flow-snapshot"><img src="https://agentmods.dev/badge/skills/sandbaseai/sandbase-skills/cash-flow-snapshot.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 52 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 1,683 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. Third-party audits
  • NVIDIA SkillSpector pass 7 Sept 2026
How audits are shown
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 $0.00052 $0.01683
Opus 5 $0.00026 $0.00842
Sonnet 5 $0.00010 $0.00337
Haiku 4.5 $0.00005 $0.00168

Measured 7d ago against content hash 38cbe7f2be72, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-11, from the pricing page.

Security

Grade A, and why

cash-flow-snapshot 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 7d 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.

marketing/cash-flow-snapshot/SKILL.md · 178 lines

How it starts

The opening of the file, as written. The whole thing — 178 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Cash Flow Snapshot

Produces a 30/60/90-day cash flow forecast with percentage-variance confidence bands and named risk flags. Delivers a two-part output: a concise chat summary and a downloadable XLSX workbook.

When inputs are supplied through report URLs, read the SandBase API map. Resolve the current schema with sandbase_describe_tool before using a listed capability through sandbase_call_tool.

Quick start

"Will I make payroll next month?"

The agent pulls AR/AP and fixed costs from authorized connected sources or supplied files, calculates expected inflows and outflows across 30, 60, and 90-day windows, applies confidence bands based on each customer's historical payment variance, and flags specific risks by name.


Workflow

Step 1 — Identify available data sources

Check which authorized sources are available. Prefer them in this order when present:

  1. QuickBooks — primary source for AR aging, AP, and fixed costs
  2. PayPal — transaction history and settlement timing
  3. Stripe — charge and payout history
  4. Square — sales and payout history
  5. CSV upload — fallback if no connector is connected

If no connector is live and no file is attached, ask the user to either connect a source or upload a CSV (income/expense tabular data, any reasonable format). Note which sources were used in the output — this affects confidence band width.

Step 2 — Pull the data

From QuickBooks:

  • Opening cash balance and as-of date
  • AR aging report: customer name, invoice amount, invoice date, due date, days outstanding
  • AP: vendor name, amount due, due date
  • Recurring fixed costs: rent, payroll, subscriptions (look for recurring transactions)

From PayPal / Stripe / Square:

  • Settlement history: transaction date, amount, settlement date
  • Use settlement lag (transaction date → payout date) to compute each source's average and variance payment delay

From CSV upload:

  • Parse as income/expense tabular data
  • Required columns (flexible naming): date, amount, type (income or expense), description
  • If columns are ambiguous, show the header row and ask the user to confirm mapping
  • Obtain an opening cash balance and as-of date before claiming ending liquidity or payroll coverage

Read the full file on GitHub · 178 lines

Files

What ships with it

3 files beside SKILL.md in the same directory: the scripts, references and assets a skill reads on demand. Not counted in the per-session cost; read them before you install if any of them is executable.

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. 7d ago First seen · 178 lines · 52 tokens per session scan A 38cbe7f2be72

Subscribe to this mod's changes

cash-flow-snapshot is a skill published in the GitHub repository sandbaseai/sandbase-skills (151 stars, last pushed 3d ago), licensed Apache-2.0. It adds 52 tokens to every session and 1,683 once invoked, about $0.0003 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.

Related

Other skills, from other repositories

officecli-financial-model

Use this skill when the user wants to build a financial model — 3-statement model, DCF valuation, LBO, SaaS unit economics, sensitivity / scenario analysis, debt schedule, or fundraising projections — in Excel. Trigger on: 'financial model', '3-statement model', 'P&L + BS + CF', 'DCF', 'WACC', 'NPV', 'terminal value'…

zhu1090093659/deepseek-pp · 222 tokens

himice-budget-sop

A procedure for creating or updating Himice project budget sheets from customer activity quotes.

Jaywang1013/Awesome-Himice-SOP-skill · 72 tokens

himice-budget-process

A budgeting workflow for Himice projects that uses customer quotes, supplier costs, and a built-in template. It handles budget structure, service fees paid on behalf of clients, operating costs, cash items, combined sections, and formula checks.

Jaywang1013/Awesome-Himice-SOP-skill · 48 tokens

himice-operating-expense-reimbursement-process

A process for entering Himice project operating-expense records into a built-in income-and-expense table. It uses invoices, travel documents, payment screenshots, and information about the person handling each expense.

Jaywang1013/Awesome-Himice-SOP-skill · 48 tokens

investor-materials

Create and update pitch decks, one-pagers, investor memos, accelerator applications, financial models, and fundraising materials. Use when the user needs investor-facing documents, projections, use-of-funds tables, milestone plans, or materials that must stay internally consistent across multiple fundraising assets.

gongyijie85/dsh-ecc · 61 tokens

dcf-model

Build discounted cash flow valuation workbooks in Excel.

NousResearch/hermes-agent · 14 tokens