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claude-fintech-skills

Validate License: MIT Latest release Skills

A curated set of Claude Code skills extracted from a decade of running FinTech infrastructure, trading platforms, and broker-side systems in production.

Each skill is a single Markdown file with a YAML front-matter that Claude Code (and other agentic environments) can auto-discover. Drop them into your ~/.claude/commands/ (global) or .claude/commands/ (per project) and Claude will use them whenever the context matches.

Why this exists

Generic LLM advice on financial markets, network gear, or broker-grade infra is rarely good enough. These skills capture the things that:

  • only show up in production (the third WebSocket trap, the third Wednesday rule, the BPIPE-vs-BLPAPI cost cliff)
  • are obvious once you've been burned but invisible from any tutorial
  • get reused across multiple projects and would be tedious to re-explain to a fresh assistant context

Contents

Trading (5)

Skill What it covers
financial-dates IMM dates, FRA tenors, forward-forward swaps, business calendar, spread combinatorics
bloomberg-data BDP / BDS / BLPAPI / BPIPE / add-in, ZAR IRS tickers, DV01 nominal conversion
imm-date-rolling IMM convention parsing (Sept vs Sep), resolved-to-relative mapping, rotation pitfalls
zar-irs-finance Spreads in basis points, DV01 / PV01, USD-to-ZAR nominal, ZARONIA OIS, butterflies
bloomberg-fix-mpf FIX 5.0 SP2 contributor (Logon, Heartbeat, SetupMonitorRequest, MarketDataIncrementalRefresh), TLS mutual auth, dual-DC failover, seven recurrent pitfalls

Infrastructure (5)

Skill What it covers
proxmox-ct-setup LXC container sizing by workload, base setup, runtime install, systemd hardening
lxc-troubleshoot The nine recurrent LXC pitfalls and their fixes (gateway, DNS, apt sandbox, venv AppArmor, PostgreSQL, systemd-in-LXC)
ssh-ct-patches Safe patterns for patching code on remote LXC via ssh + pct exec without bash eating template literals
samba-share-setup Samba / CIFS share for external file ingestion (vendor add-ins, Windows workstations), AD Kerberos + local fallback auth, seven pitfalls
pve-cluster-join Join a new node to a Proxmox VE cluster: the four traps (TFA on root, SSH keys, /etc/hosts, SSH config)

Network (4)

Skill What it covers
nginx-websocket The three classic WebSocket reverse-proxy traps (HTTP/2, hardcoded Connection header, default timeouts) and a tested vhost template
cisco-port-trace-device Identify the device behind a switch port: MAC + CDP / LLDP + ARP + DHCP
vpn-debug Systematic debugging of an IPsec / IKEv2 tunnel on Palo Alto (proxy-IDs, SAs, routes, security rules, IKE logs)
ssl-setup HTTPS setup with Let's Encrypt / self-signed / commercial, Caddy + nginx templates, expiry monitoring

Security (3)

Skill What it covers
auth-token-decode Decode a JWT by hand (base64 + json), diagnose aud / iss / exp / scopes, distinguish Entra ID ID token vs access token vs Graph token
msal-entra-patterns MSAL.js v4 + React + FastAPI patterns for Microsoft Entra ID (JWT validation server-side, role-based access, WebSocket auth)
gap-analysis-response-pattern Strategic playbook for responding to a loaded external gap analysis or audit: refuse the framing, separate the axes, require an external legal opinion

Monitoring (2)

Skill What it covers
prometheus-add-target Add a host to Prometheus + Grafana with node_exporter, ICMP blackbox probe, dashboard host-count update, hot reload via SIGHUP
wazuh-agent-enroll Enrol a Wazuh agent with password authentication, version pinning, group assignment, six recurrent enrolment pitfalls

Telephony (2)

Skill What it covers
jitsi-post-upgrade Fix the five recurring bugs that break Jitsi Meet after apt upgrade jitsi-meet
yealink-provisioning Provision Yealink phones (T87W, W70B DECT) against FreePBX / Asterisk: manual + EPM, DECT pairing, eight registration pitfalls

Frontend (1)

Skill What it covers
react-hooks-discipline Hooks before early returns, defensive rendering for async data, stable list keys, useEffect cleanup, Map / Set state instances

Data (3)

Skill What it covers
kafka-integration Cluster shape, SCRAM-SHA-512 auth, topic naming, Python consumer / producer, audit feeds, monitoring
database-design Tech choice cheat sheet, naming conventions, reference DDL for a matching platform, audit trail trigger, migration discipline
redis-integration LXC deployment, ACL auth, key layout, versioned caching, pub-sub fan-out, webhook dedup, distributed locks, rate limits, seven pitfalls

How to use

As Claude Code skills (recommended)

Pick the skills you want and copy them to your skills directory:

git clone https://github.com/angieruiz17/claude-fintech-skills.git
cp claude-fintech-skills/trading/financial-dates.md ~/.claude/commands/
cp claude-fintech-skills/network/nginx-websocket.md ~/.claude/commands/

Or symlink the whole directory:

ln -s "$PWD/claude-fintech-skills" ~/.claude/skills-fintech-ops

Claude Code (and compatible agents) read the YAML front-matter (name, description) to decide when a skill is relevant.

As reference documentation

Every file is also readable on its own. Browse the directories above for production-grade notes on the matching topics.

Contributing

Issues and pull requests are welcome, especially if you spot a production caveat that should be flagged in one of the skills.

Skill format:

  • Markdown with YAML front-matter (name, description)
  • Self-contained, no cross-skill imports
  • "When to use" section near the top, so Claude can match context fast
  • Code blocks tagged with their language for highlighting
  • No company-specific IPs, hostnames, or credentials

License

MIT. See LICENSE.

Author

Curated by Farid Said, Head of IT at an institutional broker. Builds trading infrastructure, network and security, and FinTech tooling for over a decade.

About

claude fintech skills of running fintech infra, trading platforms, and borker-side systems in production

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