feat: integrate saas-metrics-coach, add finance commands, remove seek-and-analyze-video

- Integrate saas-metrics-coach into cs-financial-analyst agent with SaaS health and unit economics workflows - Add /financial-health and /saas-health slash commands - Add /update-docs repo command for post-creation sync pipeline - Remove seek-and-analyze-video skill (requires paid external API) - Update all documentation (CLAUDE.md, README.md, docs site, marketplace) - Sync Codex CLI (150 skills), Gemini CLI (207 items), fix count consistency - Regenerate 206 MkDocs pages, fix docs/index.md meta 170→171, getting-started.md finance bundle 1→2 Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-10 14:29:41 +01:00
parent ca336b59eb
commit cb3fa6b7ea
31 changed files with 742 additions and 1845 deletions
--- a/docs/agents/cs-financial-analyst.md
+++ b/docs/agents/cs-financial-analyst.md
@@ -18,9 +18,14 @@ Financial analyst covering valuation, ratio analysis, forecasting, and industry-

 ## Skill Integration

- `finance/financial-analyst` — DCF modeling, ratio analysis, forecasting, scenario planning
-  - Scripts: `dcf_valuation.py`, `ratio_calculator.py`, `forecast_builder.py`, `budget_variance_analyzer.py`
-  - References: `financial-ratios-guide.md`, `valuation-methodology.md`, `forecasting-best-practices.md`, `industry-adaptations.md`
+### finance/financial-analyst — Traditional Financial Analysis
+- Scripts: `dcf_valuation.py`, `ratio_calculator.py`, `forecast_builder.py`, `budget_variance_analyzer.py`
+- References: `financial-ratios-guide.md`, `valuation-methodology.md`, `forecasting-best-practices.md`, `industry-adaptations.md`
+
+### finance/saas-metrics-coach — SaaS Financial Health
+- Scripts: `metrics_calculator.py`, `quick_ratio_calculator.py`, `unit_economics_simulator.py`
+- References: `formulas.md`, `benchmarks.md`
+- Assets: `input-template.md`

 ## Core Workflows

@@ -52,6 +57,20 @@ Financial analyst covering valuation, ratio analysis, forecasting, and industry-
 4. Build monthly cash flow projection
 5. Define variance thresholds and review cadence

+### 5. SaaS Health Check
+1. Collect MRR, customer count, churn, CAC data from user
+2. Run `metrics_calculator.py` to compute ARR, LTV, LTV:CAC, NRR, payback
+3. Run `quick_ratio_calculator.py` if expansion/churn MRR available
+4. Benchmark each metric against stage/segment via `benchmarks.md`
+5. Flag CRITICAL/WATCH metrics and recommend top 3 actions
+
+### 6. SaaS Unit Economics Projection
+1. Take current MRR, growth rate, churn rate, CAC from user
+2. Run `unit_economics_simulator.py` to project 12 months forward
+3. Assess runway, profitability timeline, and growth trajectory
+4. Cross-reference with `forecast_builder.py` for scenario modeling
+5. Present monthly projections with summary and risk flags
+
 ## Output Standards
 - Valuations → range with methodology stated (DCF, comparables, precedent)
 - Ratios → benchmarked against industry with trend arrows
@@ -65,6 +84,29 @@ Financial analyst covering valuation, ratio analysis, forecasting, and industry-
 - **Budget Variance:** Departmental budgets maintained within 10% of plan
 - **Analysis Turnaround:** Financial models delivered within 48 hours of data receipt

+## Integration Examples
+
+```bash
+# SaaS health check — full metrics from raw numbers
+python ../../finance/saas-metrics-coach/scripts/metrics_calculator.py \
+  --mrr 80000 --mrr-last 75000 --customers 200 --churned 3 \
+  --new-customers 15 --sm-spend 25000 --gross-margin 72 --json
+
+# Quick ratio — growth efficiency
+python ../../finance/saas-metrics-coach/scripts/quick_ratio_calculator.py \
+  --new-mrr 10000 --expansion 2000 --churned 3000 --contraction 500
+
+# 12-month projection
+python ../../finance/saas-metrics-coach/scripts/unit_economics_simulator.py \
+  --mrr 80000 --growth 8 --churn 1.5 --cac 1667 --json
+
+# Traditional ratio analysis
+python ../../finance/financial-analyst/scripts/ratio_calculator.py financial_data.json --format json
+
+# DCF valuation
+python ../../finance/financial-analyst/scripts/dcf_valuation.py valuation_data.json --format json
+```
+
 ## Related Agents

 - [cs-ceo-advisor](../c-level/cs-ceo-advisor.md) -- Strategic financial decisions, board reporting, and fundraising planning
--- a/docs/commands/financial-health.md
+++ b/docs/commands/financial-health.md
@@ -0,0 +1,45 @@
+---
+title: "/financial-health"
+description: "/financial-health — Claude Code slash command."
+---
+
+# /financial-health
+
+**Type:** Slash Command | **Source:** [`commands/financial-health.md`](https://github.com/alirezarezvani/claude-skills/tree/main/commands/financial-health.md)
+
+---
+
+
+# /financial-health
+
+Analyze financial statements, build valuation models, assess budget variances, and construct forecasts.
+
+## Usage
+
+```
+/financial-health ratios <financial_data.json> [--format json|text]
+/financial-health dcf <valuation_data.json> [--format json|text]
+/financial-health budget <budget_data.json> [--format json|text]
+/financial-health forecast <forecast_data.json> [--format json|text]
+```
+
+## Examples
+
+```
+/financial-health ratios quarterly_financials.json --format json
+/financial-health dcf acme_valuation.json
+/financial-health budget q1_budget.json --format json
+/financial-health forecast revenue_history.json
+```
+
+## Scripts
+- `finance/financial-analyst/scripts/ratio_calculator.py` — Profitability, liquidity, leverage, efficiency, valuation ratios
+- `finance/financial-analyst/scripts/dcf_valuation.py` — DCF enterprise and equity valuation with sensitivity analysis
+- `finance/financial-analyst/scripts/budget_variance_analyzer.py` — Actual vs budget vs prior year variance analysis
+- `finance/financial-analyst/scripts/forecast_builder.py` — Driver-based revenue forecasting with scenario modeling
+
+## Skill Reference
+→ `finance/financial-analyst/SKILL.md`
+
+## Related Commands
+- `/saas-health` — SaaS-specific metrics (ARR, MRR, churn, CAC, LTV, Quick Ratio)
--- a/docs/commands/index.md
+++ b/docs/commands/index.md
@@ -1,22 +1,24 @@
 ---
 title: "Commands"
-description: "All 12 slash commands for quick access to common operations."
+description: "All 14 slash commands for quick access to common operations."
 ---

 # Slash Commands

-12 commands for quick access to common operations.
+14 commands for quick access to common operations.

 | Command | Description |
 |---------|-------------|
 | [`/changelog`](changelog.md) | Generate Keep a Changelog entries from git history and validate commit message format. |
 | [`/competitive-matrix`](competitive-matrix.md) | Build competitive matrices with weighted scoring, gap analysis, and market positioning insights. |
+| [`/financial-health`](financial-health.md) | Analyze financial statements, build valuation models, assess budget variances, and construct forecasts. |
 | [`/okr`](okr.md) | Generate cascaded OKR frameworks from company-level strategy down to team-level key results. |
 | [`/persona`](persona.md) | Generate structured user personas with demographics, goals, pain points, and behavioral patterns. |
 | [`/pipeline`](pipeline.md) | Detect project stack and generate CI/CD pipeline configurations for GitHub Actions or GitLab CI. |
 | [`/project-health`](project-health.md) | Generate portfolio health dashboards and risk matrices for project oversight. |
 | [`/retro`](retro.md) | Analyze retrospective data for recurring themes, sentiment trends, and action item effectiveness. |
 | [`/rice`](rice.md) | Prioritize features using RICE scoring (Reach, Impact, Confidence, Effort) with optional capacity constraints. |
+| [`/saas-health`](saas-health.md) | Calculate SaaS financial health metrics from raw business numbers, benchmark against industry standards, and project forward. |
 | [`/sprint-health`](sprint-health.md) | Score sprint health across delivery, quality, and team metrics with velocity trend analysis. |
 | [`/tdd`](tdd.md) | Generate tests, analyze coverage, and validate test quality using the TDD Guide skill. |
 | [`/tech-debt`](tech-debt.md) | Scan codebases for technical debt, score severity, and generate prioritized remediation plans. |
--- a/docs/commands/saas-health.md
+++ b/docs/commands/saas-health.md
@@ -0,0 +1,42 @@
+---
+title: "/saas-health"
+description: "/saas-health — Claude Code slash command."
+---
+
+# /saas-health
+
+**Type:** Slash Command | **Source:** [`commands/saas-health.md`](https://github.com/alirezarezvani/claude-skills/tree/main/commands/saas-health.md)
+
+---
+
+
+# /saas-health
+
+Calculate SaaS financial health metrics from raw business numbers, benchmark against industry standards, and project forward.
+
+## Usage
+
+```
+/saas-health metrics --mrr <amount> [--customers <n>] [--churned <n>] [--json]
+/saas-health quick-ratio --new-mrr <amount> --churned <amount> [--expansion <amount>]
+/saas-health simulate --mrr <amount> --growth <pct> --churn <pct> --cac <amount> [--json]
+```
+
+## Examples
+
+```
+/saas-health metrics --mrr 80000 --customers 200 --churned 3 --new-customers 15 --sm-spend 25000
+/saas-health quick-ratio --new-mrr 10000 --expansion 2000 --churned 3000 --contraction 500
+/saas-health simulate --mrr 50000 --growth 10 --churn 3 --cac 2000
+```
+
+## Scripts
+- `finance/saas-metrics-coach/scripts/metrics_calculator.py` — Core SaaS metrics (ARR, MRR, churn, CAC, LTV, NRR, payback)
+- `finance/saas-metrics-coach/scripts/quick_ratio_calculator.py` — Growth efficiency ratio
+- `finance/saas-metrics-coach/scripts/unit_economics_simulator.py` — 12-month forward projection
+
+## Skill Reference
+→ `finance/saas-metrics-coach/SKILL.md`
+
+## Related Commands
+- `/financial-health` — Traditional financial analysis (ratios, DCF, budgets)
--- a/docs/getting-started.md
+++ b/docs/getting-started.md
@@ -78,7 +78,7 @@ Choose your platform and follow the steps:
 | **Project Management** | `/plugin install pm-skills@claude-code-skills` | 6 |
 | **C-Level Advisory** | `/plugin install c-level-skills@claude-code-skills` | 28 |
 | **Business & Growth** | `/plugin install business-growth-skills@claude-code-skills` | 4 |
-| **Finance** | `/plugin install finance-skills@claude-code-skills` | 1 |
+| **Finance** | `/plugin install finance-skills@claude-code-skills` | 2 |

 Or install individual skills: `/plugin install skill-name@claude-code-skills`

@@ -112,7 +112,7 @@ AI-augmented development. Optimize for SEO.

 ## Python Tools

-All 237 tools use the standard library only — zero pip installs, all verified.
+All 240 tools use the standard library only — zero pip installs, all verified.

 ```bash
 # Security audit a skill before installing
--- a/docs/index.md
+++ b/docs/index.md
@@ -1,6 +1,6 @@
 ---
 title: Claude Code Skills & Plugins
-description: "170 production-ready skills, 14 agents, and 12 commands for Claude Code, OpenAI Codex, Gemini CLI, and OpenClaw."
+description: "171 production-ready skills, 14 agents, and 14 commands for Claude Code, OpenAI Codex, Gemini CLI, and OpenClaw."
 hide:
  - toc
  - edit
@@ -14,7 +14,7 @@ hide:

 # Claude Code Skills

-170 production-ready skills that transform AI coding agents into specialized professionals.
+171 production-ready skills that transform AI coding agents into specialized professionals.
 { .hero-subtitle }

 **Claude Code** | **OpenAI Codex** | **Gemini CLI** | **OpenClaw**
@@ -27,13 +27,13 @@ hide:

 <div class="grid cards" markdown>

-   :material-counter:{ .lg .middle } **170**
+-   :material-counter:{ .lg .middle } **171**

    ---

    Production-ready skills

-   :material-language-python:{ .lg .middle } **237**
+-   :material-language-python:{ .lg .middle } **240**

    ---

@@ -45,7 +45,7 @@ hide:

    [Multi-skill agents](agents/)

-   :material-console:{ .lg .middle } **12**
+-   :material-console:{ .lg .middle } **14**

    ---

@@ -127,9 +127,9 @@ hide:

    ---

-    Financial analyst — DCF valuation, budgeting, forecasting, ratio analysis
+    Financial analyst, SaaS metrics coach — DCF valuation, budgeting, forecasting, ratio analysis, ARR/MRR/churn/LTV

-    [:octicons-arrow-right-24: 1 skill](skills/finance/)
+    [:octicons-arrow-right-24: 2 skills](skills/finance/)

 </div>

--- a/docs/skills/finance/index.md
+++ b/docs/skills/finance/index.md
@@ -5,9 +5,10 @@ description: "All Finance skills for Claude Code, OpenAI Codex, and OpenClaw."

 # Finance Skills

-2 skills in this domain.
+3 skills in this domain.

 | Skill | Description |
 |-------|-------------|
 | [Finance Skills](finance.md) | `finance` |
 | [Financial Analyst Skill](financial-analyst.md) | `financial-analyst` |
+| [SaaS Metrics Coach](saas-metrics-coach.md) | `saas-metrics-coach` |
--- a/docs/skills/finance/saas-metrics-coach.md
+++ b/docs/skills/finance/saas-metrics-coach.md
@@ -0,0 +1,159 @@
+---
+title: "SaaS Metrics Coach"
+description: "SaaS Metrics Coach - Claude Code skill from the Finance domain."
+---
+
+# SaaS Metrics Coach
+
+**Domain:** Finance | **Skill:** `saas-metrics-coach` | **Source:** [`finance/saas-metrics-coach/SKILL.md`](https://github.com/alirezarezvani/claude-skills/tree/main/finance/saas-metrics-coach/SKILL.md)
+
+---
+
+
+# SaaS Metrics Coach
+
+Act as a senior SaaS CFO advisor. Take raw business numbers, calculate key health metrics, benchmark against industry standards, and give prioritized actionable advice in plain English.
+
+## Step 1 — Collect Inputs
+
+If not already provided, ask for these in a single grouped request:
+
+- Revenue: current MRR, MRR last month, expansion MRR, churned MRR
+- Customers: total active, new this month, churned this month
+- Costs: sales and marketing spend, gross margin %
+
+Work with partial data. Be explicit about what is missing and what assumptions are being made.
+
+## Step 2 — Calculate Metrics
+
+Run `scripts/metrics_calculator.py` with the user's inputs. If the script is unavailable, use the formulas in `references/formulas.md`.
+
+Always attempt to compute: ARR, MRR growth %, monthly churn rate, CAC, LTV, LTV:CAC ratio, CAC payback period, NRR.
+
+**Additional Analysis Tools:**
+- Use `scripts/quick_ratio_calculator.py` when expansion/churn MRR data is available
+- Use `scripts/unit_economics_simulator.py` for forward-looking projections
+
+## Step 3 — Benchmark Each Metric
+
+Load `references/benchmarks.md`. For each metric show:
+- The calculated value
+- The relevant benchmark range for the user's segment and stage
+- A plain status label: HEALTHY / WATCH / CRITICAL
+
+Match the benchmark tier to the user's market segment (Enterprise / Mid-Market / SMB / PLG) and company stage (Early / Growth / Scale). Ask if unclear.
+
+## Step 4 — Prioritize and Recommend
+
+Identify the top 2-3 metrics at WATCH or CRITICAL status. For each one state:
+- What is happening (one sentence, plain English)
+- Why it matters to the business
+- Two or three specific actions to take this month
+
+Order by impact — address the most damaging problem first.
+
+## Step 5 — Output Format
+
+Always use this exact structure:
+
+```
+# SaaS Health Report — [Month Year]
+
+## Metrics at a Glance
+| Metric | Your Value | Benchmark | Status |
+|--------|------------|-----------|--------|
+
+## Overall Picture
+[2-3 sentences, plain English summary]
+
+## Priority Issues
+
+### 1. [Metric Name]
+What is happening: ...
+Why it matters: ...
+Fix it this month: ...
+
+### 2. [Metric Name]
+...
+
+## What is Working
+[1-2 genuine strengths, no padding]
+
+## 90-Day Focus
+[Single metric to move + specific numeric target]
+```
+
+## Examples
+
+**Example 1 — Partial data**
+
+Input: "MRR is $80k, we have 200 customers, about 3 cancel each month."
+
+Expected output: Calculates ARPA ($400), monthly churn (1.5%), ARR ($960k), LTV estimate. Flags CAC and growth rate as missing. Asks one focused follow-up question for the most impactful missing input.
+
+**Example 2 — Critical scenario**
+
+Input: "MRR $22k (was $23.5k), 80 customers, lost 9, gained 6, spent $15k on ads, 65% gross margin."
+
+Expected output: Flags negative MoM growth (-6.4%), critical churn (11.25%), and LTV:CAC of 0.64:1 as CRITICAL. Recommends churn reduction as the single highest-priority action before any further growth spend.
+
+## Key Principles
+
+- Be direct. If a metric is bad, say it is bad.
+- Explain every metric in one sentence before showing the number.
+- Cap priority issues at three. More than three paralyzes action.
+- Context changes benchmarks. Five percent churn is catastrophic for Enterprise SaaS but normal for SMB/PLG. Always confirm the user's target market before scoring.
+
+## Reference Files
+
+- `references/formulas.md` — All metric formulas with worked examples
+- `references/benchmarks.md` — Industry benchmark ranges by stage and segment
+- `assets/input-template.md` — Blank input form to share with users
+- `scripts/metrics_calculator.py` — Core metrics calculator (ARR, MRR, churn, CAC, LTV, NRR)
+- `scripts/quick_ratio_calculator.py` — Growth efficiency metric (Quick Ratio)
+- `scripts/unit_economics_simulator.py` — 12-month forward projection
+
+## Tools
+
+### 1. Metrics Calculator (`scripts/metrics_calculator.py`)
+Core SaaS metrics from raw business numbers.
+
+```bash
+# Interactive mode
+python scripts/metrics_calculator.py
+
+# CLI mode
+python scripts/metrics_calculator.py --mrr 50000 --customers 100 --churned 5 --json
+```
+
+### 2. Quick Ratio Calculator (`scripts/quick_ratio_calculator.py`)
+Growth efficiency metric: (New MRR + Expansion) / (Churned + Contraction)
+
+```bash
+python scripts/quick_ratio_calculator.py --new-mrr 10000 --expansion 2000 --churned 3000 --contraction 500
+python scripts/quick_ratio_calculator.py --new-mrr 10000 --expansion 2000 --churned 3000 --json
+```
+
+**Benchmarks:**
+- < 1.0 = CRITICAL (losing faster than gaining)
+- 1-2 = WATCH (marginal growth)
+- 2-4 = HEALTHY (good efficiency)
+- \> 4 = EXCELLENT (strong growth)
+
+### 3. Unit Economics Simulator (`scripts/unit_economics_simulator.py`)
+Project metrics forward 12 months based on growth/churn assumptions.
+
+```bash
+python scripts/unit_economics_simulator.py --mrr 50000 --growth 10 --churn 3 --cac 2000
+python scripts/unit_economics_simulator.py --mrr 50000 --growth 10 --churn 3 --cac 2000 --json
+```
+
+**Use for:**
+- "What if we grow at X% per month?"
+- Runway projections
+- Scenario planning (best/base/worst case)
+
+## Related Skills
+
+- **financial-analyst**: Use for DCF valuation, budget variance analysis, and traditional financial modeling. NOT for SaaS-specific metrics like CAC, LTV, or churn.
+- **business-growth/customer-success**: Use for retention strategies and customer health scoring. Complements this skill when churn is flagged as CRITICAL.